Export Epos Now petty cash reports
This flow template gives you a good starting point and you can customise it as needed.
Send us an enquiry or book in a call, whatever suits you best.
Run automatically or manually
You can run this flow automatically on a schedule, for example every weekday at midnight, or choose to run it manually via our dashboard when you need it.
Fetch the petty cash reports
The flow will fetch the petty cash reports from your Epos Now account ready for filtering
Target the reports that match your filters
You can specify which reports this flow applies to.
See the customisations section later on this page for a full list of available filters.
Export the reports
This is where you can specify what you want to export. Add as many columns as you like and you can even chain together actions for the same field.
See the customisations section later on this page for a full list of available actions.
Customisation
Learn more
Triggers are the events that start the flow.
For example, run at 6pm on Mondays, Wednesdays and Fridays.
Scheduler
Set your flow to run automatically at a specific time or interval. Choose from monthly, weekly, daily or hourly.
Manual Run
Run your flow manually using our dashboard. This is useful for testing your flow or running it on demand.
Filters allow you to apply the actions only to the objects that pass the filter criteria you specify.
For example, filter by the customer type or where the customer name contains certain characters.
PCR Amount
PCR DateTime
PCR Device ID
PCR Device Name
Petty Cash Report From Date (Filter)
PCR Reason
PCR Reason ID
PCR Staff ID
PCR Staff Name
Petty Cash Report To Date (Filter)
Device Description
Device Id
Device Location
Device Name
Staff Hourly Rate
Staff Id
Staff ID
Staff Main Location Id
Staff Name
Staff Reference Code
Staff Role Id
Staff Show At All Locations
Location Area Description
Location Area Email Address
Location Area Id
Location Area
Location Area Name
Location Area Parent Id
Location Address Line 1
Location Address Line 2
Location Bar Tab Spend Limit
Location Country Name
Location County
Location Currency Id
Location Date Format
Location Decimal Separator
Location Description
Location Email Address
Location Group Separator
Location Id
Location
Location Is Warehouse
Location Language
Location Location Area
Location Long Time Format
Location Name
Location No Of Top Sellers
Location Number Of Bar Tabs
Location Phone Number
Location Post Code
Location Predefined Locale Settings
Location Short Time Format
Location Show Bar Tabs
Location Time Zone
Location Town
Role CanAccessBackOffice
Role CanAccessMiscProducts
Role CanAccesssCustomers
Role CanAccessTablePlan
Role CanAccessTill
Role CanAccessTillAdminOptions
Role CanAdjustFloat
Role CanApplyBasketDiscounts
Role CanApplyItemDiscounts
Role CanChangeTabSpendAmount
Role CanClearTransaction
Role CanDeleteUnorderedItems
Role CanDisableServiceCharge
Role CanEditCustomerPoints
Role CanHoldTransaction
Role CanManuallySelectCustomer
Role CanOrderAllocationServer
Role CanOrderAllocationTableManager
Role CanOrderAllocationTeamServer
Role CanReceiveStock
Role CanRefundItems
Role CanRemoveFromTable
Role CanRunEndOfDay
Role CanSeeEndOfDayReport
Role CanSendStock
Role CanServerBaking
Role CanStockTake
Role CanTipOutOthers
Role CanTipOutSelf
Role CanUnlockDeviceViaPin
Role CanUnrestrictedStockTake
Role CanUseNoSale
Role CanUsePayouts
Role CanUsePettyCash
Role CanVoidItems
Role Description
Role Id
Role
Role IsAdminOnTill
Role MaxBasketDiscountAmount
Role MaxBasketDiscountPercentage
Role MaxCustomerCreditLimit
Role MaxItemDiscountAmount
Role MaxItemDiscountPercentage
Role MaxRefundAmount
Role Name
Staff Has Swipe Card
Role CanUnlockDeviceViaPin
Role CanOrderAllocationTableManager
Role CanOrderAllocationTeamServer
Role CanOrderAllocationServer
Role CanEditCustomerPoints
Role CanRemoveFromTable
Role CanUnrestrictedStockTake
Role CanAccessMiscProducts
Role CanAccesssCustomers
Role CanDeleteUnorderedItems
Role CanServerBaking
Role CanChangeTabSpendAmount
Role CanTipOutOthers
Role CanTipOutSelf
Role CanSeeEndOfDayReport
Role CanManuallySelectCustomer
Role CanHoldTransaction
Role CanClearTransaction
Role CanVoidItems
Role CanRunEndOfDay
Role CanAccessTillAdminOptions
Role CanAdjustFloat
Role CanUsePettyCash
Role CanUseNoSale
Role MaxCustomerCreditLimit
Role MaxRefundAmount
Role MaxBasketDiscountPercentage
Role MaxBasketDiscountAmount
Role MaxItemDiscountPercentage
Role MaxItemDiscountAmount
Role CanDisableServiceCharge
Role CanUsePayouts
Role CanStockTake
Role CanReceiveStock
Role CanSendStock
Role CanApplyItemDiscounts
Role CanApplyBasketDiscounts
Role CanAccessTablePlan
Role CanRefundItems
Role IsAdminOnTill
Role CanAccessBackOffice
Role CanAccessTill
Role Description
Role
Role Name
Role Id
Actions allow you to make changes to the objects that pass the filter checks.
For example, set the customer balance to 10 or add 20% to the existing balance.
PCR Amount
PCR DateTime
PCR Device ID
PCR Device Name
PCR Reason
PCR Reason ID
PCR Staff ID
PCR Staff Name
Device Description
Device Id
Device Location
Device Name
Staff Hourly Rate
Staff Id
Staff Main Location Id
Staff Name
Staff Reference Code
Role CanUnlockDeviceViaPin
Role CanOrderAllocationTableManager
Role CanOrderAllocationTeamServer
Role CanOrderAllocationServer
Role CanEditCustomerPoints
Role CanRemoveFromTable
Role CanUnrestrictedStockTake
Role CanAccessMiscProducts
Role CanAccesssCustomers
Role CanDeleteUnorderedItems
Role CanServerBaking
Role CanChangeTabSpendAmount
Role CanTipOutOthers
Role CanTipOutSelf
Role CanSeeEndOfDayReport
Role CanManuallySelectCustomer
Role CanHoldTransaction
Role CanClearTransaction
Role CanVoidItems
Role CanRunEndOfDay
Role CanAccessTillAdminOptions
Role CanAdjustFloat
Role CanUsePettyCash
Role CanUseNoSale
Role MaxCustomerCreditLimit
Role MaxRefundAmount
Role MaxBasketDiscountPercentage
Role MaxBasketDiscountAmount
Role MaxItemDiscountPercentage
Role MaxItemDiscountAmount
Role CanDisableServiceCharge
Role CanUsePayouts
Role CanStockTake
Role CanReceiveStock
Role CanSendStock
Role CanApplyItemDiscounts
Role CanApplyBasketDiscounts
Role CanAccessTablePlan
Role CanRefundItems
Role IsAdminOnTill
Role CanAccessBackOffice
Role CanAccessTill
Role Description
Role Name
Role Id
Staff Role Id
Staff Show At All Locations
Staff Has Swipe Card
Location Area Description
Location Area Email Address
Location Area Id
Location Area Name
Location Area Parent Id
Location Address Line 1
Location Address Line 2
Location Bar Tab Spend Limit
Location Country Name
Location County
Location Currency Id
Location Date Format
Location Decimal Separator
Location Description
Location Email Address
Location Group Separator
Location Id
Location Is Warehouse
Location Language
Location Location Area
Location Long Time Format
Location Name
Location No Of Top Sellers
Location Number Of Bar Tabs
Location Phone Number
Location Post Code
Location Predefined Locale Settings
Location Short Time Format
Location Show Bar Tabs
Location Time Zone
Location Town
Role CanAccessBackOffice
Role CanAccessMiscProducts
Role CanAccesssCustomers
Role CanAccessTablePlan
Role CanAccessTill
Role CanAccessTillAdminOptions
Role CanAdjustFloat
Role CanApplyBasketDiscounts
Role CanApplyItemDiscounts
Role CanChangeTabSpendAmount
Role CanClearTransaction
Role CanDeleteUnorderedItems
Role CanDisableServiceCharge
Role CanEditCustomerPoints
Role CanHoldTransaction
Role CanManuallySelectCustomer
Role CanOrderAllocationServer
Role CanOrderAllocationTableManager
Role CanOrderAllocationTeamServer
Role CanReceiveStock
Role CanRefundItems
Role CanRemoveFromTable
Role CanRunEndOfDay
Role CanSeeEndOfDayReport
Role CanSendStock
Role CanServerBaking
Role CanStockTake
Role CanTipOutOthers
Role CanTipOutSelf
Role CanUnlockDeviceViaPin
Role CanUnrestrictedStockTake
Role CanUseNoSale
Role CanUsePayouts
Role CanUsePettyCash
Role CanVoidItems
Role Description
Role Id
Role IsAdminOnTill
Role MaxBasketDiscountAmount
Role MaxBasketDiscountPercentage
Role MaxCustomerCreditLimit
Role MaxItemDiscountAmount
Role MaxItemDiscountPercentage
Role MaxRefundAmount
Role Name