monthly-sales.csv
DateItemTotal
02 MarHouse blend£18.00
02 MarDecaf 1kg£19.00
03 MarFilter roast£10.50
Send your sales data to your accountant automatically.
No more manual exports.
Turn your Epos Now bookkeeping export into a report that reaches your accountant automatically. Include the sales information they need, use column names they recognise, and send it daily, weekly or monthly.
Accountant inboxMake the report fit your accountant.
If you already download a bookkeeping report and send it to your accountant, Flow can take care of that repeat work. Agree what they need once, then let the report arrive on schedule.
Flow prepares and emails your sales report. Your accountant checks, reconciles and uses it in their accounting process.
Send it when they need it
Choose a daily, weekly or monthly delivery and the reporting period that works for your accountant.
Include the sales information they need
Start with the ready-made report, then add or remove columns such as sale date, item sold, taxes and sale value to suit your accountant.
Use familiar column names
Use familiar column headings to match the terms your accountant uses, so the report is easier to read and work with.
Send a file they can open in Excel
Your accountant receives the report as an email attachment in CSV format, which they can open in Excel or another spreadsheet app.
See your sales data reach your accountant.
Bring sales, tax and payment details into a monthly report your accountant can reconcile and use.
From retail sales to a bookkeeping exportA familiar retail task
Your sales report.
Already in their inbox.
Your accountant needs the sales detail. You need it to arrive without another download.
POS reportDownload → rename → emailRepeat every period
Agree the information once. Then let Flow handle the repeat work.
01 / Start with the sales detail
Choose the columns they recognise.
Use the ready-made report, then shape it around the questions your accountant asks.
Bookkeeping exportFields selected
Sale dateItem soldGross salesNet salesTax rateTax amountTender nameTransaction IDDiscountsLocation
Column nameSale date → Transaction date
Sales, tax and payment details, in the format your accountant needs.
02 / Prepare one clear file
A sale becomes a useful row.
Sales, tax and payment details arrive together in a report ready to reconcile.
POS sale21 Oct · #1042Cotton tee · £24
→
Flow preparesSelected columnsSale date · Item soldTax rate · Tax amountTender name · Gross sales
→
CSV attachmentRetail sales.csvReady to open in Excel
Date21 OctItemCotton teeGross sales£24.00Tax rate20%Tax amount£4.00Tender nameCard
A file your accountant can open, reconcile and import.
03 / Check it together
A report that fits their workflow.
Agree the dates, columns and figures once, so each report is ready to use.
To: accountant@example.comSample bookkeeping report
✓ Dates match✓ Headings make sense✓ Amounts checked
The right detail from the first scheduled report.
04 / Send it each month
Your monthly report, ready on time.
Send the previous calendar month’s sales on the first day of the next month.
01–31 Oct→Retail sales.csvSent 1 Nov
Flow emails the selected sales report on the schedule you choose.
A clearer hand-off
Less downloading.
More useful detail.
Your accountant gets a familiar CSV file, ready for reconciliation and bookkeeping.
Your POS→Flow→Accountant inbox
Start with the Epos Now template and tailor it to your accountant.
Epos Now → Flow → CSV email → Your accountant01 / 06
0:00 / 0:54
The repeat work. Animation paused.
Start with a ready-made bookkeeping report.
Use the template as your starting report. Choose the sales information your accountant needs, rename the column headings and select the sales to include. Check a sample together, then let Flow send it automatically.
Epos Now bookkeeping report
Daily, weekly or monthly · Report by email
Included data
- Sales dates and items
- Sales values
- Your choice of sales and columns
Already use Flow? Use this template →
Check a sample report with your accountant. You choose which dates it covers, who receives it and when it is sent.
Set it up once. Let Flow handle the repeat work.
1. Choose what goes in the report
Start with the ready-made report. Choose the columns your accountant needs, such as sale date, item sold and sale value. Rename the headings and, if needed, include only sales from selected locations or products.
2. Check a sample email
Enter your accountant’s email address and send a sample report. Ask them to check the information, dates and amounts before turning on automatic delivery.
3. Set it to repeat
Choose daily, weekly or monthly delivery. Choose which dates each report should cover, so your accountant receives the sales they expect.
Flow emails the sales report. Your accountant still checks the figures and enters or imports them into their accounting software.
Questions about this solution
Yes. Add or remove columns of sales information and rename their headings so the report uses terms your accountant recognises. Start with the bookkeeping template and check a sample together before setting it to repeat.
Yes. The ready-made template gives you a report to start with. Connect Epos Now and set who should receive it and when. You can then choose which sales to include and which columns appear in the report, so it suits your accountant. Check a sample together before scheduling it.
Choose which sales to include, for example by date, location or product, and which columns of sales information appear in the report. The Epos Now data guide below lists the information available in Flow.
The template starts with a detailed Epos Now sales report, with a row for each item sold. You can include information such as the sale date, item and value, then add or remove available columns to suit your accountant. The report arrives as an email attachment they can open in Excel.
This ready-made bookkeeping template is for Epos Now.
Choose daily, weekly or monthly delivery, at a time that suits your accountant. Agree the reporting period too, and check a sample before enabling the schedule.
Yes. You can include only sales from selected locations or for selected products, rather than sending all your sales. Check a sample with your accountant to make sure it includes what they need.
Choose the email addresses that should receive the report, such as your accountant or finance team. Check the addresses and send a sample before turning on automatic delivery.
No. Flow emails your Epos Now sales report. Your accountant checks the figures and enters or imports them into their accounting software.
Ready to get started?
Agree the export with your accountant and take the repeated export off your list.
Need a hand with setup?
Tell us what you want to achieve. We can help you choose the data and check your first run.