Flow template · Export data
Email Epos Now sales to your accountant
Email your accountant a monthly Epos Now bookkeeping-style CSV, with item-level sales, discounts, tax, cost, profit and measured quantities.
Month-to-monthHuman setup helpNo surprise usage bills
01The result
What this template is ready to do.
✓Template outcomeFlow starting point
Prepare a bookkeeping-style CSV from Epos Now transaction items and email it to your accountant. The template includes core sales, discount, tax, cost and profit values, with transaction and item IDs for reconciliation.
The default schedule runs at 08:00 on the first day of each month and exports the previous calendar month. The timezone is left blank so it can use your timezone. Add your accountant’s email address before using the flow. You can change the report period, schedule, columns and delivery settings.
The report includes recorded staff, customer, product and location details; measured quantities and their matching unit prices; and allocated customer and loyalty points discounts. Customer credit payments remain payment information, rather than discounts. Customer discount and credit top-up adjustment rows are excluded to prevent double counting; service charges remain included.
Each row represents an item or service charge. Transaction-level payment information repeats on each item in the transaction and must not be summed across item rows. The customer and loyalty discount columns are components of Total discount, so do not add them to that total again.
Amounts use no export rounding to retain the precision of the bookkeeping calculations. Review a sample with your accountant before relying on the report. This flow exports a file; it does not post entries into accounting software.
- Uses
- Transactions Item
- Definition
- 4 dashboard stages
- Run control
- Manual or scheduled
What setup involves
This is a bookkeeping-style report, rather than an identical copy of the Epos Now report layout. Product and miscellaneous item names appear in separate columns. Service charges can be identified in Item type and Notes. Normal payment methods and other payment methods, including credit and points, appear separately. Standard quantities show Each; measured quantities show their recorded unit.
Service type keeps the Epos Now Eat In, Takeaway and Delivery labels. Tax rate IDs are the actual item tax IDs where available. Related customer, product barcode, staff and location details come from the available related records and may reflect later edits.
If an allocation cannot be calculated safely, the affected new financial values remain blank and the worker records a warning. Check unexpected blanks before using the report for accounting.
How this template runs
The dashboard definition, from trigger to finished export.
Every stage below comes directly from this template in the Slynk dashboard.
- 01trigger
Run on the first day of the month
The default schedule runs at 08:00 on the first day of each month. Change the schedule to suit your reporting needs.
- 02fetch
Fetch the previous month’s transaction items
Fetch Epos Now transaction items for the previous calendar month, with the related details selected in the report.
- 03filter
Avoid counting adjustments twice
Exclude customer discount and customer credit top-up adjustment rows. Customer and loyalty discounts are included in the item calculations; service charges remain in the report.
- 04action
Email the bookkeeping-style CSV
Export 41 columns to CSV. Add your accountant’s email address, review a sample report, and keep or customise the supplied columns.
A good fit when
A recurring data delivery needs to be reliable.
- You need transactions item outside the POS regularly.
- The recipient needs selected, renamed or joined fields rather than a basic export.
- The result should run manually or arrive on a dependable schedule.
- Product
- Flow
- What it does
- Export data
- POS platform
- Eposnow
- Uses
- Transactions Item
- Starting point
- Ready to adapt
Customisation catalogue
Start here. Make it fit the business.
This is the list of triggers, filters and export columns available for this exact template. Learn how customisation works.
2 available
Choose what starts the workflow
Triggers are the events that start this template. Use a dependable schedule or keep control with a manual run.
Scheduler
Run automatically at a specific time or interval: monthly, weekly, daily or hourly.
Manual run
Start the template from the dashboard for testing or whenever it is needed on demand.
604 available
Fields you can filter on
Use one or more conditions to target only the records that matter. Related POS information is available without building a separate integration.
Browse all 604 fields by POS data group.
Brands4 fields
Brand description
Brand ID
Brand ID name
Brand name
Colours3 fields
Colour code
Colour ID
Colour name
Container fees3 fields
Container fees amount
Container fees bottle deposit item ID
Container fees name
Customers50 fields
Customer addresses address line 1via Customer customer address
Customer addresses address line 1
Customer addresses address line 2via Customer customer address
Customer addresses address line 2
Customer addresses countyvia Customer customer address
Customer addresses county
Customer addresses customer IDvia Customer customer address
Customer addresses customer ID
Customer addresses IDvia Customer customer address
Customer addresses ID
Customer addresses ID namevia Customer customer address
Customer addresses ID name
Customer addresses is main addressvia Customer customer address
Customer addresses is main address
Customer addresses namevia Customer customer address
Customer addresses name
Customer addresses post codevia Customer customer address
Customer addresses post code
Customer addresses townvia Customer customer address
Customer addresses town
Customer business name
Customer card number
Customer contact number
Customer contact number 2
Customer current balance
Customer current points
Customer customer address ID
Customer date of birth
Customer email address
Customer expiry date
Customer forename
Customer ID
Customer ID name
Customer max credit
Customer notes
Customer reference code
Customer sign up date
Customer sign up location ID
Customer surname
Customer title
Customer titles name
Customer titles value
Customer type
Customer types default expiry length
Customer types default max credit
Customer types description
Customer types discount
Customer types ID
Customer types ID name
Customer types name
Devices4 fields
Device description
Device ID
Device location ID
Device name
Discount reasons3 fields
Discountreason defaultpercentage
Discountreason ID
Discountreason name
Locations33 fields
Location address 1
Location address 2
Location areas description
Location areas email address
Location areas location area ID
Location areas location area ID name
Location areas name
Location areas parent ID
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 ID name
Location is warehouse
Location language ID
Location location area ID
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 ID
Location short time format
Location show bar tabs
Location time zone ID
Location town
Measurements2 fields
Measurement scheme name
Measurement scheme value
Multiple-choice notes2 fields
Multiplechoicenotes ID
Multiplechoicenotes name
Other POS data28 fields
Marketing consent emailvia Customer marketing consent
Marketing consent mailvia Customer marketing consent
Marketing consent phonevia Customer marketing consent
Marketing consent textvia Customer marketing consent
Tags IDvia Product product tags
Tags namevia Product product tags
Tags tag type IDvia Product product tags
Tax percentagevia Product cost price tax group › Taxgroups tax rates
Tax percentagevia Product eat out price tax group › Taxgroups tax rates
Tax percentagevia Product sale price tax group › Taxgroups tax rates
Tax rates IDvia Product cost price tax group › Taxgroups tax rates
Tax rates IDvia Product eat out price tax group › Taxgroups tax rates
Tax rates IDvia Product sale price tax group › Taxgroups tax rates
Tax rates location IDvia Product cost price tax group › Taxgroups tax rates
Tax rates location IDvia Product eat out price tax group › Taxgroups tax rates
Tax rates location IDvia Product sale price tax group › Taxgroups tax rates
Tax rates namevia Product cost price tax group › Taxgroups tax rates
Tax rates namevia Product eat out price tax group › Taxgroups tax rates
Tax rates namevia Product sale price tax group › Taxgroups tax rates
Tax rates priorityvia Product cost price tax group › Taxgroups tax rates
Tax rates priorityvia Product eat out price tax group › Taxgroups tax rates
Tax rates priorityvia Product sale price tax group › Taxgroups tax rates
Tax rates tax codevia Product cost price tax group › Taxgroups tax rates
Tax rates tax codevia Product eat out price tax group › Taxgroups tax rates
Tax rates tax codevia Product sale price tax group › Taxgroups tax rates
Tax rates tax group IDvia Product cost price tax group › Taxgroups tax rates
Tax rates tax group IDvia Product eat out price tax group › Taxgroups tax rates
Tax rates tax group IDvia Product sale price tax group › Taxgroups tax rates
Parent categories11 fields
Parent categories button colour ID
Parent categories description
Parent categories ID
Parent categories ID name
Parent categories is wet
Parent categories name
Parent categories nominal code
Parent categories parent ID
Parent categories reporting category ID
Parent categories show on till
Parent categories sort position
Popup notes4 fields
Popupnotes display once per transaction
Popupnotes ID
Popupnotes name
Popupnotes note
Products143 fields
Product article code
Product barcode
Product brand ID
Product button colour ID
Product catalogue age restriction
Product catalogue article code
Product catalogue barcode
Product catalogue brand ID
Product catalogue brand name
Product catalogue button colour ID
Product catalogue button colour name
Product catalogue category ID
Product catalogue category name
Product catalogue colour ID
Product catalogue colour name
Product catalogue container fee ID
Product catalogue container fee name
Product catalogue container fee value
Product catalogue cost price ex tax
Product catalogue cost price inc tax
Product catalogue cost price measurement scheme item ID
Product catalogue cost price measurement unit volume
Product catalogue cost price tax group ID
Product catalogue cost price tax group name
Product catalogue description
Product catalogue eat out price ex tax
Product catalogue eat out price inc tax
Product catalogue eat out price tax group ID
Product catalogue eat out price tax group name
Product catalogue exclude from loyalty points gain
Product catalogue ID
Product catalogue ID name
Product catalogue image URL
Product catalogue is cost price inc tax
Product catalogue is eat out price inc tax
Product catalogue is sale price inc tax
Product catalogue is stock tracked
Product catalogue is variable price
Product catalogue margin
Product catalogue measurement scheme item ID
Product catalogue measurement unit volume
Product catalogue multi choice note name
Product catalogue multiple choice note ID
Product catalogue name
Product catalogue order code
Product catalogue order quantity limit
Product catalogue popup note ID
Product catalogue popup note short description
Product catalogue product type
Product catalogue RR price
Product catalogue sale price ex tax
Product catalogue sale price inc tax
Product catalogue sale price tax group ID
Product catalogue sale price tax group name
Product catalogue scannable only
Product catalogue sell on till
Product catalogue sell on web
Product catalogue SKU
Product catalogue supplier ID
Product catalogue supplier name
Product catalogue tare weight
Product catalogue tax exempt eligible
Product catalogue till order
Product catalogue unit of sale
Product catalogue variant description
Product catalogue variant ID
Product catalogue variant item ID
Product catalogue volume of sale
Product categories button colour ID
Product categories description
Product categories ID
Product categories ID name
Product categories is wet
Product categories name
Product categories nominal code
Product categories parent ID
Product categories reporting category ID
Product categories show on till
Product categories sort position
Product category ID
Product colour ID
Product container fee ID
Product cost price
Product cost price tax group ID
Product customerproductpricingdetails customer type IDvia Product customer product pricing details
Product customerproductpricingdetails customer type namevia Product customer product pricing details
Product customerproductpricingdetails eat out pricevia Product customer product pricing details
Product customerproductpricingdetails price IDvia Product customer product pricing details
Product customerproductpricingdetails product IDvia Product customer product pricing details
Product customerproductpricingdetails sale pricevia Product customer product pricing details
Product description
Product eat out price
Product eat out price tax group ID
Product exclude from loyalty points gain
Product ID
Product ID name
Product is archived
Product is cost price inc tax
Product is eat out price inc tax
Product is multiple choice product optional
Product is sale price inc tax
Product is tax exemptable
Product is variable price
Product location area prices cost price exc taxvia Product product location area prices
Product location area prices eat out pricevia Product product location area prices
Product location area prices location area IDvia Product product location area prices
Product location area prices sale pricevia Product product location area prices
Product measurementdetails cost price factorvia Product measurement details
Product measurementdetails cost price measurement scheme item IDvia Product measurement details
Product measurementdetails cost price measurement unit volumevia Product measurement details
Product measurementdetails cost price unitvia Product measurement details
Product measurementdetails sale price factorvia Product measurement details
Product measurementdetails sale price measurement scheme item IDvia Product measurement details
Product measurementdetails sale price measurement unit volumevia Product measurement details
Product measurementdetails sale price unitvia Product measurement details
Product multiple choice note ID
Product name
Product order code
Product popup note ID
Product product images IDvia Product product images
Product product images image URLvia Product product images
Product product images main imagevia Product product images
Product product type
Product productdetails detailed descriptionvia Product product details
Product productudfs IDvia Product product udfs
Product productudfs namevia Product product udfs
Product productudfs valuevia Product product udfs
Product reference code
Product RR price
Product sale price
Product sale price tax group ID
Product sell on till
Product sell on web
Product size
Product SKU
Product sort position
Product supplier ID
Product tare weight
Product types name
Product types value
Product unit of sale
Product variant group ID
Product volume of sale
Refund reasons4 fields
Refundreason description
Refundreason ID
Refundreason name
Refundreason return items to stock
Reporting categories11 fields
Reporting categories button colour ID
Reporting categories description
Reporting categories ID
Reporting categories ID name
Reporting categories is wet
Reporting categories name
Reporting categories nominal code
Reporting categories parent ID
Reporting categories reporting category ID
Reporting categories show on till
Reporting categories sort position
Root categories11 fields
Root categories button colour ID
Root categories description
Root categories ID
Root categories ID name
Root categories is wet
Root categories name
Root categories nominal code
Root categories parent ID
Root categories reporting category ID
Root categories show on till
Root categories sort position
Seating4 fields
Seating areas description
Seating areas ID
Seating areas location ID
Seating areas name
Staff9 fields
Staff has swipe card
Staff hourly rate
Staff ID
Staff ID name
Staff main location ID
Staff name
Staff reference code
Staff role ID
Staff show at all locations
Staff roles92 fields
Role can access back officevia Staff role
Role can access back office
Role can access misc productsvia Staff role
Role can access misc products
Role can access table planvia Staff role
Role can access table plan
Role can access tillvia Staff role
Role can access till
Role can access till admin optionsvia Staff role
Role can access till admin options
Role can accesss customersvia Staff role
Role can accesss customers
Role can adjust floatvia Staff role
Role can adjust float
Role can apply basket discountsvia Staff role
Role can apply basket discounts
Role can apply item discountsvia Staff role
Role can apply item discounts
Role can change tab spend amountvia Staff role
Role can change tab spend amount
Role can clear transactionvia Staff role
Role can clear transaction
Role can delete unordered itemsvia Staff role
Role can delete unordered items
Role can disable service chargevia Staff role
Role can disable service charge
Role can edit customer pointsvia Staff role
Role can edit customer points
Role can hold transactionvia Staff role
Role can hold transaction
Role can manually select customervia Staff role
Role can manually select customer
Role can order allocation servervia Staff role
Role can order allocation server
Role can order allocation table managervia Staff role
Role can order allocation table manager
Role can order allocation team servervia Staff role
Role can order allocation team server
Role can receive stockvia Staff role
Role can receive stock
Role can refund itemsvia Staff role
Role can refund items
Role can remove from tablevia Staff role
Role can remove from table
Role can run end of dayvia Staff role
Role can run end of day
Role can see end of day reportvia Staff role
Role can see end of day report
Role can send stockvia Staff role
Role can send stock
Role can server bakingvia Staff role
Role can server baking
Role can stock takevia Staff role
Role can stock take
Role can tip out othersvia Staff role
Role can tip out others
Role can tip out selfvia Staff role
Role can tip out self
Role can unlock device via pinvia Staff role
Role can unlock device via pin
Role can unrestricted stock takevia Staff role
Role can unrestricted stock take
Role can use no salevia Staff role
Role can use no sale
Role can use payoutsvia Staff role
Role can use payouts
Role can use petty cashvia Staff role
Role can use petty cash
Role can void itemsvia Staff role
Role can void items
Role descriptionvia Staff role
Role description
Role IDvia Staff role
Role ID
Role ID namevia Staff role
Role ID name
Role is admin on tillvia Staff role
Role is admin on till
Role max basket discount amountvia Staff role
Role max basket discount amount
Role max basket discount percentagevia Staff role
Role max basket discount percentage
Role max customer credit limitvia Staff role
Role max customer credit limit
Role max item discount amountvia Staff role
Role max item discount amount
Role max item discount percentagevia Staff role
Role max item discount percentage
Role max refund amountvia Staff role
Role max refund amount
Role namevia Staff role
Role name
Suppliers26 fields
Supplier address line 1via Product supplier
Supplier address line 1
Supplier address line 2via Product supplier
Supplier address line 2
Supplier contact numbervia Product supplier
Supplier contact number
Supplier contact number 2via Product supplier
Supplier contact number 2
Supplier countyvia Product supplier
Supplier county
Supplier descriptionvia Product supplier
Supplier description
Supplier email addressvia Product supplier
Supplier email address
Supplier IDvia Product supplier
Supplier ID
Supplier ID namevia Product supplier
Supplier ID name
Supplier namevia Product supplier
Supplier name
Supplier post codevia Product supplier
Supplier post code
Supplier townvia Product supplier
Supplier town
Supplier typevia Product supplier
Supplier type
Tables8 fields
Table height
Table ID
Table name
Table POS x
Table POS y
Table seating area ID
Table seats
Table width
Tax groups6 fields
Taxgroups IDvia Product cost price tax group
Taxgroups IDvia Product eat out price tax group
Taxgroups IDvia Product sale price tax group
Taxgroups namevia Product cost price tax group
Taxgroups namevia Product eat out price tax group
Taxgroups namevia Product sale price tax group
Transactions141 fields
Transaction containerfee amountvia Transaction item container fees
Transaction containerfee amountvia Transaction item transaction container fee
Transaction containerfee amount inc taxvia Transaction item container fees
Transaction containerfee amount inc taxvia Transaction item transaction container fee
Transaction containerfee container fee IDvia Transaction item container fees
Transaction containerfee container fee IDvia Transaction item transaction container fee
Transaction containerfee namevia Transaction item container fees
Transaction containerfee namevia Transaction item transaction container fee
Transaction containerfee ratevia Transaction item container fees
Transaction containerfee ratevia Transaction item transaction container fee
Transaction item basket discount portion
Transaction item basket discount portion exc tax
Transaction item category ID
Transaction item category name
Transaction item category nominal code
Transaction item cost price
Transaction item course fired
Transaction item discount amount
Transaction item discount amount exc tax
Transaction item discount reason
Transaction item discount reason ID
Transaction item end date
Transaction item ID
Transaction item is tax exempt
Transaction item line item type
Transaction item location ids filter
Transaction item measurementdetails cost pricevia Transaction item measurement details
Transaction item measurementdetails cost price factorvia Transaction item measurement details
Transaction item measurementdetails cost price measurement scheme item IDvia Transaction item measurement details
Transaction item measurementdetails cost price measurement unitvia Transaction item measurement details
Transaction item measurementdetails cost price unit volumevia Transaction item measurement details
Transaction item measurementdetails measurement scheme item IDvia Transaction item measurement details
Transaction item measurementdetails measurement unitvia Transaction item measurement details
Transaction item measurementdetails quantityvia Transaction item measurement details
Transaction item measurementdetails unit pricevia Transaction item measurement details
Transaction item measurementdetails unit price exc taxvia Transaction item measurement details
Transaction item measurementdetails unit price factorvia Transaction item measurement details
Transaction item measurementdetails unit volumevia Transaction item measurement details
Transaction item misc products
Transaction item multiple choice item child product ids
Transaction item multiple choice product ID
Transaction item notes
Transaction item parent ID
Transaction item print on order
Transaction item product article code
Transaction item product ID
Transaction item product name
Transaction item quantity
Transaction item refund reason ID
Transaction item sln customer discount allocation inc tax
Transaction item sln line profit amount
Transaction item sln line total cost
Transaction item sln line total exc tax after all discounts
Transaction item sln line total exc tax excl discount
Transaction item sln line total exc tax incl discount
Transaction item sln line total inc tax after all discounts
Transaction item sln line total inc tax excl discount
Transaction item sln line total inc tax incl discount
Transaction item sln loyalty discount allocation inc tax
Transaction item sln quantity sold
Transaction item sln quantity unit
Transaction item sln total discount inc tax
Transaction item sln unit price exc tax
Transaction item sln unit price inc tax
Transaction item start date
Transaction item tax amount
Transaction item tax group ID
Transaction item top category name
Transaction item top category nominal code
Transaction item transaction adjust stock
Transaction item transaction barcode
Transaction item transaction customer ID
Transaction item transaction date time
Transaction item transaction device
Transaction item transaction device ID
Transaction item transaction discount reason
Transaction item transaction discount reason ID
Transaction item transaction discount value
Transaction item transaction gratuity
Transaction item transaction ID
Transaction item transaction ID
Transaction item transaction is transaction inc tax
Transaction item transaction non discountable
Transaction item transaction non tax
Transaction item transaction reference code
Transaction item transaction service charge
Transaction item transaction service type
Transaction item transaction staff ID
Transaction item transaction status ID
Transaction item transaction surcharge amount
Transaction item transaction table ID
Transaction item transaction total amount
Transaction item unit price
Transaction item unit price exc tax
Transaction other tenders amountvia Transaction item transaction other tenders
Transaction other tenders item typevia Transaction item transaction other tenders
Transaction other tenders item type IDvia Transaction item transaction other tenders
Transaction service type name
Transaction service type value
Transaction status name
Transaction status value
Transaction table coversvia Transaction item transaction table
Transaction table seatsvia Transaction item transaction table
Transaction table table IDvia Transaction item transaction table
Transaction tax amountvia Transaction item taxes
Transaction tax amountvia Transaction item transaction tax
Transaction tax namevia Transaction item taxes
Transaction tax namevia Transaction item transaction tax
Transaction tax ratevia Transaction item taxes
Transaction tax ratevia Transaction item transaction tax
Transaction tax tax rate IDvia Transaction item taxes
Transaction tax tax rate IDvia Transaction item transaction tax
Transaction tenders amountvia Transaction item transaction tenders
Transaction tenders binvia Transaction item transaction tenders
Transaction tenders change givenvia Transaction item transaction tenders
Transaction tenders is cashbackvia Transaction item transaction tenders
Transaction tenders last 4via Transaction item transaction tenders
Transaction tenders platform feesvia Transaction item transaction tenders
Transaction tenders psp referencevia Transaction item transaction tenders
Transaction tenders sln tender namevia Transaction item transaction tenders
Transaction tenders tender type IDvia Transaction item transaction tenders
Transaction tenders tender type namevia Transaction item transaction tenders
Transaction tenders typevia Transaction item transaction tenders
Transaction transactiondetail namevia Transaction item transaction transactiondetail
Transaction transactiondetail namevia Transaction item transaction transactiondetail printonorder
Transaction transactiondetail namevia Transaction item transaction transactiondetail printonreceipt
Transaction transactiondetail print on ordervia Transaction item transaction transactiondetail
Transaction transactiondetail print on ordervia Transaction item transaction transactiondetail printonorder
Transaction transactiondetail print on ordervia Transaction item transaction transactiondetail printonreceipt
Transaction transactiondetail print on receiptvia Transaction item transaction transactiondetail
Transaction transactiondetail print on receiptvia Transaction item transaction transactiondetail printonorder
Transaction transactiondetail print on receiptvia Transaction item transaction transactiondetail printonreceipt
Transaction transactiondetail show on kDSvia Transaction item transaction transactiondetail
Transaction transactiondetail show on kDSvia Transaction item transaction transactiondetail printonorder
Transaction transactiondetail show on kDSvia Transaction item transaction transactiondetail printonreceipt
Transaction transactiondetail show on tillvia Transaction item transaction transactiondetail
Transaction transactiondetail show on tillvia Transaction item transaction transactiondetail printonorder
Transaction transactiondetail show on tillvia Transaction item transaction transactiondetail printonreceipt
Transaction transactiondetail valuevia Transaction item transaction transactiondetail
Transaction transactiondetail valuevia Transaction item transaction transactiondetail printonorder
Transaction transactiondetail valuevia Transaction item transaction transactiondetail printonreceipt
Units of sale2 fields
Unit of sale name
Unit of sale value
585 available
Columns you can export
Select the POS fields that should appear in the output, then rename, order and format the columns for the destination.
Browse all 585 fields by POS data group.
Brands3 fields
Brand description
Brand ID
Brand name
Colours3 fields
Colour code
Colour ID
Colour name
Container fees3 fields
Container fees amount
Container fees bottle deposit item ID
Container fees name
Customers46 fields
Customer addresses address line 1via Customer customer address
Customer addresses address line 1
Customer addresses address line 2via Customer customer address
Customer addresses address line 2
Customer addresses countyvia Customer customer address
Customer addresses county
Customer addresses customer IDvia Customer customer address
Customer addresses customer ID
Customer addresses IDvia Customer customer address
Customer addresses ID
Customer addresses is main addressvia Customer customer address
Customer addresses is main address
Customer addresses namevia Customer customer address
Customer addresses name
Customer addresses post codevia Customer customer address
Customer addresses post code
Customer addresses townvia Customer customer address
Customer addresses town
Customer business name
Customer card number
Customer contact number
Customer contact number 2
Customer current balance
Customer current points
Customer customer address ID
Customer date of birth
Customer email address
Customer expiry date
Customer forename
Customer ID
Customer max credit
Customer notes
Customer reference code
Customer sign up date
Customer sign up location ID
Customer surname
Customer title
Customer titles name
Customer titles value
Customer type
Customer types default expiry length
Customer types default max credit
Customer types description
Customer types discount
Customer types ID
Customer types name
Devices4 fields
Device description
Device ID
Device location ID
Device name
Discount reasons3 fields
Discountreason defaultpercentage
Discountreason ID
Discountreason name
Locations31 fields
Location address 1
Location address 2
Location areas description
Location areas email address
Location areas location area ID
Location areas name
Location areas parent ID
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 ID
Location location area ID
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 ID
Location short time format
Location show bar tabs
Location time zone ID
Location town
Measurements2 fields
Measurement scheme name
Measurement scheme value
Multiple-choice notes2 fields
Multiplechoicenotes ID
Multiplechoicenotes name
Other POS data28 fields
Marketing consent emailvia Customer marketing consent
Marketing consent mailvia Customer marketing consent
Marketing consent phonevia Customer marketing consent
Marketing consent textvia Customer marketing consent
Tags IDvia Product product tags
Tags namevia Product product tags
Tags tag type IDvia Product product tags
Tax percentagevia Product cost price tax group › Taxgroups tax rates
Tax percentagevia Product eat out price tax group › Taxgroups tax rates
Tax percentagevia Product sale price tax group › Taxgroups tax rates
Tax rates IDvia Product cost price tax group › Taxgroups tax rates
Tax rates IDvia Product eat out price tax group › Taxgroups tax rates
Tax rates IDvia Product sale price tax group › Taxgroups tax rates
Tax rates location IDvia Product cost price tax group › Taxgroups tax rates
Tax rates location IDvia Product eat out price tax group › Taxgroups tax rates
Tax rates location IDvia Product sale price tax group › Taxgroups tax rates
Tax rates namevia Product cost price tax group › Taxgroups tax rates
Tax rates namevia Product eat out price tax group › Taxgroups tax rates
Tax rates namevia Product sale price tax group › Taxgroups tax rates
Tax rates priorityvia Product cost price tax group › Taxgroups tax rates
Tax rates priorityvia Product eat out price tax group › Taxgroups tax rates
Tax rates priorityvia Product sale price tax group › Taxgroups tax rates
Tax rates tax codevia Product cost price tax group › Taxgroups tax rates
Tax rates tax codevia Product eat out price tax group › Taxgroups tax rates
Tax rates tax codevia Product sale price tax group › Taxgroups tax rates
Tax rates tax group IDvia Product cost price tax group › Taxgroups tax rates
Tax rates tax group IDvia Product eat out price tax group › Taxgroups tax rates
Tax rates tax group IDvia Product sale price tax group › Taxgroups tax rates
Parent categories10 fields
Parent categories button colour ID
Parent categories description
Parent categories ID
Parent categories is wet
Parent categories name
Parent categories nominal code
Parent categories parent ID
Parent categories reporting category ID
Parent categories show on till
Parent categories sort position
Popup notes4 fields
Popupnotes display once per transaction
Popupnotes ID
Popupnotes name
Popupnotes note
Products140 fields
Product article code
Product barcode
Product brand ID
Product button colour ID
Product catalogue age restriction
Product catalogue article code
Product catalogue barcode
Product catalogue brand ID
Product catalogue brand name
Product catalogue button colour ID
Product catalogue button colour name
Product catalogue category ID
Product catalogue category name
Product catalogue colour ID
Product catalogue colour name
Product catalogue container fee ID
Product catalogue container fee name
Product catalogue container fee value
Product catalogue cost price ex tax
Product catalogue cost price inc tax
Product catalogue cost price measurement scheme item ID
Product catalogue cost price measurement unit volume
Product catalogue cost price tax group ID
Product catalogue cost price tax group name
Product catalogue description
Product catalogue eat out price ex tax
Product catalogue eat out price inc tax
Product catalogue eat out price tax group ID
Product catalogue eat out price tax group name
Product catalogue exclude from loyalty points gain
Product catalogue ID
Product catalogue image URL
Product catalogue is cost price inc tax
Product catalogue is eat out price inc tax
Product catalogue is sale price inc tax
Product catalogue is stock tracked
Product catalogue is variable price
Product catalogue margin
Product catalogue measurement scheme item ID
Product catalogue measurement unit volume
Product catalogue multi choice note name
Product catalogue multiple choice note ID
Product catalogue name
Product catalogue order code
Product catalogue order quantity limit
Product catalogue popup note ID
Product catalogue popup note short description
Product catalogue product type
Product catalogue RR price
Product catalogue sale price ex tax
Product catalogue sale price inc tax
Product catalogue sale price tax group ID
Product catalogue sale price tax group name
Product catalogue scannable only
Product catalogue sell on till
Product catalogue sell on web
Product catalogue SKU
Product catalogue supplier ID
Product catalogue supplier name
Product catalogue tare weight
Product catalogue tax exempt eligible
Product catalogue till order
Product catalogue unit of sale
Product catalogue variant description
Product catalogue variant ID
Product catalogue variant item ID
Product catalogue volume of sale
Product categories button colour ID
Product categories description
Product categories ID
Product categories is wet
Product categories name
Product categories nominal code
Product categories parent ID
Product categories reporting category ID
Product categories show on till
Product categories sort position
Product category ID
Product colour ID
Product container fee ID
Product cost price
Product cost price tax group ID
Product customerproductpricingdetails customer type IDvia Product customer product pricing details
Product customerproductpricingdetails customer type namevia Product customer product pricing details
Product customerproductpricingdetails eat out pricevia Product customer product pricing details
Product customerproductpricingdetails price IDvia Product customer product pricing details
Product customerproductpricingdetails product IDvia Product customer product pricing details
Product customerproductpricingdetails sale pricevia Product customer product pricing details
Product description
Product eat out price
Product eat out price tax group ID
Product exclude from loyalty points gain
Product ID
Product is archived
Product is cost price inc tax
Product is eat out price inc tax
Product is multiple choice product optional
Product is sale price inc tax
Product is tax exemptable
Product is variable price
Product location area prices cost price exc taxvia Product product location area prices
Product location area prices eat out pricevia Product product location area prices
Product location area prices location area IDvia Product product location area prices
Product location area prices sale pricevia Product product location area prices
Product measurementdetails cost price factorvia Product measurement details
Product measurementdetails cost price measurement scheme item IDvia Product measurement details
Product measurementdetails cost price measurement unit volumevia Product measurement details
Product measurementdetails cost price unitvia Product measurement details
Product measurementdetails sale price factorvia Product measurement details
Product measurementdetails sale price measurement scheme item IDvia Product measurement details
Product measurementdetails sale price measurement unit volumevia Product measurement details
Product measurementdetails sale price unitvia Product measurement details
Product multiple choice note ID
Product name
Product order code
Product popup note ID
Product product images IDvia Product product images
Product product images image URLvia Product product images
Product product images main imagevia Product product images
Product product type
Product productdetails detailed descriptionvia Product product details
Product productudfs IDvia Product product udfs
Product productudfs namevia Product product udfs
Product productudfs valuevia Product product udfs
Product reference code
Product RR price
Product sale price
Product sale price tax group ID
Product sell on till
Product sell on web
Product size
Product SKU
Product sort position
Product supplier ID
Product tare weight
Product types name
Product types value
Product unit of sale
Product variant group ID
Product volume of sale
Refund reasons4 fields
Refundreason description
Refundreason ID
Refundreason name
Refundreason return items to stock
Reporting categories10 fields
Reporting categories button colour ID
Reporting categories description
Reporting categories ID
Reporting categories is wet
Reporting categories name
Reporting categories nominal code
Reporting categories parent ID
Reporting categories reporting category ID
Reporting categories show on till
Reporting categories sort position
Root categories10 fields
Root categories button colour ID
Root categories description
Root categories ID
Root categories is wet
Root categories name
Root categories nominal code
Root categories parent ID
Root categories reporting category ID
Root categories show on till
Root categories sort position
Seating4 fields
Seating areas description
Seating areas ID
Seating areas location ID
Seating areas name
Staff9 fields
Staff has swipe card
Staff hourly rate
Staff ID
Staff location ids
Staff main location ID
Staff name
Staff reference code
Staff role ID
Staff show at all locations
Staff roles90 fields
Role can access back officevia Staff role
Role can access back office
Role can access misc productsvia Staff role
Role can access misc products
Role can access table planvia Staff role
Role can access table plan
Role can access tillvia Staff role
Role can access till
Role can access till admin optionsvia Staff role
Role can access till admin options
Role can accesss customersvia Staff role
Role can accesss customers
Role can adjust floatvia Staff role
Role can adjust float
Role can apply basket discountsvia Staff role
Role can apply basket discounts
Role can apply item discountsvia Staff role
Role can apply item discounts
Role can change tab spend amountvia Staff role
Role can change tab spend amount
Role can clear transactionvia Staff role
Role can clear transaction
Role can delete unordered itemsvia Staff role
Role can delete unordered items
Role can disable service chargevia Staff role
Role can disable service charge
Role can edit customer pointsvia Staff role
Role can edit customer points
Role can hold transactionvia Staff role
Role can hold transaction
Role can manually select customervia Staff role
Role can manually select customer
Role can order allocation servervia Staff role
Role can order allocation server
Role can order allocation table managervia Staff role
Role can order allocation table manager
Role can order allocation team servervia Staff role
Role can order allocation team server
Role can receive stockvia Staff role
Role can receive stock
Role can refund itemsvia Staff role
Role can refund items
Role can remove from tablevia Staff role
Role can remove from table
Role can run end of dayvia Staff role
Role can run end of day
Role can see end of day reportvia Staff role
Role can see end of day report
Role can send stockvia Staff role
Role can send stock
Role can server bakingvia Staff role
Role can server baking
Role can stock takevia Staff role
Role can stock take
Role can tip out othersvia Staff role
Role can tip out others
Role can tip out selfvia Staff role
Role can tip out self
Role can unlock device via pinvia Staff role
Role can unlock device via pin
Role can unrestricted stock takevia Staff role
Role can unrestricted stock take
Role can use no salevia Staff role
Role can use no sale
Role can use payoutsvia Staff role
Role can use payouts
Role can use petty cashvia Staff role
Role can use petty cash
Role can void itemsvia Staff role
Role can void items
Role descriptionvia Staff role
Role description
Role IDvia Staff role
Role ID
Role is admin on tillvia Staff role
Role is admin on till
Role max basket discount amountvia Staff role
Role max basket discount amount
Role max basket discount percentagevia Staff role
Role max basket discount percentage
Role max customer credit limitvia Staff role
Role max customer credit limit
Role max item discount amountvia Staff role
Role max item discount amount
Role max item discount percentagevia Staff role
Role max item discount percentage
Role max refund amountvia Staff role
Role max refund amount
Role namevia Staff role
Role name
Suppliers24 fields
Supplier address line 1via Product supplier
Supplier address line 1
Supplier address line 2via Product supplier
Supplier address line 2
Supplier contact numbervia Product supplier
Supplier contact number
Supplier contact number 2via Product supplier
Supplier contact number 2
Supplier countyvia Product supplier
Supplier county
Supplier descriptionvia Product supplier
Supplier description
Supplier email addressvia Product supplier
Supplier email address
Supplier IDvia Product supplier
Supplier ID
Supplier namevia Product supplier
Supplier name
Supplier post codevia Product supplier
Supplier post code
Supplier townvia Product supplier
Supplier town
Supplier typevia Product supplier
Supplier type
Tables8 fields
Table height
Table ID
Table name
Table POS x
Table POS y
Table seating area ID
Table seats
Table width
Tax groups6 fields
Taxgroups IDvia Product cost price tax group
Taxgroups IDvia Product eat out price tax group
Taxgroups IDvia Product sale price tax group
Taxgroups namevia Product cost price tax group
Taxgroups namevia Product eat out price tax group
Taxgroups namevia Product sale price tax group
Transactions139 fields
Transaction containerfee amountvia Transaction item container fees
Transaction containerfee amountvia Transaction item transaction container fee
Transaction containerfee amount inc taxvia Transaction item container fees
Transaction containerfee amount inc taxvia Transaction item transaction container fee
Transaction containerfee container fee IDvia Transaction item container fees
Transaction containerfee container fee IDvia Transaction item transaction container fee
Transaction containerfee namevia Transaction item container fees
Transaction containerfee namevia Transaction item transaction container fee
Transaction containerfee ratevia Transaction item container fees
Transaction containerfee ratevia Transaction item transaction container fee
Transaction item basket discount portion
Transaction item basket discount portion exc tax
Transaction item category ID
Transaction item category name
Transaction item category nominal code
Transaction item cost price
Transaction item course fired
Transaction item discount amount
Transaction item discount amount exc tax
Transaction item discount reason
Transaction item discount reason ID
Transaction item ID
Transaction item is tax exempt
Transaction item line item type
Transaction item master product ids
Transaction item measurementdetails cost pricevia Transaction item measurement details
Transaction item measurementdetails cost price factorvia Transaction item measurement details
Transaction item measurementdetails cost price measurement scheme item IDvia Transaction item measurement details
Transaction item measurementdetails cost price measurement unitvia Transaction item measurement details
Transaction item measurementdetails cost price unit volumevia Transaction item measurement details
Transaction item measurementdetails measurement scheme item IDvia Transaction item measurement details
Transaction item measurementdetails measurement unitvia Transaction item measurement details
Transaction item measurementdetails quantityvia Transaction item measurement details
Transaction item measurementdetails unit pricevia Transaction item measurement details
Transaction item measurementdetails unit price exc taxvia Transaction item measurement details
Transaction item measurementdetails unit price factorvia Transaction item measurement details
Transaction item measurementdetails unit volumevia Transaction item measurement details
Transaction item misc products
Transaction item multiple choice item child product ids
Transaction item multiple choice product ID
Transaction item notes
Transaction item parent ID
Transaction item print on order
Transaction item product article code
Transaction item product ID
Transaction item product name
Transaction item quantity
Transaction item refund reason ID
Transaction item sln customer discount allocation inc tax
Transaction item sln line profit amount
Transaction item sln line total cost
Transaction item sln line total exc tax after all discounts
Transaction item sln line total exc tax excl discount
Transaction item sln line total exc tax incl discount
Transaction item sln line total inc tax after all discounts
Transaction item sln line total inc tax excl discount
Transaction item sln line total inc tax incl discount
Transaction item sln loyalty discount allocation inc tax
Transaction item sln quantity sold
Transaction item sln quantity unit
Transaction item sln total discount inc tax
Transaction item sln unit price exc tax
Transaction item sln unit price inc tax
Transaction item tax amount
Transaction item tax group ID
Transaction item top category name
Transaction item top category nominal code
Transaction item transaction adjust stock
Transaction item transaction barcode
Transaction item transaction customer ID
Transaction item transaction date time
Transaction item transaction device
Transaction item transaction device ID
Transaction item transaction discount reason
Transaction item transaction discount reason ID
Transaction item transaction discount value
Transaction item transaction gratuity
Transaction item transaction ID
Transaction item transaction ID
Transaction item transaction is transaction inc tax
Transaction item transaction non discountable
Transaction item transaction non tax
Transaction item transaction reference code
Transaction item transaction service charge
Transaction item transaction service type
Transaction item transaction staff ID
Transaction item transaction status ID
Transaction item transaction surcharge amount
Transaction item transaction table ID
Transaction item transaction total amount
Transaction item unit price
Transaction item unit price exc tax
Transaction other tenders amountvia Transaction item transaction other tenders
Transaction other tenders item typevia Transaction item transaction other tenders
Transaction other tenders item type IDvia Transaction item transaction other tenders
Transaction service type name
Transaction service type value
Transaction status name
Transaction status value
Transaction table coversvia Transaction item transaction table
Transaction table seatsvia Transaction item transaction table
Transaction table table IDvia Transaction item transaction table
Transaction tax amountvia Transaction item taxes
Transaction tax amountvia Transaction item transaction tax
Transaction tax namevia Transaction item taxes
Transaction tax namevia Transaction item transaction tax
Transaction tax ratevia Transaction item taxes
Transaction tax ratevia Transaction item transaction tax
Transaction tax tax rate IDvia Transaction item taxes
Transaction tax tax rate IDvia Transaction item transaction tax
Transaction tenders amountvia Transaction item transaction tenders
Transaction tenders binvia Transaction item transaction tenders
Transaction tenders change givenvia Transaction item transaction tenders
Transaction tenders is cashbackvia Transaction item transaction tenders
Transaction tenders last 4via Transaction item transaction tenders
Transaction tenders platform feesvia Transaction item transaction tenders
Transaction tenders psp referencevia Transaction item transaction tenders
Transaction tenders sln tender namevia Transaction item transaction tenders
Transaction tenders tender type IDvia Transaction item transaction tenders
Transaction tenders tender type namevia Transaction item transaction tenders
Transaction tenders typevia Transaction item transaction tenders
Transaction transactiondetail namevia Transaction item transaction transactiondetail
Transaction transactiondetail namevia Transaction item transaction transactiondetail printonorder
Transaction transactiondetail namevia Transaction item transaction transactiondetail printonreceipt
Transaction transactiondetail print on ordervia Transaction item transaction transactiondetail
Transaction transactiondetail print on ordervia Transaction item transaction transactiondetail printonorder
Transaction transactiondetail print on ordervia Transaction item transaction transactiondetail printonreceipt
Transaction transactiondetail print on receiptvia Transaction item transaction transactiondetail
Transaction transactiondetail print on receiptvia Transaction item transaction transactiondetail printonorder
Transaction transactiondetail print on receiptvia Transaction item transaction transactiondetail printonreceipt
Transaction transactiondetail show on kDSvia Transaction item transaction transactiondetail
Transaction transactiondetail show on kDSvia Transaction item transaction transactiondetail printonorder
Transaction transactiondetail show on kDSvia Transaction item transaction transactiondetail printonreceipt
Transaction transactiondetail show on tillvia Transaction item transaction transactiondetail
Transaction transactiondetail show on tillvia Transaction item transaction transactiondetail printonorder
Transaction transactiondetail show on tillvia Transaction item transaction transactiondetail printonreceipt
Transaction transactiondetail valuevia Transaction item transaction transactiondetail
Transaction transactiondetail valuevia Transaction item transaction transactiondetail printonorder
Transaction transactiondetail valuevia Transaction item transaction transactiondetail printonreceipt
Units of sale2 fields
Unit of sale name
Unit of sale value
Ways to use this template
Use the same starting point for these dashboard-published outcomes.
- 01
Send a monthly bookkeeping-style export to your accountant
- 02
Reconcile item sales, discounts and tax
- 03
Review measured product sales, costs and profit
Common questions
Know what happens before the first run.
Yes. Choose the information, filters, locations and timing that match your business rather than accepting a fixed setup.
Yes. Run it on demand or choose a schedule and delivery destination for a dependable recurring output.
Yes. The Slynk team can confirm the scope, help configure the first run and check the result with you.
Related starting points
More transactions item jobs to explore.
Export Epos Now Transactions
Start with a blank template to fetch and export Epos Now Transactions. Add filters and choose the fields you want to export.
View templateExport Epos Now Transaction Items
Start with a blank template to fetch and export Epos Now Transaction Items. Add filters and choose the fields you want to export.
View templateExport Epos Now Tabs
Start with a blank template to fetch and export Epos Now Tabs. Add filters and choose the fields you want to export.
View templateMake this delivery automatic.
Choose a Flow plan to start from this template, then tailor the fields, schedule and delivery.