Morph template · Update
Book Keeping Report + Smart Data Updates
Fetch the Book Keeping report and update related records like products, customers, and staff. Great for tagging based on sales data or enriching records. Add filters and actions to build your own custom flow.
Month-to-monthHuman setup helpNo surprise usage bills
01The result
What this template is ready to do.
✓Template outcomeMorph starting point
Use the Epos Now Book Keeping report as the basis for updating related records like products, staff, or customers. Automatically tag or enrich data based on sales performance. Ideal for workflows that connect financial data to wider business logic.
- Uses
- Bookkeeping Report
- Definition
- 4 dashboard stages
- Run control
- Preview before live
How this template runs
The dashboard definition, from trigger to safe change.
Every stage below comes directly from this template in the Slynk dashboard.
- 01trigger
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. - 02fetch
Fetch the report
The flow will fetch the report from your Epos Now account ready for filtering
- 03filter
Target the data you need
You can specify which rows from the report this flow applies to. Add as many filters as you like.
See the customisations section later on this page for a full list of available filters.
- 04action
Update the related data
This is where you can specify what you want to update. Add as many actions 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.
A good fit when
A repeated POS edit needs care and accuracy.
- You need to change many bookkeeping report without editing them one by one.
- You can identify the right records using information already held in your POS.
- You want to check every proposed value before live data is changed.
- Product
- Morph
- What it does
- Update
- POS platform
- Eposnow
- Uses
- Bookkeeping Report
- Starting point
- Build your own
Customisation catalogue
Start here. Make it fit the business.
This is the dashboard-owned list of triggers, filters and changeable fields 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.
422 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 422 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
Customers31 fields
Customer addresses address line 1via Customer customer address
Customer addresses address line 2via Customer customer address
Customer addresses countyvia Customer customer address
Customer addresses customer IDvia Customer customer address
Customer addresses IDvia Customer customer address
Customer addresses ID namevia Customer customer address
Customer addresses is main addressvia Customer customer address
Customer addresses namevia Customer customer address
Customer addresses post codevia Customer customer address
Customer addresses townvia Customer customer address
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 type
Measurements2 fields
Measurement scheme name
Measurement scheme value
Multiple-choice notes2 fields
Multiplechoicenotes ID
Multiplechoicenotes name
Other POS data61 fields
Bookkeeping report article code
Bookkeeping report barcode
Bookkeeping report category
Bookkeeping report cost price
Bookkeeping report cust ID
Bookkeeping report date time
Bookkeeping report device
Bookkeeping report discount reason
Bookkeeping report discount value
Bookkeeping report eat in take out
Bookkeeping report eat out
Bookkeeping report forename
Bookkeeping report from date
Bookkeeping report full name
Bookkeeping report location
Bookkeeping report margin
Bookkeeping report net sales
Bookkeeping report nominal code
Bookkeeping report notes
Bookkeeping report product
Bookkeeping report product ID
Bookkeeping report quantity
Bookkeeping report quantity unit
Bookkeeping report staff
Bookkeeping report staff ID
Bookkeeping report surname
Bookkeeping report tax
Bookkeeping report tax code
Bookkeeping report tax rate ID
Bookkeeping report tender
Bookkeeping report title
Bookkeeping report to date
Bookkeeping report total sales
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
Products144 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 images product IDvia 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
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
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
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
Units of sale2 fields
Unit of sale name
Unit of sale value
166 available
Fields you can update
Choose exactly which POS values this template can change. A simulation creates its own run with record-level results before any separate live run.
Browse all 166 fields by POS data group.
Brands2 fields
Brand description
Brand name
Colours2 fields
Colour code
Colour name
Container fees2 fields
Container fees amount
Container fees name
Customers19 fields
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 max credit
Customer notes
Customer reference code
Customer sign up date
Customer sign up location ID
Customer surname
Customer title
Customer type
Multiple-choice notes1 field
Multiplechoicenotes name
Parent categories9 fields
Parent categories button colour ID
Parent categories description
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 notes3 fields
Popupnotes display once per transaction
Popupnotes name
Popupnotes note
Products48 fields
Product article code
Product barcode
Product brand ID
Product button colour ID
Product categories button colour ID
Product categories description
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 description
Product eat out price
Product eat out price tax group ID
Product exclude from loyalty points gain
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 multiple choice note ID
Product name
Product order code
Product popup note ID
Product product type
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 unit of sale
Product variant group ID
Product volume of sale
Reporting categories9 fields
Reporting categories button colour ID
Reporting categories description
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 categories9 fields
Root categories button colour ID
Root categories description
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
Staff7 fields
Staff has swipe card
Staff hourly rate
Staff main location ID
Staff name
Staff reference code
Staff role ID
Staff show at all locations
Staff roles44 fields
Role can access back office
Role can access misc products
Role can access table plan
Role can access till
Role can access till admin options
Role can accesss customers
Role can adjust float
Role can apply basket discounts
Role can apply item discounts
Role can change tab spend amount
Role can clear transaction
Role can delete unordered items
Role can disable service charge
Role can edit customer points
Role can hold transaction
Role can manually select customer
Role can order allocation server
Role can order allocation table manager
Role can order allocation team server
Role can receive stock
Role can refund items
Role can remove from table
Role can run end of day
Role can see end of day report
Role can send stock
Role can server baking
Role can stock take
Role can tip out others
Role can tip out self
Role can unlock device via pin
Role can unrestricted stock take
Role can use no sale
Role can use payouts
Role can use petty cash
Role can void items
Role description
Role is admin on till
Role max basket discount amount
Role max basket discount percentage
Role max customer credit limit
Role max item discount amount
Role max item discount percentage
Role max refund amount
Role name
Suppliers11 fields
Supplier address line 1
Supplier address line 2
Supplier contact number
Supplier contact number 2
Supplier county
Supplier description
Supplier email address
Supplier name
Supplier post code
Supplier town
Supplier type
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. A simulation evaluates live data without changing it and creates a run with each matching item’s current and proposed values. Review those results before deciding on a live run.
Yes. The Slynk team can confirm the scope, help configure the first run and check the result with you.
Related starting points
More bookkeeping report jobs to explore.
Set the customer credit balance every night to a preset value
Set the credit balance on customer accounts that match your filters every day at a specified time. Ideal for setting daily credit for staff to use on-site.
View templateUpdate Epos Now customers
This is a blank template to fetch and update Epos Now customers. Add filters and actions to build you own custom flow.
View templateUpdate customer type based on sign up date
Update the customer type for customer who signed up more than a specified number of days ago
View templateSimulate this change with your own data.
Choose a Morph plan to start from this template, then preview the result before anything changes.