As an agent, especially a Kashzoo agent, you must manage and track your daily, weekly or monthly transactions to ensure smooth operations. To maintain transparency and stay organised, keep records of all your deposit, withdrawal, and bill payment transactions. Fortunately, the Kashzoo mobile app has simplified transaction generation. Our post will take you through the step-by-step guide on how to generate your transaction reports successfully.

Here is how you can quickly generate transaction reports from your  mobile app:

Step 1: Log into the Kashzoo App

Log into your Kashzoo POS mobile app. Once you are logged in, locate and select the Admin or Menu button on the main screen.

Step 2: Click on the ‘Transactions’ menu

Click on ‘Transactions’ section in the menu. This will give you access to detailed records of all your POS activities, like deposits, withdrawals, bill payments, and recharges.

Step 3: Click on the Funnel icon to select the time frame

Generate specific transaction reports by filtering the date. You can do this by clicking the funnel icon in the top right corner. You can choose from these options;

• Daily: Transactions made in the last 24 hours.
• Weekly or Monthly: Overview of the past week or month.
• Custom Range: Select the exact start and end date for the transactions you want to review.

Step 4: Review or Customise the Report

Once you have selected the time frame, review the transaction report. The report will display the following;

• Transaction IDs
• Dates and times of each transaction
• Transaction type (withdrawals, deposits, bill payments, airtime, etc.)
• Amounts involved in each transaction

Step 5: Export or Print the Report

After reviewing the data, you can either:

• Export the report in formats like PDF or Excel.
• Print the report directly from the POS device or mobile app if it supports printing.

You may need a hard copy or a digital file of all your transactions for future reference or bookkeeping purposes.

Our Take

It is simple and straightforward to generate transaction reports on the Kashzoo mobile. There many benefits of doing so and they include; tracking your performance, identifying trends, and ensuring all transactions are accounted for. Additionally, it helps you stay organised, making it easier to handle end-of-day balances and financial planning. Make it a habit to have your transaction reports; it is easy and free.