Your POS machine can do more than perform various banking services, such as withdrawals, deposits, bill payments, and airtime or data recharges; it can also help generate transaction histories to help you keep accurate financial reports. As an agent, keeping track of transactions is necessary for you to manage your business efficiently.

This blog post will show you how to create transaction reports from your Kashzoo or any other POS machine.

Why Transaction Reports Matter

Below are some importance of transaction reports;

• Business Tracking: You can monitor your daily, weekly, or monthly performance by reviewing how many transactions you have handled, including withdrawals, deposits, bill payments, and recharges.
• Financial Accuracy: Transaction reports help reconcile your daily sales and maintain error-free records.
• Customer Dispute Resolution: A record of all transactions lets you quickly and confidently resolve customer complaints.

Steps to Generate Transaction Reports on Kashzoo

Here is how you can quickly generate transaction reports from your POS device:

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

Find and click on the ‘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.

Benefits of Regularly Generating Transaction Reports

Here are some benefits of generating regular transaction reports;  

• Clear Financial Overview: Transaction reports always help you have an up-to-date cash flow view. Monitoring transaction volume and profits becomes easier, too.
• Simplified Record-Keeping: When it is time to reconcile your books, regular transaction reports reduce the likelihood of errors.
• Data-Driven Decisions: It helps you understand transaction trends and how to better manage your business operations, like identifying peak transaction periods or popular services.

Troubleshooting: Common Issues with Generating Reports

Sometimes, you might encounter a few challenges when generating transaction reports from your POS device. These are some common issues and solutions;

• Incomplete Reports: Ensure your POS system is updated to the latest software version, and verify that all transactions have been properly synchronized.
• Missing Data: Double-check the date range or filters you’ve applied to ensure all relevant transactions are included.
• Report Not Exporting: If your POS cannot export the report, ensure you have sufficient storage or check for connectivity issues if exporting online.

If you continue to experience any of these issues for a longer period, contact your service provider’s support team for assistance.

Our Take

As an agent, if you have not been generating your transaction reports from your POS device or mobile app, you should start doing so because not only does it help you stay organised and ensure smooth day-to-day, it is essential for managing your finances, monitoring performance, and resolving customer disputes. 

For Kashzoo’s agents, you can reach out to customer support for further support.