Back office and reports

Reports, VAT and accounting

On this page

18.1 On the terminal

  • Reports tab: live X-report for your own open shift.
  • Cash tab: Z-report at close (locks the shift, posts the journal).

18.2 In the Back Office (Reports page)

TabWhat it shows
Menu engineeringPopularity × margin quadrant per product (Stars, Plowhorses, Puzzles, Dogs) with a scatter chart — what to promote, re-price, or drop
Service pacingOrder→fire, fire→bump, order→settle, and seated→first-order timings (average and p90), slowest stations and courses, long-idle tables
HeatmapRevenue by day-of-week × hour over 7/30/90 days — staffing and prep planning
Server perfOrders, gross, tips, and average check per server
AccountingBalanced journal CSV for Xero or Sage/Pastel, any date range
VAT201SARS-ready return for any period: standard/zero/exempt sales, output VAT @15%, input VAT from received POs, VAT payable — CSV or PDF
End of dayX-report and Z-report CSV export per open shift
LogsDiscounts, voids, and comps with reasons — your shrinkage audit trail

18.3 How the numbers work

  • Prices are VAT-inclusive; VAT is extracted at 15/115 per line, after discounts, so discounted sales report the correct VAT.
  • Cash rounding deltas, tips, refunds, voids, and comps are all tracked separately and reconcile on the X/Z reports.
  • Every settled sale posts a balanced double-entry journal (cash/card/QR clearing accounts, revenue, VAT, tips). Sales rung offline get their journals generated when they sync. The accounting export reproduces this ledger for your bookkeeper.

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Still stuck? Mail support@aurapos.co.za or use the support page — include your venue name and what you were doing.