The morning email, the evening truth — how the business is doing.

1

Start with the morning email

From 08:00 store time, EasyKOT prepares the previous trading date's summary for delivery. Cash, UPI and Card add up to Captured; Refunds stay separate, and Net collected is Captured minus Refunds. Orders, Average order and Net sales follow each bill's trading date, while collections and refunds follow the day the money was recorded. Delivery can be delayed, and a still-open business window makes the snapshot provisional. A date with no bill, captured payment or refund stays quiet.

2

Open Reports when a number needs a why

Open Reports for four clear families: Sales & collections, Menu performance, Money & costs, and Close & exceptions. Keep the same dates while you move from the overview to a fixed table, or open the matching bills behind a menu row.

Step 2: one Reports page keeps the date and context while you group menu sales and open the matching bills.

3

Use the deep reports for real decisions

Sales & collections keeps bill sales on the bill's trading date and Cash, UPI and Card on the date each payment was captured. Menu performance groups the same sold facts by Item, Category or Variant and opens the exact matching bills. Money & costs carries P&L, expenses, labour and recorded movements. Close & exceptions keeps bills, cash counts and morning-summary history together. Pick your range once; fixed tables download as Excel or CSV with that context.

Step 3a: Daily sales keeps billed value, net sales, Sales loss and the automatic remainder separate.

Step 3b: collections keep Captured, Refunded and Net separate for each tender.

Step 3c: recorded money in and out, with owner money separate and no claim that it is the drawer balance.

Step 3d: Cash counts preserves what was expected at close and shows when later money changes today's view.

Step 3e: Bulk add is optional. Use it in the owner dashboard, or from Settings → Add expenses on an online Desktop App. The full ledger and reports stay in the dashboard.

Add your own expense category: In Settings → Reports & accounts, press "Add category" beside Expense categories. You can also open Expenses in the owner dashboard and press "Add expense" or "Bulk add", then "Add category". Enter "Name", choose "Group" and press "Create category". The four groups are "Food & purchases", "Staff costs", "Premises & utilities" and "Other expenses". Choose carefully because the group cannot be changed later. The category name appears in Expenses, P&L and expense CSV downloads.

Looking for one bill, or what sold best? Orders lists each bill with its table, items and payment. Reports → Menu performance groups sold facts by Item, Category or Variant and opens the exact matching bills. See the Orders and menu performance guide.

Turn the email off (or on) yourself: dashboard → Settings → Notifications → "Daily summary". It is on by default, and it goes to every person with dashboard access: the partner sees what you see.

Every guide in this cluster is listed on the guides hub.