Payments and sales can be viewed and exported directly from your Rezomatic cloud portal (the web interface provided by TGM, accessible via the link and login details you received when the point of sale was set up). These actions are not performed in the ERP: they relate to the till history on the Rezomatic side.
Good to know — If you don't have your Rezomatic Cloud login details, contact TGM (Rezomatic support).
Exporting payments (by payment method)
Useful for till reconciliation or sending to your accountant, broken down by payment method (card, cash, cheque, bank transfer…).
- Log in to the Rezomatic Cloud portal.
- Go to Sales.
- Go to Payments.
- Select the date range you want.
- Click Export.
The Excel file downloads with a summary of payments for the period.
Exporting sales with VAT breakdown
Useful for accounting: a breakdown of sales by VAT rate, amounts excl. and incl. VAT, for the chosen period.
- Log in to the Rezomatic Cloud portal.
- Go to Sales.
- Go to Sales detail.
- Select the date range you want.
- Click Export.
Customizing the export columns
On both screens (Payments and Sales detail), a Choose columns button lets you add or remove exported information (receipt number, salesperson, customer, payment method, VAT, etc.) as needed. The selection is kept from one session to the next.