retail accounting
Understanding the Accounting Dashboard
How to read your Profit & Loss, track VAT liability, and generate Z-Reports.
## Financial Clarity at a Glance
The Accounting Dashboard is designed for shop owners, not accountants. It gives you a clear view of your business health.
### Key Metrics
- **Daily Revenue**: Total sales for the day.
- **Gross Profit**: Revenue minus Cost of Goods Sold (COGS).
- **VAT Liability**: How much VAT you've collected and need to pay.
### The Z-Report (End of Day)
At the end of each business day, generate a **Z-Report**. This is a summary of:
- Total cash received.
- Total card/mobile payments.
- Discounts applied.
- Refunds issued.
This report is essential for cash-drawer reconciliation.
### Exporting for Your Accountant
Click **"Export"** to download data in a CSV format ready for Xero, QuickBooks, or Sage. This saves hours of manual entry.
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Last updated January 2026