Articles on: POS (Point of Sale System)
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Sales & VAT reports

The Report section gives you sales and VAT reports for your POS transactions — view, filter, and download your transaction history for accounting and tax compliance.


📍 Where to find this: POS System → Report


ℹ️ The reports available depend on your clinic's registered country.Sweden — Z Report and X Report.United Kingdom — MTD VAT Report.Netherlands — VAT Report.Clinics in other countries do not see a Report page.


ℹ️ The VAT Report for the Netherlands works exactly like the United Kingdom's MTD VAT Report — the same date range, the same CSV download and the same history. Only the name differs.


✅ What you can do


  • View and download Z Reports by Batch ID (Sweden)
  • Close a batch to finalise the day's totals (Sweden)
  • Export SIE reports for accounting (Sweden)
  • Download X Reports for a selected date range (Sweden)
  • Download MTD VAT reports as CSV for a selected date range (United Kingdom)
  • Download VAT reports as CSV for a selected date range (Netherlands)


🧾 Open the Report section


  1. Click POS System → Report.
  • The Report page opens, showing the reports available for your registered country.


🇸🇪 Sweden


  1. Click POS System → Report.
  • The Report page opens showing Z Report and X Report sections.


Report (Sweden)


📊 Z Report


The Z Report shows a summary of all transactions within a batch. Each batch covers a trading period — typically a day.


  1. Click POS System → Report.
  2. Navigate to the Z Report section.
  3. (optional) Use the search or date filters to find a specific report.
  4. (optional) Locate your desired Batch ID from the Z report list.


Action

How to do it

Download Z Report

Click the Download icon on any row in the Z report list

Export SIE

Click the Export SIE icon to export the accounting report

Close Batch

Click Close Batch to finalise the report for the day


⚠️ Closing a batch is permanent. Once closed, the daily totals reset and a new batch begins. This action cannot be undone.


📊 X Report


The X Report provides a sales summary for a custom date range without closing the current batch.


  1. Click POS System → Report.
  2. Navigate to the X Report section.
  3. Select the Start Date and End Date using the calendar pickers.
  4. Click the Download button to download the X report for the selected date range.


🇬🇧 United Kingdom


📊 MTD VAT Report


The MTD VAT Report provides a VAT summary for a custom date range, downloadable as a CSV file for Making Tax Digital (MTD) compliance.


📍 Where to find this: POS System → Report


  1. Click POS System in the left navigation menu.
  2. Click Report in the submenu.
  • The MTD VAT Report section is displayed — this is the only report shown for United Kingdom clinics.


Report (United Kingdom)


  1. Select the Start Date using the calendar picker.
  2. Select the End Date using the calendar picker.
  3. Click Download VAT CSV to download your VAT report for the selected date range as a CSV file.


ℹ️ To configure your MTD VAT report email and delivery frequency, see Configure the POS system → Other tab → MTD VAT Report section.


💡 To view individual transaction receipts, see View & print receipts.

Updated on: 06/08/2026

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