thread Re: How do you pull a payroll report separating services from items sold? in Archived Discussions (Read Only)

How do you pull a payroll report separating services from items sold?

mikethebarber — Wed, 10 Oct 2018 05:55:38 GMT

I am having troubles pulling a payroll report separating services from items sold?

Re: How do you pull a payroll report separating services from items sold?

Tom — Sat, 13 Oct 2018 01:25:01 GMT

Thanks for surfacing, @mikethebarber. I'm going to run your post by our Payroll Team for more insight but—to be sure we're on the same page—can you provide a bit more on why this kind of report is important for your business? Appreciate your patience. 🙂

Re: How do you pull a payroll report separating services from items sold?

mikethebarber — Tue, 16 Oct 2018 17:52:46 GMT

Hi Tom!

Thanks for your response. When you run a payroll report, there is no way to seperate a product sale vs. service sales. You currently must pull a report with all items or summary and manually edit the CSV by seperating the two, as services are not cataloged along with products in "items". Can you make a report to pull only services as most barbers don't pay taxes on service sales and need to run reports to seperate the product sales vs. services. From what I gather in the system, it seems as though the reports are mainly for a restaurant and do not cater towards a salon/spa/barbershop setup. Hope we can find a solution to this issue together.

Regards,

Mike

Re: How do you pull a payroll report separating services from items sold?

Tom — Tue, 16 Oct 2018 19:01:47 GMT

Thanks for that information, @mikethebarber. I don't have more details on hand right now, but I'll circle back as soon as I have more insight.

Re: How do you pull a payroll report separating services from items sold?

Tom — Fri, 19 Oct 2018 22:13:51 GMT

Hey @mikethebarber, I reviewed this with a couple other team members and we still would like to make sure that we're fully understanding your business needs. Can you give our Customer Success team a call and go over this, step-by-step, in real time? They'll be able to escalate this internally for further review and advise on how to proceed. Thanks for your patience with this.

Re: How do you pull a payroll report separating services from items sold?

BradSC — Thu, 07 Feb 2019 04:00:49 GMT

@mikethebarber we realize that you asked this question quite a while ago, but there still isn't a clear solution provided by Square, so we figured that a response from us may still be welcomed.

As many of us are in the same boat as you; it would be overwhelmingly useful to have a report filter for Items vs Services.

In the meantime, we've been going to: Reports > Item Sales > Filter By > Item Category > Uncategorized. Services (currently) cannot be given a category, so they are all "Uncategorized." All Items have the ability to be given a category; so, just ensure that you do give all of your Items a specific category, and you'll be golden.

Re: How do you pull a payroll report separating services from items sold?

juliangav — Tue, 17 Oct 2023 21:03:56 GMT

It's 2023 and this still hasn't been solved. To summarize, Square does not allow for you to separate services from items/products in reports.