[AUS] Square Reporting Q&A: Get answers and influence product decisions!

[Ani_]

Happy New Year, Seller Community! ✨

Effective and reliable reporting is crucial for the smooth operation of any business, and we recognize that there is always room for improvement with the reporting tools offered by Square.

Participate in the upcoming Square Reporting Q&A to let the team know what's going well and what can be improved — because who better to provide insight on how to improve these tools than the sellers who use them on a daily basis? 😉

This event is an opportunity to speak directly with @annakepler on the Square Reporting team, and contribute to how developments are prioritized throughout 2023.

On Wednesday, January 25, 2023, she and her team will be here to address any questions you may have, and make sure your experiences are documented with their plans for the year ahead.

Not sure what to ask? Here are some example questions: 

• What is the best way to keep an eye on sales trends for my items?
• If I could do "_________" with reporting in the online Square Dashboard, that would save me so much time.
• How can I manage sales reports across multiple business locations?

Click 'Reply' below to ask your question ahead of time, and we’ll answer every question on Wednesday, January 25, 2023. We're looking forward to hearing from you!

[Ani_]

Happy New Year, Seller Community! ✨

Effective and reliable reporting is crucial for the smooth operation of any business, and we recognize that there is always room for improvement with the reporting tools offered by Square.

Participate in the upcoming Square Reporting Q&A to let the team know what's going well and what can be improved — because who better to provide insight on how to improve these tools than the sellers who use them on a daily basis? 😉

This event is an opportunity to speak directly with @annakepler on the Square Reporting team, and contribute to how developments are prioritized throughout 2023.

On Wednesday, January 25, 2023, she and her team will be here to address any questions you may have, and make sure your experiences are documented with their plans for the year ahead.

Not sure what to ask? Here are some example questions: 

• What is the best way to keep an eye on sales trends for my items?
• If I could do "_________" with reporting in the online Square Dashboard, that would save me so much time.
• How can I manage sales reports across multiple business locations?

Click 'Reply' below to ask your question ahead of time, and we’ll answer every question on Wednesday, January 25, 2023. We're looking forward to hearing from you!

[lawnbrook]

Would love to see some AU specific conveniences in the date selector:

Be able to configure the start day of the week (a lot of the world works Mon-Sun, not Sun-Sat)

The notion of a Financial year (with a configurable start date) to make YoY comparisons more useful.

Additional filters: I wanted to be able to filter by section yesterday and noticed it's not really available.

[Laurie_]

Hey there @lawnbrook,

Thanks for letting us know about the different features and functionality you're interested in seeing from Square reporting!

We've noted your feedback here and look forward to discussing this in more detail during the Q&A. 😊

[spoiltstudios]

I have a lot of clients book online and when selecting services it would make it so much easier if it was in a specific order, either alphabetical or in order of the categories. Also if people had some way to save their card with the online booking so they don’t have to put their card details in each time they book online. 

[annakepler]

Thank you for your insights @spoiltstudios ! I can see how this can be very beneficial for your customers and improve the booking experience. I will pass it on to our appointments team.
I also want to share the article on how to add customer card during manual appointment taking in case you do those as well. https://squareup.com/help/au/en/article/6068-use-card-on-file-with-square-appointments

[annakepler]

Thank you for your questions and thank you for offering insights into what is important to our Australian merchants.

Reporting configurations like a business week and financial year is an important feature that is at the top of the list for our product managers. We are actively looking at how to bring these helpful configurations into the reports. 

Can you please share more details on what you mean by section when you say filter by section?

[Helsey]

Hi, I'd love to see some better inventory reporting to show stock movement/transaction history & statistics. I know you can pull the data into xls, but it would be really handy to have a dashboard for inventory too.

[annakepler]

Hi @Helsey ,

Thanks so much for the suggestion! I was wondering if you could be more specific with what metrics would be most useful for stock movement and transaction history? 

If you want a more granular view of your inventory sales, I would direct you to the Cost of Goods Sold report and Inventory sell-through report. You can find these reports in Dashboard by navigating to the Reports section > Inventory Reports > Inventory by Category report / Cost of Goods Sold report . 

The Cost of Goods Sold provides more granular sales and inventory metrics by SKU. You can filter items using the Category filter at the top to view your top performing items by category based on Quantity Sold, Total Revenue, Profit, etc. 

The Inventory sell-through report provides an analysis of the sell-through rate of each item and forecasts when you will likely run out of stock. 

Hope this helps!

[jackc1]

Hi there!

Not sure if this is relevant to Square Reporting Tools but I thought I should ask anyway.

Something that would save me a lot of time would be to be able to split my Square Balance into multiple bank accounts. For example, I would like my balance to be split into 3 accounts:

1: 10% for GST

2: 20% for Tax

3: 70% for Income

Hope that's okay for me to suggest!

Jack 

[aiqi]

Hi Jack, thank you for sharing ideas on how Square can help you better manage your business finances! We have heard similar interests in the past. This is something we are looking into. 

Here’s a solution that you could consider in the near term. You can update your transfer schedule to manual and manually transfer the 10/20/70% to your different bank accounts from Square by using the new link multiple external bank accounts on file feature. I understand this is still manual and not exactly what you are looking for.

Will you share more insights of your current process and ideal set up to help my team support your needs in future please:
1. What’s your current process to distribute your Square sales to different bank accounts? How often do you do this? 

2. How do you currently manage your bookkeeping and reconciliation between Square and your bank accounts? Are there Square reports that you reply on during this process?
3. We have a Square Savings product in the US that allows sellers to create balance folders and automatically allocate a percentage of their sales to each folder. From there, you can manually transfer the balance in each folder to your bank accounts. Is this something that you think will work for you? Does the cadence of splitting the balance after each sale/day/week/month matter to you?

[THESHOEDOCTOR]

Hi Anna,

I'm a footwear repairer and have a similar process to clothing alterations. I have a couple of questions

1. Is there a way of processing 'job tickets' were it automatically prints two receipts, one for the customer and one that I can attach to the work in progress? instead of have to go back into the transaction list and re printing?

2. I would love to see an option where I can let the customer know that their items are ready to pick up through the app. I like the line graph, showing progress in invoices have I missed a job progress option?

Cheers,

Chloe

[annakepler]

Hi @THESHOEDOCTOR !

Your request for 2 receipts definitely makes sense. I do have to admit, I always lose mine 😥. I will take this feature request back to the team. 

I can also see how the ability to send reminders about pick-ups and missed invoices would be beneficial. Adding it to the list!

[c2c1]

Currently there is no opportunity to delete unwanted invoices, only in 'draft' form.

There are a few times when the invoice has been sent out on a client request but due to a number of reasons, the sale did not proceed. 

If the invoice is still 'active' it then influences the reporting process, even if you archive the invoice it is still considered an active invoice.

We need to be able to delete invoices to a 'trash bin', and when confirmed as not needed, then permanently delete the invoice?

[THESHOEDOCTOR]

Thanks you for the reply, but this is not what I was after regarding my question/s

[THESHOEDOCTOR]

Sorry, Though this was an auto reply to my question. please disregard. How silly of me 😕

[annakepler]

Hi @c2c1 ! We currently do not allow to delete invoices, but you can use a Cancel invoice option to achieve the same.

[judydowse]

I am a very happy Square user. I referred a friend so we could both earn the $1000 free processing and when it didn't work, I found there is no way to email Square to ask them to check out why the link didn't work. The auto assistant couldn't help and sending an email from my dashboard came back with a reply "this is a no-reply email" My question is "how do I get in touch with Square?" 

[annakepler]

Hi @judydowse ! Sorry to hear you ran into some issues with your recent referral. It's possible they already had a Square account in the past or they haven't taken their first payment. Here is how you can track the status of your referral:

From your Square Dashboard:

Select Account & Settings > Get Free Processing.

Locate the Referral Activity section.

From your Point of Sale app:

From the navigation menu, select ≡ More > Rewards & Referrals.

Locate the Referral activity section.

If you still need help, you can definitely give us a call, just dial 855-700-6000. Hope this helps!

[judydowse]

Thanks for your response. It was his first Square sign up but there was a 3 week delay in completing the signup. We have checked Rewards & Referrals twice after I sent 2 payments from my own credit card and he has taken other payments as well and been charged fees. I'm in Australia so had hoped there was an email address I could send my details and his details to confirm he used my link and is a new user. I need an email address as calling is too difficult with the time difference. 

[Seamus]

Hi @judydowse,

Please note our Australian number is actually 1800 760 137.

If you've like to get in touch via email with our Australian team:

1. Sign in to your Square account

2. Head to our contact page https://squareup.com/help/au/en/contact

3. Click on any topic, then "I don't see my issue"

4. Click "Message us" or "Email us"

Or, if you see the new chatbot help flow, type "contact" to bring up a list of contact methods. This will bring up a link to our email form.

[BANTACS]

I would like a simply statement like you get for a bank account, showing each transaction.  Even better if you could click on the transaction and see the underlying products that make up the sale.  And even better again if all this detail could become a bank feed into xero.  If you could do this my firm would be recommending square to all our clients.