The Transaction history report (previously called POS History) has been updated and is now available in new reporting, under POS Reports. It's still available in classic reporting for now — skip to Classic reporting steps if you're using that version.

Use the Transaction history report to search and review payments processed through the Point of sale page — including top-ups, in-person payments, and the items or payables each payment relates to. It's useful for looking up what a specific family paid, checking who processed a transaction, or pulling a breakdown for a date range.

Running the transaction history report

1. Select Reporting from the admin home page on the shop site.

2. Select View new reports.

3. In the left-hand menu, under POS Reports, select Transaction history.

Set your filters as needed:

1. Processed date range — when the transaction was processed in Kindo
   
2. Received date range — when the funds were received
   
3. Payment type — e.g. bank transfer, EFTPOS, cash
   
4. Transaction Type — e.g. top up, payment
   
5. Caregiver or student — search by name
   
6. Processed by — filter by staff member
   

4. Click Search.

The results show a Totals row, followed by each transaction with:

1. Processed date and received date
   
2. Payment type
   
3. Amount
   
4. Caregiver
   
5. Student
   
6. Item quantity
   
7. Transaction type
   
8. Notes
   
9. Who processed it

Where a transaction includes payable items, click the row to expand it and see the individual items, their price, quantity, and item total. 

A transaction that's a top-up only (with no payable items attached) will show 0 in the item quantity column and won't have an item breakdown to expand.

Click Export to download the report.

Export includes the full item-level breakdown for each transaction, even where it isn't expanded on screen.

Classic reporting steps

There are two different POS reports available.    

• POS Reconciliation - which shows you a breakdown of payments by payment type.  

            E.g. all eftpos transactions, then cash transactions etc. 

• POS History - will show you all transactions and top-ups and also shows you the Kindo account information, the students name and room number.
  
  

POS HISTORY REPORT

1.    Login to the shop site and select the Admin option from the main Kindo Payables menu.

2.    Click on the Reporting.

3.    Select POS from the first dropdown box, and POS History from the second dropdown box.

4.    Select the date from the Starting dropdown box. You can choose Today, Yesterday, or Type In which allows you to type in the date you would like to search for.

5.    Click OK.  A list of transactions will appear on the screen.

This will show you the dollar amount, the myKindo account email, any remarks, along with the student name, room number, the product name and dollar amount. 

If only a top up was done, the top up amount will show in the ‘transferred dollars’ column and there will be no transactions showing under the ‘product or payable’ and ‘item total dollars’ columns.

This appears in date and time of transaction order.