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Cloud based daily income and expense reporting

juBa

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Good day carbies,

I was wondering if anyone here could shed some light on what would be best for the below scenario,

For example, say there are 10 different retail locations each location has POS hardware/ software etc and this gives daily stock and income reports.

What easy and simple system/ software would be best to use to let managers at each location input the cash income and petty cash expenses in a simple daily excel sheet so that one central office location accountant can access each stores daily excel sheet remotely and verify all the income and expense amounts and input them into a master sheet which will make monitoring cash flow and financial statements more accurate and muuuuch easier.

But these locations should only be able to input/ view the daily reports for their particular store and not have access to other stores reports on the shared folder.

I was thinking about using Google Drive to share the excel sheet, but would I be able to share one folder to each different store and have it on each desktop so that it will be automatically updated (using only one master Google email address/ Drive account to issue the shared folders) at the central office. Or is there a easier/ more efficient way that I’m unaware or not thinking of?

Thanks!


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Google sheets could do that... You can set permissions and stuff.

Otherwise I could build you a small web based solution.
 
As per the first poster, Google sheets is working well so far. I’ve had a look at Xero, Im not sure if it’ll cover exactly what we need but as we move forward we’ll keep looking at more professional/ efficient methods. Thanks [emoji1417]


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Good day carbies,

I was wondering if anyone here could shed some light on what would be best for the below scenario,

For example, say there are 10 different retail locations each location has POS hardware/ software etc and this gives daily stock and income reports.

What easy and simple system/ software would be best to use to let managers at each location input the cash income and petty cash expenses in a simple daily excel sheet so that one central office location accountant can access each stores daily excel sheet remotely and verify all the income and expense amounts and input them into a master sheet which will make monitoring cash flow and financial statements more accurate and muuuuch easier.

But these locations should only be able to input/ view the daily reports for their particular store and not have access to other stores reports on the shared folder.

I was thinking about using Google Drive to share the excel sheet, but would I be able to share one folder to each different store and have it on each desktop so that it will be automatically updated (using only one master Google email address/ Drive account to issue the shared folders) at the central office. Or is there a easier/ more efficient way that I’m unaware or not thinking of?

Thanks!


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Hallo

I would recommend the following:

1. Xero accounting software
As you can have unlimited users, specify their view only access to their store only. Is super easy to work with
With
2. Vend as an add-on App.

You can go to vendhq.com and to a 2 week trail. And ask them for a demo.

Google sheets is great, but if you do business with 10 different stores it might be worth it to invest in the right software

Ta
giphy.gif



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Open source POS. Install on a domain access anywhere with internet can do stock sales and barcode scan.
 

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