TALLYPEAK HELP CENTRE
Reports, operations and cash
Review activity, manage returns and reconcile daily cash.
Sales reports
Sales reports show recorded transaction activity. Pro offers a sales CSV export. Figures reflect information entered in the system and should be reconciled with actual payment settlements.
Expenses, transfers and returns
On eligible Business and Pro plans, Operations includes stock transfers, operating expenses and records of returned items. Recording a refund in TallyPeak does not automatically send money back to a customer.
Daily cash closeout
Business and Pro include cash reconciliation. Record cash in/out movements and the day's counted cash before closing. This feature is business-wide, not per individual cashier or till.