v2026.9.6
Release date: September 10, 2026
New Features
Financial reports
Financial → Reports is no longer a placeholder. It shows a management view of the cash registers you operate: cash flow, categories, receivables/payables, and a per-register comparison.
What is it for?
- See settled income and paid expenses in the period, plus open (pending/overdue) amounts
- See where money comes from (category and payment method)
- Age receivables and payables (current through 90+ days)
- Compare only cash registers you can access — a register without access never appears in totals
Reports appear only for cash register admins or operators with Can view reports.
How to use it?
- Open Financial → Reports
- Pick a period and, optionally, a cash register (or All cashiers you can access)
- Switch tabs: cash flow, category, receivable/payable, and by register
- If your profile can export reports, download the current tab as CSV
Guide: Financial — reports
Benefits
- Totals and charts stay limited to the operator's cash registers, even for organization admins
- Reports menu hidden without operator permission
- Export only with the
canExportReportspermission - Same glass UI as the other financial screens