In BETA, you can conveniently view your transactions categorised by different transaction states: open, succeeded, cancelled, refunded and all. This provides you with a clear and organised overview of your transaction history, allowing for you to efficiently monitor and manage transactions in your gym, according to their status. When performing a transaction search, you can also filter your view by a specific date range, time, staff member who closed the transaction, or a visitor’s profile.
A transaction is the overall record of a sale or purchase, which can include multiple items, services, or subscriptions.
A payment is the actual transfer of money applied to that transaction, which can be partial or full and may use different methods (cash, card, terminal, etc.).
The reports sometimes run into a small discrepancy between the amount of sales tax in reports.
Why is that? Rounding.
Selling three items at $15.43 each with a 2% tax rate:
___Tax per item: $0.3086, rounded to $0.31
___Total tax for three items: $0.93
___Tax on the total amount ($46.29): $0.9258, rounded to $0.93
Rounding in reports is important because it can cause discrepancies between collected and reported sales tax. This is particularly relevant when rounding occurs at the item level and when combining different jurisdiction tax rates, leading to potential penny variances in reports.
Sales tax rounding can lead to small discrepancies between the collected tax and what is reported to the state. Different jurisdictions often require rounding at different stages, such as per item at checkout versus in total when filing returns.
This can cause minor variances, especially in high-volume transactions.
Reports built on item-level tax calculations may show slight differences due to immediate rounding after each calculation.
Rounding in Reports:
Rounding occurs after multiplying the unit price by the rate, not after summing the unrounded amounts.
Combined jurisdiction rates (e.g., state, county, city) can lead to discrepancies.
Transactions with penny variances of $0.01 are classified differently if multiple line items are affected.
Key Points:
Rounding discrepancies can cause small variances.
Reports account for these discrepancies to ensure accurate "expected sales tax due."
Report by Date
A Daily Totals Report by Date groups all the transactions carried out by date. Each date includes:
Gross Sales: the credit is split by price category and Tax.
Discounts: Discount applied to the price categories.
Refunds, Total Tax Due and Liabilities.
The Report also includes Payments Collected per payment type.
Basic Filtering on the Sales Page
Explore our guide on filtering and searching the Sales Page to efficiently track transactions by date, climber, staff member, and transaction ID.
To see a quick bar chart indicating sales quantities for a specific product, navigate to the Insights tab on the product popup in your BETA dashboard.
Look out for the stats icon, to see Quick Stats around the Dashboard
Please note that the Sales page and the Insights page contain data on sales only from BETA, but not any historical ones (if migrated from another provider).
Whereas the Custom queries on the Reporting page (available on Enterprise tier and above) & the Advanced SORT tool can assist you in seeing your historical sales data.
Please note that Advanced SORT only returns lists of climbers. If you require an export of the underlying raw data, there isn’t currently a way to export that from BETA. However, you can create custom queries in the reporting page (if you’re on the Enterprise Tier & above) using the information available within the transactions.
To view sales figures for a specific event, you can download an items report from the Sales Page, which you can then filter the item column. You can vary the date range, and click item to download.
