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With dozens of stores nationwide, tracking these reports every month requires me to constantly check my emails and messages. I have to manually identify which locations haven’t submitted their reports and compile documents received via phone, email, or other channels. This process is incredibly time-consuming and inefficient.
Is there a way to simplify the management of monthly financial reports?
Shopl’s [Report] feature allows you to apply your existing monthly financial report format using a variety of customizable templates. Each store can conveniently submit reports via mobile, and managers can view all submitted reports in one place.
Make monthly financial report management easier with Shopl today!
Shopl’s [Report] feature allows you to seamlessly integrate your existing report format using a variety of customizable fields. You can include checklists, text boxes, photos, documents, and even signature inputs. Managers can easily replicate their current monthly financial report format within Shopl.
Additionally, if you need to distinguish between reviewed and pending reports or manage reports in multiple stages, you can utilize the [Status] feature. This function enables you to customize status labels such as "Under Review," "Approved," or "Rejected" to streamline report management.
Employees responsible for submitting monthly financial reports can do so effortlessly through the Shopl app or dashboard. Those with dashboard access can submit reports from both platforms, while employees without dashboard permissions can submit reports via the app.
If a specific date is set as a mandatory submission deadline, employees can easily track their pending reports. If a report remains unsubmitted at the end of the workday, a reminder notification will prompt employees to complete the submission before they log out.
Managers can review all submitted reports from various store locations in one place via the app or dashboard.
Reports can be sorted by date, employee, or workplace for easy tracking. Managers can also communicate with employees directly through comments within the submitted reports. If you need to compile reports into a structured format, the report download feature allows you to generate an Excel file summarizing all report data in an organized manner.
Say goodbye to the hassle of managing monthly financial reports manually. With Shopl, you can streamline report tracking and free up time to focus on more critical tasks.If you’re looking to manage daily reports in addition to monthly financial reports, check out the link below!
▸ How to Ensure Employees Submit Their Daily Work Reports on Time >
