Templates

Workflow templates.
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Automated Yoco Branch Sales Reporting

Every Monday, WebRun pulls last week's Yoco takings for every branch, logs each one to a comparison spreadsheet, and emails you a ranked summary of which branches are up and which need a look.

Google Sheets›

Automated Yoco VAT Invoice Export

Every month, WebRun pulls all of the month's Yoco transactions, sorts them into a VAT ready invoice export with the tax breakdown, and emails it to your accountant to review before it goes anywhere near a VAT return.

Automated Yoco Till Float Shortage Alerts

Every night at cash up, WebRun compares what the till should hold against Yoco's recorded takings and the float you started with, logs every cash up to a spreadsheet, and flags any shortage to your ops Slack channel.

Google Sheets›

Automated Yoco Terminal Offline Alerts

WebRun checks the connection status of every Yoco terminal, and the moment one goes offline during trading hours, posts an alert to your ops Slack channel and messages the branch manager on Telegram.

Automated Yoco Sales Forecast Alerts

Through the day, WebRun compares today's running Yoco takings against your usual pace for that day of the week, and messages you on WhatsApp the moment today is tracking well behind, with an end of day email either way.

Automated Yoco Refund and Void Alerts

WebRun watches your Yoco transactions for refunds and voids, checks each one against your normal pattern, and sends an instant WhatsApp and Slack alert if a till looks out of line.

Automated Yoco Peak Hour Sales Heatmap

Every night, WebRun adds today's Yoco takings by hour to a running heatmap in Google Sheets, and posts your weekly Telegram digest of which hours and days are actually your busiest.

Google Sheets›

Automated Yoco Terminal Onboarding Checklist

When a new Yoco terminal is added, WebRun checks off the setup steps against your standard checklist, posts your ops Slack channel its status, and emails the new branch manager their login details and a quick start guide.

Automated Yoco Loyal Customer Follow-up

Every Monday, WebRun checks your loyalty list against recent Yoco transactions to see who has not been in for a while, drafts a friendly WhatsApp check in for each one, and leaves them unsent in WhatsApp for you to review and send.

Automated Yoco Daily Takings Recap

Every night, WebRun opens Yoco, totals the day's card takings by payment type and till, logs the numbers to a running spreadsheet, and sends you a short WhatsApp recap before you close up.

Automated Yoco Settlement Reconciliation

Every weekday morning, WebRun checks yesterday's Yoco settlement batch against the deposit in Xero, flags any mismatch in amount or timing, and posts your bookkeeper a Slack summary of anything that needs a look.

Automated Yoco Capital Repayment Tracker

Every Monday, WebRun checks how much of your Yoco Capital advance was repaid from last week's card sales, logs it against the loan balance in Xero, and updates a payoff tracker so you always know what's left.

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