Automated Qoyod Cash vs Credit Reconciliation
Every Monday, WebRun opens Qoyod, totals last week's sales split by cash, card, and store credit account, checks the split against the prior week's trend, and builds a reconciliation table in Google Sheets, so a cash handling gap or a credit account drifting out of line surfaces within days instead of at month end.
How do I reconcile cash, card, and credit sales recorded in Qoyod each week?
Every Monday, WebRun opens Qoyod, totals last week's sales split by cash, card, and store credit, and compares the split against the trailing 4 week average. It builds a reconciliation table in Google Sheets with any payment method that moved more than 10 percent flagged, so a cash handling gap surfaces within days, not at month end.
- A cash handling gap surfaces within a week instead of being found at month end
- Every payment method is checked against its own trend, not just a flat total
- The bookkeeper opens Sheets to an already built reconciliation table every Monday
Built for retail store owners · Qoyod POS users · bookkeepers · multi outlet retailers
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
-
WebRun signs in and gets to work
Opens
app.qoyod.com/users/sign_inin a real browser with your saved login - no setup, no API keys. -
1
Qoyod - total sales by payment method
qoyod.com
WebRun opens Qoyod to total sales by payment method. - Open Qoyod and total last week's sales split by cash, card, and store credit account
- Capture the invoice count contributing to each payment method
- Compare the split against the trailing 4 week average
Done when Last week's sales are totaled by payment method with the trend noted.
-
2
Google Sheets - build the reconciliation table
google.com
WebRun opens Google Sheets to build the reconciliation table. - Open the payment method reconciliation sheet
- Append the week's cash, card, and credit totals as a new row
- Flag any payment method whose share moved more than 10 percent from its average
Done when The reconciliation sheet has this week's split logged with any unusual movement flagged.
How is each run configured?
Secure by default
Connect once, stays signed in
WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.
Every action is checked against this policy before it runs.
Questions, answered
Does this replace an actual cash count?
No. It reconciles what Qoyod recorded by payment method against its own recent trend, it does not count the physical cash drawer for you.
What counts as an unusual movement?
Any payment method whose share of total sales shifts by more than 10 percent from its trailing 4 week average gets flagged for a closer look.
Can the flag threshold be changed?
Yes. The 10 percent default is configurable at setup if you want a tighter or looser threshold for your business.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.