Xilnex for Lark
How to Install and Set Up Xilnex for Lark
Overview This article walks you through connecting your Lark workspace to your Xilnex account. This is a one-time setup step performed by an IT administrator, using the Configuration card in Xilnex Portal. Before You Begin Confirm you have the ...
Understanding Anomaly Detection in Xilnex for Lark
Overview Anomaly Detection flags unusual sales patterns automatically, surfaced in Lark so your team can catch issues without digging through reports. This article covers what you'll see once Anomaly Detection is set up. Before you begin You'll need ...
Generating Report in P&L Operations
Overview The P&L Flash Report tab allows you to generate P&L reports based on a selected reporting period. The report summarizes your stores financial performance using the latest synchronized sales and expense data. This article explains how to ...
Managing Expense Submissions in P&L Operations
Overview The Submit Expense tab allows you to submit, view, edit, and delete monthly and daily expenses using the templates created in Manage Expense. Before submitting expenses, please ensure that: A P&L Performance base has already been created. At ...
Configuring P&L Operations in Xilnex for Lark
Overview P&L Operations allows you to configure the financial settings and expense templates used to generate P&L reports in Lark. Before P&L summaries and dashboards can be populated, you'll need to configure the required rates, create expense ...
Managing Lark User Email Mapping in Xilnex for Lark
Overview The Users card matches each Xilnex user to their Lark account by email. This is what lets features like Permission Approvals and Document Approvals deliver Lark cards to the right person. This article covers how to review the mapping and fix ...
Understanding P&L Performance in Xilnex for Lark
Overview P&L Performance automatically synchronizes your store financial data into Lark, providing a consolidated view of daily, monthly, and yearly financial performance without the need to manually combine reports from multiple sources. This ...
Understanding Store EOD Monitoring in Xilnex for Lark
Overview Store EOD Monitoring automatically synchronizes end-of-day (EOD) submission data from all your stores into Lark, allowing you to quickly see which stores have completed their EOD process and which are overdue, without having to chase status ...
Approval Hub Overview in Xilnex for Lark
Approval Overview Approvals matter, but they're easy to bottleneck. A cashier might need a permission override right now, with a customer waiting on counter, but the manager who can approve it isn't always available. On the back office side, a ...
Document Approvals in Xilnex for Lark
Overview Document Approvals route back-office documents like Purchase Orders, Stock Requests, and Stock Adjustments to a Lark card for the right approver, before the document is committed or processed. This article covers both setup (for IT ...
Permission Approvals in Xilnex for Lark
Overview Permission Approvals connect Xilnex POS to Lark Approval. When a cashier attempts an action they don't have permission for (like cancelling a sale), they can send a request straight to a manager's Lark app instead of needing a supervisor ...
Understanding POS Terminal Health in Xilnex for Lark
Overview POS Terminal Health gives you real-time visibility into your POS terminals across all stores. Issues such as terminals going offline or running low on memory or disk space are detected before they interrupt sales operations, rather than only ...
Understanding Marketing Insights in Xilnex for Lark
Overview Marketing Insights brings your campaign, voucher, and outlet performance data into Lark automatically, so you're not stuck exporting CSVs and stitching spreadsheets together to know how a campaign is doing. This article covers what you'll ...
Disconnecting or Reconnecting Xilnex for Lark
Overview This article covers how to disable a template, fully disconnect the integration from Lark, and reconnecting it again. Disable a Template Turning a base off only stops that one base, everything else keeps syncing, and none of your existing ...
Creating a Base in Xilnex for Lark
Overview This article walks you through creating a base for a template, giving end users access to it in Lark, and verifying data is syncing correctly. Xilnex for Lark must already be connected before you start. If the Templates card isn't accessible ...
Introducing Xilnex for Lark
Product Introduction Xilnex for Lark connects your Xilnex ClassicPOS system to Lark Suite. If your team is used to exporting reports, copying numbers into spreadsheets, or chasing approvals over chat, this replaces that manual work: your sales, ...