How to Use the Cash Register

How to Use the Cash Register

The Cash Register feature helps you track daily opening and closing balances, ensuring transparency and accountability in your center’s transactions. Follow these steps to manage it effectively:

Accessing the Cash Register

  • Go to the Main Menu.

  • Click on Cash Register to open the cash register dashboard.

Opening the Cash Register (Start of Day)

  1. Click on Set Opening Balance.

  2. Enter the Deposit Amount (if any cash is being added to the register at the start).

  3. Add the Opening Balance - the cash currently available in the register.

  4. Optionally, add a Note for context (e.g., “Opened by Ramesh”).

  5. Click Save.

  6. The register status will now show as Opened.

Closing the Cash Register (End of Day)

  1. Click on Set Closing Balance.

  2. Enter the Withdrawal Amount (if any cash is taken out).

  3. Enter the Closing Balance - the actual cash counted in the register at day end.

  4. Optionally, add a Note (e.g., “Closed after evening shift”).

  5. After saving, you’ll see the Expected Close Balance for verification.

Final Notes

You’ve now completed the daily cash register workflow - helping maintain accurate financial records at your center.



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