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| payments_and_receipts:cash_register [2021/04/26 14:52] – [Manual cash in/out transactions] Gary Willetts | payments_and_receipts:cash_register [2021/04/26 15:10] (current) – [Viewing the cash register] Gary Willetts |
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| {{ :payments_and_receipts:cash_register.png?600 |}} | {{ :payments_and_receipts:cash_register.png?600 |}} |
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| By default the window will show all of today's transactions when it opens but you can use the filters at the top in the //Filter by// section to see just the payments you want in the table. | By default the window will show all of today's transactions when it opens but you can use the filters at the top in the //Filter by// section to see just the payments you want in the table: |
| | * **From and To date fields:** include only cash transactions that have an entry date between (and including) these 2 dates |
| | * **Patient/Facility drop down list:** has //Patient/Facility// and //Comment/Reason// options. |
| | * Patient/Facility: the search will be for all facilities with a name or patients with a surname that starts with what is entered in the text box (can separate surname and first name by a comma i.e. //surname//,//first name// to refine a patient search) |
| | * Comment/Reason: the search will be for any cash transactions with a comment or reason starting with what ius entered in the text box |
| | * **Transaction type drop down list:** has All transactions, Cash receipts and Cash payments options. Will include transactions of the selected type only in the list. |
| | * All these search fields are ANDed together so only cash transactions that match all of the filter values set will be shown in the list. |
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| Note that only //finalised// cash transactions will show in the cash register. | Note that only //finalised// cash transactions will show in the cash register. |