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payments_and_receipts:cash_register [2020/05/21 08:27] – [Cancellations for prescription payments] 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. |
{{ :payments_and_receipts:cash_register_name.png?300 |}} | {{ :payments_and_receipts:cash_register_name.png?300 |}} |
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Add the **Name** of the person/organisation who is giving you the cash or receiving it from you (type the first few characters of their name and press the //Tab// key on the keyboard to select the right name from the list of those matching what you typed). | Add the **Name** of the person/organisation who is giving you the cash or receiving it from you. Type the first few characters of the patient or organisation name and press the //Tab// key on the keyboard to select the right name from the list of those matching what you typed. |
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| If you are searching for a patient, you can enter their surname followed by a comma and their first name (e.g. //Smith,Deborah// to search for Deborah Smith) to narrow the search. |
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3. Select the **Transaction Type** from the dropdown list: **Cash out** (remove cash) or **Cash in** (add cash) and enter the **Amount** of cash being removed or added: | 3. Select the **Transaction Type** from the dropdown list: **Cash out** (remove cash) or **Cash in** (add cash) and enter the **Amount** of cash being removed or added: |
| // Previous: **[[payments_and_receipts:prescription_payments|11.03. Prescription payments and credits]]** | | Next: **[[:reports|12. Reports]]** // | | | // Previous: **[[payments_and_receipts:prescription_payments|11.03. Prescription payments and credits]]** | | Next: **[[:reports|12. Reports]]** // | |
---- struct data ---- | ---- struct data ---- |
| pagestatus.status : |
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