At times during the sales day, the cashier will be required to interact with the money in the till outside the sales process, be it to pay a supplier or to add petty cash.

You may record these methods in the Imonggo for iPad point-of-sale app, via the cash management function. This feature allows users to record Withdrawals and Deposits.

To access the cash management function, tap the Store Options button on the Store page.

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If the user who taps the Cash Management button is only at cashier level, the app will ask for a manager to confirm the transaction. This is for security.

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Cash In

The Cash In feature allows you to record the money you are depositing to the till. To use it, just make sure the Cash In label is selected (highlighted in orange).

Then enter the amount you are depositing, and type the reason for the transaction. Tap Done.

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A confirmation prompt should appear. Just tap Yes to proceed. and it will automatically print so you have a physical record of the transaction.

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After the confirmation, the Cash In transaction record should appear under Cash History. You can tap the print button to reprint.

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Cash Out

The Cash Out feature, on the other hand, allows you to record the cash that you are taking out of the till. To use it, just make sure the Cash Out label is selected (highlighted in orange).

Then enter the amount you are withdrawing, and type the reason for the transaction. Tap Done.

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A confirmation prompt should also appear. Just tap Yes to proceed. and it will automatically print so you have a physical record of the transaction.

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After the confirmation, the Cash Out transaction record should appear under Cash History. You can tap the print button to reprint.

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Reports

The Cash In and Cash Out transactions appear in the ADD and LESS sections of the X Reading.

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Later on, we will add a report on the web so you can review the Cash In and Cash Out transactions, even if you do not have easy access to the iPad.

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