Cash sales

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  • Updated 5 years ago
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I am sure this is possible however i cant seem to work it out. We are having an increased amount of cash sales and have had some issues with holding cash in the clinic at reception. How do i easily pull of a report to generate how much in cash we have taken on a particular day? Or cover a particular time period. In the banking sheets section if i am looking over a weeks worth its 9 pages and when you export the report to excel it doesnt seem to export the "how paid" section . I hope this makes sense?
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Julienne Locke

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Posted 5 years ago

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Timothy, Business Care Manager

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Official Response
Hi Julienne. I think what you're looking for is possible through the Banking Sheet/Shift Report.

Selecting Summary and ticking Received Only will produce a report that lists totals for all payment methods, one of these of course being cash. Simply use the manual date selection to set the period you wish to run the report for as below: