What it is and what it’s for
In this section you can view real-time movement of finances for each cash register of the company. All income and expenses for the month as well as latest accruals and expenditures are shown. Here you will also be able to transfer funds from one cash register to another and edit information about cash registers.
Configuration and editing
To start your work open the Finance – Accounts and cash registers section. Two cash registers Main and Card payment account were created in YCLIENTS by default. You can add, configure, and delete cash registers (read about it in more detail in the Creating and configuring new cash register article).
You can move cash registers in the list by clicking the three lines button on the left of the name of the cash register and dragging the line to where you want to place it. This order will appear in the list of cash registers when you’re paying for the visit.
You can edit information about all cash registers. To do that select a cash register, click on its name and in the new window you’ll be able to change the name of the cash register, it’s type and comment. Click the Save button. Here you’ll also be able to delete the cash register.
Balance of income and expenditures
Also in this section you’ll be able to view details about main income and expenditure items. Data will be shown as a diagram that demonstrates what part of income or expenditures this or that item makes up.