Help CenterReview the daily cash desk
Control cash records, filters, event editing, and the relationship with split payments.
The daily cash desk helps review operational movements for the day and register adjustments when needed.
Use filters to confirm that you are viewing the right period before adding, editing, or interpreting movements.
When split payments exist, check the difference between pending, reserved, and paid amounts.
Recommended steps
- Open Accounting.
- Decide whether you need to review purchases, invoices, remittances, cash desk, or refunds.
- Apply the required period and filters before interpreting amounts.
- Review dates, statuses, and payment methods before correcting or exporting information.
Before you start
Make sure you are in Accounting and that you have permission to perform this action in the correct center.
If you are changing information that affects clients, bookings, payments, or notifications, review the current state first to avoid incomplete changes.
What happens next
After saving or applying the action, return to the related list, profile, or session and check that the change appears as expected.
If the result is not what you expected, review filters, selected date, active center, and item status before repeating the action.
