Here you can view a summary of the total amount of money taken out of the till within a specified time frame. This handy feature allows you to keep track of outgoing cash in order to accurately monitor your cash float at any given time.
To view all petty cash transactions carried out by a specific staff member, simply select the individual’s name from the drop down menu under ‘staff’.
You can filter through the sales history by altering the time frame simply by selecting the dates in the ‘Date range’ bar. Simply select the dates and hit ‘run report’ at the top of the page.
Once you have run the report, the system will display a summary of all petty cash taken out of the till within the specified time period. The system will also list all the transactions individually. You will be able to see the reference for each transaction as well as by which staff member it has been carried out. You can search for a specific item by typing in the search bar at the top of the table. Again, you are given the option to download the data as a CSV file for your own records. Simply hit the CSV button.
We are always happy to help with any issues you may be having. If you can't find what you're looking for within our support portal please send us a message by clicking the button below or call our support team on 0203 322 4095.