How do I record cash entering or leaving the drawer?

Open Cash In Cash Out during the shift, choose whether money is coming in or going out, enter the amount and reason clearly, then save it so the drawer history stays clean.

Help Center Categories Drawer, Cash Flow & Ledger Control Record Cash In or Cash Out
Answer

Open Cash In Cash Out during the shift, choose whether money is coming in or going out, enter the amount and reason clearly, then save it so the drawer history stays clean.

Before you start

  • Know whether the movement belongs to cash in, cash out or another finance path.
  • Write down a short but clear reason before you enter the movement.
  • Confirm the active drawer or branch session is correct.

Step-by-step guide

  1. Open Cash In Cash Out and select the correct movement direction.
  2. Enter the amount, reason and any supporting reference that explains the movement.
  3. Save the entry immediately instead of waiting for end-of-day memory-based updates.
  4. Review Drawer Sessions or Finance Ledger later if you need to explain the movement in context.

How to confirm it worked

  • The movement appears in drawer or finance history after saving.
  • The narration is clear enough for another person to understand later.
  • The amount and movement direction match what happened physically.

Common mistakes

  • Using vague narrations like "cash" with no explanation.
  • Saving cash out as cash in or vice versa.
  • Waiting until closing time to record movements that happened hours earlier.

Do this in Cellivo

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