Cash Statement

Section: Finance & Accounting
URL: /admin/cash_statement
Page title: (2) Extrase casierie

Overview

Cash-on-hand register — log cash receipts and disbursements.

Business value

Records cash receipts and disbursements — the digital cash register. Supports multi-cash-point operations (multiple branches, multiple cashiers).

• Who uses it: Finance, cashiers, branch managers
• Key benefit: Fraud prevention and shrinkage detection for cash-intensive operations.

Typical use cases:

• Daily cash-up and reconciliation per location
• Petty cash management
• Cash-deposit tracking to bank

At a glance

Accessing this module

From the admin sidebar, navigate to Cash Statement, or open the URL directly:

/admin/cash_statement

List view

The list view shows existing cash statement records. Use it to search, filter, sort, and bulk-act on items.

Common actions

1. View existing records — open Cash Statement from the sidebar to see the list view.
2. Search and filter — use the search box and column filters to find records.
3. Create a new record — click the Add / New button (or follow the "Create" URL above) and fill in the required fields.
4. Edit a record — click a row to open the detail view, then use the edit action.
5. Delete a record — use the row's delete action; deletion may be soft or hard depending on the module.
6. Bulk operations — select multiple rows via the checkboxes and apply a bulk action from the toolbar (export, delete, status change, etc., where supported).

Captured: 2026-05-10T09:51:26.776Z · Source: demo.crmconnect.io/admin/cash_statement