How do I use the Cashbook feature?

At your practice you may cash up before the end of the day. If your practice cashes up this way, the following article explains how to do so. using the Cashbook feature.

To access this feature, click on the SFD button in the top left hand side of your screen then select Accounts (Basic).

Once you are in the Accounts (Basic) screen, click on the Cashbook button (shown below).

You will be presented with the following screen after clicking on this button.

On the left hand side you have a date panel. To view the transactions included within a particular days cashing up, simply click on a day in the date panel. The selected day will be highlighted in yellow. You can also filter the nominal using the dropdown button in the top left hand corner of the screen.

To cash up, simply click Process in the top left hand corner of the screen. The following dialog box will appear.

Click Yes to confirm. The cashbook will now roll over until the next time the Process button is clicked (which can be done at any point in time).



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