How to check Cash Transaction in Receipt & Payment Module?

The cash transaction list provides a complete summary of all cash-related activities, ensuring transparency and proper tracking of financial transactions.

1. Go to the "Receipts & Payments" module in 'Control Panel' menu bar
2. Click on "Cash Transaction"
3. "Type" Record related info in "Search Box" at the Top Left 
4. Searching could be performed by using the following fields: 
   1. "By Date" using the format "YYYY-MM-DD," i.e., 2019-04-23.
   2. "By Code
       
5. 
    
6. The cash transaction list displays all cash-based transactions with details including:
   • Date: The date the transaction was recorded.
   • Code: Unique transaction code for identification.
   • Reference: The type of transaction (e.g., Cash Transaction or Take Payment).
   • Campus Name: The campus where the transaction took place.
   • Description: Provides details about the transaction, such as the student or staff involved.
   • Cash Account Name: Indicates the cash account used (e.g., Petty Cash).
   • Amount: The transaction amount (debit or credit).

7. Action Column:

   • Edit: Modify an existing transaction.
   • Delete: Remove a transaction permanently.
   • Print Receipt: Generate a printable receipt for the transaction.

8. Expand Details:

   • Click the "+" button to expand and view more details about the transaction, such as specific account heads, descriptions, debit/credit amounts, and filter criteria.