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Recording Cash Payments

To record cash sales and purchases in SlickPie create a bank account Cash in Hand. This account is simply to record any transactions, whether an income or an expense, that involves cash. It will work like any other bank accounts you have set up.

 

Creating a Bank Account

 

  • Go to Bank Accounts.

 

 

 

  • Select Add Bank Account.

 

 

 

  • Enter any makeup Bank Name or you can simply name it as Cash or Cash Account.

 

  • Add Cash in Hand under Account Name.

 

  • Add a random Account Number.

 

  • Click Save.

 

 

 

 

 

Record Income

Enter any and all cash income you have under Record Income.

 

  • Go to Cash in Hand bank account.

 

  • Click Manage Account.

 

 

 

 

  • Select Record Income.

 

 

 

  • Click Add New.

 

 

 

 

  • Select customer's name under From whom you received the cash from.

 

  • Select Date you received the cash.

 

  • Put down Reference if any.

 

  • Enter all the details as needed in Items for Record Income.

 

  • Once the information is in, click Save.

  

 

 

 

Record Expense

Enter any and all the expenses or purchases under Record Expense made through cash.

 

Simply follow all the steps as mentioned above in Record Income but instead of choosing Record Income under Manage Account, select Record Expenses.

 

 

 

 

Transfer Funds

If you have deposited cash to another bank account, you need to record it under Transfer Funds.

 

  • Go to Cash in Hand bank account.

 

  • Click Manage Account.

 

 

 

  • Select Transfer Funds.

 

 

 

  • Click Transfer Funds.

 

 

 

 

  • Select the Bank Account it was deposited to.

 

  • Select the Date cash was deposited on.

 

  • Enter the Amount deposited.

 

  • Add Reference if any.

 

  • Once all the information is entered, click Done.

 

 

 

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