How to Generate a Cashier Report

The Cashier Report is driven by the Cashier Code or Codes. The codes are selected in the Cashier drop down.

Use the following steps to generate a Cashier Report:

1. Click on the Business tab, click Accounts Receivable, and select Cashier Report.

2. If applicable, in the Report Sequence section, select the Date (selected by default) or Transaction ID radio button.

3. If applicable, click on the calendar icon to enter the Start Date and/or End Date.

4. If applicable, click on the Cashier drop-down menu to select an option.

5. If applicable, in the Close Status section, select one of the following radio buttons: Closed (selected by default), Unclosed, or All.

Note: If Close Number is selected a close number can be entered in the Close Number, otherwise this field is unavailable.

6. Click on the Generate Report button or click on the Clear All button to remove all input information and reset the fields to their default values.

7. To download the report in an Excel, PDF or Word file format select the corresponding option and click the Export button.

Note: All exported file types have the Save (Download) or Print options. 

8. Click on the Back button to return to the Cashier Report screen.

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