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How to Open the Cash Book in Fleksa POS ?

Written by Bhushan

Short Description

This article explains how to access the Cash Book in Fleksa POS to check daily cash activity, including balance, revenue, and expenses.


Prerequisites

Before opening the Cash Book, ensure:

  • You are using Fleksa POS on Windows / Tablet / Android

  • You have Manager or Admin permissions

  • POS is synced and up to date


Steps to Open the Cash Book in Fleksa POS

Step 1: Open Fleksa POS

Open the Fleksa POS application on your Windows PC, Tablet, or Android device.

Step 2: Open the “Transaction” Page

  • On the POS home screen, click Transaction.

Step 3: Open the Cash Book

  • Inside the Transaction page, click Cash Book.

Step 4: View Cash Book Details

In the Cash Book, you can view:

  • Balance → Total cash available

  • Revenue → Cash received from orders

  • Expense → Cash spent or taken out

Step 5: Add Expense (Cash-Out)

If you need to record an expense:

  • Click Add Expense

  • Enter the amount and description → Save

Step 6: End-of-Day Review (Optional)

  • Review all entries

  • Confirm the final Balance

  • Print the daily cash report if needed


Common Issues & Solutions

Issue: Cash Book not visible.
Solution: You may not have the required permissions — request Admin access.

Issue: Wrong expense entered.
Solution: Edit or delete the entry (Manager/Admin only).


Tips & Best Practices

  • Always enter a clear reason for each expense.

  • Check and confirm the balance at the end of every shift.

  • Maintain accurate entries to avoid cash mismatch.

  • Print or export the daily cash report for accounting.


FAQ

Q: Does the Cash Book show card or online payments?
No — the Cash Book only contains cash-related transactions.

Q: Can cashiers access the Cash Book?
They may have limited access depending on assigned permissions.

Q: Can previous entries be edited?
Yes — if you have Manager or Admin rights.


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