MODACC - ACCOUNTING
Ó UNCTAD SITE (V1.15)
4.31
Cashier Management
This Chapter describes the operation of the daybook and the functions available to manage
Cashier shifts.
Daybook Operations
The Daybook records all the accounting transactions. The Daybook contains details of all the
receipts issued throughout the basic accounting period for all paid declarations and other cashier
transactions. Details include declarant code and the method of payment (cash, cheques or other
form of payment) for each accounting transaction.
Open
The Daybook needs to be open in order to start the recording of cashier transaction. Select Open.
The daybook determines the basic accounting 'period'. While it can be left open
for longer periods (as determined by the user), the need to balance the books
and to bank and account for takings usually means that an 'opening' and
'closing' each day is the normal practice.
Close
In order to balance the days takings, the Daybook must be closed and then no further cashier
transactions can be performed, i.e. no more money can be collected.
Undo Close
Choose this option to re-open a Daybook that has been closed.
For security reasons, access to this option is usually restricted to Cashier
supervisors or managers.
Status
This option produces a box on the screen where the user can capture a date interval. The system
will then produce a list of the daybooks and shifts opened in that time period.
An example follows:
Daybook open date
Shift #
From Date & Time
To Date & Time
02/01/2000
1
02/01/2000 08:01
02/01/2000 10:30
2
02/01/2000 11:45
02/01/2000 16:30
03/01/2000
1
03/01/2000 08:10
03/01/2000 12:30
Print/Query
The daybook can be shown and printed, and is available in either a 'provisional' or 'definitive' form.
View options are by 'type of operation' or 'means of payment'.
A 'Budget account' report generates a summary ordered by budget and tax codes.
See Daybook Print/Query for more details.