CRM › Utility Cashiering & Payments
Cash Approvals
For a supervisor: voids the cashiers asked for and drawer closes waiting to be approved — never their own.
Where to find it
- Module: CRM
- Group: Utilities
- Section: Utility Cashiering & Payments
- Screen: Cash Approvals
Address in the console: /crm/util-cash-approvals
Read-only list · 11 columns · 3 actions
This list is read-only: its records are written by the work that produces them. A correction, where one is possible at all, is made where the record was created.
What the list shows
These are the columns of the list, in the order they are drawn. Any of them can be sorted on, filtered on, hidden, or exported.
| Column | Kind | Field name |
|---|---|---|
| What | Status | kind |
| Payment | Code | payment_no |
| Session | Code | session_no |
| Account | Code | account_no |
| Amount | Amount | amount |
| Why void | Text | void_reason |
| Asked by | Text | requested_by_name |
| Cashier | Text | cashier_name |
| Expected | Amount | expected_cash |
| Counted | Amount | counted_cash |
| Over / short | Amount | over_short |
What you can do here
Approve void primary
Asks for confirmation: Void this payment? Its receipts are reversed.
Refuse void
Approve close primary
Asks for: Bank deposit slip
The rules that apply here
Everything on this screen obeys the platform rules rather than rules of its own. The ones worth knowing before you use it:
- Narrowing a list — search, conditions, sort, totals, export and saved views.
- What may be changed — the five grounds a record may not be edited on.
- Companies and business units — what the switcher above this list is doing to it.