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Cash Held

Describes the Cash Held information available from the Home Page or the Finance Page

Written by Rachelle C

Home Page - Cash Held

Summary of Cash

  • Cash sales - Total of all cash sales

  • Cash collected - Cash manually marked collected

  • Cash to Credit - Cash converted to credit

  • Held - Total minus collected minus Cash to Credit

Tap View Cash Held to see details by Scout and Storefront.


Cash Held Details

  • Cash sales = All cash sales

  • Cash adjustments = Sum of starting cash and any subsequent adjustments

  • C2C transactions = Sum of all Cash to Credit conversions

  • Cash collected = Sum of cash marked collected on the Cash tab

  • Uncollected cash = Sum of any cash left uncollected and unconverted

  • Unconverted cash = Cash sales minus Cash to Credit transactions

From here, tap View Cash Transaction History to see details of every cash transaction.


View Cash Transaction History

Shows details of every Cash sale/refund, Cash to credit, Collection, or adjustment

Filter by Location = Storefront or a particular Scout

Export to CSV available

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