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Cash Items

The Cash Items support file contains a list of items that are paid for or received by using cash. These items are used by the cashier when entering cash transactions at Cash->Cash Entries. The Cash Item, e.g., "Rent", will be selected from the drop down list when making the transactions.

In Loan Performer you can add, modify or delete Cash Items as explained below.

How to add Cash Items

To add Cash Items you go to Support Files ->Cash Items and a screen like the one below shows up:

Select the Debit only radio button if the cash item entry will have only a debit effect in the GL bookings. You can also select the Credit only or the Both option according to the nature of booking for the item.

Note that the Cash Item ID is automatically added to each new Item.

Click on the Add button to add the Cash Item and this will appear in the scroll space. Repeat this for all possible Cash Items.

How to Delete\Modify a Cash Item  

To delete\modify a Cash Item you go to Support Files ->Cash Item and a screen like the one below shows up:

From the list of the displayed Cash Items in the scroll space, click on the Item that you want to delete\modify. The variables for the selected Item will be displayed in the Cash Item text box, e.g., "Rent".

To modify the Cash Item, make the necessary changes and click on the Updatebutton. To delete the item click on the Delete button..

Note that you can click on the Print button to view\print the Cash Items and keep them for future reference.

Click on theClose button to exit.

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