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Cashbox overview

Goal

Understand when to use cashboxes and how they fit the process.

Who it is for

clerk

Preconditions

  • You are signed in to the correct tenant.
  • You have permission for this action.

Steps

  1. Open the Cashboxes area from navigation.
  2. Use list → detail → create/edit as your process requires.
  3. Post or approve when the document is ready (if applicable).
  4. Use related documents (credits, receipts, payments) to complete the cycle.

Result

You know where cashboxes live and which follow-on documents to use.

BlueMatrix Help — product documentation for tenants