Cashbox setup
Goal
Configure defaults that affect cashboxes.
Who it is for
Tenant admin, manager
Preconditions
- You are signed in to the correct tenant.
- You have permission for this action.
Steps
- Ensure the treasury module (or parent module) is enabled.
- Review numbering, warehouses, tax, and price lists that feed this document.
- Assign roles so clerks can create and managers can approve/post as needed.
Result
New documents pick up the correct defaults.