Registers

View, Edit, Reset and Delete Cash Book Entries

Saved Cash Book rows can be opened for detail review, edited when a field is wrong, reset during editing, or deleted when the row is a duplicate or test entry.

Menu path
Manage -> Cash Book -> row actions
Verified from
Posnic demo and current POS source reviewed on 2026-09-08
Technical source evidence

frontend/modules/expenses.html expenses_view detail modal, frontend/static/script/js/modules/js/expenses.js showDetails viewExpensesData showEdit editExpenses resetEditButton showDelete deleteSelectedExpense, frontend/static/script/js/modules/js/users.js expense permissions

Cash Book row listRow actions become useful once saved entries exist in the Cash Book list.
Edit entry formEdit uses the Add Cash Book Entry panel with Reset and Update behavior.
Feature dependencyThe Cash Book module must be enabled before staff can reach entry review.

Open a Saved Entry

  1. Open Manage -> Cash Book.
  2. Filter until the row is visible.
  3. Open the row action menu.
  4. Choose View Expense.
  5. Read Date, Amount, Type, Category, Recipient Name, Approved by, Expenses Note, Created Date and Updated Date.
  6. Close the detail modal after review.

Edit an Entry

Edit only when the cash movement is real and one recorded field is wrong. If the original entry should remain as evidence, create a correcting entry instead according to owner policy.

  1. Open the row action menu.
  2. Choose Edit Expense.
  3. Review the existing values loaded into the panel.
  4. Change only the incorrect fields.
  5. Use Reset if you need to reload the original entry values before saving.
  6. Click Update.
  7. Open the row again and verify the detail modal.

What the Detail Modal Shows

DetailWhy it mattersWhat to check
DatePlaces the entry in the shift or business day.Wrong dates can distort reports.
AmountExplains drawer movement.Must match counted cash or receipt evidence.
TypeClassifies Money In or Money Out.Wrong direction reverses the meaning.
CategoryGroups the reason.Use the agreed category list.
Recipient NameNames who received or supplied money.Avoid blanks for payouts.
Approved byShows authorization.Required for controlled drawers.
Created/Updated DateShows when the record changed.Useful when investigating late edits.

Delete Rules

  • Delete only duplicate, training or mistaken entries approved for removal.
  • Do not delete real entries to hide cash differences.
  • Check Recycle Bin settings before relying on restore.
  • Export the row or report first if the business keeps correction evidence.
  • Review Cash Book Reports after deleting or editing a row.

Permission Check

Cash Book actions are controlled by the expense module permissions. A user may be able to read entries without being allowed to write or delete them.

  • Read permission allows list and detail review.
  • Write permission allows New Entry and Edit.
  • Delete permission allows row delete and selected delete.
  • Owner roles should review who can approve and who can record cash movement.
  • Do not share an admin login just so a cashier can enter Cash Book rows.

Related Manual Pages

Settings Employees and Roles Staff access starts with named employees, branch assignment, a role or custom matrix, POS action authority, and a review habit. Settings Recycle Bin Recycle Bin keeps deleted records searchable and restorable when the feature is enabled and the user has permission. Registers Cash Book List The Cash Book list is the operator table for non-sale cash movement. It supports date filtering, field search, pagination, import, selected export, selected delete and refresh. Reports Cash Book Reports Cash Book and Expense Reports explain non-sale money movement. They are essential when profit and loss includes Cash Book entries. Registers Daily Close A sale is not fully controlled until the register and payment totals are closed and explained.