Open cash box

ModuleCash box

Suggested profileCashier / Reception

PermissionCASH_BOX: WRITE

StatusValidated

Objective

Start a cash box shift so the system can record entries, exits, advances and cash box closings.

Before starting

• There should be no open cash box for the same user or branch.
• Have CASH_BOX: WRITE.
• Have the opening amount ready if the operation requires it.

Step by step

1. Enter the Cash box module from the side menu.
2. If the system does not detect an active cash box, the Open cash box button appears in the header.
3. Click Open cash box.
4. Enter the requested information: branch, opening amount (initial cash) and observations.
5. Confirm.

Expected result

• The system creates the cash box and assigns it to the current user.
• The header changes to show the widgets (Net total, Income, Expenses) and the operation buttons (Add Entry, Add Exit, Closing, Close cash box).
• The CryoBank, Closings and Invoices tabs are enabled.

Pending: add screenshot of caja-abrir-01-dialogo.png.

Common errors

Situation	What to do
The Open cash box button does not appear	There is already an open cash box. Coordinate with the previous user to close it.
The system rejects the opening	Validate that the branch and amount are correct. If the problem persists, report to administration.
The opening dialog does not open	Check the connection and reload the page.

Suggested permissions

• CASH_BOX: WRITE minimum.

Relation with other modules

• Patients: when the cash box is open, advances and charges can be recorded.
• Schedule: appointments marked as Paid are associated with this cash box.
• Gamete bank: the CryoBank tab requires an open cash box to show and operate charges.