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Adding reasons for cash in or cash out

To quickly and accurately indicate why you add or remove money from the cash register, you can create custom reasons in Optios. This keeps your cash register records clear and helps prevent mistakes or confusion during the daily closing.

Updated over a month ago

Setting up reasons

  1. Go to Settings → Cash register

  2. In the left menu, click Reason types

  3. Click the Add button

  4. Create the most common reasons, for example:

    • 💵 Cash withdrawal for supplier

    • 🧾 Customer refund

    • 💰 Cash added to register

Using reasons during a cash action (cash in or cash out)

When performing a cash in or cash out in your register, a list of your predefined reasons will automatically appear.
Simply select the correct reason → confirm → done!

You’ll then see in your cash reports or daily closing exactly what each cash movement was for.

Benefits

  • Clear reporting of all cash transactions

  • Fewer errors during daily closing

  • More transparency for staff and accounting

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