Channel Cashier Transactions - hmislk/hmis GitHub Wiki

Channel Cashier Transactions

The Cashier Transactions section allows channelling cashiers to record miscellaneous income and expenses that occur at the channelling counter — beyond the standard booking fees.

Navigation

Menu → Channelling → Cashier Transaction

Requires the ChannelCashierTransaction privilege.

Sub-menu items:

Menu Item Path Privilege
Income /channel/channel_income_bill ChannelCashierTransactionIncome
Income Bill Search /channel/channel_income_bill_search_own ChannelCashierTransactionIncomeSearch
Expenses /channel/channel_expenses_bill ChannelCashierTransactionExpencess
Expenses Bill Search /channel/channel_expenses_bill_search_own ChannelCashierTransactionExpencessSearch

Recording Income

Use the Income screen to record any cash or payment received at the channelling desk that is not a booking fee — for example:

  • Sale of a doctor card
  • Miscellaneous administrative fee
  • Any other ad hoc collection

Steps

  1. Menu → Channelling → Cashier Transaction → Income
  2. Select the income type / category.
  3. Enter the amount.
  4. Select the payment method.
  5. Add any notes.
  6. Click Save / Add.

A bill is created for the income entry and can be printed.

Searching Income Bills

Menu → Channelling → Cashier Transaction → Income Bill Search

Search for past income bills by date range, amount, or type.


Recording Expenses

Use the Expenses screen to record cash paid out at the channelling counter — for example:

  • Petty cash disbursements
  • Small supply purchases
  • Doctor tea/refreshments (if recorded at this level)

Steps

  1. Menu → Channelling → Cashier Transaction → Expenses
  2. Select the expense type / category.
  3. Enter the amount.
  4. Select the payment method (Cash is most common for expenses).
  5. Add notes.
  6. Click Save / Add.

Searching Expense Bills

Menu → Channelling → Cashier Transaction → Expenses Bill Search

Search for past expense bills by date range or type.


Shift Handover

Income and expense bills are included in the cashier's shift summary and handover reports, alongside booking fee income. This allows the channelling cashier's full cash position to be reconciled at the end of each shift.

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