Financial Transaction Manager Dashboard

Introduction

The Financial Transaction Manager is the central hub for all cashier and finance operations. It organises tools into tabbed sections so cashiers, supervisors, and finance staff can quickly access the operations relevant to their role. The dashboard view shows the cashier's current shift status, drawer balance, and quick-action buttons.

Navigation

Main Menu → Financial Transaction Manager

Dashboard Overview

When you open the Financial Transaction Manager, the top of the page shows:

Panel	Information Shown
Shift Status	Whether a shift is currently open, and the shift start time
Drawer Balance	Current drawer balance (total and by payment method)
Today's Collections	Running total of bills collected in this shift
Float Balance	Current float amount in drawer

Tab Structure

The Financial Transaction Manager is organised into the following tabs:

Tab	Purpose
Shift	Start/end shift, record shortage/excess, shift summary
Drawer	View drawer balance, request adjustment
Float Management	Float transfers, float requests, IOU management
Income and Expense	Supplementary income/expense bills
Credit Company	CC bill management and settlement
Patient Deposit	Manage patient pre-paid deposits
Reports	Access to cashier and financial reports

Quick Actions

Depending on your role, quick-action buttons appear on the dashboard for the most common tasks:

• Start Shift — if no shift is open
• Collect Payment — open a new OPD or inpatient payment
• Float Transfer — initiate a cash transfer
• End Shift — if a shift is open and you want to close it

Role-Based Access

Tabs and actions are filtered by the user's assigned privileges:

Role	Available Tabs
Cashier	Shift, Drawer, Float Management, Income/Expense
Senior Cashier	All cashier tabs + Credit Company
Finance Manager	All tabs + Reports
Supervisor	Drawer, Float Management, Approval queues

Contact your administrator to adjust role access.

Session Information

The dashboard always shows:

• Logged-in user name
• Department / cashier point
• Current date and time
• Shift reference number (once shift is started)

Technical Reference

Item	Detail
Controller	FinancialTransactionController
Main page	Financial Transaction Manager XHTML entry point
Related	Starting and Ending a Shift, My Drawer