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Finance Depositing Funds and Withdrawals

Dr M H B Ariyaratne edited this page May 22, 2026 · 1 revision

Depositing Funds and Withdrawals

Introduction

During or at the end of a shift, cashiers deposit accumulated cash to the safe or bank, and supervisors may withdraw funds for operational needs. All deposit and withdrawal transactions are formally recorded and create cashbook entries.

Navigation

Main Menu → Financial Transaction Manager → Drawer tab

Depositing Funds to Safe or Bank

  1. In the Drawer tab, click Deposit to Safe/Bank.
  2. The system navigates to cashier/deposit_funds.xhtml.
  3. Enter the deposit amount. Deposits are restricted to cash only — other payment methods are not permitted for deposits.
  4. Select the destination: safe or bank account.
  5. Enter denomination breakdown.
  6. Add an optional memo.
  7. Click Save. A cashbook entry is automatically created recording the outflow from the drawer to the safe/bank.
  8. The deposit print page opens for printing a receipt.

Fields on the Deposit Page

Field Description
Amount Cash amount to deposit
Destination Safe or specific bank account
Denomination breakdown Quantities of each note/coin
Memo/Reference Optional description
Date/Time Auto-set to current time

Note: Cheque realization also uses this page. Select Realize Cheques in the Drawer tab to process a cheque that has cleared the bank.

Fund Withdrawal

  1. In the Drawer tab, click Withdrawals.
  2. The system navigates to cashier/fund_withdrawal_bill.xhtml.
  3. Enter the withdrawal amount, reason, and payment method.
  4. Click Save. A withdrawal bill is created and the drawer balance is reduced.
  5. Print the withdrawal receipt from cashier/fund_withdrawal_bill_print.xhtml.

Fields on the Withdrawal Page

Field Description
Amount Amount to withdraw
Payment Method Cash, Cheque, etc.
Reason Purpose of withdrawal
Authorized by Supervisor reference if required

Cashbook Impact

Every deposit automatically creates a cashbook entry (PR #20757). This ensures the cashbook accurately reflects all movements between the cashier drawer and the safe/bank, enabling daily reconciliation.

Technical Reference

Item Detail
Controller FinancialTransactionController
Deposit method navigateToFundDepositBill()
Withdrawal method navigateToCreateNewFundWithdrawalBill()
Deposit page cashier/deposit_funds.xhtml
Deposit print cashier/deposit_funds_print.xhtml
Withdrawal page cashier/fund_withdrawal_bill.xhtml
Withdrawal print cashier/fund_withdrawal_bill_print.xhtml
PR reference #20757 — cash-only deposits + automatic cashbook entry

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