2. Transactions

💸 Transactions in Goovii (via Admin Panel)

Transactions allow you to record financial movements in the system: expenses, income, and transfers between accounts.

In this material, we will cover Option 1 — creating a transaction via the admin panel. (The option to create transactions via the cash register will be covered below as Option 2)

📍 Where to create a transaction?

Go to Admin Panel → Finance → Transactions and click “Add transaction”.

After that, a transaction creation form will open.

🔎 Types of transactions and their meaning

The system supports three types of transactions:

• Expense — withdrawal of funds from an account.
  Used to record expenses, for example:
  • Payment to a supplier for goods
  • Salary payments
  • Utility bills
• Income — incoming funds to an account.
  Used to record received money, for example:
  • Account top-up
  • Cash deposit
  • Other financial income
• Transfer — moving funds between accounts within the system.
  For example:
  • Transfer from cash account to bank account
  • Moving funds between different accounts of the establishment

  Important: during a transfer, the total amount does not change — only the storage account changes.

🗂 Category selection

After selecting the transaction type, you must choose a category.

For example: “Suppliers”, “Rent”, “Marketing”, “Salary”, etc.

Note: categories are created separately in Finance → Categories. Read more about this in the relevant knowledge base article.

📝 Filling in transaction data

Next, you need to specify:

• Amount
• Date
• Time
• Comment (recommended for easier tracking)

After filling in all fields, click “Add”.

✅ Result

The transaction will be saved and displayed in the operations list. It will affect the balance of the selected account depending on the transaction type.

Regular and correct transaction entry ensures transparent financial accounting and simplifies reporting 📊

💵 Cash Register Transactions (Option 2)

In addition to the admin panel, transactions can also be processed directly in the cash register. This method is used for handling physical cash available during a shift.

📍 Where to find it?

In the cash register, go to the “Transactions” section.

Here you can:

• Make a cash deposit
• Make a cash withdrawal
• Perform cash collection (cash-in / cash-out transfer)

🔎 What operations are available in the cash register?

• Cash deposit — adding cash to the register.
  For example: adding change at the start of a shift.
• Cash withdrawal — reducing cash in the register.
  For example: handing over funds to a responsible person.
• Cash collection — transferring funds from the register to an account.
  Used to move cash to a bank or main financial account of the business.

⏱ Important feature

Unlike the admin panel, in the cash register date and time are not entered manually — they are recorded automatically by the system at the moment of the operation.

This ensures accurate financial tracking and eliminates errors in operation history.

💡 What to remember?

• In the cash register, you only work with physically available cash
• Perform cash collection regularly to control cash balance
• Avoid keeping large amounts of cash in the register unnecessarily
• Always check the balance before closing a shift

Proper use of cash register transactions helps avoid discrepancies and simplifies reconciliation during Z-report generation 🔐