{"id":1261,"date":"2024-11-23T04:58:01","date_gmt":"2024-11-23T04:58:01","guid":{"rendered":"https:\/\/support-landing.altegio.cloud\/support\/4868661307421-accounts-and-cash-registers\/"},"modified":"2026-03-23T10:06:21","modified_gmt":"2026-03-23T10:06:21","password":"","slug":"4868661307421-accounts-and-cash-registers","status":"publish","type":"docs","link":"https:\/\/alteg.io\/en\/support\/knowledge-base\/4868661307421-accounts-and-cash-registers\/","title":{"rendered":"Accounts and cash registers"},"content":{"rendered":"\n<p><span style=\"font-weight: 400;\">You can view the real-time financial transactions of each cash register in this section. It displays all the <strong>income<\/strong> and <strong>expenses for the month<\/strong>, as well as the latest <strong>accruals<\/strong> and <strong>expenditures<\/strong>. Additionally, you can <strong>transfer funds<\/strong> between cash registers and <strong>edit their information<\/strong>.<\/span><\/p>\n\n\n\n<h1 class=\"wp-block-heading\">Configuration and editing<\/h1>\n\n\n\n<p><span style=\"font-weight: 400;\">To start your work open the <\/span><strong>Finance <\/strong><span style=\"font-weight: 400;\">\u2013 <\/span><strong>Accounts <\/strong><span style=\"font-weight: 400;\"><strong>and cash registers<\/strong> section within <strong>Administration<\/strong> mode. Two cash registers, <strong>Main and Card payment account<\/strong> were created in <\/span><strong>Altegio <\/strong><span style=\"font-weight: 400;\">by default. You can add, configure, and delete cash registers (read about it in more detail in the <a href=\"https:\/\/support.alteg.io\/hc\/en-us\/articles\/4868638297885-Creating-and-configuring-new-cash-register\" target=\"_blank\" rel=\"noopener noreferrer\"><strong>Creating and configuring new cash register<\/strong><\/a> article).<\/span><\/p>\n\n\n\n<figure data-wp-context=\"{&quot;imageId&quot;:&quot;69d3025d20860&quot;}\" data-wp-interactive=\"core\/image\" data-wp-key=\"69d3025d20860\" class=\"wp-block-image size-large wp-lightbox-container\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"624\" data-wp-class--hide=\"state.isContentHidden\" data-wp-class--show=\"state.isContentVisible\" data-wp-init=\"callbacks.setButtonStyles\" data-wp-on--click=\"actions.showLightbox\" data-wp-on--load=\"callbacks.setButtonStyles\" data-wp-on-window--resize=\"callbacks.setButtonStyles\" src=\"https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2025-12-23-at-16.31.33-1024x624.png\" alt=\"\" class=\"wp-image-227569\" srcset=\"https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2025-12-23-at-16.31.33-1024x624.png 1024w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2025-12-23-at-16.31.33-300x183.png 300w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2025-12-23-at-16.31.33-768x468.png 768w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2025-12-23-at-16.31.33-1536x936.png 1536w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2025-12-23-at-16.31.33-2048x1248.png 2048w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2025-12-23-at-16.31.33-360x219.png 360w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2025-12-23-at-16.31.33-1568x955.png 1568w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><button\n\t\t\tclass=\"lightbox-trigger\"\n\t\t\ttype=\"button\"\n\t\t\taria-haspopup=\"dialog\"\n\t\t\taria-label=\"Enlarge\"\n\t\t\tdata-wp-init=\"callbacks.initTriggerButton\"\n\t\t\tdata-wp-on--click=\"actions.showLightbox\"\n\t\t\tdata-wp-style--right=\"state.imageButtonRight\"\n\t\t\tdata-wp-style--top=\"state.imageButtonTop\"\n\t\t>\n\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"12\" height=\"12\" fill=\"none\" viewBox=\"0 0 12 12\">\n\t\t\t\t<path fill=\"#fff\" d=\"M2 0a2 2 0 0 0-2 2v2h1.5V2a.5.5 0 0 1 .5-.5h2V0H2Zm2 10.5H2a.5.5 0 0 1-.5-.5V8H0v2a2 2 0 0 0 2 2h2v-1.5ZM8 12v-1.5h2a.5.5 0 0 0 .5-.5V8H12v2a2 2 0 0 1-2 2H8Zm2-12a2 2 0 0 1 2 2v2h-1.5V2a.5.5 0 0 0-.5-.5H8V0h2Z\" \/>\n\t\t\t<\/svg>\n\t\t<\/button><\/figure>\n\n\n\n<p><span style=\"font-weight: 400;\">You can move cash registers in the list by clicking the three lines button<\/span><span style=\"font-weight: 400;\"> on the left of the name of the cash register and dragging the line to where you want to place it. This order will appear in the list of cash registers when you\u2019re paying for the visit.<\/span><\/p>\n\n\n\n<p>To <strong>edit<\/strong> information about a cash register, simply select it and click on its <strong>name<\/strong>. In the new window, you can change the name, type, and add a comment. Click the &#8220;<strong>Save<\/strong>&#8221; button to save your changes. You can also delete the cash register from this section.<\/p>\n\n\n\n<h1 class=\"wp-block-heading\">Balance of income and expenditures<\/h1>\n\n\n\n<p><span style=\"font-weight: 400;\">Also in this section you\u2019ll be able to view details about <strong>main income<\/strong> and <strong>expenditure<\/strong> <strong>items<\/strong>. Data will be shown as a diagram that demonstrates what part of income or expenditures this or that item makes up.<\/span><\/p>\n\n\n\n<figure data-wp-context=\"{&quot;imageId&quot;:&quot;69d3025d210d7&quot;}\" data-wp-interactive=\"core\/image\" data-wp-key=\"69d3025d210d7\" class=\"wp-block-image size-large wp-lightbox-container\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"624\" data-wp-class--hide=\"state.isContentHidden\" data-wp-class--show=\"state.isContentVisible\" data-wp-init=\"callbacks.setButtonStyles\" data-wp-on--click=\"actions.showLightbox\" data-wp-on--load=\"callbacks.setButtonStyles\" data-wp-on-window--resize=\"callbacks.setButtonStyles\" src=\"https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2025-12-23-at-16.32.10-1024x624.png\" alt=\"\" class=\"wp-image-227587\" srcset=\"https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2025-12-23-at-16.32.10-1024x624.png 1024w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2025-12-23-at-16.32.10-300x183.png 300w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2025-12-23-at-16.32.10-768x468.png 768w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2025-12-23-at-16.32.10-1536x936.png 1536w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2025-12-23-at-16.32.10-2048x1248.png 2048w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2025-12-23-at-16.32.10-360x219.png 360w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2025-12-23-at-16.32.10-1568x956.png 1568w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><button\n\t\t\tclass=\"lightbox-trigger\"\n\t\t\ttype=\"button\"\n\t\t\taria-haspopup=\"dialog\"\n\t\t\taria-label=\"Enlarge\"\n\t\t\tdata-wp-init=\"callbacks.initTriggerButton\"\n\t\t\tdata-wp-on--click=\"actions.showLightbox\"\n\t\t\tdata-wp-style--right=\"state.imageButtonRight\"\n\t\t\tdata-wp-style--top=\"state.imageButtonTop\"\n\t\t>\n\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"12\" height=\"12\" fill=\"none\" viewBox=\"0 0 12 12\">\n\t\t\t\t<path fill=\"#fff\" d=\"M2 0a2 2 0 0 0-2 2v2h1.5V2a.5.5 0 0 1 .5-.5h2V0H2Zm2 10.5H2a.5.5 0 0 1-.5-.5V8H0v2a2 2 0 0 0 2 2h2v-1.5ZM8 12v-1.5h2a.5.5 0 0 0 .5-.5V8H12v2a2 2 0 0 1-2 2H8Zm2-12a2 2 0 0 1 2 2v2h-1.5V2a.5.5 0 0 0-.5-.5H8V0h2Z\" \/>\n\t\t\t<\/svg>\n\t\t<\/button><\/figure>\n\n\n\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>You can view the real-time financial transactions of each cash register in this section. It displays all the income and expenses for the month, as well as the latest accruals and expenditures. Additionally, you can transfer funds between cash registers and edit their information. Configuration and editing To start your work open the Finance \u2013&hellip; <a class=\"more-link\" href=\"https:\/\/alteg.io\/en\/support\/knowledge-base\/4868661307421-accounts-and-cash-registers\/\">Continue reading <span class=\"screen-reader-text\">Accounts and cash registers<\/span><\/a><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"closed","template":"","meta":{"footnotes":""},"doc_category":[55],"doc_tag":[1849,1834,1894,1879],"class_list":["post-1261","docs","type-docs","status-publish","hentry","doc_category-working-with-accounts-and-cash-registers","doc_tag-accounts-en","doc_tag-finance-en","doc_tag-financial-transactions-en","doc_tag-income-and-expenses-en","entry"],"aioseo_notices":[],"year_month":"2026-04","word_count":241,"total_views":"564","reactions":{"happy":"0","normal":"0","sad":"0"},"author_info":{"name":"ivan.k","author_nicename":"altegio","author_url":"https:\/\/alteg.io\/en\/author\/altegio\/"},"doc_category_info":[{"term_name":"Working with accounts and cash registers","term_url":"https:\/\/alteg.io\/en\/support\/knowledge-base\/categories\/working-with-accounts-and-cash-registers\/"}],"doc_tag_info":[{"term_name":"Accounts","term_url":"https:\/\/alteg.io\/en\/support\/knowledge-base\/docs-tag\/accounts-en\/"},{"term_name":"Finance","term_url":"https:\/\/alteg.io\/en\/support\/knowledge-base\/docs-tag\/finance-en\/"},{"term_name":"Financial Transactions","term_url":"https:\/\/alteg.io\/en\/support\/knowledge-base\/docs-tag\/financial-transactions-en\/"},{"term_name":"Income and Expenses","term_url":"https:\/\/alteg.io\/en\/support\/knowledge-base\/docs-tag\/income-and-expenses-en\/"}],"knowledge_base_info":[],"knowledge_base_slug":[],"_links":{"self":[{"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/docs\/1261","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/comments?post=1261"}],"version-history":[{"count":2,"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/docs\/1261\/revisions"}],"predecessor-version":[{"id":307267,"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/docs\/1261\/revisions\/307267"}],"wp:attachment":[{"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/media?parent=1261"}],"wp:term":[{"taxonomy":"doc_category","embeddable":true,"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/doc_category?post=1261"},{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/doc_tag?post=1261"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}