Once you have located a cash entryA record of money received from, or refunded to, your customers, often in the form of cash or a check. Also used to record payments to and refunds from vendors. on the cash entries home or list pages, click the cash entry number to display the cash entry detail page. The options available to you depend on the status of the selected cash entry.
See Cash Entry Fields for a full description of the standard fields that make up a cash entry.
From here you can choose to:
You may need to click Classic Edit to edit selected fields on a posted cash entry.
Notes and attachments
You can create, view, and edit notes and add attachments from the Notes & Attachments section. This section is used to attach any internal notes you want to retain about the record. For more information, see the Salesforce Help.
Here you can attach any internal notes you want to retain about the cash entry such as a scanned payment advice.
The related lists that you see are determined by your personal customization, by any customization your administratorOne or more individuals in your organization who can configure and customize the application. Users assigned the System Administrator profile have administrator privileges. has made to page layouts or your permissions to view related data. You can click on individual items to display additional detail. Clicking New lets you directly add new items.
The Cash Entries Audit Report shows you all cash entries. The Cash Entries Details Report shows you all cash entries and cash entry line item details. See Reports Home and the Salesforce Help for more information.
Related Concepts
Related Tasks
Entering Cash Receipts and Refunds
Entering Payments to Vendor Accounts
Overriding Exchange Rates When Creating Cash Entries
Posting Multiple Documents with OneTouch
Reference