How to Manage Cash Transactions in Pinit

Learn how to efficiently record daily cash deposits and disbursements within the Pinit platform. This guide covers navigating the ledger, attaching relevant documentation, and finalizing your entries for accurate financial reporting.

Jürg Wirz
21 steps
2 minutes

Pinit

Open Cash Book

Navigate to [https://web.pinit.ch/](https://web.pinit.ch/)

Click "KASSENBUCH"

Click "Letze 7 Tage" oder anderen Filter wie gewünscht

Clear the date filter if needed

Create Cash Deposit

Click "KASSENEINLAGE" für die Erfassung einer neuen Kasseneinlage

Select Account

Select Counter Account

Add Beschreibung

add amount

Open the attachment selector

Select an attachment

press "Buchung erstellen"

Create Cash Withdrawal

Click "KASSENAUSLAGE"

Select "Account" in the Soll account field

Select "Account" in the Haben account field

Type "TEST" in the Beschreibung field

Select "Vorsteuer" in the MWST field

Type amount in the Total field

Open the attachment selector

Export Records

Click EXPORT

press "Buchung erstellen"

How to Manage Cash Transactions in Pinit

Jürg Wirz
21 steps
2 minutes

Pinit

Open Cash Book

Navigate to [https://web.pinit.ch/](https://web.pinit.ch/)

Click "KASSENBUCH"

Click "Letze 7 Tage" oder anderen Filter wie gewünscht

Clear the date filter if needed

Create Cash Deposit

Click "KASSENEINLAGE" für die Erfassung einer neuen Kasseneinlage

Select Account

Select Counter Account

Add Beschreibung

add amount

Open the attachment selector

Select an attachment

press "Buchung erstellen"

Create Cash Withdrawal

Click "KASSENAUSLAGE"

Select "Account" in the Soll account field

Select "Account" in the Haben account field

Type "TEST" in the Beschreibung field

Select "Vorsteuer" in the MWST field

Type amount in the Total field

Open the attachment selector

Export Records

Click EXPORT

press "Buchung erstellen"