Your start with the orderbird PRO cashbook

The fastest way to sign up for the cash book is to log in directly via the orderbird app, or you can start the registration at any time from MY orderbird. The registration for the cash book together with the institution does not take 5 minutes! If you have worked with "debit" and "credit" in your old cash book, you can now look forward to vocabulary...

How can I export my receipt photos from the cash book?

If you take receipt photos directly through the cash register book, they will only be displayed as a preview in the cash register book and cannot be exported. To add receipt photos later to your CSV export, we recommend taking the receipt photos separately. In a nutshell To add receipt photos in the cash register book, first take a photo of the rece...

How can I export the data from my Cashbook as a CSV file?

You need an export of several Cashbook pages from more than one day? Via MY orderbird you can now export the data of your Cashbook pages as a CSV file. The CSV-format can be easily imported into any common tax software. In a nutshell Log in to MY orderbird Click on "Cashbook", then on "Create CSV export" Select the start and end date Enter an email ...

What do I have to know when managing a cashbook

Step by step Remember the following points when managing your orderbird cashbook, and the next financial audit will be a breeze: Prompt  Enter your income and expenses at least once a day. Complete  All cash receipts and expenditures belong completely in the cash book. Ordered  Always enter the cash movements in chronological order. One receipt for ...

Who has access to the cashbook?

From orderbird app version 6.1.1 on, you can precisely control who has access to your Cash Book. The default setting allows only for the administrator to see the Cash Book and create new entries. Step by step Give/Deny access to the cash book In the orderbird app go to Settings > Users > Roles & Permissions. Select the role for which you w...

What kind of information does the cash book provide?

In the orderbird cashbook, you can see all your cash income as well as cash expenses, the start balance and the current wallet. Initial setup of the cash register book Please note that you have to set your cash payment methods on my.orderbird when starting the cashbook so that everything can work correctly. Card payments or bank transfers must NOT b...

How do I enter cash withdrawals in the cash book?

You are obliged to enter all cash withdrawals in the cashbook. These are e.g. the payment of a supplier, a private withdrawal or if you take cash from the cash register to make a deposit to your business account. You must also enter the theft of cash or tips in your cash book! No matter what the reason for a cash withdrawal is, document it carefully...

How do I enter cash income in the cash book

Let's start All information about your cash income belongs in the cash book, without any gaps: You have to register any cash deposits, tips received in cash, as well as all other cash income in your cash book. Always remember to document everything with a receipt! Capturing cash income - step by step Tap on the "+" symbol next to "Incoming cash" ite...

How do I do a cash check?

Let's start With the help of the cash balancing in the orderbird cashbook you can do a cash counting at any time, in order to compare the debit balance with the actual amount of cash in your point of sale. Check the cash balance at least once per day, preferably before you finish work: You are actually obliged to do this! If your waiters work in a s...

How do I make a daily closing?

Let's start It's almost closing time! Time for your daily business closing. With the orderbird cashbook there are just two steps to take: First you do a cash counting via "cash balancing", followed by closing the calendar day via "close day". And you're done! Very important: The cashbook day sheet is NEVER closed automatically. Not even if you close...

How can I correct wrong entries or forgotten entries?

If you notice a discrepancy between the actual amount of cash in your point of sale and the sum of the debit balance, it is essential that you investigate how this into existence. Did you perhaps take a tip and forget to enter it? Have suppliers been paid and the withdrawal of cash has not yet been recorded in the cashbook? Retrieve this with a corr...

What if there is no paper receipt for an entry?

Let's go Since no entry may be made without a receipt, you are required by law to create a so-called self-receipt if this is the case. This replaces a proper receipt. For example, you need a self-receipt if you... ...want to make a private deposit ...have to note a theft ...have to spend tip ...make a private withdrawal ...make a withdrawal for a pa...

How can I provide individual pages of my cash book to my tax advisor or for a financial audit?

With a PDF export! The PDF will be sent directly to the e-mail address with which you registered at my.orderbird. You can then print it out for your records or forward it to your tax advisor digitally. You can only export completed cash register sheets one by one. If you want to create an export of several checkout sheets, take a look here: How can ...