ImaCash user manual
The Reports and web portal section allows you to consult the activity recorded by ImaCash: sales, cash movements, shifts, changes, fillings, emptying, dispensing and discrepancies.
The portal is designed for managers, administrators or users with reporting permission. From there you can review the operations, apply filters and export information for cash closing, internal control or subsequent analysis.
Before reporting a problem, check the date range, the filters applied and the user you logged in with.
The reporting portal has protected access. To log in, use a ImaCash user with reporting permissions.
If the user does not have sufficient permissions, the portal can prevent access or limit the visible sections.
A summary of the activity can appear at the top of the portal.
This summary helps you quickly review data such as collections by period, activity for the day, week or month, and totals related to the selected report.
The summary may change depending on the active tab and the filters applied.
The reporting portal may display different tabs depending on the installation and available permissions.
Not all installations will have all tabs active.
The portal allows you to filter the information to review only the necessary data.
After modifying the filters, tap Apply Filters to update the information.
The sales report shows the transactions recorded by ImaCash.
In sales, specific filters can also appear to include or exclude operations.
These reports help review cash outflows, inflows, and changes that affect machine inventory.
Allows you to review cash withdrawals from the machine. It can show date, user, amount, cassette amount, machine total and type of movement.
Collect controlled cash outflows. It is used to review movements in which the machine delivered cash outside the normal flow of a sale.
Displays cash entries into the machine and helps confirm when cash was replenished and what amount was entered.
Allows you to consult exchange operations carried out from ImaCash, useful for reviewing movements that affect available cash.
The shift report allows you to review the opening, closing and emptying of shifts.
This report helps check activity by day, employee or cash period.
Some installations may display tabs related to SmartTill or ST modules.
These sections may include reports, traces, transaction details, amounts, discrepancies, resolution status, origin, suspicions or access to videos if the installation allows it.
If you do not work with SmartTill or the module is not active, these tabs may not appear.
The discrepancy report allows you to review recorded incidents.
This report is important for tracking cash differences, open issues, or resolved discrepancies.
The portal allows you to export information in various formats:
Before exporting, check that the filters applied are correct. The generated file will be based on the selected report and date range.
The PDF can be generated as a daily report or summary prepared for closing and administration, depending on the available configuration.
ImaCash can generate or send a daily report if your installation has it configured.
The report closing time can define the reporting day, even if the closing occurs after midnight.
In some configurations, the daily report can be sent from ImaCloud. If ImaCash is not open at closing time, shipping can take place at the next opening.
Access to reports may require specific permissions.
Contact a person in charge if you need to consult reports and do not have access.
The portal may vary depending on:
Therefore, some tabs, columns or filters may not appear in all establishments.
Confirm the period, filters and user first before interpreting the results.
Use this table as a quick reference to get to the correct report.
| Action | When to use it |
|---|---|
| Enter the portal | To view reports from an authorized user. |
| Filter by date | To review a specific period. |
| Filter by seller, POS or ImaCash | To limit data by user, box or equipment. |
| Consult sales | To review collected, canceled, postponed or card operations. |
| Check shifts | To review openings, closings, amounts and statuses. |
| Consult movements | To review empties, dispenses, refills and changes. |
| Check discrepancies | To review open or resolved incidents. |
| Export | To save or share the report in CSV, Excel or PDF. |
Do you need help with ImaCash?
If you want us to review your case, we can guide you on reports, filters, exports, permissions or data synchronization.