ImaCash user manual

ImaCash main screen

Recognize the screen you will work from each day. From this view you can review pending operations, check the active user, see the status of the cash device and access collections, changes, manual transactions, deferred transactions, resynchronization or incidents, always according to the permissions available in your installation.

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Overview

The starting point of daily operations

The main screen of ImaCash is the point from which the daily cash activity is consulted and the most common cash actions are accessed.

ImaCash main screen with top bar, operations area and main accesses

What you can see on the main screen

The information visible may vary depending on the integrated POS/POS, cash machine, and store configuration, but you will typically find these areas:

Operations area

Shows sales, collections or transactions pending management.

Active user

Indicates who is working or who must identify themselves to perform an action.

Status of ImaCash

Shows whether the system is operational, up to date, or requires attention.

Machine status

It allows you to know if the cash device is connected, available or having an incident.

Work access

Buttons or icons for changes, deferrals, resynchronization, manual transactions, reports or configuration.

ImaCash work charms in the top bar of the main screen

Action bar

Allows you to execute operations on visible sales, such as pay, credit, defer, group or delete, if the configuration allows it.

ImaCash stock bar to trade on visible sales

Visible operations

The operations that ImaCash receives from the POS/POS or that have been generated within the system itself can appear on the main screen.

If a transaction appears pending, it means that it still requires action: collect, credit, defer, cancel, review or complete as the case may be.

Each operation can show

User or seller.
Point of sale or counter.
Amount.
Date and time.
Type of operation.
Payment status.
Action available.

Operations visible on the main screen of ImaCash

Main entrances

At the top of the main screen you will find access to the main sections of ImaCash. Visible buttons may vary depending on installation, user permissions, and active modules.

Settings

Allows access to general configuration options, users, filters and other system parameters, depending on permissions.

Shifts

Allows you to open, continue, close or empty shifts, depending on the establishment's configuration.

BackOffice

It groups administrative or management functions that may vary depending on the installation.

Manual transaction

Allows you to register an operation directly from ImaCash when it does not arrive automatically from the POS/POS.

Device management

Allows access to functions related to the cash machine, such as movements, inventory, emptying, refilling, maintenance or discrepancies, depending on the device installed.

Changes

Allows you to carry out cash exchange operations.

Postponed

Allows you to review or recover postponed or pending operations.

Settings

Allows access to technical or advanced settings of ImaCash, integration, device, communications or active modules, depending on permissions.

Update

Allows you to update or refresh system information, depending on the available configuration.

Some specific functions, such as jams, discrepancies, stacker, reports, filters, card or machine settings, may be found within these sections and not necessarily as direct buttons on the main screen.

Submenu Bar Options

In the upper right corner of ImaCash you will find several quick access icons. These options are not directly related to a sale, but rather to support, licensing information, and program window control.

ImaCash top right bar with support, information, minimize, maximize and close icons

Technical support

The support icon allows you to access the Imagina IT Solutions help portal.

From this portal you can report incidents, create requests related to ImaCash or consult topics related to your licenses.

Support Portal

Information about ImaCash

The information icon opens the About ImaCash window.

From this screen you can consult important information about the installation, such as:

About ImaCash window with license and program version information

Minimize

The minimize icon hides the main ImaCash window on the taskbar or leaves the program in the background, depending on your computer's configuration.

Use it when you need to temporarily set aside ImaCash without closing the program.

Maximize or restore

The maximize icon allows you to enlarge the ImaCash window or restore it to its previous size.

It can be useful if you need to see the list of operations better or work with ImaCash in full screen.

Close

The close icon closes the program.

Before closing ImaCash, check that there are no charges in progress, pending operations, open discrepancies or active machine processes. If you are in the middle of a trade, wait for it to finish before closing.

Users

User and permissions

ImaCash records who performs each operation. Therefore, some actions may require identification before continuing.

Make payments or returns.
Record manual transactions.
Open or close shifts.
Consult reports.
Access settings.
Resolve discrepancies.
Carry out emptying or filling.

If the system requests username and password, select your profile and enter your credentials. If your installation uses NFC, you will be able to identify yourself with the configured card or device.

Login window for user and permissions in ImaCash

Device

Device status

The main screen also helps you know if the cash machine is ready to work.

Connected machine.
Machine busy.
Insufficient inventory.
Lack of change available.
Jam.
Stacker full.
Communication error.
Maintenance required.
Pending discrepancies.

If a warning appears, review the message before continuing. Some incidents can be resolved from ImaCash, but others require physically checking the machine or contacting technical support.

Floating icon and minimized start

On some installations ImaCash may start minimized or display a floating icon. This option allows you to keep the system active without taking up the entire screen.

From the floating icon you can reopen ImaCash when you need to review operations or perform an action.

Floating ImaCash icon visible on the main screen

data entry

Virtual keyboard

ImaCash can display a virtual keyboard to facilitate data entry on touch screens or computers without a physical keyboard.

This keyboard can be used to enter amounts, users, passwords, concepts or other fields depending on the operation.

ImaCash virtual keyboard to enter data on the screen

Options not visible

What to do if you don't see an option

If an option does not appear on your screen, check these possibilities:

Your user does not have permissions for that action.
The feature is not active in settings.
The cash machine does not support that operation.
The corresponding module is not contracted or activated.
The operation only appears when there is an open shift.
The option is only displayed when there are pending sales or incidents.

If you need to perform an action that you do not see, consult with the manager, administrator or technical support.

Before operating

Recommendation before starting

With this initial review you will avoid errors before collecting, returning change or closing operations.

That ImaCash is open and operational.
That your user is correctly identified.
That there is an open shift if the operation requires it.
That the cash machine is connected.
That there are no critical notices or discrepancies pending.
That the visible operations correspond to the current shift or day.

Do you need help with ImaCash?

We help you resolve installation, configuration and operational questions

If you want us to review your case, we can guide you on deployment, SMTP configuration, daily use of the system or integration with your environment.

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