Daily is the screen for working through the day: which rentals need action today, what happened during the day and how much cash is in the drawer. It lives in the Main group of the sidebar.
Choose the day
Use Select date to see another day. From here you can also create a New Rental or a New Quote.
Rental operations queue
The Rental Operations Queue groups by status the rentals you need to move: preparation, pickup, return and closing. Each row shows the rental, the customer, the category, the dates and an Open button to act right away. Use View all to go to the full list of rentals.
Day activity
A timeline of what happened during the day. Filter by event type, method and status, and use Clear filters to see everything again. Each event has its reference and you can open the detail with View.
Maintenance
A summary of maintenance records with an estimated date (With ETA) and Overdue ones, so no equipment gets forgotten. See Maintenance.
Daily Register
The register controls the day's cash and movements. It works per branch.
Open the register
- If the register is closed, enter the initial fund (the cash you start with).
- Click Open Register.
While it is open you see the Available cash and the Expected cash. With View breakdown by payment method you split cash, transfer, card and other, and with View movement summary you see entries, exits and adjustments.
Record a movement
For a manual cash movement, choose the type: Entry, Exit or Adjustment. Enter the payment method, the amount, a reference (for example an invoice number) and notes, and save.
Close the register
- Click Close Register.
- Enter the counted cash. Leaxio calculates the difference against the expected cash.
- Add observations if needed and confirm with Confirm closure.
In Closure History you see recent closures with what was expected, what was counted and the difference, and how many had a difference.