Finance

Centralized Accounting & Cash

Revenue, collections, expenses and account balances — a single financial view.

Core Benefits

  • Daily, weekly and monthly revenue summaries
  • Breakdown of cash, credit card and bank transfer collections
  • Per-staff transaction tracking in the cash book
  • Supplier payments and offset records

From scattered ledgers to centralized financial control

Many optical stores track sales in the POS, store credit in a ledger and expenses in a separate Excel file. At month-end the numbers don't add up; a cash shortfall or surplus emerges.

The Optik Panel Accounting module unifies all financial transactions in a single cash book: cash sales, store-credit collections, operating expenses, supplier payments and cash withdrawals.

Summary dashboard cards

A real-time financial view for the selected period:

  • Total revenue (accrued, including store credit)
  • Total collections (cash received)
  • Operating expenses
  • Customer receivables and supplier payables
  • Credit card and bank transfer sales
  • Real-time cash balance

Try the Centralized Accounting & Cash module

Discover all of Optik Panel's features with a free demo.

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