Tracking Employee Loans from the Cash Drawer

The Problem

An employee needs a quick cash advance until payday. You hand them $100 from the drawer, but now you need to remember who owes what, track repayments, and make sure your drawer still balances. Sticky notes aren't cutting it.

The Solution

BarSight's Loan Tracking feature in the Cash module lets you record loans directly from your drawer. Each loan is linked to the employee, tracked separately from regular transactions, and shows outstanding balances until fully repaid.

How to Record a Loan

1. Navigate to Logbook → Cash
2. Look for the Loans panel on the right side
3. Click New Loan
4. Select the employee from the dropdown
5. Enter the loan amount
6. Add a note (e.g., "Advance - due Dec 1st")
7. Click Save

Recording Repayments

1. Find the loan in the Loans panel
2. Click on the loan to expand it
3. Click Record Payment
4. Enter the repayment amount
5. Click Save

Pro Tip

Loans are tracked separately from your cash balance calculations. When you give a loan, it shows as "Loan Out" and reduces your drawer. When repaid, it comes back as "Loan In." Outstanding loans are always visible in the Loans panel.

Learn More

For complete cash drawer management, see Cash Transactions Logbook Guide. Also check out Cash Drawer Reconciliation Made Easy.