--- title: "Daily Tasks: Incidents, Petty Cash, and Handovers" description: This article covers the incidents, petty cash and handover elements of Daily Tasks --- [Skip to content](https://help.kobas.co.uk/daily-tasks-misc#main-content) English Show submenu for translations [More support](https://help.kobas.co.uk/kb-tickets/new?hsLang=en) [![kobas-logo-inverted-1200px-w-72ppi](https://help.kobas.co.uk/hs-fs/hubfs/kobas-logo-inverted-1200px-w-72ppi.png?width=140&height=34&name=kobas-logo-inverted-1200px-w-72ppi.png)](https://help.kobas.co.uk/?hsLang=en) - Top Articles Show submenu for Top Articles - [🖨️ Printer Issues](https://help.kobas.co.uk/printer-troubleshooting) - [💻 Tills, KDS & UPS Issues](https://help.kobas.co.uk/till-ups) - [📱MPoS (tablet) Issues](https://help.kobas.co.uk/mpos) - [🌐 Network Issues](https://help.kobas.co.uk/network-troubleshooting) - [Log into Kobas Cloud](https://login.kobas.co.uk/) - [Ticket Portal](https://help.kobas.co.uk/tickets) Open main navigation Close main navigation - Top Articles Show submenu for Top Articles - [🖨️ Printer Issues](https://help.kobas.co.uk/printer-troubleshooting) - [💻 Tills, KDS & UPS Issues](https://help.kobas.co.uk/till-ups) - [📱MPoS (tablet) Issues](https://help.kobas.co.uk/mpos) - [🌐 Network Issues](https://help.kobas.co.uk/network-troubleshooting) - [Log into Kobas Cloud](https://login.kobas.co.uk/) - [Ticket Portal](https://help.kobas.co.uk/tickets) - English Show submenu for translations - [More support](https://help.kobas.co.uk/kb-tickets/new) How can we help you? - There are no suggestions because the search field is empty. 1. [Knowledge Base](https://help.kobas.co.uk/?hsLang=en) 2. [Operations](https://help.kobas.co.uk/operations?hsLang=en) 3. [Compliance & Task Management](https://help.kobas.co.uk/operations?hsLang=en#compliance-task-management) January 29, 2026 # Daily Tasks: Incidents, Petty Cash, and Handovers ## This article covers the incidents, petty cash and handover elements of Daily Tasks   **Who can use this feature:** 🥇Accounts on all plans. 🔐Users with access to **Administration \> Daily Tasks** permission. #### Jump to: - Introduction - Incident Reports - Petty Cash - Handovers --- ### Introduction This article covers three elements of your Daily Tasks in further detail. For further detail, we would suggest reading the Daily Task section from the beginning: 1. [Daily Tasks Explained](https://help.kobas.co.uk/daily-tasks-explained?hsLang=en) 2. [Configuring your Daily Tasks](https://help.kobas.co.uk/daily-tasks-configuration?hsLang=en) 3. [Completing your Daily Tasks](https://help.kobas.co.uk/completing-daily-tasks?hsLang=en) There are then further articles covering [Safe and Till Logs](https://help.kobas.co.uk/daily-tasks-floats?hsLang=en), [Cash Log](https://help.kobas.co.uk/daily-tasks-cash-log?hsLang=en), and [Hours Worked](https://help.kobas.co.uk/daily-tasks-hours?hsLang=en). ![UK](https://help.kobas.co.uk/hs-fs/hubfs/UK.jpg?width=670&height=70&name=UK.jpg) --- ### Incident Reports This page allows you to note any Accidents, Incidents, Visits, or other noteworthy events that might happen in a shift. The page allows you to select an **Incident Type**, as well as add any additional notes. If you have any supporting documents, these can be quickly uploaded by selecting **Choose File** under **Upload Incident Report**. Once you have completed your Incidents Log, your weekly log will automatically update. This is accessible through **Daily Tasks \> Incidents Log** and will show logs for all venues by default, which can be filtered down as needed. ![](https://help.kobas.co.uk/hs-fs/hubfs/image-png-Jul-04-2024-12-35-04-8916-PM.png?width=462&height=268&name=image-png-Jul-04-2024-12-35-04-8916-PM.png) --- ### Petty Cash **Note:** Please note that Petty Cash can only be attributed to Suppliers listed in [Operation \> Suppliers](https://help.kobas.co.uk/suppliers?hsLang=en). We recommend creating a supplier named “Petty Cash” to cover instances where Petty Cash has been used in an ad-hoc or emergency situation to pay someone other than your regular suppliers. The **Petty Cash**screen allows you to log any petty cash payments that have been taken out of your cash takings, during your EPoS session. The options that you have to include are the** Supplier** that was paid, the **Total **value of cash paid, as well as declaring whether proof of purchase was received. The **Notes **section allows you to add any further description that may be required. ![](https://help.kobas.co.uk/hs-fs/hubfs/image-png-Jul-04-2024-12-35-42-1876-PM.png?width=670&height=282&name=image-png-Jul-04-2024-12-35-42-1876-PM.png) --- ### Handovers Using the Kobas **Handover Diary**removes the need for (dodgy!) handwritten notes and ensures that nothing gets missed.  Anything saved in the Handovers section of the Closing Tasks will be added to the Opening Tasks Handover Diary for the next morning. 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