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Petty Cash

Use the Petty Cash screen to record any small cash amounts added or removed from a specific cash drawer.

  • Browse to the Petty Cash screen under the Cash menu.

Adding and Editing Petty Cash

  1. Click New on the action bar, or select an item to edit.
  2. Set the Date this petty cash transaction took place.
  3. Enter a Description for this record.
  4. Select a Category or type a new one.
  5. Select the Cash Drawer this amount was added or removed from.
  6. Enter the Amount added or removed from the Cash Drawer.
  7. If you are removing money, set the Entry Type to Petty Cash Out. If you are adding money, set the Entry Type to Petty Cash In.
  8. Click the Save button to save your changes.

Deleting Petty Cash

  1. From the Petty Cash screen open the required item that you would like to delete.
  2. Click the Delete button on the tool bar.
  3. If the item is not being used you will be prompted to confirm the delete by clicking the Delete button.