Petty Cash (In & Out)

Petty cash transactions are used to process money going in and out of the business for internal use. This can be things like buying basic supplies for staff (milk, coffee, tea etc) or many other reasons. These in and out transactions are then reported on the businesses totals for the day they are processed.

To process petty cash transactions, simply;

• Click ‘More’ > ‘Petty Cash’.

• Click ‘Add’ in the top right hand corner to create a new entry (or click an existing entry to edit this)

• Fill in the required fields for Employee, Date & Time, Amount and Category.
• Now select whether this is money being taken out of the business or being added back in.
• Add any comments should you wish and click ‘Save’.