Petty Cash Module Overview

The Petty Cash module in ExpensePlus allows you to track and record petty cash transactions digitally - removing the need for paper records, ensuring that purchases are correctly receipted and approved, enabling income and expenditure to be more easily tracked, and avoiding the need to key in data to create your monthly accounts.

Additional Petty Cash accounts can easily be added through the Bank and Petty Cash Settings screen, where you can also specify which users have access to which accounts (most users won't need access petty cash module).

Petty cash can be recorded as being withdrawn or deposited into your bank account via the Bank Deposit screen (or through the bank matching screen).

Watch this short video to learn more about the Petty Cash Module:

Frequently Asked Questions:

  1. How do I manage Petty Cash in ExpensePlus?
  2. Can I have multiple Petty Cash boxes or accounts?

Click here to view our other FAQs relating to Petty Cash.

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