How do I manage Petty Cash in ExpensePlus?

Please watch this short video to learn how to best manage petty cash in ExpensePlus:

ExpensePlus allows you to manage one or more petty cash tins for your organisation. Each 'tin' is regarded as a separate petty cash account, managed within the Bank & Petty Cash Account Settings:

You can add additional petty cash accounts to the system - see more instructions here.

Petty cash expenditure is recorded directly in the petty cash screen, not via the Purchases screen.

Income is similarly recorded in the petty cash screen rather than via bank reconciliation.

You can access the petty cash screen from the side menu.

Access permission is granted, either through the User Roles settings screen (for all petty cash use), or per account in the Bank Settings screen.