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 & Cash Account Settings.
You can add additional Petty Cash accounts to the system - see more instructions here.
Note: Petty Cash expenditure is recorded directly in the Petty Cash module, not via the Purchases screen.
Income is similarly recorded in the Petty Cash module rather than via bank reconciliation.
You can access the Petty Cash module from the side bar menu.
Access permission is granted, either through the User Roles settings screen (for all Petty Cash accounts), or per account in the Bank & Cash Settings screen.
To help you better understand the Petty Cash module as a whole, please visit the module overview page here.