Can I have multiple Petty Cash boxes or accounts?

Yes, you can operate as many petty cash boxes or accounts as you like.

You can add and manage petty cash accounts within the Bank & Petty Cash Account Settings.

We suggest naming each petty cash tin or account with a helpful description such as 'Youth Tuck Shop', 'Toddler Float', or 'General Office Petty Cash'. 

You can give users access to petty cash for specific user roles, or for specific petty cash accounts. Learn more here about setting user permissions for petty cash.

Users who have access to multiple petty cash accounts will need to choose the required account from the drop-down menu on the Petty Cash screen when recording income or expenditure.

To help you better understand the Petty Cash module as a whole, please visit the module overview page here.

Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.

Still need help? Send us a message Send us a message