How do I add another Petty Cash account?

This article explains how to add additional Petty Cash accounts in ExpensePlus.

Each Petty Cash box or tin is regarded as a separate Petty Cash account, managed within the Bank & Cash Account Settings screen.

To add additional petty cash accounts to the system, click 'Add Petty Cash Account'.

Within the pop-up that appears, enter the following details:

• account name
• if the Petty Cash tin existed before you started using ExpensePlus, enter the opening account balance (note, this is the opening balance at the start of your use of ExpensePlus, which is not necessarily the start of the current financial year);
• the date the account was opened;
• account access (if you have multiple Petty Cash accounts, and access is set per petty cash account).

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.

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