How do I add another Petty Cash account?

Each Petty Cash 'box' or '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, click 'Add Petty Cash Account'.

Then enter the following details:

  • account name
  • if the petty cash tin existed before you started using ExpensePlus, enter the account balance;
  • the date the account was opened;
  • account access if you have multiple petty cash accounts and this 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.

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