We've stopped using a petty cash tin, can I delete this feature?
This article explains the scenarios in which you can delete or close your Petty Cash accounts within ExpensePlus, or turn off access for specific user roles.
Turning off access to a Petty Cash account
You can turn off access to Petty Cash for specific user roles, or for specific Petty Cash accounts. View this help guide article for more details about Petty Cash access.
Closing or deleting a Petty Cash account
If a Petty Cash account has a zero balance, you can close it, in the same way that you would for other types of accounts (e.g. bank accounts). Find out more here about deleting and closing bank accounts.
Where a Petty Cash account has transactions associated with it, you can't delete it, as it's an important part of your financial audit trail. However you can close it, where applicable, which will prevent it from being used in the future.
You can always hover over a greyed-out 'cross' or 'bin' icon to the right of the account to find out why you can't close or delete an account.
Finance team users will always be able to access the Petty Cash screen. Once all the Petty Cash accounts have been closed, they will display as closed in the drop-down list on the Petty Cash screen. The buttons to record income or expenditure will disappear.
To help you better understand the Petty Cash module as a whole, please visit the module overview page here.