FAQ - Petty Cash
Petty cash is a small amount of money that a company typically keeps available to cover the minor expenses of their day-to-day operations.
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1
In order to view the transactions click Data Entry.
To add in a new transaction click at the bottom and select the staff member who did the shop.
- Staff – who went and did the shop.
- Event Date – when did the transaction take place.
- Description – what was actually purchased (e.g. biscuits, milk, coffee).
- Category – which category does the purchase fall into (e.g. Groceries would be purchases you’d make for a normal food shop).
- Amount – how much was spent for this transaction.
- Receipt – did the staff member retain the receipt or not.
2
At the bottom of this area you can add in your own categories which you will be able to select when inputting a new petty cash entry. In order to do this, click at the bottom and type in your Category. You can also click on the other Categories and amend them if you wish.
