Petty Cash
Petty cash is the small amount of cash you keep at each store for day-to-day expenses — tea, cleaning supplies, a quick repair. Here you can send petty cash to your stores and see how much each one has left.
How to open it: Inventory › Petty Cash
Current Balance
The petty cash each store has right now, with a total at the bottom. The store's balance also appears in the top strip of your Dashboard.
The balance goes down as the store records expenses, and goes up when you add money (see below). A store appears here after its first petty cash transfer. Click New transfer to add money, or History to see what you've added before.
History
Every time money was added to a store's petty cash, with the Store Name, Amount, Added Date and Remarks. This list is a record, so rows can't be edited or deleted.
Adding petty cash to a store
- Click New transfer.
- Choose the Store.
- Enter the Amount To Be Transferred.
- Add a Remark — for example "Petty cash for May".
- Click Save transfer.
The amount is added to the store's current balance straight away, and the transfer appears at the top of the History list. This only records the cash you gave the store; it doesn't move money in your bank. A saved transfer can't be edited or deleted, so check the amount before you save.
💡 Expenses paid from petty cash show up in Reports › Expenses Reports › Store Expenses, grouped by your Expense Categories.