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Petty Cash

← Back to Inventory

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.

📺 Watch: Petty Cash

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).

History​

Every time money was added to a store's petty cash, with the store, amount, date and remarks.

Adding petty cash to a store​

  1. Click New Transfer Transaction.
  2. Choose the Store.
  3. Enter the Amount To Be Transferred.
  4. Add a Remark — for example "Petty cash for May".
  5. Click Save.

💡 Expenses paid from petty cash show up in Reports › Expenses Reports › Store Expenses, grouped by your Expense Categories.