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• What is Petty Cash

Petty Cash is a default account on your Chart of Accounts designed to help you track your business's small operational cash fund — for everyday expenses like transport, logistics, food, and loader fees.

It is already set up for you automatically. No configuration needed — just open your Chart of Accounts and it is there.

• Fund the Petty Cash Account

To put money into your Petty Cash account:

1. Navigate to Accounting
2. Select Transactions
3. Click Add Transaction
4. Select Internal Transfer
5. Set the From Account as your Cash at Bank account
6. Set the To Account as Petty Cash
7. Enter the amount you want to fund
8. Click Save

The balance will update immediately and the correct accounting entry is recorded automatically.

• Log a Petty Cash Expense

When money is spent from the petty cash fund:

1. Navigate to Accounting
2. Select Transactions
3. Click Add Transaction
4. Select Expense
5. Set the Account to Petty Cash
6. Select the appropriate Expense Category (e.g. Transport, Miscellaneous)
7. Enter the amount spent
8. Click Save

The Petty Cash balance reduces automatically with every spend recorded.

• Top Up Petty Cash

When the fund runs low and needs replenishing:

1. Navigate to Accounting
2. Select Transactions
3. Click Add Transaction
4. Select Internal Transfer
5. Set the From Account as your Cash at Bank account
6. Set the To Account as Petty Cash
7. Enter the top-up amount
8. Click Save

No manual balance editing needed — the system restores the balance automatically.

• View Petty Cash Balance and History

To check your current Petty Cash balance and see all activity:

1. Navigate to Accounting
2. Select Chart of Accounts
3. Find Petty Cash under Assets
4. The current balance is displayed
5. Click on the account to view full transaction history — every fund, spend, and top-up is listed