Creating Petty Cash Categories

Petty cash is generally used to pay for small purchases which require cash, such as payment for office lunch, coffee supplies, or for parking.

Every purchase made using petty cash must be recorded against a category for better tracking of expenses. In the article, you will learn how to create petty cash categories so that you can use to record petty cash expenses against these categories.

To create petty cash categories, do the following:

  1. Ensure you are at the organization level.
  2. On the main menu, click Admin.
  3. On the Admin Dashboard, click Categories > Petty Cash.
    The Manage Petty Cash Categories window appears.
  4. Click Add
    The Create New Petty Cash Category window appears.
  5. Enter a name and description for a category. Below is an example of an entry:
  6.  Click Add Category.
    The category is added and is listed in the Manage Petty Cash Categories window.

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