Add a movement to a petty cash

First of all, make sure you're in the petty cash for which you want to add a transaction

to do this, select the petty cash from the list

 

press on

then “view movements”.

which will toggle you into the petty cash

Then press 

to open the input form.

Complete the following fields:

  • Date: Expense date
  • Description: Expense description
  • Category: Expense category.
    • Note: If a category is missing, see “Add a category”. Once the category has been added, the drop-down menu is automatically updated, so there's no need to refresh the page.
  • Amount: Amount of the expense in the cashier's currency.
    • Note: a positive amount is a cash inflow and a negative amount is a cash outflow.

 

to validate, press

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