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