How to record petty cash ?

Modified on Wed, 19 Jun at 11:29 PM


To record petty cash in Biztory , you can follow these steps based on your provided instructions:

  1. Go to Wallet:

    • Navigate to the "Wallet" section in Biztory.
  2. Choose the Type:

    • Select or choose "Petty Cash" as the type of transaction or account.
  3. Key in the Name:

    • Enter a name or description for the petty cash account. For example, you could name it "Petty Cash Fund" or "Office Petty Cash."
  4. Show Advanced Settings:

    • If there are advanced settings available, such as options for associated accounts, click on "Show Advanced Settings."
  5. Choose Type for Associated Account:

    • Specify the associated account for the petty cash transactions. In many cases, this might be a cash account or a general ledger account designated for petty cash.
  6. Save:

    • Once all details are entered and settings are adjusted as needed, save the petty cash account setup.


Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select at least one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article