How to record the petty cash expenses?

How to record the petty cash expenses?

You can record these Expenses in the 1st Category i.e. Unassigned.

Step 1:  Go to Admin Dashboard–>>Expense Tracker–>>Select a relevant vendor or Unassigned vendor

Step 2: Click on Payment–>>Enter the amount–>>mode of Payment select cash–>>Enter the comments and date

Step 3: Post Amount.

 

You can either straight away pass a payment entry by clicking on Payment tab>>In comments you can note down the narration or comments.

e.g. of petty cash items: Conveyance, which Doesn’t have Vendor Name etc

    • Related Articles

    • How to record small petty cash expenses without vendor name or vendor invoice?

      Small expenses (petty cash expenses) need not mandatory to have the invoice to book into the system . those expenses and payment can be recorded straight away: Steps are as below: Step 1: Login to ADDA -> Admin -> Expense Tracker Step 2: Select "By ...

    • How to post a cash/petty cash withdrawal entry ?

      Please follow the below steps to post a cash/petty cash withdrawal entry: Step 1: Login to ADDA -->> Admin –>> Bank & Cash –>> Transfer Step 2: Select Bank Account/ Name in the "From Account" column (it should be the bank from where money has to be ...

    • How to generate petty cash statement by period?

      Please follow the below steps to generate petty cash statements by period: Step 1: Login to ADDA -->> Admin -->> Bank & Cash -->> Bank & Cash Accounts Step 2: Select the date range. Step 3: Select Petty Cash. Step 4: Click on Fetch Transaction. Note: ...

    • How to generate the Maintenance of Vendors & Record their Expenses?

      All Maintenance Vendors like The Security Agency, Housekeeping Agency, Lift AMC provider, etc., are to be created and then Invoices and Payments to be posted against them. To see the demo video of the Expense tracker please Click here. Please follow ...

    • How to post recurring expenses for a vendor?

      Please follow the steps below to post recurring invoices: Step 1: Log in to ADDA -->> Admin -->> Expense Tracker -->> By Vendor Step 2: Select the Vendor you wish to post a recurring invoice for -->> Click on the "Invoice" Button Step 3: Enter the ...