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How to perform a Petty Cash Transaction

Barkley HQ helps you to keep track of your store petty cash by allowing you to enter them through the program as a transaction.

To enter Petty Cash, you must first create a petty cash code. To do this:

Step 1: Click the Transactions tab and select Petty Cash Codes.

Step 2: Click New Petty Cash.

Step 3: Fill in the relevant information. When finished, click Save.

To enter a petty cash transaction:

Step 1:
 Click the Transactions tab and select Petty Cash.

Step 2: The Petty Cash Transaction Entry will appear. Click on Code/Description (red square) to locate your petty cash code and adjust accordingly. Once done, click Add (orange arrow) and it will appear on the Transaction Entry. Click Complete (green arrow) to finalise the petty cash transaction.

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