In the Petty Cash menu, you can set up petty cash types to record cash-in and cash-out transactions according to your operational needs. You can also specify which outlets can use each petty cash type. Here are the steps.
Go to the Settings menu.
Under Sales Operations, click “Petty cash”.
You will see a list of petty cash types available by default.
To create a new petty cash type, click the “+ Add type” button.
Enter the desired “Petty cash name”.
Under Type, select Cash in to record money received or Cash out to record money paid out.
Under Outlet selection, select All stores if the petty cash type applies to all outlets, or Selected outlets if it only applies to certain outlets.
Click “Save” to save the petty cash type you created.
The petty cash type you created will appear as follows. You can also move the toggle to activate the petty cash type.
You can also click the “three-dot” icon and select Edit to modify the petty cash type or Delete to delete it.
You cannot delete petty cash types created by the system.
This concludes the explanation of how to set up petty cash in Mekari POS.