Add/Edit/Manage Petty Cash Credits

Credits represent cash added into the petty cash pool (e.g., cash withdrawn from bank). Without credits, your petty cash balance will be zero, and no cash expenses can be recorded. Adding credits ensures your petty cash balance is funded. The module automatically updates balance with every credit or edit, keeping real-time accuracy.

Prerequisites

• Finance access to Add New Credit in Petty Cash.
• Physical cash actually available with the cashier/office.

How to Add Credit to Petty Cash?

1. Go to Finance → Petty Cash.
2. Click Add New Credit.
3. Enter:
   1. Credit Amount – cash amount being added.
   2. Credit Value / Description – reason (e.g., “Cash withdrawn from bank”).
   3. Date – transaction date.
   4. Notes – additional reference if needed.
4. Click Save.

✅ System immediately increases petty cash balance.

How to Edit a Credit?

1. Select the record from the grid.
2. Click Edit.
3. Update details (amount, notes, etc.).
4. Save changes.

⭐ Important:

• On editing a credit, system auto-recalculates petty cash balance in real time.
• Always enter exact credit value; wrong entries will distort balance.
• Credit edits are instantly reflected in total petty cash.
• Use detailed notes to keep audit trail clear.