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‘Menus’ – ‘Petty Cash’ – ‘Post Petty Cash’

To post your entered petty cash or debit cards into the ledger, please select ‘Post Petty Cash’ from underneath the ‘Petty Cash’ menu.



You will then be presented with a screen showing you all of your un-posted petty cash and debit card transactions.



As normal the column titles are buttons that you can press to sort the columns to locate the transactions you wish to post. You can also enter text into the white fields above each column to filter the columns down to entries that match what you have typed.

Then just select the transactions you wish to post and press the ‘Post’ button at the bottom of the screen.

If you have setup your project to print a posting report, it will be produced now. This can be setup from the ‘Project Setup’ screen. For more information on the ‘Project Setup’ screen please click here.

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