To modify your previously created petty cash or debit card transactions, either those you have entered directly into Moneypenny (via in-tray or without) and also those your have imported from Excel, select ‘Modify Petty Cash’ from the ‘Petty Cash’ menu.
You will then be presented with a list of all of your not yet posted PC/DB transactions to select which one to modify.
Then just double click the entry you wish to modify and the ‘Modify Petty Cash’ screen will open waiting for your changes.
Please click on the image to view it full screen, then the back button to return.
This screen behaves identically to the ‘Enter Petty Cash’ or ‘Enter Debit Card, so please click here for more information on PC or here for more information on Debit Cards.