How do I process petty cash/sundries?

This article will give you an overview of how to process petty cash/sundry expense withdrawals and deposits.

If you need to remove cash from your cash drawer for salon expenses, you will need to record this in Petty Cash. Click on the Purchase screen and then select Petty Cash

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Taking Out Petty Cash

If withdrawing cash, choose Withdrawal and enter the details into the Description section and click Open Cash Drawer. 

Returning Petty Cash

If you wish to return petty cash, for example, if you took cash out to buy coffee and had change leftover that you'd like to return, follow the same steps as above but click Deposit and change the description (e.g. 'Change from Salon Supplies') and click Open Cash Drawer.

A record of this withdrawal will then appear on your Transactions and Cash Up reports.

You can view these transactions on the financial reports too. Check out this guide to find out more.

To learn about more areas like this in your Phorest system enroll in our Phorest - Your Day To Day course in Phorest Academy - online, on-demand, and on-the-go learning for busy salon professionals.  

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