You can manage internal petty cash transactions through your cashiers. For example, if you need to take money from the cashier to pay for an external service.

In this article you can learn about:

• How to take petty cash from the cashier
• How to return petty cash to the cashier
• How to correct a transaction

How to take petty cash from the cashier

1. In Mews Operations, go to the main menu > Finance > Cashier. Alternatively, you can click Cashier on the Dashboard.
2. Click on the name of the cashier you want to take cash from.
3. Click + Transaction paid.
4. Choose the Currency of the cash you want to remove from the cashier.
5. Under Value received, enter the amount of cash you want to remove from the cashier. Note: This can not be a negative value.
6. Under Notes, enter a reason for the transaction. For example, "Flowers for the reception."
7. Click Save.

How to return petty cash to the cashier

1. In Mews Operations, go to the main menu > Finance > Cashier. Alternatively, you can click Cashier on the Dashboard.
2. Click on the name of the cashier you want to return petty cash to.
3. Click + Transaction received.
4. Choose the Currency of the cash you want to pay to the cashier.
5. Under Value received, enter the amount of cash you want to pay to the cashier.
6. Under Notes, enter a reason for the transaction. For example, "Flowers for the reception."
7. Click Save.

How to correct a transaction

You can not delete transactions from a cashier. If you make a mistake, you must post an opposite transaction to cancel it out.

1. In Mews Operations, go to the main menu > Finance > Cashier. Alternatively, you can click Cashier on the Dashboard.
2. Click on the name of the cashier with the transaction you need to correct.
3. Create a transaction that is equal and opposite to the transaction you want to cancel out. If you added money to the cashier by mistake, click + Transaction received to cancel it out. If you took money from the cashier by mistake, click + Transaction paid to cancel it out.
4. Under Notes, explain that the transaction is a correction.
5. Click Save.