Petty cash in and petty cash out are used to record small cash movements that happen within a restaurant on a daily basis. These transactions usually occur between staff members for essentials such as grocery purchases, emergency expenses, change exchanges, or cash handed over by a manager.
Recording these movements in Grafterr POS helps maintain accurate cash tracking, transparency, and proper reconciliation at the end of the day.
Performing petty cash operations in Grafterr POS:
In order to perform petty cash in and cash out operations in Grafterr POS, follow the steps below:
Open the Grafterr POS application and log in with your credentials. Once you are logged in, you will land on the home page of the application.
Scroll down to locate the “Others” module and click on “Petty cash”. On this screen, you will see two separate options: "Petty cash in" and "Petty cash out", allowing you to record both incoming and outgoing cash movements.
To record a petty cash in transaction, select the appropriate reason, such as cash given by a manager or change received from a purchase. After selecting the reason, enter a clear explanation in the notes section to describe why the cash was received. Next, enter the amount and click on submit. The transaction will be recorded instantly.
To record a petty cash out transaction, follow the same process. Select a suitable reason such as cash given to a manager or payment made for an emergency expense. Add a brief explanation in the notes section, enter the amount, and click on submit to complete the entry.
All petty cash in and petty cash out transactions are automatically recorded and can be reviewed anytime under the "Order history" section.
That’s it! You have successfully learned how to perform petty cash operations in Grafterr POS and view them in the order history. If you face any issues along the way, feel free to reach out to our support team.