Step 1: Click Inbox under the Petty cash module on the sidebar.

Step 2: Click on the upload button and upload your invoice

Step 3: Once uploaded, click the invoice number to open the entry

Step 4: Select whether you'd like to pass the entry in without item mode/ Journal mode or payment mode

Under without item mode - Two entries will be passed on approving the entry, expense booking under purchase voucher and payment entry.

Under journal mode - Two entries will be passed on approving the entry, expense booking under journal voucher and payment entry.

Under payment mode - Single payment entry under payment voucher will be created.

Step 5: Map the payment, party and/or petty cash ledger for the first time and next time onwards the ledger will be auto-selected. And map the rest of the basic details, payment details and item details.

The narration will show up under the expense entry and the payment description will show up as the payment entry narration in Tally.

Step 6: After filling all the details you can save changes or push it to review or directly approve and push it to Tally.

How to upload and pass a petty cash entry?