Step 1: Open Manual Entry Form

Under the Petty Cash Inbox, click the Add icon to create a new manual petty cash transaction.

This feature allows you to record cash expenses without uploading invoices, making it ideal for quick expense booking and day-to-day accounting.

Step 2: Select Transaction Type

Choose the type of petty cash transaction you want to create.

Selecting the correct transaction type ensures accurate accounting and seamless integration with Tally.

Without Item Invoice creates a Purchase Voucher for the expense and a Payment Voucher for the cash payment.

Journal Invoice creates a Journal Voucher for the expense and a Payment Voucher for the payment.

Payment Invoice creates only a Payment Voucher for direct cash payments.

Step 3: Save or Process Entry

After completing the transaction details, click Save, Push to Review, or Push to Tally.

Saving stores the entry for later editing, while pushing it for review or directly to Tally streamlines your accounting workflow and reduces manual bookkeeping effort.

How to add a petty cash entry manually?