Recording petty cash
Record cash taken out of the till for milk or stamps, or put in to top up the float, so the end-of-day cash-up still balances.
Petty cash is any cash that leaves or joins the till that isn't a sale: milk and coffee, stamps, a cleaner paid in cash, or change brought from the bank. Recording it means the end-of-day cash-up expects the right amount in the till, so a $4 bottle of milk doesn't show up as the till being short.
Recording cash taken out of or put into the till
- Open Sales → Cash-up. Petty cash is in its own section, under the day's payments.
- Press Add.
- Choose Taken out of the till or Put into the till.
- Enter the Amount.
- Say What for, or tap a suggestion: Milk, Coffee & tea, Stamps or Cleaning for cash out; Float top-up or Change from the bank for cash in.
- Under Who, choose the team member who took or put in the cash. It's you to start with.
- Press Save.
The entry shows with what it was for, who, the time, and the amount in red (out) or green (in).
How petty cash changes the cash-up
The cash expected in the till is:
opening float + cash taken − petty cash taken out + petty cash put in
The cash-up shows it under Cash as Expected in till, spelling out the float and petty cash ("incl. $150.00 float, less $4.50 paid out"). If you add or remove petty cash after the day's cash-up was saved, the cash-up says "Petty cash has changed since this was saved" until it's saved again.
Cash refunds of account credit
When a client's account credit is refunded in cash, it's recorded in petty cash for you, as "Account credit refunded to" and their name, so the till still balances (account credit). It stays in the till's record and can't be removed from petty cash.
Removing a petty cash entry
Recorded something by mistake? Press the bin on the entry and confirm Remove. It isn't deleted: it stays on record, crossed out under Removed, with who removed it, and the cash expected in the till changes.
Petty cash for an earlier day
Petty cash is usually recorded on the day. To add or remove an entry for an earlier day, open that day's cash-up: it needs See reports for the whole salon. You can't record petty cash for a day that hasn't happened yet.
Who can record petty cash
| What | Needs |
|---|---|
| Adding petty cash today | Cash up the till (everyone, to start with) |
| Removing an entry today | Void sales and remove petty cash entries or See reports for the whole salon |
| Adding or removing for an earlier day | See reports for the whole salon too |
Owners have every permission; managers have all of these to start with (roles and permissions). On a shared Front desk device, someone switched in with their PIN can add today's petty cash, but removing an entry needs them signed in with their password.
Common questions
Is petty cash an expense report?
No, it's only there to keep the till right. Keep receipts for your bookkeeping as you normally would.
Someone took $20 out to buy foils. Is that petty cash?
Yes: Taken out of the till, $20, "Foils", with who took it.
We put coins in from the bank. How do I record that?
Put into the till, with Change from the bank. If you swapped notes for coins of the same value, there's nothing to record: the total in the till hasn't changed.
Can the team see who took cash out?
Yes. Every entry shows who took or put in the cash, and removed ones stay visible with who removed them.