In this guide, we will show you how to create a Petty Cash Folio Book within the Finance Module.
Access: The minimum permissions required to create an Petty Cash Folio Book are found in the Finance Module of Config>Setup>Roles & Permissions.
Pre-requisites: None
Related Guides:
To begin, go to Module>Finance>Books.
Click on the Select Book Types dropdown.
Select Petty Cash Folio Books and click +New.
Enter the details of the Petty Cash Folio Book as per your requirements and click Save.
The Petty Cash Folio Book has now been added and is available to use.