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How to make petty cash account as a cash account

  • March 15, 2023
  • 3 replies
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Freshman I

Dear Acumatica users and experts,

Is there any way to make petty cash account as a cash account. The reason I asked because I would like to ask the possibility to access petty cash as a cash account in Receivables Module. The person-in-charge responsible for petty cash but we would like to restrict him/her to use only receivable module

 

Thanks

Best answer by Kandy Beatty

Hi @kae 

Yes, Petty Cash can be a Cash Account

 

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    Kandy Beatty
    Captain II
    Forum|alt.badge.img+18

    Hi @kae 

    Yes, Petty Cash can be a Cash Account

     

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    Kandy ~ If a member helped you, please *Like* their post, and if a member provided an answer to your question, please mark it as *Best Answer*.
      Freshman I
      • kae
      • Author
      • Freshman I
      • March 15, 2023

      Dear @kandybeatty49

      Thanks for your prompt reply. I think I figured out why I can’t set my petty cash account as a cash account.

      In Cash Management Preferences, my petty cash account was set as Cash-In-Transit Account. So if I want to set my petty cash account as a cash account, I cannot use the same account as my Cash-In-Transit Account. Is it correct?

       

      Kindly correct me if I’m wrong.

       

      Thanks

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        Kandy Beatty
        Captain II
        Forum|alt.badge.img+18

        HI @kae 

        Yes, it can not be the Cash-In-Transit account. 

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        Kandy ~ If a member helped you, please *Like* their post, and if a member provided an answer to your question, please mark it as *Best Answer*.
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