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How to make petty cash account as a cash account

K
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  • kae
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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
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Kandy Beatty
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  • March 15, 2023

Hi @kae 

Yes, Petty Cash can be a Cash Account

 

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*.
Chris Hackett
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K
Freshman I
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  • 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

Kandy Beatty
Chris Hackett
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Kandy Beatty
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  • Kandy Beatty
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  • March 15, 2023

HI @kae 

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

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*.
K
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