It's a common practice in many small businesses to pull cash from a register for a variety of reasons. Whether it's for an office purchase or just taking your team out for lunch, it's important that you can accurately track your cash accounting.

NOTE: 'Use Registers' must be turned on to track adding/withdrawing petty cash. CLICK HERE to learn how to add or remove a register.

To Add or Withdraw Cash From Your Register:

1. Make sure you have a register currently open.

The first time you click on the POS after closing the register, a box will appear asking you to count the cash in the register and input the float to open in the till.

2. Click the Registers icon in the bottom left corner.

This will open a screen to show your current register and tender counts.

3. Click the yellow 'Add/Withdraw' button.

4. Enter in a brief reason (ie: staff lunch, supplies, etc...) and the amount to be added or withdrawn. It's important that you document this information so you can refer to it later if needed. The register report cannot be edited once closed.

5. Confirm

You'll notice a new record on the registers report for your addition or withdrawal.