Change to Petty Cash

Support
1

Feature requested

change to petty cash automatically

Typical use case

When you select Cash, why doesn’t the system auto change to petty cash as this can be the only option for marking payments in purchase invoice or sales invoice. Is it possible to do this?

Thanks
Sam

2

Hello Sam

When you select Cash

where are you selecting “Cash”?

why doesn’t the system auto change to petty cash as this can be the only option for marking payments in purchase invoice or sales invoice.

Sales and Purchase invoices can be paid by any bank in your bank list.

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3

The payment details section at the bottom of the “new purchase” screen is the only place I’ve spotted that still has a drop down where you can choose bank transfer/cash/etc separate from the target bank account.

5

Hi Steve, sorry no I mean. When you select Cash account, then in the other box select Petty Cash, bacs, card … should this change automatically? as its obvious its petty cash

I could be wrong

Sam

6

That is correct Ian

Sam

7

Hello Sam

As per ian_roberts comment I suspect the box will be removed as we removed these boxes in all other screens.

The were removed as there were no other reports behind them and as you say if you select your cash account, it would be a cash payment

8

Ok, will expect it to disappear then at some point

Regards

Sam

Shephard Services Ltd