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May 2, 2023
Question

When the accounts were set up, Petty cash was added but not to the banking page. How can I add it to the banking page for transfers and reconcilliation purposes etc?

  • May 2, 2023
  • 1 reply
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1 reply

May 2, 2023

Hello davidjt69

 

Thanks for joining the Community. 

 

Only accounts with a live bank connection will show on the banking page; to view all accounts (including petty cash) click the Cog > Chart of accounts. You'll still be able to select the petty cash account on the drop-down when reviewing the transfer from the banking page.