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Create or edit petty cash reasons

Manage petty cash category codes.

Jon Lee avatar
Written by Jon Lee
Updated over 3 months ago

Managing petty cash codes in EPoS Manager helps maintain accurate records and ensures consistency across transactions.

Whether you're adding new reasons or updating existing ones, it's important to follow the correct process to preserve historical data and system integrity.

  1. Log in to EPoS Manager.

  2. Click System Maintenance and select Codes Maintenance.

  3. Use the drop-down menu to select Petty Cash Codes.

  4. Click Add to create a new code and enter a description.

  5. To edit an existing code, double-click on the description.

  6. Click Save to apply changes.

⚠️ Important: Deleting a petty cash code will also erase its historical data. Instead, we recommend marking the code as inactive by unchecking the In Use checkbox.

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