3.2.15  Manage Petty Cash

Petty cash for Clinical care is available by accessing the ‘Manage Petty cash’ hyperlink from the Resident’s home page.

To enter details, users with the relevant permissions, select the relevant choices

1. Action- Adding to Petty cash or Withdraw

2. Amount

3. By: the user can free text who actioned the deposit/withdrawal

4. Notes: a user can enter notes re the transaction

5. Transaction date: automatically populates with a date picker

Press to confirm the transaction. The balance will display

By selecting  will open the List Report feature automatically. Scroll to select from

• Petty cash – facility summary report

1. From date

2. End date

3. Facility: Select Facility

4. Resident: All / Individual Resident list selection

5. Include UnAdmitted Resident check box: yes / no

• Petty cash – resident detailed report

NB: select the date ranges, the Facility name, the Required resident and ‘Show Report Now’

Alternatively a user can use the date range selectors to display a transaction history from the resident home page.

NB: the ability to ‘Save in Error’ hyperlink will negate the transaction and restore the account

balance.