Petty Cash

BoothPoint allows authorized users to issue petty cash directly from the POS. Access to petty cash functions depends on the user’s permission level, ensuring only approved staff can withdraw funds.

All petty cash withdrawals are fully recorded, timestamped, and departmentalized for audit and administrative purposes. This ensures complete accountability and provides clear reporting for management and finance teams.

Typical petty cash uses include:

Emergency purchases
Small maintenance items
Staff refreshments
Low‑value operational expenses

Every transaction is logged and can be reviewed in the Petty Cash Viewer.

🧾 Retrieving Petty Cash

📋 Steps

Select the Petty Cash tab on the POS.
Tap or click a petty cash item from the list (e.g., Stationery, Cleaning Supplies, Taxi Fare).
A prompt will appear asking you to enter the value of the petty cash withdrawal.
Confirm the amount to complete the transaction.

The petty cash amount is then deducted from the terminal’s cash balance and recorded for reporting.

Tip

🔧 Permissions

Petty cash access is controlled through Staff Permissions. Only users with the correct authorization will see the Petty Cash tab.

🧾 Reporting

All petty cash withdrawals appear in:

Terminal Z‑Reads
Petty Cash Viewer
Back Office financial reports

⚙️	Best Practice Always enter the exact amount withdrawn and select the correct petty cash category to maintain accurate departmental reporting.