Permissions required: Your role must have the required permissions to add, delete, or modify petty cash categories. Typically, only managers and owners have these permissions.

  1. Ensure that you are at the organization level.
  2. Select Admin > Categories > Petty Cash.
  3. On the Manage Petty Cash Categories page, click the Add button
    The Create New Petty Cash Category page appears.
  4. Enter a name for the category in the Category Name field.
  5. Enter a description for the category, and then click Add Category.

       Zenoti adds the category and lists it on the Manage Petty Cash Categories page.

       Learn how to record petty cash transactions

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