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.
- Ensure that you are at the organization level.
- Select Admin > Categories > Petty Cash.
- On the Manage Petty Cash Categories page, click the Add button
The Create New Petty Cash Category page appears.
- Enter a name for the category in the Category Name field.
- 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.