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Enable petty cash expenses without creating a petty cash balance

The front desk staff can initiate petty cash expenses directly through the Expenses workflow without first establishing a positive petty cash balance.

  1. At the organization level, click the Configuration icon.

  2. Search for and select the Enable petty cash expenses without creating a petty cash balance setting from the Appointment and Queue management section.

  3. Enable the setting.

  4. Click Save.

To disable this feature, turn off the Enable petty cash expenses without creating a petty cash balance setting.

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