A) Used to initiate petty cash configuration for the selected employee.

A dedicated button titled “Petty Cash Setup” is available in the employee profile. It allows configuration of petty cash handling for individual employees. This setup ensures each employee is linked to a specific petty cash account.

B) User selects an option and clicks confirm to proceed.

A wizard interface appears prompting the user to select setup with or without a journal. This step facilitates quick and structured petty cash account creation. It ensures accurate accounting linkage based on selected configuration.

C) This connects the employee to petty cash accounting records.

Upon confirmation, the system automatically creates and links the petty cash account and journal. These details are updated in the employee form view for reference. It enables financial traceability for all petty cash transactions.

D) User can request and manage petty cash from here.

A new petty cash menu is added under the Invoicing module for user access. It allows employees or managers to raise and process petty cash requests. This centralized access improves operational efficiency and monitoring.

E) The request moves through steps like approve and payment.

Employees can submit petty cash requests by entering the amount, date, and purpose. Each request follows a workflow—draft, submitted, approved, and paid. This structured flow ensures authorization and budget compliance.

F)A reference number confirms it is paid to employee.

Once approved, the petty cash transaction reflects a payment reference for transparency. It confirms disbursement of funds to the respective employee. This reference is crucial for audit and reconciliation purposes.

G) This ensures invoice is paid using employee’s petty cash.

While registering payment for an invoice, the petty cash journal can be selected. This enables settling invoices using the employee's petty cash fund. It ensures correct accounting entries against the respective employee account.

H) Helps track how much petty cash the employee has.

The petty cash account displays critical details such as current balance and account name. It provides real-time visibility into available funds for each employee. This supports accurate financial planning and tracking.

I) You can track all movements of money clearly.

The system logs every debit and credit entry related to petty cash in the journal. These entries offer complete traceability of fund usage. They also support compliance, reporting, and audit readiness.