In this video, I will show you how to issue petty cash to a crew member and how to return unused funds. This process keeps your petty cash balances accurate and easy to reconcile.

Issuing petty cash means giving cash to a crew member, while returning petty cash means bringing unused cash back into the project’s account.

To issue cash, open your Petty Cash Envelope and click Issue Petty Cash.

Enter a Description (e.g., ‘Art Dept Travel’) and the Amount you are handing out. Click Save to record the issuance.

This transaction is now pending. You must Approve it to confirm the cash has been handed over. Once approved, the envelope’s balance decreases, and the crew member is responsible for that amount.

To return unused cash, select Return Petty Cash from the menu.

Enter a Description (e.g., ‘Return Unused Cash’) and the Amount being returned. Click Save.

Just like issuance, returns must be Approved to be finalized. Once approved, the cash is added back to the envelope’s available balance.

By recording every issuance and return, you maintain a clear audit trail of who has cash and how much is available.