The Petty Cash Report tracks all petty cash transactions recorded in Simple Salon over a selected date range. Use it to monitor cash withdrawals and expenses paid from the register.
How to Access
Navigate to Reporting > Report List > Petty Cash Report.
Filters
- From and To - Select the date range for the report
- Go - Run the report
Report Columns
The report displays a list of petty cash transactions recorded during the selected period, including the date, description, and amount of each transaction.
Available Actions
- Export as CSV - Download the report data as a spreadsheet
- Print - Print the report
Example
At the end of the month, you need to reconcile petty cash expenses. Set the date range to the current month and click Go. The report lists every petty cash transaction, so you can compare it against your physical petty cash records and receipts. Export to CSV to attach to your bookkeeping records.
Related Reports
- Transaction Report - View all financial transactions including cash movements
- End-Of-Day Report - Reconcile daily cash totals
If you have any questions, please send them to us via the Submit a Request option.