Record your petty cash purchases

Record petty cash purchases in the petty cash account set up in Xero, and optionally attach receipts.

  1. On the Accounts menu, select Bank Accounts.
  2. On your petty cash account, click Manage Account.
  3. Click Account Transactions.
  4. Click New Transaction.
  5. Enter information into the Spend Money fields.
  6. (Optional) Add a photo or scanned image of your receipt.
  7. Click Save.