Transfer money to your petty cash account
Transfer money to the petty cash account you've set up in Xero.
Once you've set up a petty cash account in Xero, transferring funds into it from another bank account works the same as for other bank transfers in Xero.
- On the Accounts menu, select Bank Accounts.
- On the petty cash account, click Manage Account, then click Transfer Money.
Enter the transfer details:
- From - Select the bank account you're transferring money from.
- (Optional) Add tracking - Click if you've set up tracking categories and want to track your transfer.
- To - Select your petty cash account.
- Complete the other fields as required.