In this guide, we will display the steps to process Petty Cash through the ePOS Hybrid Operator App.

Firstly, log onto your Admin Panel at https://eposhybrid.uk/ or via your ePOS Hybrid Operator App.

Once logged in, select Restaurant Setup, followed by Settings. Scroll down to Petty Cash-In Reasons and click Open.

The Petty Cash-In Reasons section will open, allowing you to add default reasons to be selected when Petty Cash is processed via the Operator App. Use the textbox and the green + Add button to add new reasons, click the green Edit icon in the Action column to amend existing reasons and the red Delete icon to remove any reasons no longer required.

After your Petty Cash-In Reasons are complete, scroll down to Petty Cash-Out Reasons and click Open.

The Petty Cash-Out Reasons section will open, allowing you to add default reasons to be selected when Petty Cash is processed via the Operator App. Use the textbox and the green + Add button to add new reasons, click the green Edit icon in the Action column to amend existing reasons and the red Delete icon to remove any reasons no longer required.

Once both Petty Cash In & Out Reasons are ready to use, open the ePOS Hybrid Operator App.

**PLEASE NOTE: Only operators with the Petty Cash Permission enabled in Staff Management will be able to access this option on the Operator App - review the ePOS Hybrid Academy Staff Management Guide for more information on Permissions**

Once on the front page of the Operator App, select Extras, then scroll down to Manager Actions and select Petty Cash.

After Petty Cash is selected, the Petty Cash pop-up will open, allowing either Petty Cash In or Petty Cash Out to be selected.

Select the appropriate In/Out option and use the dropdown to select the reason for the Petty Cash. If a relevant reason is not available, select Miscellaneous to open a free-form textbox. Once the amount has been entered, tap SUBMIT to complete the transaction.

After the Petty Cash In/Out transaction has been completed, a printout will be generated (if a printer is connected). 

The amount will be visible on your X Report, which can be viewed by selecting Extras, scrolling to Manager Actions then tapping X Report on the Operator App. If a Petty Cash In/Out transaction has been processed, the amount will be visible in the Others section of the report.

Historic Petty Cash reporting can be viewed on the Admin Panel. Once logged into the Admin Panel, select Reports, followed by Financial Reports then selecting Petty Cash.

The above Petty Cash screen will open, allowing reports to be generated and downloaded in PDF and Excel formats.

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