Forum Discussion

Katherine85's avatar
3 years ago

Where can I see a running balance of Petty Cash account?

I would like to see a running ballance of the Petty Cash account. SImilar to the Bank Register in AccountRight

 

Thanks Katherine

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  • TheCoolShop's avatar
    TheCoolShop
    Experienced Cover User
    3 years ago

    Yes, its very anoying not being able to see

    super

    payg

    pettycash

    credit card

    balances on the dashboard like in the old myob.

  • Hi Katherine85 

     

    I would run the General ledger report which would outline the transactions for an account and also provide a balance of them. This report can be run via Reporting>>Reports>>General ledger report - you will be able to run this report for that specific account and a date range if required.