1. Help Center
  2. Templates/Other Information
  3. Entry Window Templates and How to Use Them

Petty Cash Entry Template



How to use the Petty Cash Entry Template


Step 1: Copy entire completed template from excel spreadsheet.

 

TEMPLATE LINK AT BOTTOM OF PAGE

 



Step 2: Click the Enter PC icon on the home page.



Step 3: Click GRAB CLIPBOARD while template is still highlighted in Excel.



Step 4: Information from the template will be filled in automatically.  Click SAVE.



Click this link to download: Petty Cash Import Template