Deleting a petty cash record

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In some circumstances, a petty cash transaction may be recorded in error, such as being added to the wrong resident or entered with incorrect details. 

Found allows full access users to the billing module to delete such records. This functionality helps maintain accurate and compliant financial records.

Important: The delete function should only be used to remove transactions that were added in error. It is not appropriate to use this function for reversing valid withdrawals. 

How to delete a petty cash record

1. Navigate to the resident profile

2. Select the Billing tab

3. Select the Petty Cash Ledger tab

4. Click the three-dot menu next to the transaction you wish to delete.

5. Select ‘Delete Transaction’

Viewing deleted transactions

After deletion, the transaction is not permanently removed but instead soft deleted. It is moved to the Deleted table, which can be accessed as follows:

• Navigate to the petty cash ledger

• Click View Deleted

This ensures all activity is auditable and visible to users with the appropriate access.