You can search and sort your own Petty Cash expenditure by reference, reason or date using these simple steps.

Step 1

Select View My Petty Cash from underneath the Records tab in the main menu.

Edit Petty Cash

Search By Reference Number Or Reason

To search by reference number or reason just enter the text into the small search box at the top of the My Petty Cash Records panel.

Press enter or click the search magnifying glass to the right of the search box.

Once you see the results you can edit items or export them to a spreadsheet.

Search Petty Cash

Search By Date

You can search your own Petty Cash expenditure by date using the date selector at the top right and corner of the My Petty Cash Records panel.

Pick a date range from the calendars or select one of the pre-defined ranges from the right hand side of the data selector.

Click Apply and the search results will be displayed. You can then edit the items or export them to a spreadsheet.

Search Petty Cash