Petty Cash

Concept#

The Petty Cash page works with petty cash request records in Self Service. It gives an employee or manager access to the personal workflow without needing the full back-office module.

Fields#

HowTo#

1. Open Self Service and choose Petty Cash from the Admin area.
2. Use filters or search to find the relevant personal record.
3. Open the record to review details, dates, amounts, balances, comments, or approval status.
4. For editable workflows, choose New or Update, complete the required fields, and save.
5. Confirm the request, profile, leave, appraisal, or compensation record shows the expected status.