Business Cash is any physical cash you have in the business. This may be from a customer who has paid you in cash, money that has been drawn from the business bank account, physical cash that the Owner has put into the business, or a business loan paid in cash. 



Business Cash can be found on the Finance dashboard.




1. To Add an Entry in Business Cash

  • Click on the Finance dashboard and then on the Business Cash button. The current months entries will be displayed on the screen.
  • Click on the Add New link on the far right of the screen. .


  • To record a transaction of money going out of Business Cash click on the red Money Out button. To record money going into the business click on the green Money In button.
  • Fill in all the details and click on the Save button. The reference fields are for your individual company references to enable you to easily recall the transaction.


2. To Split a Business Cash item


Sometimes you may receive cash in payment for more than one invoice or you may be buying goods that fall into different expense categories. In order to record these transactions correctly you are able to split the entry. You are able to split the entry as many times as you need.



  • Click on the Finance dashboard and then on the Business Cash button. Click on the Add New link on the far right of the screen and then either on the Money In or the Money Out button.



  • Click on the Split Item box on the right hand side of the screen.



  • Enter the details and click on the Save button. 
  • Should you need to split an entry more than twice click on the green square with the white cross as many times as necessary.


3. To Print Business Cash

  • Click on the Finance dashboard and then on the Business Cash button.
  • Select the month from the drop down menu and click on the pdf icon on the top right of the screen.
  • Click on the print icon on the toolbar. 


4. To Delete a Business Cash entry.

  • Click on the Finance dashboard and then on the Business Cash button.
  • Search for the entry by selecting the month in the drop down menu.
  • Click on the delete icon (red square with a white cross). A pop up message will appear to confirm your action. To continue press Yes to continue or No to cancel.