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How can we add items purchased with Petty Cash to our inventory? Is there a way to receive them without a PO?

Lee Grisham
We have to buy certain items from stores as we cannot purchase a necessary volume from our vendors. These purchases happen regularly and petty cash is used to obtain the item. Is there a way for us add these items to our inventory in Adaco?   Thanks,
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Mark Whitmore

Hi @Hudley Grisham​ ,

 

Many thanks for your great question.

 

We would recommend you create a payment type Property > Setup > Accounting > Payment Methods called 'Petty Cash' and select it not to export to your AP Export.

 

You can then create a requisition/PO for the products, not transmit to a vendor and when receiving add the payment type of Petty cash.

 

I hope that helps.

 

Best

Mark

Fourth

Lee Grisham

That's very helpful, Mark! Should we create a Petty Cash Vendor as well?

Mark Whitmore

You can do, but as long as you aren't transmitting the order (or have auto create and transmit on) it won't matter.

 

Best

Mark

Fourth​

Mark Whitmore

Hi @Hudley Grisham​ ,

 

Many thanks for your great question.

 

We would recommend you create a payment type Property > Setup > Accounting > Payment Methods called 'Petty Cash' and select it not to export to your AP Export.

 

You can then create a requisition/PO for the products, not transmit to a vendor and when receiving add the payment type of Petty cash.

 

I hope that helps.

 

Best

Mark

Fourth

Lee Grisham

That's very helpful, Mark! Should we create a Petty Cash Vendor as well?

Mark Whitmore

You can do, but as long as you aren't transmitting the order (or have auto create and transmit on) it won't matter.

 

Best

Mark

Fourth​

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