Petty Cash › Help › Numbering, printing and saved copies

Saved petty cash books: find, open, copy and edit

Everything you save stays in this browser's data home. The Saved petty cash books button lists them, newest first.

Step by step

1. Press Saved petty cash books. At the top of the maker.
2. Search. Type part of the number or the name.
3. Open one. It opens in the maker as Editing saved petty cash book. Change it and press Save, or print it again.
4. Copy one. Use the copy action to start a new petty cash book with the same lines and a new number.
5. Status. Set the status where the maker has one, so you know what is pending.
6. Start a fresh one. Press New petty cash book.

Worked example

A petty cash book sent last month needs a correction. Saved petty cash books › search its number › open › fix the line › Save › Share. The edit is written in its edit history (My data › Changes).

Common mistakes and how to fix them

• A saved petty cash book is missing. It was saved in another browser or device, or deleted. Check My data › Recycle bin, or restore your backup.
• Editing a document of a closed year. The maker refuses; open the year again in the App (Year end) if you must.

Related help

All help on Petty Cash · Help for the Nivesh Sahayak App