Petty cash is permission based
To add petty cash in Wrapbook, your account must have one of the following roles enabled:
Role: Company Admin, Company Manager, Project Coordinator, Project Assistant
Custom role with: Petty cash - Full access, Manage
To add funds to a project’s petty cash:
In the left-side navigation, click the dropdown menu
In the dropdown menu, select the project that you want to access petty cash for
In the project dashboard’s Petty cash overview, click View petty cash
On the project’s Petty Cash page, in the Petty Cash Funding view, click the Add funds button
Enter the dollar Amount, the full name of the Pickup person, the Department, and an optional Description
Click the Save & Generate PO button
On the new PO page for the petty cash funding enter the details and then click the Save button
Select a project, then click View petty cash
In the Petty Cash Funding view, click the Add funds button
Enter the details, and then click Save & Generate PO