---
title: "Add funds to petty cash"
slug: "add-funds-to-petty-cash"
updated: 2026-07-07T18:25:17Z
published: 2026-07-07T18:25:17Z
canonical: "help.wrapbook.com/add-funds-to-petty-cash"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.wrapbook.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Add funds to petty cash

> [!NOTE]
> Petty cash is permission based
> 
> To add petty cash in Wrapbook, your account must have one of the following [roles](/v1/docs/permissions-and-access-control) enabled:
> 
> - Role: *Company Admin, Company Manager, Project Coordinator, Project Assistant*
> - Custom role with: *Accounting & Cost Tracking* / *Petty cash - Full access, Manage*

To add funds to a project’s petty cash:

1. In the left-side navigation, click the dropdown menu
2. In the dropdown menu, select the project that you want to access petty cash for
3. In the project dashboard’s *Petty cash* overview, click **View petty cash**
4. On the project’s *Petty Cash* page, in the *Petty Cash Funding* view, click the **Add funds** button
5. Enter the dollar *Amount*, the full name of the *Pickup person*, the *Department*, and an optional *Description*
6. Click the **Save & Generate PO** button
7. On the new PO page for the petty cash funding enter the details and then click the **Save** button

![Overview of petty cash funding with total amounts and transaction details displayed.](https://cdn.us.document360.io/67f3ef76-1568-46b4-8047-4792fc3a99ce/Images/Documentation/Untitled - 2025-09-10T110940.274.png)

*In the Petty Cash Funding view of the Petty Cash dashboard, click the* ***Add fund*** *button*

![](https://cdn.us.document360.io/67f3ef76-1568-46b4-8047-4792fc3a99ce/Images/Documentation/Screenshot 2025-02-04 at 10.48.16 AM.png)

Enter the details, and then click **Save & Generate PO**