---
title: "View and update petty cash transactions"
slug: "view-and-update-petty-cash-transactions"
updated: 2026-07-07T18:25:50Z
published: 2026-07-07T18:25:50Z
canonical: "help.wrapbook.com/view-and-update-petty-cash-transactions"
---

> ## 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.

# View and update petty cash transactions

> [!NOTE]
> Petty cash is permission based
> 
> To access 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 view and update petty cash transactions:

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 *Petty Cash* page *Envelopes* view, click on the name of the project worker that you want to see petty cash transaction details for
5. On a worker’s petty cash *Envelope* page, you can click the **Edit** button next to any transaction to update it
6. In the *Edit cash transaction* popup, make your changes and then click the **Save** button

To update the status of a project worker’s petty cash envelope:

1. On the *Petty Cash* page, in the *Envelopes* view, click the name of the worker who received the petty cash envelope
2. On the worker’s *Envelope* page, click the **Return envelope button**
3. In the popup, click the **Confirm return** button

To delete a worker’s petty cash transactions:

1. On a worker’s petty cash *Envelope* page, click the **Edit** button next to the transaction that you want to delete
2. In the *Edit cash transaction* popup, click the trash icon
3. In the popup click **OK** to confirm

![Overview of petty cash distribution with highlighted envelopes and individual transactions listed.](https://cdn.us.document360.io/67f3ef76-1568-46b4-8047-4792fc3a99ce/Images/Documentation/Untitled - 2025-09-10T111813.190.png)

*In the Envelopes view of the Petty Cash dashboard, click on the worker's name*

![Overview of financial envelope showing transactions and distributions for Jesse Gaffer.](https://cdn.us.document360.io/67f3ef76-1568-46b4-8047-4792fc3a99ce/Images/Documentation/Untitled - 2025-09-10T112034.280.png)

*Click the* ***Edit*** *button next to a transaction to update it*

![](https://cdn.us.document360.io/67f3ef76-1568-46b4-8047-4792fc3a99ce/Images/Documentation/image-1757528587768.png)

*Enter the details and then click Save button to update, or click the icon of the trashcan to delete the transaction*

![Envelope summary showing total disbursed, spent, and outstanding amounts for transactions.](https://cdn.us.document360.io/67f3ef76-1568-46b4-8047-4792fc3a99ce/Images/Documentation/Untitled - 2025-09-10T112156.885.png)

*To update the status of a worker’s petty cash, click the* ***Return envelope*** *button*

An envelope designed with appropriate categories for cash amounts, for the purpose of submitting receipts and other related documents required for petty cash accounting.