Cash Transactions can be recorded in the Voly Account by any user with permission to do so. Cash Transactions are manual additions to the system and can be checked and locked when needed to maintain accurate accounts.
1. Go to Banking, then click on your cash account.
2. Once in your cash account, click ‘New purchase +’, on the top right-hand corner of the screen.
3. On the next screen, fill out the purchase details.
To add multiple lines, click the Advanced button on the top right-hand corner.
Once ready, click ‘Save’. The cash purchase has now been recorded in your cash account.
How to Add a Cash Transaction - Desktop
Add Cash Refunds
1. Go to Banking, then click on your cash account.
2. Once in your cash account, click ‘New purchase +’, on the top right-hand corner of the screen.
3. On the next screen, fill out the purchase details.
In the Total Amount, add a MINUS before the amount. E.g. -100.
To add multiple lines, click the Advanced button on the top right-hand corner.
Once ready, click ‘Save’. The cash purchase has now been recorded in your cash account.
Still have questions?
Send us a message through the chat icon in the web app, email us or keep looking through our Help Centre for more information.