Both payment reports and petty cash reports are essential for managing a firm’s finances. Payment reports provide a comprehensive overview of all significant payments made, ensuring transparency and accountability. Petty cash reports tracks of day-to-day expenses, ensuring they are accurately recorded and attributed to the correct client files or general expenses.

 

Steps:

  1. Log into startaz.io
  2. Locate and click on the Office Administration module
  3. Click on the Transactions (payments/transfers) dropdown menu
  4. Select Petty Cash Report or Payment Report from the presented options
  5. Fill in the relevant details on the provided form depending on the report you wish to view 
  6. Once done click on the Submit button to access the report