Importing a new Petty Cash Envelope

Watch the full training video on Petty Cash here:  

Templates can be downloaded from: Eclipse Excel Templates

1. Open the completed Petty Cash Form Envelope Form.  

2. In the Eclipse main menu bar select Petty Cash > Petty Cash Entry.  PC Form Template can be found here

3. Click the Insert button to start a new batch.

4. In the Excel Petty Cash Envelope Form select and highlight the entire form. You can select the entire form either via the shortcut Ctrl+A or by clicking the top left corner of the sheet to select all cells.

5. Copy the entire spreadsheet, via Edit > Copy or the shortcut Ctrl+C.

6. In Eclipse, right-click in the body of the Unposted Petty Cash List window and select Paste New PC Form. The Petty Cash Envelope information will paste into Eclipse. Continue to insert any Petty Cash Envelopes that need to be included in the batch.

Open