How to Add a Petty Cash Account in Xero

Quick summary

Adding a petty cash account in Xero takes just a few steps using the Bank Accounts section under Accounting. You can create the account without a bank feed by manually entering details such as account name, type, number, and currency.

Steps

1. On Xero's main dashboard, go to the top menu bar and click Accounting.
2. Choose Bank Accounts from the dropdown list of options.
3. Click Add Bank Account to begin creating a new account.
4. Click Add Without Bank Feed in the top-right corner to proceed manually.
5. Tap Continue to accept the terms and move to the next step.
6. Enter the required account details, including Bank Name, Account Name, Account Type, Account Number, and Currency for your petty cash account.
7. Review your input and click Add Account to save.
8. The petty cash account will be added instantly and appear in your bank accounts list.