---
title: "Create Petty Cash Requests"
slug: "create-petty-cash-requests"
updated: 2023-09-06T12:16:00Z
published: 2023-09-06T12:16:00Z
canonical: "it.ajman.ac.ae/create-petty-cash-requests"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://it.ajman.ac.ae/llms.txt
> Use this file to discover all available pages before exploring further.

# Create Petty Cash Requests

You can create petty cash requests in Dynamics 365 by following the below steps:

1. Once you have logged in, you will be on the Dynamics 365 home page. On the left-hand navigation pane, **click** on **Modules**. ![image.png](https://cdn.document360.io/7a3c00d9-daf1-4451-a1a0-1e6ab8f34fa6/Images/Documentation/image%28364%29.png)
2. Click on **Project management and accounting** module. ![image.png](https://cdn.document360.io/7a3c00d9-daf1-4451-a1a0-1e6ab8f34fa6/Images/Documentation/image%28365%29.png)
3. Under **Journals**, select **Expense**. ![image.png](https://cdn.document360.io/7a3c00d9-daf1-4451-a1a0-1e6ab8f34fa6/Images/Documentation/image%28366%29.png)
4. In this module, you will typically see a screen with a list of existing petty cash and direct billing requests. To create a new request, click on "**New**", usually represented by a plus sign (**+**). ![image.png](https://cdn.document360.io/7a3c00d9-daf1-4451-a1a0-1e6ab8f34fa6/Images/Documentation/image%28368%29.png)

          Note:

          

Requesters can only view and manage their own requests.

1. A new request will be created, prompting you to **select PettyCash** under the **Name** tab, and to **select** your **Department**.  

![image.png](https://cdn.document360.io/7a3c00d9-daf1-4451-a1a0-1e6ab8f34fa6/Images/Documentation/image%28369%29.png)

          Note:

          

Represents the name of your Office/College.

1. Once done, **select** the required Direct Billing (Journal batch number), then **click** on “**Lines**”. ![image.png](https://cdn.document360.io/7a3c00d9-daf1-4451-a1a0-1e6ab8f34fa6/Images/Documentation/image%28370%29.png)
2. **Fill** in the required Petty cash Request details below:

- **Quantity**: Represents the number of items/services.
- **Category**: Represents the predefined categories of the requests.
- **Cost price**: Specify the amount of petty cash you are requesting. This should be the total amount you need for the expenses.
- **Offset Account Type**: By default, it will be set and defined as “Bank”.
- **Offset Account**: It will be fixed as your petty cash account details.
- **Description**: You can add a description about the petty cash request.

1. If you have an invoice with tax details, Navigate to "**General**", then choose "**UAE VAT**" under "**Sales Tax Group**" and select the corresponding "**Item Sales Tax Group**" from the drop-down menu, as illustrated below: ![image.png](https://cdn.document360.io/7a3c00d9-daf1-4451-a1a0-1e6ab8f34fa6/Images/Documentation/image%28427%29.png)
2. After filling in all the necessary details, **review** the information for accuracy, then click on “**Save**”. Then **click** on “**Simulate posting**” under the **Validate** tab, once validated, **click** on the “**Arrow**” icon to **navigate** to the previous page. ![image.png](https://cdn.document360.io/7a3c00d9-daf1-4451-a1a0-1e6ab8f34fa6/Images/Documentation/image%28371%29.png)
3. Click on “**Workflow**”, then “**Submit**”. ![image.png](https://cdn.document360.io/7a3c00d9-daf1-4451-a1a0-1e6ab8f34fa6/Images/Documentation/image%28372%29.png)
4. Make sure to **type your name** in the designated comment box, then proceed to select the “**Submit**” button. ![image.png](https://cdn.document360.io/7a3c00d9-daf1-4451-a1a0-1e6ab8f34fa6/Images/Documentation/image%28373%29.png)