Petty Cash Management
Track, manage, and approve petty cash expenses with real-time balance insights and secure workflows for fund control.
Key Features
Fund addition and automatic balance updates
Role-based petty cash request and approval system
Category-based expense management and tracking
Reimbursement with receipt uploads and multi-level approval
Workspace-specific petty cash transactions and access control
Real-Time Fund Addition & Balance Management
Easily add funds to your petty cash pool and watch your balances update automatically. Every addition is logged, categorized, and contributes to real-time visibility of your organization’s available cash. Stay informed about how much has been added, spent, and what’s left—without manual calculations.
Request & Approval Workflow
Employees can raise petty cash requests for work-related expenses through a structured workflow. Each request passes through a defined approval process to ensure proper validation, with clear status updates for pending, approved, or rejected requests. This safeguards company funds while keeping the process efficient and accountable.
Reimbursement and Categorized Expense Control
Whether it’s travel, supplies, or client meetings—expenses can be categorized for better tracking. Reimbursement requests can include receipt uploads and go through multiple levels of approval before being finalized. This creates an audit-friendly trail and simplifies monthly reconciliations.
Full Description
Smarter, Safer Petty Cash Management
Handle small business expenditures with full control using the Petty Cash Management Add-On. From fund addition to real-time balance updates and secure approval processes, this tool ensures nothing slips through the cracks. It’s built to give administrators visibility while empowering teams to request what they need—responsibly.
Customize expense categories, view detailed transaction logs, and run workspace-specific operations without crossover. Employees can submit reimbursement claims with receipts, while managers can monitor, approve, or reject with just a few clicks. Say goodbye to spreadsheets and hello to secure, structured, and scalable petty cash handling.
Whether you’re managing multiple departments or just need a better system for everyday business spend, this add-on is your pocket-friendly financial assistant—simple, secure, and efficient.