Manage petty cash transactions effortlessly by tracking fund additions, expenses, and reimbursements. Monitor balances dynamically to ensure accurate financial control.

Add to cart Documentation

Key Features Of :

Businesses Where Appointments Are Commonly Necessary Include

Petty Cash Tracking
Fund Addition Management
Expense Monitoring
Request & Approval System
Category-based Expenses
Reimbursement Management
Role-based Access
Workspace-Specific Transactions
Secure & User-Friendly

STRONG BRAND

Fund Addition & Balance Calculation

Easily add funds to the petty cash account while maintaining real-time calculations of total balance, expenses, and available cash. Ensure every transaction is accounted for.

Automatic balance updates
Maintain accurate records of added funds
Ensure proper financial management

Petty Cash Request & Approval

Employees can request petty cash for business expenses. Requests go through an approval process, ensuring proper oversight and preventing unauthorized expenditures.

Streamlined request process
Approval-based workflow for transparency
Status tracking (pending, approved, rejected)

Category-Based Expense Management

Expenses are categorized for better tracking and analysis. Assign expenses to predefined categories to monitor spending patterns effectively.

Organized expense tracking
Customizable categories for reporting
Easier financial auditing

Reimbursement Management System

Users can submit reimbursement requests with receipts for business-related expenses. Approvals ensure compliance with financial policies before completion.

Upload receipts for verification
Multi-step approval system
Track status from request to completion

From our system

Screenshots from our system

To explore the functionality and usage of these Add-Ons, refer to the accompanying screenshots for step-by-step instructions on how to maximize their features.

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Contact Us for Support :

You will get immediate support from our support desk. Please visit here https://support.workdo.io/

Item support includes:

Answer pre-sale questions or query
Answering technical questions about item's features
Assistance with reported bugs and issues
Help with included 3rd party assets
Free Installation services in some cases

However, item support does not include:

Customization services

Check Documents & Tutorials

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Petty Cash Management – Dash SaaS Add-On