Petty Cash Management Integration in Dash SaaS
Introduction
The Petty Cash Management add-on for Dash SaaS helps businesses efficiently track and manage small daily expenses. This documentation provides a step-by-step guide on how to set up the add-on, record transactions, set spending limits, and monitor cash flow. Whether you’re handling office supplies, travel expenses, or other minor costs, this module ensures transparency and better financial control. By following this guide, you’ll learn how to streamline petty cash handling and maintain accurate records without relying on complex accounting tools.
Key Features
- Easy Expense Tracking – Record and track small business expenses in one place without complicated accounting.
- Set Spending Limits – Control cash flow by setting limits for different types of expenses.
- Quick Transaction Logging – Add and update petty cash transactions instantly for accurate record-keeping.
- Detailed Expense Reports – Generate reports to monitor spending and understand where cash is used.
- Cash Balance Monitoring – Keep track of available petty cash to avoid shortages and maintain proper fund management.
Installation
Workflow
Step 1: Super Admin Access
- Make sure your super admin has access to your system before you do anything else.
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- Go to the “add-on manager” area of the super admin dashboard.
- Click the “+” (Module Setup) button to start the setup procedure.
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- You will be asked to upload the ZIP file for the “Petty Cash Management Add-On.”
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- Remember to enable the module after the setup is complete so other people can buy it.
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Step 2: Company Settings Steps
- Once the super admin enables the Petty Cash Management Add-On, company admins can purchase it and gain access.
- Start by heading to the “subscription plan” page and select the relevant “usage plan.”
- After that purchase the Petty Cash Management add-on.
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Step 3: How to use the Petty Cash Management Add-on?
- Once you purchase the Petty Cash Management Add-on, it will appear in the sidebar of your dashboard.
- The staff member must log in to their account to access the petty cash section.
- On the Expense Page, staff members can track their expenses and see how much petty cash has been used.
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- To create a Petty Cash Request, the staff member must go to the Petty Cash Request Page and click the “+” button at the top.
- After clicking the button, they need to enter the required details and amount, then submit the request.
- Once submitted, the request will appear in the list with all the necessary details and its status—approved or declined.
- The staff member can edit or delete their request if needed.
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- If a staff member has paid for an expense out of pocket, they can request a Reimbursement from the Reimbursement Page
- To create a reimbursement request, they must click the “+” button, fill in the details, and submit the request.
- The reimbursement request will also show its status—pending, approved, or declined, and can be edited or deleted if required.
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- Once a staff member submits a petty cash or reimbursement request, the admin can view it on the admin side.
- The Petty Cash Page allows the admin to add new petty cash amounts, view the list, and check details like opening balance, added amount, total expenses, and closing balance.
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- The Expense Page lets the admin track expenses, including details like user, category, type, amount, description, and approval status.
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- The Petty Cash Request Page is where the admin can view, accept, or decline petty cash requests.
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- If a petty cash request is accepted, the requested amount is added to the closing balance of the respective staff member and recorded on the Expense Page.
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- The Reimbursement Page is where admins can approve or decline reimbursement requests.
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- If a reimbursement request is approved, the amount is deducted from the closing balance and recorded as an expense.
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- The Categories Page allows the admin to add and manage different expense categories for better organization.
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Categories
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