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
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
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 :
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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
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