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Petty Cash Management – Dash SaaS Add-On

(12 Sales)
  • Pre-Required : WorkDo Dash SaaS
  • Free 6 Months of Support
  • Free Lifetime Updates
  • 100% Money Back Guarantee
  • Last Update:

    17 April 2025

  • Published:

    03 February 2025

$39
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How to install Dash Add-On
Petty Cash Management
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 Management
Petty Cash 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
Petty Cash Management
Petty Cash Management

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.

Petty Cash Management
Additionals

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OneDrive

Discover the freedom of accessing your OneDrive files directly from Workdo-dash. No more switching between applications or dealing with cumbersome downloads. With this integration, your OneDrive documents, files, and folders are at your fingertips, effortlessly accessible within the Workdo-dash interface. Edit and view a wide range of file types – from Word documents to Excel spreadsheets, text files, and images – using the Viewer/Editor, all without the need to save files locally.

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Documents

Welcome to Documents Integration in Dash SaaS, your go-to solution for efficient document management. With this powerful integration, managing and organizing your documents becomes a breeze. Say goodbye to the clutter of multiple document storage systems and hello to a centralized hub for all your document needs.

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WorkDo.io is a versatile SaaS and ERP Solution provider designed to help businesses streamline their operations and improve efficiency. It offers a wide range of powerful tools and modules, including project management, HRM, accounting, CRM, inventory, and workflow automation. Tailored for startups, SMEs, and growing enterprises, WorkDo.io provides customizable dashboards and an intuitive interface to manage daily business activities with ease. Its all-in-one platform allows teams to collaborate, monitor performance, and automate repetitive tasks—eliminating the need for multiple disconnected tools. With regular updates, a strong support system, and user-friendly design, WorkDo.io empowers businesses to centralize their operations, enhance productivity, and make data-driven decisions. Whether you're managing teams, finances, or customer relations, WorkDo.io offers a reliable and scalable ERP solution suited for modern business needs.