Petty Cash Management – WorkDo Dash SaaS Finance Add-On

Petty Cash Management – Dash SaaS Add-On.Easily track and control minor business expenses with the Petty Cash Management Add-On for Dash SaaS. This tool simplifies the recording, approval, and reconciliation of petty cash transactions, ensuring transparency and accountability. Ideal for office administrators, finance teams, and SMEs, it helps prevent cash misuse while maintaining accurate records of small expenditures.

Note: This is an addon for WorkDo Dash SaaS, not a standalone script.

   WorkDo Dash SaaS - Open Source ERP with Multi-Workspace

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

Check here : Petty Cash Management Add-On for your ERP System | Easy Integration

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

Check here : View WorkDo Dash SaaS Documentations

Check here : Explore WorkDo Dash SaaS User Manual

Check here : How to install Dash Add-On