Petty Cash Management | Petty Cash Request | Petty Cash Expense
by DevIntelle Consulting Service Pvt.Ltd$ 25.21
| Required Apps |
•
Employees (hr)
• Invoicing (account) • Discuss (mail) |
| Technical Name |
dev_petty_cash
|
| License | OPL-1 |
| Also available in version | 17.0 16.0 |
Introduction
This module simplifies petty cash operations by integrating request handling, approval workflows, and fund tracking directly within Odoo. Users can submit petty cash requests, managers can approve or reject them, and the system automatically handles accounting entries and balance monitoring. This ensures timely reimbursements, transparency, and accurate cash control.
Key Features
Enable employees to submit petty cash requests with amount details
Allow managers to review and approve or reject petty cash requests
Automatically generate accounting entries upon approval to reflect cash movements
Track real-time balance of petty cash holders and require replenishment when funds are low
Integrate seamlessly with Odoo’s accounting system for streamlined processing
Benefits
Enhances efficiency by automating petty cash workflows and approvals
Reduces manual errors and administrative overhead in expense tracking
Ensures clear accountability with structured request and approval processes
Improves financial control through real-time balance monitoring
Elevates transparency and auditability of petty cash operations
Compatibility & Technical Details
Technical Name: dev_petty_cash
Required Modules: Expenses, Accounting, and a petty cash tracking base module
License: AGPL-3 or standard Odoo-compatible license
Installation Steps:
Ensure Expense and Accounting modules are installed.
Install the dev_petty_cash module to activate petty cash workflows.
Configure petty cash holders, request routes, and replenishment thresholds.
Petty Cash Management in Odoo
Petty cash management
odoo app designed to simplify the management of petty cash
transactions.
It allows users to create and handle petty cash requests, record expenses, and manage the
approval workflow. The module includes a dashboard for an overview of all petty cash activities,
enabling users to track and monitor transactions effectively. Additionally, it provides
reporting capabilities, allowing users to print petty cash requests and expenses as PDF reports.
The module integrates with Odoo's Employees, Invoicing, and Discuss modules, ensuring a cohesive
and efficient management process. Payments can be registered and reconciled within the module,
providing a complete solution for managing petty cash in an organization.
Overall, this app ensures efficient petty cash management, improved authorization workflows,
and enhanced integration with your existing Odoo modules, streamlining financial operations and
reducing manual errors.
Features
- Allows for the creation and management of petty cash requests and expenses.
- Facilitates an approval process for petty cash requests, ensuring proper authorization.
- Provides a dashboard for an overview and the ability to print PDF reports of transactions.
-
Reporting:
- Print Petty Cash Request as PDF Report
- Print Petty Cash Expense as PDF Report
- Enables the registration and reconciliation of petty cash payments.
Petty Cash Dashboard
Petty Cash Request
Petty Cash Approve Request
Request Approv
Petty Cash Payment
Petty Cash Journal Entries
Print Petty Cash Request Report
Petty Cash All Request
Expense Request
Register Payment
Reconcile Payment
Check Payment
Petty Cash Balance Over
Print Petty Cash Expense Report
Version 1.2 | Released on : 13 th May 2024
Version 1.1 | Released on : 30 st April 2024
Version 1.0 | Released on : 19 th April 2024
-
Is this app compatible with Odoo Enterprise?
- Yes, our app works with Odoo Enterprise as well as Community.
-
If need of customization in this app, How can i contact ?
- Please contact us on [email protected]
-
Do i get free support?
- Yes, you will get free support for 90days.
-
Do i get free updates?
- Yes, you will get free updates for lifetime.
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Do i have to buy this module for each version ?
- Yes, you have to buy this module for each version.
Support
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Odoo Proprietary License v1.0 This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file). You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one). It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software. The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.