Finance
Petty Cash Management
Know what is in the cash box, and who spent the rest.
Petty Cash Management tracks the small cash float most businesses run and rarely account for properly. Funds added, expenses claimed and the cash still available are calculated in real time, employee requests and reimbursements pass through approval with receipts attached, and every expense is filed under a category you defined.
Inside Petty Cash Management
What you get when you switch it on.
Fund top-ups
Add funds to the petty cash account and the balance updates on its own, with an accurate record kept of every addition made.
Live balance
Total balance, total expenses and available cash are calculated in real time, so the figure on screen matches what should be in the box.
Cash requests
Employees request petty cash for business expenses rather than taking it and explaining afterwards, which is what makes the balance trustworthy.
Approval workflow
Requests run through an approval-based workflow with pending, approved and rejected statuses, so every movement of cash has been agreed by someone.
Expense categories
Expenses are categorised as they are recorded, using categories you customise, which turns a pile of small payments into a spending pattern you can read.
Reimbursements with receipts
Staff who spent their own money submit a reimbursement request with the receipt uploaded, and it passes through a multi-step approval before completion.
Inside the screens
What Petty Cash Management looks like day to day.
Placeholder imageWhere it earns its place
What teams switch Petty Cash Management on for.
01
Running an office float
Top-ups, spending and the cash still available are tracked in one place, so the float is reconciled continuously rather than counted once a quarter.
02
Staff out-of-pocket claims
An employee who paid for something themselves uploads the receipt with the claim, and the multi-step approval leaves a verifiable trail behind the repayment.
03
Seeing where small money goes
Customisable categories turn a stream of minor expenses into a spending pattern, which is usually where the surprises are.
Features
Everything in Petty Cash Management.
- Add funds to the petty cash account
- Automatic balance updates on fund additions
- Real-time total balance, expenses and available cash
- Employee petty cash requests
- Approval-based request workflow
- Pending, approved and rejected request statuses
- Customisable expense categories
- Categorised expense tracking
- Reimbursement requests for business expenses
- Receipt upload for verification
- Multi-step reimbursement approval
- Status tracking from request through to completion
How add-ons work
Petty Cash Management is not a separate app.
It runs inside GetBizApps Suite, on the same data, behind the same login.
01
Switch it on
Enable the add-on from your workspace. It appears alongside everything else already running — no separate install, no second login.
02
It shares your data
The add-on reads and writes the same customers, staff and records as the rest of the Suite, so nothing has to be re-keyed or synced.
03
Your roles still apply
Existing permissions carry across. Decide which teams see the add-on, and what they are allowed to do inside it.
04
Your price adjusts
It joins your subscription as one more enabled add-on, and comes off again if you turn it back off.
See what Petty Cash Management costs alongside the rest of your setup.
Build your priceWhat teams say
Why teams run on GetBizApps Suite.
These are customers talking about the Suite as a whole rather than the Petty Cash Management add-on specifically — every add-on runs on the same platform they are describing.
The webhook and API options were important for us because we already had internal systems. GBA Suites fitted into our workflow rather than forcing us to rebuild everything around it.
We connected Slack notifications, cloud storage and our payment gateway with GBA Suites. Those small integrations have reduced a surprising amount of manual follow-up.
The proposal-to-invoice workflow has been especially useful for our agency. Once a deal is approved, the rest of the process is much more structured.
Where it is used
Often switched on together
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ViewFAQ
Petty Cash Management questions.
What people ask before switching this one on.
Funds added to the account update the balance automatically, and total balance, total expenses and available cash are calculated in real time. Because requests and reimbursements pass through approval before they affect the account, the recorded figure reflects agreed movements rather than assumptions.
Employees submit a request for the business expense they need cash for, and it enters an approval-based workflow. The request shows as pending until it is approved or rejected, so both the employee and the person holding the cash can see where it stands.
When someone has paid for a business expense themselves, they submit a reimbursement request and upload the receipt for verification. The claim then passes through a multi-step approval process before it is completed, and its status is trackable at every stage.
Yes. Expenses are categorised as they are recorded, and the categories are customisable to match how your business thinks about small spending. That turns individual payments into a pattern you can monitor rather than a list you file.
Petty Cash Management is a GetBizApps Suite add-on for running a petty cash account. Funds added to the account update the balance automatically with real-time totals for balance, expenses and available cash; employees request petty cash and submit reimbursement claims with receipts through an approval-based workflow; and every expense is filed under a customisable category with pending, approved or rejected status visible throughout. It is available at https://getbizapps.com/addons/petty-cash-management.
Petty Cash Management is billed as one of the add-ons in your GetBizApps Suite subscription. Your total is built from the add-ons you switch on, your number of users and the duration you commit to, in USD or INR. You can model it on the pricing page at https://getbizapps.com/pricing.
Petty Cash Management runs inside GetBizApps Suite, so you need the Suite itself. There is no separate installation or login — enable the add-on and it appears alongside everything else you are already running, on the same data and the same permissions.
Yes. Add-ons can be switched on and off as your needs change, and your subscription adjusts to match what is currently enabled.
See Petty Cash Management on your own data.
Book a walkthrough and we will show you this add-on in context, alongside the others your business would actually use.