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Petty Cash Management

by
Odoo

1166.69

v 16.0 Third Party
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Discuss (mail)
Employees (hr)
Invoicing (account)
Lines of code 1842
Technical Name kl_petty_cash
LicenseLGPL-3
Websitehttps://www.kataleap.com
You bought this module and need support? Click here!
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Discuss (mail)
Employees (hr)
Invoicing (account)
Lines of code 1842
Technical Name kl_petty_cash
LicenseLGPL-3
Websitehttps://www.kataleap.com

Petty Cash Management

Complete Solution for Managing Petty Cash Operations

Key Features
Advanced Request Management
  • Multi-level approval workflow
  • Automatic request numbering
  • Configurable approval limits
  • Multiple payment methods support
Expense Tracking
  • Detailed expense line tracking
  • Receipt attachment support
  • Multi-currency support
  • Automatic tax calculation
Financial Integration

Seamless integration with Odoo Accounting

  • Automatic journal entries creation
  • Tax handling and reconciliation
  • Analytic accounting support
  • Configurable accounts and journals
  • Real-time financial tracking
  • Settlement automation
Security & Controls
Role-Based Access
  • Department Manager approval flow
  • Finance Manager oversight
  • User-level permissions
  • Multi-company security rules
Control Features
  • Maximum amount limits
  • Double validation thresholds
  • Settlement controls
  • Audit trail tracking
Benefits
  • Reduce manual processing time
  • Improve expense tracking accuracy
  • Enhance financial control
  • Ensure policy compliance
  • Streamline approval processes
  • Simplify reconciliation
  • Better audit trails
  • Real-time expense visibility
Requirements & Installation

Requirements:

  • Odoo 16.0 Community or Enterprise
  • Accounting Module
  • Employee Module

Installation Steps:

  1. Install the module from the Apps menu
  2. Configure basic settings under Petty Cash > Configuration > Settings
  3. Set up approval workflows and user access rights
  4. Start managing petty cash requests
Support

For support and more information, please contact:

Email: support@kataleap.com

Website: www.kataleap.com

We provide:

  • Regular updates and bug fixes
  • Technical support
  • Implementation assistance
  • Custom development services

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