📸 Module Preview
OWL Dashboard with KPI cards · Request status breakdown · Fund amounts · Recent requests table with approval status
Key Features
Employee Fund Setup
Automatically create a dedicated cash account and journal for each employee's petty cash fund with a single click — no manual accounting configuration needed.
Request Workflow
Structured 4-step approval process: Draft → Submitted → Approved → Paid. Role-based access ensures only managers can approve or reject requests.
Transaction Ledger
Real-time running balance for every fund. Each transaction shows debit, credit, and cumulative balance with automatic updates when requests are approved.
Full Accounting Integration
Automatic journal entries on approval — debits the expense account and credits the petty cash account. Fully integrated with Odoo's double-entry accounting engine.
OWL Dashboard
Real-time KPI dashboard built with OWL showing total funds, balance, pending approvals, monthly spend, request status breakdown, and recent activity tables.
PDF Reports
Professional printable request reports with company header, full request details, approval information, and three signature lines (Requested / Approved / Paid).
HR Employee Integration
Petty cash funds appear directly on the employee form with a smart button showing fund count and a dedicated "Petty Cash" tab for fund management.
Bilingual Support
Complete Arabic and English translations for all field labels, button names, status labels, menu items, and dashboard strings — ready for Middle East deployments.
Request Workflow
Draft
Employee creates request with amount and reason
Submitted
Employee submits for manager review
Approved
Manager approves; journal entry created automatically
Paid
Cashier marks payment as completed
Module Highlights
| Feature | Details | Included |
|---|---|---|
| Petty Cash Funds | Per-employee funds with dedicated account & journal | ✓ |
| Approval Workflow | 4-state workflow with role-based access control | ✓ |
| Transaction Ledger | Running balance with debit/credit columns | ✓ |
| Accounting Journal Entries | Auto-posted double-entry entries on approval | ✓ |
| OWL Dashboard | KPI cards, status breakdown, recent activity | ✓ |
| PDF Report | Printable request form with signature lines | ✓ |
| HR Integration | Smart button & tab on employee form | ✓ |
| Multi-currency | Per-fund currency support | ✓ |
| Multi-company | Isolated data per company | ✓ |
| Arabic Translation | Full AR PO file including JS strings | ✓ |
| Role-based Security | Manager and User groups with access rules | ✓ |
| Demo Data | 2 funds and 4 sample requests | ✓ |
Technical Information
| Property | Value |
|---|---|
| Module Name | leapai_petty_cash |
| Version | 19.0.1.0.0 |
| Odoo Version | 19.0 |
| Dependencies | account, hr, mail |
| License | LGPL-3 |
| Author | LeapAI |
| Frontend Framework | OWL 2 (Odoo Web Library) |
| Languages | English, Arabic |
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