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Petty Cash Management | Petty Cash Request | Petty Cash Expense

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Required Apps • Employees (hr)
• Invoicing (account)
• Discuss (mail)
Technical Name dev_petty_cash
License OPL-1
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Technical Name dev_petty_cash
License OPL-1

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:

    1. Ensure Expense and Accounting modules are installed.

    2. Install the dev_petty_cash module to activate petty cash workflows.

    3. Configure petty cash holders, request routes, and replenishment thresholds.

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.