01
Add wallet funds
Choose employee, amount, purpose, branch and optional transfer reference.
Employee petty-cash wallets
One spendable balance and one clear ledger for every employee.
Add business funds, let employees spend from their total available wallet, and reconcile only after expense checking is complete.
Why this matters
Petty cash becomes confusing when separate advances, expenses and reimbursement are mixed.
The application combines open company funding into one usable employee balance while preserving every funding entry for audit. Employee-paid claims remain separate.
02
Show true availability
Calculate one spendable balance after every wallet expense.
03
Prevent overspending
An expense can debit only the employee wallet’s available amount.
04
Use reimbursement correctly
Employee-paid bills beyond the wallet balance follow reimbursement.
05
Delay reconciliation
The wallet cannot close while linked expenses are still pending checking or need correction.
06
Record the outcome
Track returned cash, any reimbursed excess and settlement references.
Workflow
A simple employee wallet lifecycle
- Step 1
Fund
The business adds money to the employee’s wallet with a clear reference.
- Step 2
Spend
The employee records expenses from one available balance.
- Step 3
Check
Linked expenses complete normal checking and correction.
- Step 4
Reconcile
Finance records the exact return and closes the current wallet cycle.
Business value
What the business gains
- A visible employee cash wallet
- No accidental spend above available cash
- A complete user ledger
- Clear dashboard and report calculations
Questions and answers
Common questions about employee petty-cash wallets
Can an employee use more than the available petty cash?
No. Wallet spending is limited to the current available balance. A greater employee-funded bill follows reimbursement.
When can a wallet be reconciled?
After linked expenses have finished checking and rejected records have been corrected or removed.
What does the petty-cash report show?
It separates wallet funding, approved spend, pending spend, rejected spend, available money and reconciled cash.
Is petty cash the same as reimbursement?
No. Petty cash is business money provided before spending; reimbursement pays the employee back after they used personal money.
Connected workflows
Continue through the business money journey.
Business expense management
Capture every business expense with the context a checker needs.
ExploreExpense approvals and reimbursements
Move expenses from checking to reimbursement with visible responsibility.
ExploreOwner and CFO reporting
Understand business spending from the perspective that matters now.
ExploreA clearer way to control business money
Give your team one simple workflow from expense to settlement.
Start a workspace now, or book a guided demo using the way your business already handles expenses, petty cash and reimbursements.