Petty Cash

The Petty Cash module helps you manage and record your day to day small expenses quickly and efficiently without manual effort. You can upload petty cash transactions using images, PDFs, or in bulk, making it easy to handle multiple entries at once. Accomation.io automatically processes the data and pushes both expense and payment entries in a single click, eliminating the need for separate posting. With automated ledger mapping, it reduces errors and saves significant time spent on repetitive work. With everything structured and ready, your entries can be seamlessly pushed to Tally for faster and more accurate accounting.

All Collection>Petty Cash

How to upload and pass a petty cash entry?

upload and pass a petty cash entry

Read morearrow

How to push multiple entries to review or Tally ?

Push multiple entries to review or tally

Read morearrow

How to delete multiple transactions?

delete multiple transactions

Read morearrow

How to search or filter out entries from the list?

search or filter out entries from the list

Read morearrow

How to upload excel file in the petty cash excel mode?

Upload your transactions in bulk using Excel and map your data once for faster future uploads.

Read morearrow

How to map petty cash ledgers in excel mode?

Map the ledgers once, and they will be auto-mapped in future uploads, automating your mapping process.

Read morearrow

How to map the common ledgers across multiple entries?

Bulk edit feature helps you map the common ledgers across multiple entries, helping you save upto 80% of your time.

Read morearrow

How to delete entries in excel mode?

delete entries in excel mode

Read morearrow

How to use 'Configure' in excel mode?

Configure lets you choose exactly what you want to see. Options you leave unticked will stay hidden

Read morearrow

How to use 'Filter' in excel mode?

use 'Filter' in excel mode

Read morearrow

How to push entries in Bulk in excel mode?

Pass multiple entries to Tally and push them to review section with one click

Read morearrow

Where to find all the excel sheets uploaded under petty cash excel module?

Use the list icon to view all the excel sheets you have uploaded in the petty cash excel module.

Read morearrow

How to download transactions that have been approved and pushed to tally?

Download selected transactions directly from the archive list

Read morearrow