Petty cash management

Manage petty cash with receipts, records and reports.

Cashlytix replaces scattered notes and manual follow-ups with a mobile workflow for staff expenses, receiving, invoices, receipts and cash reports.

Cashlytix petty cash purchase and receipt tracking screen

Petty cash stays clear from request to report

Record each cash movement once and keep proof attached for later review.

Purchases

Record staff purchases with category, supplier, payment mode and receipt proof.

Receiving

Track incoming and outgoing cash so balances stay accurate across the team.

Reports

Review cash on hand, net change, members and transaction activity from mobile.

Why business owners use Cashlytix

Petty cash gets messy when receipts, invoices and balances live in different places.

  • Keep petty cash purchases and receiving records in one app.
  • Give employees a simple way to add expenses and attach proof.
  • Use filters and reports to understand where cash moved.
  • Reduce disputes with clear transaction history.
Cashlytix petty cash report showing total cash on hand and net change

Petty cash app FAQs

Does Cashlytix support receipts?

Yes. Staff can attach receipts and proof documents to purchases and receiving records.

Can owners review petty cash reports?

Yes. Owners can review cash reports, transaction history and employee activity from the app.