Module · Finance & Accounting

The cash box,
finally on the books.

Manage petty-cash floats the way finance actually needs: issue a float, let staff raise cash requests against it, log the expenses with categories, and process reimbursements — all reconciled back to the ledger. The office cash tin stops being a shoebox of receipts and becomes an auditable line in your accounts.

Replaces a petty-cash spreadsheet Expensify (petty cash)
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18
Finance & Accounting modules
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What it does

Everything in Petty cash.

No add-on tiers, no feature gates — this is what the module ships with, included in every plan.

Capability 01

Petty-cash floats

Issue and top up cash floats per location or department, with the running balance always visible so you know what's actually in the tin.

Capability 02

Cash requests

Staff raise a request to draw petty cash for a specific purpose; approval and disbursement are recorded against the float, not scribbled in a notebook.

Capability 03

Categorised expenses

Every petty-cash spend is logged with a category so it maps to the right account, and month-end categorisation is already done.

Capability 04

Reimbursements

When someone pays out of pocket, log the reimbursement against the float so they're paid back and the expense is captured correctly.

Capability 05

Reconciliation to the ledger

Petty-cash movements post to the general ledger, so the cash box reconciles like any other account instead of being a black hole at year-end.

Capability 06

Audit-ready register

Every request, expense, and reimbursement is on the record, so a spot audit of the cash float is reading a report, not counting receipts.

Where it fits · Across the platform

Petty cash is a real account — it deserves requests, categories, and reconciliation, not a shoebox.

Step 01
Float issued
Cash is issued to a location or department float with a starting balance on the record.
Step 02
Spend logged
A staff request draws cash; the expense is categorised and the float balance updates.
Step 03
Reconciled
The float reconciles to the ledger at close; the register is audit-ready.
Replaces

Cancel the point tools.

Petty cash usually lives in a spreadsheet and a drawer of receipts, disconnected from the accounts it's supposed to hit.

A petty-cash spreadsheet.
A spreadsheet tracks the numbers but nothing enforces the float balance, categorises the spend, or posts it to the ledger — so reconciliation is manual and the audit trail is trust-based. Mewayz makes petty cash a real, reconciled account.
Expensify.
Expensify handles employee expense reports well but isn't built for a shared office cash float with requests and reimbursements against a running balance. Mewayz covers petty cash specifically and posts it to the same ledger as the rest of your finance.
Related · Same family

More in Finance & Accounting.

See also

Zoom out.

Petty cash,
and 149 more.

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