DASHBOARD





The Dashboard will display the Receipts, Expense, Advance Balance and Total balance summary of your Petty Cash Accounts along with their respective data counts.


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The Complete Expense, Receipt, Advance and Total Balance details of a specific account can be obtained by selecting the account name in Petty Cash Account field.

Enter Date to filter the Receipt, Expense Advance and Total Balance data on that specific day.

On click of the Receipt, Expense Voucher, Advance Balance Count, you will be directed to the respective Data entry Screens.


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To download the Petty cash mobile application, click on Mobile Application link in the dashboard.


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It is also available in Play store for easy download.


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REPORTS

Petty cash application of Office Anywhere allows you to generate four types of reports. You can generate each of these in Excel or PDF formats.

1. Running Balance Report

2. Head wise Report

3. Month wise Report

4. Account wise Summary

RUNNING BALANCE

Running Balance report gives complete details of a petty cash account. To know the running balance of an account, select Running Balance in Reports menu.


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Select account name from Petty Cash Account. Select From and To dates.

Click List.


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To Export the data in either PDF or Excel format, Click on Export button.


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Select the Print Type and Click on Export .


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PDF Format -


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Excel Format


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HEADWISE REPORT

Head wise Report gives complete details of an Account Heads in petty cash account in excel sheet format. To know the Expense Head wise details of an account, select Head wise Report in Reports menu.


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Select Petty Cash Account, From and To date. Click on Export.


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The Exported Report is as shown below.


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MONTHWISE REPORT

Month wise Report gives complete details of selected year in both the Excel and PDF formats. To know the Month wise Report of an account, select Month wise Report in Reports menu.


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In the new window opens, select Calendar orFinancial Year. Select Year, Expense Head and click on Export.


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Select the Print Type and Click on Export .


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PDF Format


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Excel Format


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ACCOUNTWISE REPORT

Account wise Report gives complete details of all the accounts in petty cash. To know the summary of all the accounts in Petty Cash, select Account wise Report in Reports menu.


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In the new window that opens, you will get complete details of all the accounts. Select account name from Petty Cash Account and click List to get details of a specific Petty cash account.


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