To use the petty cash mobile app on your mobile device, visit the Google play store from your mobile device and search for Petty Cash. Select Petty Cash application developed under Office Anywhere Brand.
Install the application in your device the way you install any other mobile application.
Click on the Petty Cash Icon available in your device to Open Petty Cash application.
Note that without having office anywhere.io login credentials, you will not be able to use Petty Cash Mobile application. If you have not yet registered, Refer Registration help page to know details about the same and use the registered credentials to login in Petty cash mobile application.
The mobile application is developed to help admin users the most. Mainly it is used to check the entries in petty cash and check the balance in various petty cash accounts. In Mobile application Dashboard you can check the balances and also you can navigate and see the list of Receipt Vouchers and Expense Vouchers.
Enter the Email id and Password. Click on Login button.
Select the Company name and if multiple instances of the Petty cash application is created, click on the necessary application instance required.
Once you Login, Dashboard with Summary of Entries that has been made will be visible. You can get a summary of the respective sum for Receipt Voucher, Expense Voucher, Advance balance with the Petty Cash Balance.
To make a Receipt entry, click on Receipt button at the footer menu. Click on the + icon visible in the Total Receipt card to make a new receipt entry.
Enter all the relevant details including the Voucher No., Date, Amount and Remarks . Click on Save button to save the entry made.
To Edit or Delete the entry made, select a receipt entry and right swipe. You may choose the action as per your requirement.
To make an expense entry, click on Expense button at the footer menu.
Click on the + icon visible in the Total Expense card to make a new expense entry. enter all the relevant details including the Voucher No, Amount, Date , Narration, Receiver,Remarks. To make an Expense entry, Click onSave and Add Expense button. SelectExpense Head, Enter amount and Remarks. Click on Save Expense.
To view all the saved expenses, Click on Show Expense details button.
To Edit or Delete the entry made, select an expense entry and right swipe. Click Close.
You can also make Receipt and Expense entries through below shown options.
To Switch to a different login, Click on Switch Login and similarly to check the details of other petty cash instance, Click on Switch App.