Back to Accounting & Finance

Accounting & Finance

Petty Cash in Easedesk — overview and key features

Learn what the Petty Cash module in Easedesk ERP does, who it's for, and how to manage petty cash for your Indian business.

4 min read·Updated 2026-06-30

Quick answer

The Petty Cash module in Easedesk lets you manage petty cash. Imprest accounts, voucher numbering, and approval flow — all in one place, designed for Indian SMEs.

What is the Petty Cash module?

The Petty Cash module in Easedesk ERP is built for Indian businesses that need to manage petty cash without juggling spreadsheets or stitching together multiple tools. It is part of Easedesk's 50+ module unified platform.

It is included in every Easedesk subscription (subject to plan availability) and works out-of-the-box with sensible Indian defaults — INR currency, April–March fiscal year, GST-aware pricing, and Indian compliance.

Key features

Petty Cash ships with the following capabilities:

  • Imprest accounts
  • Voucher numbering
  • Approval flow
  • Auto journal posting

Who should use it?

Teams that petty cash regularly will get the most value. Common users include accountants, CFOs and finance teams.

Why teams choose Easedesk for this

Compared to standalone tools, Easedesk's Petty Cash module gives you:

  • No cash leaks
  • Owner accountability
  • Audit-grade vouchers

Permissions required

Access to Petty Cash is controlled by the Easedesk RBAC system. By default, the predefined roles that include access are typically Admin, Accountant and the Viewer role (read-only). Owners can edit role permissions in Settings → Users & Roles.

Frequently asked questions

What does the Petty Cash module do in Easedesk?
It lets you manage petty cash from a single place inside Easedesk, with Indian-format defaults (INR, GST, April fiscal year) and audit-grade history.
Is Petty Cash included in my Easedesk plan?
Petty Cash is part of Easedesk's 50+ module platform and is available subject to your subscription plan. Most plans include it by default — check Settings → Billing for what your plan covers.
Who can access Petty Cash?
Access is governed by role-based permissions. By default, Owner and Admin roles have full access; module-specific predefined roles (e.g. HR Manager for HR, Accountant for Finance) grant scoped access. You can customise this in Settings → Users & Roles.
Can Petty Cash be disabled if my team doesn't need it?
Yes. Owners can disable any non-mandatory module under Settings → Modules. Disabled modules are hidden from the sidebar but their data is preserved if you re-enable later.
Where does Petty Cash data come from?
Data is created either manually from the in-app forms, imported via CSV, ingested through the Easedesk API, or auto-generated from other modules (for example, journal entries created automatically when an invoice is posted).
petty-cashpetty cashoverviewfinance

Related articles

Still have questions?

Use the AI Assistant inside Easedesk (it has access to your data), or reach our team.

Contact support

Command Palette

Search for a command to run...