NavigateERP for African business

Petty cash setup

Your own process: names, accounts, approvals, funds, per diem, limits and reminders.

Steps

  1. Go to Petty cash → Setup.
  2. Rename the processes if you like (e.g. Imprest, IOU).
  3. Set the approval steps and matrix, advance types, funds, per diem rates and spending limits.
  4. Set the reminders and when an overdue advance goes to payroll.