Staff claims, cash advances and petty cash
A staff member spends their own money for the business, or takes cash for a trip. Claims, advances and the office cash box each have a record, an approval and an entry in your books.
Free to use. No card needed.
Supplier bills
| Supplier | Bill | Due | Amount (₦) | Status |
|---|---|---|---|---|
| Lagos Print Works | BILL-0042 | 12 Oct | 85,000 | Approved |
| Zenith Power Ltd | BILL-0043 | 20 Oct | 142,500 | Waiting |
| Mainland Cleaners | BILL-0039 | 3 Oct | 38,000 | Paid |
BILL-0042: withholding tax 5% is ₦4,250, so ₦80,750 goes to the supplier.
Illustration with sample data.
How it works
- 1
Claim it
Someone lists what they spent, with the category and the receipt, and submits the claim.
- 2
Approve it
The claim goes to whoever approves expenses. They approve it or send it back with a reason.
- 3
Pay it
Record the repayment from a bank account. The expense and the payment are in your books.
What you get
- Expense claims
- Employee reimbursements with a line for each expense, an approval and a payment.
- Cash advances
- Record cash given to someone up front for a trip or a purchase. It is booked as owed back by that person until it is cleared.
- Petty cash floats
- A cash box with a limit. Top it up from the bank and spend from it with vouchers. The balance of each float is read from the ledger.
- Coded as you go
- Each line picks an expense account, so claims show up in the same reports as bills.
Common questions
Can a claim need approval?
Yes. Claims are approved before they are paid, and you can write an approval rule by amount to decide who approves the larger ones.
Does it read receipts from a photo?
Not yet. You attach the receipt and enter the amounts.
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