Saldo · Petty cash

Cash in hand —

Balance over time

Monthly spend by department

Spend by department

People & balances

Low below ₹2,000

Spend by ledger head

Latest activity

Expense log

New entry

Goes to your manager

Paid by

Saldo opens GPay, PhonePe or your UPI app with the amount filled in. When you come back it records the payment, then asks for the bill.

Already paid? UPI reference (optional)

Date

Amount

₹

Department Remembered for your next entry.

Ledger head

Description

What it was for: the purpose, vendor or item.
For travel, the route as from → to.
If you paid for someone else, their name.

Bill

Drop a photo or PDF here. JPG, PNG, WebP or PDF, up to 20 MB.

Your recent entries

Cash in hand

—

Paid back to you

—

Top-up due—

With your manager—

Spending

Limits

—

Your activity

Your team

Where to pay you back

Only a nickname, the last 4 digits and the name are saved, visible to you and finance. Never enter a full card or account number, CVV, PIN or password here. Paying straight from the ledger and automatic expense updates are planned; they need a payment provider and your bank's consent first.

Account

Profile details

Only you and finance see these

Employee ID

Job title

Department Also the default on the New entry form.

Usual ledger head Pre-selected when you add an expense.

Phone So finance can reach you about a claim.

UPI ID for reimbursements Finance sees it when they pay you back.

Release an advance

Paid out and in their wallet at once

To

Amount

₹

Purpose (optional) With a purpose it's a trip advance: spends are recorded against it, and you settle it when the trip ends. Empty means a float advance.

UTR (optional)

Top-ups to release

Advances waiting to be paid out

Released recently

Holders, managers & floats

The accountant sets these

Each holder's manager approves their spending. A holder with no manager can be approved by any manager. The float is the fixed amount top-ups restore. Tick Manager or Accountant to give someone a role (they need to have created their Saldo account), then Save. Nobody approves or releases their own entries, or sets their own manager and float, so the app needs at least two people with each role.

Departments & cost centres