Saldo · Petty cash

Cash in hand —

Breakdown

Balance over time

Monthly spend by department

Spend by department

People & balances

Low below ₹2,000

Spend by ledger head

Latest activity

Expenses

New entry

Goes to your manager

Bill

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

Amount

₹

Date

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)

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.

Ledger head

Department Remembered for your next entry.

Your recent entries

Cash in hand

—

Paid back to you

—

Top-up due—

With your manager—

Get paid back by

Your UPI ID Finance pays your reimbursements here first.

Only a nickname, the last 4 digits and a name are saved. Never enter a full account or card number, CVV, PIN or password.

Your spending & activity

Spending

Limits

—

Your activity

Your team

Account

Photo, name, sign-in email and password

Profile details

Employee ID, job title, department, usual ledger head and phone. Only you and finance see these.

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

Manager approves that person's spends (no manager: any manager can).
Float is the amount top-ups restore.
Roles need the person to have created their Saldo account. Nobody approves or releases their own entries, or sets their own manager and float.

Departments & cost centres

The accountant sets these

Spending limits

Daily limit per person

₹

Single-entry limit

₹

Nothing over a limit is blocked. It gets an amber “Over limit” tag so the reviewer checks it. Leave a box empty for no limit.

Bill needed for expenses over

₹

Expenses over this amount can't be submitted without a photo or PDF of the bill, so they can't reach approval without one. Empty or 0 means every expense needs one. (Entries imported from the spreadsheet came in without scans: Fix now on the Home page attaches them.)