CashBook: UPI Wallet for Staff

v8.11.0 • Daily entry reminder: choose a time and days to get a nudge to record entries • New Subscribe and Manage Subscription screens: change plan, billing cycle or team size • Remarks and notes can now be up to 200 characters • Lighter animations and a smaller app • Faster filter and search in large books • Fixes for amount entry, bill camera, photo picker, PDF preview and Payments • Crash fixes and stability improvements

CashBook is a simple app to manage employee expenses, reimbursements & petty cash through UPI wallets. Track every rupee, control every spend, get complete visibility, & never lose money to cash leakage again. Give your team UPI wallets to spend from, approve & set limits. Every expense is tracked in real time, in one place. What CashBook offers 👁️ Full visibility: See every staff expense the moment it happens, with amount, category, bill & geo-tagged location attached. 👥 Roles, permissions & controls: Assign Owner, Admin, Manager & view-only access, & set spending limits by employee & role, so the right people control money. ⚡ Instant disbursal & allowances: Move money from your master wallet to any employee wallet in seconds, whether it is a daily allowance or a one-off top-up. 🧾 Effortless reconciliation: Every transaction is auto-recorded & categorised, so closing your books is quick & clean. 🔗 Syncs with your accounting tools: Connect with Tally, Zoho Books & more in one click. 💸 Lower costs: Pay by UPI & avoid card surcharges of up to around 2.5% + GST on fuel, rent & utilities. 🌍 Accepted everywhere: UPI is accepted far more widely across India than prepaid or corporate cards, so staff can pay almost anywhere. 🔒 Secure & compliant: Reviewed by NPCI & audited by a CERT-In empanelled auditor. CashBook is built for businesses that: 🧑‍🔧 Have employees or field teams making corporate expenses on the company's behalf. 💵 Run a lot of petty cash & want a simpler way to manage day-to-day expenses. ⚠️ Face high chances of cash leakage, pilferage or missing cash. 💼 Need corporate expense management & tracking without corporate cards, or want to move off messy spreadsheets. 📁 Want clean, GST-compliant records & a clear audit trail of every business expense. 🧾 Struggle with messy month-end reconciliation & lost receipts. A few examples of where CashBook fits well: 🚚 Logistics & transportation: Track vehicle-wise expenses like fuel, tolls & repairs across your fleet. 🏗️ Construction: Handle site-wise expenses, materials & labour payments cleanly. 🛎️ Hospitality: Hotels & restaurants with constant daily purchases & supplies. 🏪 Franchises & multi-branch chains: Control & compare spending across every outlet. How it works 🏦 One master wallet, many staff wallets: As the owner, you hold a master account. Add money into it from your current account, then top up each employee's wallet from there. 💳 Staff pay by UPI: Employees pay vendors & bills straight from their wallet, either by scanning any UPI QR code or paying to a UPI ID. No personal UPI IDs, no carrying cash. 🏷️ Capture the details at payment: While paying, staff can pick a category, add a remark, tag the party, & attach a bill or photo, so every expense is recorded properly the moment it happens. 💰 Staff can request money: Employee request a top-up from the admin in one tap, & you approve & disburse instantly. 🎯 Spending limits & approvals: Set how much each employee can spend, & approve spends before they go through, with multi-level approvals for larger teams. 🧾 Reports that reconcile themselves: Download GST-ready PDF & Excel reports & sync with Tally & Zoho Books. 🖥️ Desktop access: Use CashBook on desktop at web.cashbook.in. 🌏 5 languages: English, Hindi, Bangla, Gujarati & Marathi. CashBook brings employee expense management, employee reimbursements, corporate expense tracking, & petty cash management together in one place. Whether you are looking for an expense management tool for employees, a way to handle reimbursements & daily allowances for field staff, or a complete expense management software for your business. Also searched as Kas Book, Kash Book, Kata Book, Cashe Book, Case Book or Cash Book app. Questions? Contact us at team@cashbook.in or on our website cashbook.in.