Metrak
Finance & money

Cash wallet (petty cash)

Site petty cash, finally under control - receipts, requests and settlement.

Web: Finance → Cash Wallet Phone: Create → Cash Request · Finance → Cash Wallet Free on every plan.

What it is

Give a site person a wallet for a project. They Spend (amount, category such as fuel or materials, receipt photo), Request cash when running low, and Settle (expected vs actual cash). Managers approve requests and Add cash. Each spend becomes a finance expense automatically.

Why you'll love it

  • Low cash and overdue settlement alerts - no more end-of-month surprises.
  • Three-tap spending on the phone.
  • Free on every plan.
▶ Watch it
Petty cash on your phone
Cash Wallet · Tower B
Balance
340
Low at
200
SpendRequest cashSettle

Your wallet shows your balance for the project. Tap Spend.

Step 1 of 4

How to do it

Tick each step as you try it in Metrak.

How it connects

Records you create here flow into - or come from - these features.

More in Finance & money

Finance overview & reports
Sales invoices
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Purchase invoices
Payments & expenses
Money out (payment vouchers)
Proposals
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