CashBook: UPI Wallet for Staff 6.3.2

Issue: Multiple UPI Wallet Handles from Current Account

Control Staff Wallet Expenses

What's New: UPI Wallets for Employees

The latest update from Cashbook introduces UPI-powered digital wallets designed for employee use. This feature allows business owners to issue wallets to staff, facilitating streamlined transactions and more effective expense tracking directly within the app. Employees can easily utilize these wallets for UPI transactions. This rollout is gradual, and interested users are encouraged to sign up for the waitlist to gain early access.

CashBook serves as a comprehensive solution for managing finances in small businesses. The platform consolidates various functionalities, including expense tracking, income recording, and employee payment management, enhancing business bookkeeping efficiency through its latest wallet feature.

CashBook Features

• 📒 Complete Book-Keeping: Maintain comprehensive records of income and expenses in one centralized location. Effortlessly track transactions, categorize payments, attach invoices and images to entries, and generate downloadable PDF and Excel reports.
• 👥 Employee Management: Facilitate employee additions to your account for effective payment management, with the ability to assign specific roles and responsibilities.
• 📊 Bank Passbook: Gain a holistic view of all banking transactions.
• 💳 UPI-Based Expense Management: Empower employees to execute UPI-based transactions directly from their digital wallets within the app. This feature promotes real-time expense management, minimizing the need for manual tracking.
• 💵 Petty Cash Management: Streamline the handling of petty expenses through an integrated UPI system, allowing employees to manage small daily expenses transparently.
• 🔒 Safety and Security: Prioritizing financial data safety, CashBook has received approval from the National Payments Corporation of India (NPCI) and has undergone rigorous security audits by CERT-In empanelled auditors.
• 🖥️ Desktop App: Use CashBook on your Desktop or PC at: web.cashbook.in
• 🌏 Available in 5 Languages: Currently accessible in English, Hindi (हिंदी), Bangla (বাংলা), Gujarati (ગુજરાતી), and Marathi (मराठी), with additional languages on the horizon.

Why Choose CashBook?

• 🌟 User-Friendly Interface: Designed with small business owners in mind, offering an intuitive and accessible interface.
• 🔐 Secure Transactions: Enjoy robust security measures through our secure UPI transaction capabilities.
• ⏰ Efficient Management: Streamline your financial activities by consolidating them within a single application, thereby saving time and minimizing errors.

The Benefits of UPI-Powered Expense Management for Petty Expenses

• 💸 Reduce Pilferage: Mitigate cash handling by utilizing UPI-powered wallets, significantly lowering the risk of pilferage.
• 📑 Enhanced Control: Monitor every employee transaction while setting spending limits to maintain control over petty cash management.
• 🧾 Simplified Reporting: Automate expense reporting and reconciliation processes, alleviating the challenges of manual reporting.
• 📈 Greater Acceptance: Benefit from the extensive acceptance of UPI payments across India—eight times more than conventional prepaid cards—ensuring your employees can transact nearly anywhere with ease.

Please note that some users may mistakenly refer to CashBook as Kas Book, Kash Book, Kata Book, or Cashe Book.

If you encounter any issues or have inquiries regarding your experience, please reach out to us at team@cashbook.in. For further information about our services, visit our website at cashbook.in.