12
1.0.0
Australia, Zurich, Yokohama, Xanadu
Standalone Application
The Petty Cash Management application enables organizations to manage petty cash requests in a structured.
Users can create and submit petty cash requests, attach supporting documents, and track the status of their requests in real time. The application supports configurable multi-level approval workflows, ensuring that all requests follow a defined review and approval process.
It addresses common challenges such as lack of visibility, manual tracking, and policy enforcement by providing validation controls like duplicate invoice checks and date restrictions. The solution helps improve operational efficiency, ensures better financial control, and provides transparency across the entire petty cash lifecycle.
- Complete Expense Management on ServiceNow
- End-to-end expense management: create, submit, track, and view petty cash claims via custom PC Portal
- Configurable multi-stage approvals using Flow Designer
- Real-time visibility of submitted, approved, and rejected requests in list views
- Flexible ERP integration (or standalone mode) with dynamic balance handling
Version 1.5.0
Introduced the Petty Cash Management application to streamline and automate petty cash operations within ServiceNow.
Key Features & Updates
- Users can create, submit, and track petty cash requests via custom PC Portal
- Multi-level approval workflow configurable through Flow Designer
- Real-time status tracking (Submitted, Approved, Rejected)
- Automated validation for duplicate invoices and date restrictions
- Attachment support for bills and supporting documents
- Configurable roles and permissions for users and approvers
- Admin capability to modify workflow stages dynamically
- Improved UI for better user experience
- ServiceNow Platform (Washington DC or later recommended)
- Flow Designer – for configurable approval and request processing workflows
- Notification Engine – for email alerts and approval notifications
- User Criteria / ACL Configuration – for secure, role-based access control
- Performance Analytics / Dashboards – for reporting, insights, and expense tracking visualization