Page cover

Wallet

The Wallet page comprehensively overviews your company's financial transactions and wallet management.

1. General

  • Enable Wallet: This toggle feature allows users to turn the wallet functionality on or off, providing flexibility based on the company’s financial management preferences.

  • Minimum Balance: Сan either be positive or negative. A positive minimum balance indicates that a certain amount must be maintained in the account, while a negative minimum balance allows for a deficit, meaning the account can go below zero up to a specified limit.

2. Overview of Transactions

  • Starting Balance: Displays the initial amount available in the wallet before any transactions are made, providing a baseline for financial tracking.

  • Total Refilled: This shows the total amount added to the wallet over a specified period, helping users monitor funding activity.

  • Total Spent: Indicates the cumulative amount spent from the wallet, allowing users to track expenditures efficiently.

  • Ending Balance: Reflects the current wallet balance after accounting for all refills and expenditures, ensuring users have an accurate picture of their financial status.

3. Transaction History

  • Date: Lists the date of each transaction, providing a timeline for financial activities.

  • Description: Offers a brief summary of each transaction, such as refills or payments made, to help users understand the context of each entry.

  • Amount: Displays the monetary value of each transaction, allowing users to assess their financial movements at a glance.

Last updated