Frequently Asked Questions
Q1. How do I add a new transaction for a resident?
Go to the Overview Tab → Click Log New Transaction → Choose Top-up or Invoice → Fill required details → Save
Q2. What’s the difference between a Top-up and an Invoice?
- Top-up: Adds money to a resident’s petty cash wallet
- Invoice: Deducts money for a service or product
Q3. How do I approve or reject a pending transaction?
Head to the Pending Transactions Tab → Click Approve or Deny in the “Actions” column
Q4. Can I see which staff member handled a transaction?
Yes. The “Service By” column shows the responsible staff on both Overview and Pending tabs
Q5. How do I change approval rules or limits?
In the Pending Tab, click Settings
You can modify:
- Auto-approval limits
- Post-paid (negative balance) rules
- Available categories/payment methods
- Notification preferences
Q6. How can I find a specific transaction quickly?
Use filters or the Search Bar
Filter by: type, resident, category, date, method, or amount
Q7. How do I view a resident’s full billing history?
Click Get Statement in the Overview tab and filter by resident
Export history as CSV or PDF
Q8. What does “Pending Approval” mean?
Transactions awaiting manager/admin review. Not reflected in wallets until approved
Q9. Can I set different approval limits per facility?
Yes. All settings are facility-specific — configure each facility independently via the Settings button
Q10. How do I export transaction data?
Use the Export button in Overview or Pending Tabs
You can export as CSV or PDF with applied filters
💡 Looking for something else?
Feel free to reach out to us at [email protected] — we’re happy to help!