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Wallet and Transactions

Manage petty cash, top-ups, invoices, and financial history for each resident. Resident Wallet

๐Ÿ’ณ Dashboard

  • Cash Balance
  • Total Transactions
  • Pending Approvals (if any)

๐Ÿ“„ Transactions Table

Columns:
  • Title
  • Amount (โ‚น)
  • Date & Time
  • Status (Approved, Pending, Denied)
  • Service By
  • Closing Balance
  • โ (View Details)

๐Ÿ“ฅ Add Transactions

  • Top-Up: Enter amount + payment method (Cash, UPI, Card, Bank)
  • Create Invoice: Add category, amount, optional notes, charges, and proof PDF

๐Ÿ” Filters & Export:

  • Filter by type, category, method, status, staff, or date
  • Export filtered results as CSV or PDF
โš™๏ธ Wallet settings like approval rules are managed via the Billing Module

๐Ÿ’ก Looking for something else?
Feel free to reach out to us at support@nirvala.in โ€” weโ€™re happy to help!