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Wallet and Transactions

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

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💳 Dashboard

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

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📄 Transactions Table

Columns:
  • Title
  • Amount (₹)
  • Date & Time
  • Status (Approved, Pending, Denied)
  • Service By
  • Closing Balance
  • ⁝ (View Details)

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📥 Add Transactions

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

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🔍 Filters & Export:

  • Filter by type, category, method, status, staff, or date
  • Export filtered results as CSV or PDF
⚙️ Wallet settings like approval rules are managed via the Billing Module
💡 Looking for something else?
Feel free to reach out to us at [email protected] — we’re happy to help!