> For the complete documentation index, see [llms.txt](https://docs.udara360.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.udara360.io/core-features/operations/business-automation/vault-account.md).

# Vault Account

The Vault Account page is designed to manage vault accounts, which securely hold large amounts of cash for branch operations. This page allows administrators to set up, monitor, and manage vault accounts within the system, supporting efficient and secure cash management across branches.

### Accessing the **Vault** Account Page

1. Log into the application using your credentials.
2. From the dashboard, navigate to **Operation**.
3. Select **Business Automation** from the dropdown.
4. Select **Vault Account.**

<figure><img src="/files/gaLoEUHR4wOjGPLoYArd" alt=""><figcaption></figcaption></figure>

## Managing **Vault** Account

### Create A **Vault** Account

To create a new Vault Account:

1. Click the "**Add**" button at the top of the page.
2. Select the appropriate  **Branch**, **Account**, and Currency in the modal.
3. Click **Save**.
4. Click the "**Yes, I want to Proceed" button** to save and apply the changes.

<figure><img src="/files/Pd1k4NpQ8pXZBdTO3Dlq" alt=""><figcaption></figcaption></figure>

## Modify **Vault** Account

To modify Vault Account details:

1. In the **Actions** column, click the **three vertical dots** (**⋮**) next to what you wish to edit.
2. Select **odify** from the dropdown menu.
3. Make the necessary updates.
4. Click **Update** to save and apply the changes.

## Delete A **Vault** Account

To delete Vault Account:

1. In the **Actions** column, click the **three vertical dots** (**⋮**) next to what you wish to delete.
2. Select **Delete** from the dropdown menu.
3. Click the "**Yes, I want to Proceed" button** to save and apply the changes.


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:

```
GET https://docs.udara360.io/core-features/operations/business-automation/vault-account.md?ask=<question>&goal=<endgoal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.