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.

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.

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.