> 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 you to set up, monitor, and manage vault accounts within the system, supporting efficient and secure cash management across branches.

## Accessing Vault Account

1. Log into the application using your credentials.
2. From the dashboard, navigate to **Operations** in the side menu.
3. Expand **Business Automation** and Select **Vault Account** from the dropdown list.

<figure><img src="/files/H15IrcWpL18PSilOQufy" alt=""><figcaption></figcaption></figure>

> The page displays the following details for each vault account; S/N, Account Name, Account Number, Branch, Currency, and Actions.

## 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 **"Yes, I want to proceed"** to confirm and create the vault account, or **"No, thanks"** to cancel

<figure><img src="/files/quahx0WsEAfM2MH2Wvt6" 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 m**odify** from the dropdown menu.
3. Make the necessary updates.
4. Click **Update** to save and apply the changes.

<figure><img src="/files/IiYpPlKGvZhITfbOi7BN" alt=""><figcaption></figcaption></figure>

## View Vault Account

To view the details of a vault account:

1. In the **Actions** column, click the **three vertical dots (⋮)** next to what you wish to view
2. Select **View** to see the full details

## 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 **"Yes, I want to proceed"** to confirm and delete the account, or **"No, thanks"** to cancel

## **Filtering the Records**

1. Click the **Filter** button at the top right of the page
2. Enter your preferred filter criteria
3. Click **Apply** to display the filtered results

> :pushpin:Click **Reset Filter** to clear all applied filters and return to the full list.