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.

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

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 Modify from the dropdown menu

3. Make the necessary updates

4. Click Update

5. Click the "Yes, I want to proceed" button to confirm and apply the changes, or "No, thanks" to cancel

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

📌Click Reset Filter to clear all applied filters and return to the full list.