When someone moves money into an account you hold, it waits for you. Open the Cashbook or your dashboard, find it under Money handed to you — confirm, and press Confirm once the money is in your hand. Press Refuse if it never came.
Where to find it
- Admin › ERP › Accounts Department › Cashbook (or My cashbook): the Money handed to you — confirm box at the top.
- Your own dashboard (for staff): the same box.
The box shows only when something is waiting for you. The store owner (Super Admin) sees every hand-over that is waiting and can confirm any of them, except one they sent themselves. What you sent shows under Sent — waiting for them to confirm.
When a move waits
A Money transfer waits when it goes into an account someone else looks after (its holder or the staff allowed on it), also when the owner sends it. A staff member's transfer into the owner's own account (nobody named on it, like CEO Cash) waits for the Super Admin. Only a move between your own accounts counts at once.
Who is asked: the person who holds that account, else the staff allowed on it, else the Super Admin. The sender never confirms their own transfer.
Example: At Rangdhanu Fashion, Karim keeps the office cash. The owner gives him ৳10,000 and writes a Money transfer from CEO Cash to "Office cash". The owner sees "Money moved — waiting for Karim to confirm". Nothing changes until Karim presses Confirm.
Step by step
- Open the Cashbook or your dashboard.
- In Money handed to you — confirm, check the amount, the two accounts, the date and who sent it.
- Count the money.
- Press Confirm. The message says "Confirmed — ৳… is now in …".
- Or write a Reason (if refusing) and press Refuse, then OK.
Good to know
- Waiting money changes no balance. The cashbook row shows "waiting for … to confirm". Balances, statements and reports leave it out.
- Confirmed money counts on the date written on the entry, not the day you confirmed.
- Refused money never counts. The sender sees "refused" and your reason on the row.
- Changed later? If the amount or an account is changed, it waits to be confirmed again.
- Staff transfers are approved first. A transfer entered by staff shows here only after the Super Admin approves it in Need approval.
- The owner is told. The CEO dashboard's Needs you now shows "… money hand-over waiting to be confirmed", which opens the list. A Telegram alert, Money handed over, waiting to be confirmed, goes out when that alert is on in Telegram alerts.
Common problems
- I do not see the box. Nothing is waiting for you, or the account is not given to you. Ask the owner.
- The money is still not in my balance. It has not been confirmed yet, or it was refused.