How do I give a staff member their own cash wallet?

04 Nov 2026 3 min read বাংলায় পড়ুন

Give the staff member the Own cash wallet feature, then give them an account to use. They will see My cashbook, with only that account, and can note what they spend from it with the bill photo. Your other accounts stay hidden from them.

Where to find it

  • The feature: Admin › Administration › Users & access › Users & logins › edit the person › Own cash wallet.
  • The account: Admin › ERP › Accounts Department › Accounts.

Own cash wallet is ticked by itself for the Admin and Manager roles.

Step by step

  1. In Users & logins, edit the staff member and tick Own cash wallet. Save.
  2. Go to Accounts and press Add account.
  3. Name it, for example "Karim's hand cash", and choose the type Staff hand cash.
  4. Under Held by, choose the staff member. Press Save.
  5. Hand over the money in the Cashbook: press Money transfer, choose your account (for example CEO Cash) as From account and their account as To account, keep Hand cash under How was it given?, and save.
  6. The staff member presses Confirm under Money handed to you — confirm when the cash reaches them. Their balance goes up only then.

You can also let a staff member use an account you already have: edit that account and tick them under Other staff who may use this account.

What the staff member sees

  • My cashbook under the Accounts Department, with only the lines that touch their accounts.
  • Money out, Money in and Money transfer buttons. Money out and money in use only their own accounts. A Money transfer may go from their account to any active account, for example to give the change back to CEO Cash, or into their account from any account, for example cash taken out at the ATM with your card. Into an account someone else looks after, it counts once that side confirms it.
  • Money handed to you — confirm, when someone moves money into their account.
  • Need approval, with their own waiting entries and requests.

Good to know

  • Their entries count once you approve them. Every money entry they make, and any edit or delete, waits in Need approval until the owner approves it. See What is Need approval?
  • You still see everything. Their entries are in your Cashbook, and you can filter by the person.
  • The balance is on the Accounts page, so you always know how much cash they are holding.
  • A wallet account with entries cannot be deleted. It can only be hidden, and its history stays.

Common problems

  • The staff member has no My cashbook link. Own cash wallet is not ticked on their login.
  • They see My cashbook but no accounts. No account is given to them yet. Make a Staff hand cash account for them or tick them on an account.
  • They cannot find their name under Held by. Only people with a staff login in this store are listed. Make their login first.
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