A Money transfer into an account that someone else looks after waits until that person confirms the money reached them. Until then it changes no balance, and you see it under Sent — waiting for them to confirm. This is the same for everyone, the store owner too.
Where to find it
- Sent — waiting for them to confirm (পাঠানো হয়েছে — ওদের নিশ্চিত করার অপেক্ষায়): on Admin › ERP › Accounts Department › Cashbook (or My cashbook) and on a staff member's own dashboard. Each line shows the amount, the two accounts, the date and "waiting for" the person asked.
- The receiver sees the same money under Money handed to you — confirm, with Confirm and Refuse.
How it works
When you save a Money transfer, the app looks at who looks after the To account: the person it is Held by and the staff ticked under Other staff who may use this account.
| The To account is… | What happens |
|---|---|
| One you look after yourself | Counts at once |
| Looked after by someone else | Waits for them to confirm |
| Nobody named on it (the owner's own, like CEO Cash or the bank), sent by the owner | Counts at once |
| Nobody named on it, sent by a staff member | Waits for the Super Admin |
The person who sent it never confirms their own transfer. The receiving side does. Who is asked: the holder, else the staff allowed on the account, else the Super Admin. The Super Admin can confirm any transfer someone else sent.
Example: The owner of Rangdhanu Fashion sends ৳20,000 from CEO Cash to "Office cash", which Rina holds. The message says "Money moved — waiting for Rina to confirm". The owner sees it under Sent — waiting for them to confirm. When Rina counts the cash and presses Confirm, CEO Cash goes down and Office cash goes up, on the date written on the entry.
Good to know
- Waiting money counts nowhere. Balances, statements, the CEO dashboard and reports leave it out. The cashbook line carries "waiting for … to confirm".
- Refused money never counts. It stays in the account it came from. The line shows "refused", the reason and "does not count".
- Changed later? If the amount or an account changes, it waits to be confirmed again.
- Staff transfers are approved first. An entry by anyone but the Super Admin first waits in Need approval. When the Super Admin approves a transfer into their own account, it is confirmed at the same time.
- The owner is told. The CEO dashboard's Needs you now shows the hand-overs waiting.
Common problems
- I sent money but my balance did not change. It is waiting for the other side. Ask them to confirm.
- I cannot confirm my own transfer. That is on purpose. The person who receives it confirms.