Wallet

Here's a guide to using the Wallet page

Main Wallet Page

1. Open the "Transaction" menu from the main page

2. Select "Wallet" menu

3. On this page you can:

   • Search for wallets using the search field above

   • View list of all wallets and their balances

   • Add new wallet using "+" button below (owner only)

Wallet Details

1. Click on a wallet to view details

2. On the details page you can:

   • View total wallet balance

   • View wallet notes and settings

   • Access "Debts & Receivables" menu

   • Access transaction history

   • Edit or delete wallet (owner only)

Wallet Transactions

1. Click "Transaction" button in wallet details

2. On this page you can:

   • View incoming/outgoing transaction history

   • Filter transactions by date range

   • Add new transactions

   • Export transaction data to Excel (PRO feature)

Debts & Receivables

1. Click "Debts & Receivables" menu in wallet details

2. On this page you can:

   • View list of debts/receivables

   • Add new debt/receivable

   • View payment details and status

   • Mark debt/receivable as paid

Important Notes:

• Edit/delete features only available for business owners

• Some features may require PRO version

• Wallet balance automatically updates with each transaction

• Transaction data syncs in real-time