View the Employee Custody List
This screen shows all the employee custody records created in the system, and lets you search, filter, and manage custodies efficiently.
Only users with the View Employee Custody permission can access this screen. Users without it don’t see the menu item in the main menu.
Access path
- From the main menu, click Finance.
- Click Employee Custody.
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Note: If Employee Custody doesn’t appear in the Finance menu, the reason is permissions. Make sure your role includes the View Employee Custody permission, and ask the account owner to add it from Employees → Manage Employee Roles.
Search and filter panel
The screen has a collapsible Search & Filters panel with the following options:
- Search by employee name or code: Results appear automatically as you type. Only active employees appear.
- Min Amount and Max Amount: Set the custody amount range.
- Date range: Filter custodies by their creation date.
- Status: Choose one or more statuses from the list (Open / Settled / Closed / Bad debt).
Filter panel buttons:
- Search: Reloads the list with the filtered results.
- Clear All: Resets all filters to their default values.
- Hide: Collapses the filter panel to widen the view.
Custody list
The screen shows all custody records in a table with the following columns:
- Custody Code
- Employee Name (with the employee code)
- Date
- Remaining / Amount
- Status (Open / Settled / Closed / Bad debt)
- Attachments
Sorting:
- Default order: newest first.
- From Sort, you can sort the list by Creation Date, Employee Name, or Custody Amount.
Actions for each record (shown based on the user’s permissions):
- View
- Edit
- Add Settlement
- Delete
Notes
- Action buttons are shown or hidden automatically based on the user’s permissions.
- Users without permission can’t see or access this screen.