Viewing Financial Custodies from the Employee File

Users can view all financial custodies assigned to them through their personal profile, and monitor their balances and statuses at any time. This article explains how to access your custodies list and the data available to you.

Before You Begin

• A user can only view custodies assigned to them and cannot view other employees’ custodies.
• This screen is for viewing only — no custody can be edited or deleted from here.

Steps to View Custodies from the Employee File

• From the main screen, click Employees.
• Select Manage Employee.
• Open the personal profile of the user.
• Click the Employee Custody tab.
• The list displays all financial custodies assigned to you, ordered from newest to oldest, and includes the following columns:
  • Custody Code
  • Date
  • Amount
  • Remaining Balance
  • Status: Open / Settled / Closed / Bad Debt
  • Actions: View, Add Settlement

What Can You Do from This Screen?

• View the details of any custody by clicking View.
• Add a settlement to any open custody by clicking Add Settlement.

No custody can be edited or deleted from this screen.