Viewing the Employee Custodies List

This screen displays all employee custody records created in the system, with the ability to search, filter, and manage custodies efficiently.

This screen is only accessible to users who have the permission to view employee custodies. Unauthorized users will not see the menu item in the main menu.

How to Access

• From the main menu, click Finance.
• Select Employee Custody.

Search and Filter Panel

The screen includes a collapsible filter panel with the following options:

• Employee: Search by employee name, code, email, or mobile number — results appear automatically as you type. Only active employees are displayed.
• Amount Range: Set a minimum and maximum custody amount.
• Creation Date: Select a date range to filter custodies by their creation date.
• Status: Select one or more statuses from the dropdown (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 Filters: Collapses the filter panel to expand the display area.

Custodies List

The screen displays all custody records in a table with the following columns:

• Custody Code
• Employee Name — Code
• Date
• Remaining Amount
• Status (Open / Settled / Closed / Bad Debt)

Sorting:

• Default order: newest first.
• The list can be sorted by: creation date, employee name, or custody amount.

Actions per Record (displayed based on user permissions):

• View
• Edit
• Add Settlement
• Delete