{"id":136679,"date":"2026-04-29T12:31:58","date_gmt":"2026-04-29T12:31:58","guid":{"rendered":"https:\/\/docs.daftra.com\/tutorial\/%d8%b9%d8%b1%d8%b6-%d9%82%d8%a7%d8%a6%d9%85%d8%a9-%d8%b9%d9%87%d8%af-%d8%a7%d9%84%d9%85%d9%88%d8%b8%d9%81%d9%8a%d9%86\/"},"modified":"2026-11-09T14:18:55","modified_gmt":"2026-11-09T14:18:55","slug":"viewing-the-employee-custodies-list","status":"publish","type":"tutorial","link":"https:\/\/docs.daftra.com\/en\/tutorial\/viewing-the-employee-custodies-list\/","title":{"rendered":"View the Employee Custody List"},"content":{"rendered":"<div dir=\"ltr\" lang=\"en\">\n<p style=\"margin: 0 0 14px; line-height: 1.9; font-size: 16px; color: #1f2430;\">This screen shows all the employee custody records created in the system, and lets you search, filter, and manage custodies efficiently.<\/p>\n<p style=\"margin: 0 0 14px; line-height: 1.9; font-size: 16px; color: #1f2430;\">Only users with the <strong style=\"color: #111827;\">View Employee Custody<\/strong> permission can access this screen. Users without it don&#8217;t see the menu item in the main menu.<\/p>\n<h2 id=\"access\" style=\"font-size: 22px; font-weight: bold; color: #111827; margin: 32px 0 14px; padding-bottom: 8px; border-bottom: 2px solid #eef0f3;\">Access path<\/h2>\n<ul style=\"margin: 0 0 16px; padding-left: 26px;\">\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\">From the main menu, click <strong style=\"color: #111827;\">Finance<\/strong>.<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\">Click <strong style=\"color: #111827;\">Employee Custody<\/strong>.<\/li>\n<\/ul>\n<div style=\"display: flex; gap: 10px; background: #f6f8fb; border-left: 4px solid #1a56db; border-radius: 6px; padding: 14px 16px; margin: 0 0 18px;\">\n<p><span style=\"flex: 0 0 auto; font-size: 18px; line-height: 1.6;\">\ud83d\udec8<\/span><\/p>\n<p style=\"margin: 0; line-height: 1.9; font-size: 16px; color: #1f2430;\"><strong style=\"color: #111827;\">Note:<\/strong> If <strong style=\"color: #111827;\">Employee Custody<\/strong> doesn&#8217;t appear in the <strong style=\"color: #111827;\">Finance<\/strong> menu, the reason is permissions. Make sure your role includes the <strong style=\"color: #111827;\">View Employee Custody<\/strong> permission, and ask the account owner to add it from <strong style=\"color: #111827;\">Employees<\/strong> \u2192 <a style=\"color: #1a56db;\" href=\"https:\/\/go.daftra.com\/owner\/roles\/index\" target=\"_blank\" rel=\"noopener\"><strong style=\"color: #1a56db;\">Manage Employee Roles<\/strong><\/a>.<\/p>\n<\/div>\n<h2 id=\"filters\" style=\"font-size: 22px; font-weight: bold; color: #111827; margin: 32px 0 14px; padding-bottom: 8px; border-bottom: 2px solid #eef0f3;\">Search and filter panel<\/h2>\n<p style=\"margin: 0 0 14px; line-height: 1.9; font-size: 16px; color: #1f2430;\">The screen has a collapsible <strong style=\"color: #111827;\">Search &amp; Filters<\/strong> panel with the following options:<\/p>\n<ul style=\"margin: 0 0 16px; padding-left: 26px;\">\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\"><strong style=\"color: #111827;\">Search by employee name or code:<\/strong> Results appear automatically as you type. Only active employees appear.<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\"><strong style=\"color: #111827;\">Min Amount<\/strong> and <strong style=\"color: #111827;\">Max Amount:<\/strong> Set the custody amount range.<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\"><strong style=\"color: #111827;\">Date range:<\/strong> Filter custodies by their creation date.<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\"><strong style=\"color: #111827;\">Status:<\/strong> Choose one or more statuses from the list (<strong style=\"color: #111827;\">Open<\/strong> \/ <strong style=\"color: #111827;\">Settled<\/strong> \/ <strong style=\"color: #111827;\">Closed<\/strong> \/ <strong style=\"color: #111827;\">Bad debt<\/strong>).<\/li>\n<\/ul>\n<p style=\"margin: 0 0 14px; line-height: 1.9; font-size: 16px; color: #1f2430;\">Filter panel buttons:<\/p>\n<ul style=\"margin: 0 0 16px; padding-left: 26px;\">\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\"><strong style=\"color: #111827;\">Search:<\/strong> Reloads the list with the filtered results.<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\"><strong style=\"color: #111827;\">Clear All:<\/strong> Resets all filters to their default values.<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\"><strong style=\"color: #111827;\">Hide:<\/strong> Collapses the filter panel to widen the view.<\/li>\n<\/ul>\n<h2 id=\"list\" style=\"font-size: 22px; font-weight: bold; color: #111827; margin: 32px 0 14px; padding-bottom: 8px; border-bottom: 2px solid #eef0f3;\">Custody list<\/h2>\n<p style=\"margin: 0 0 14px; line-height: 1.9; font-size: 16px; color: #1f2430;\">The screen shows all custody records in a table with the following columns:<\/p>\n<ul style=\"margin: 0 0 16px; padding-left: 26px;\">\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\"><strong style=\"color: #111827;\">Custody Code<\/strong><\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\"><strong style=\"color: #111827;\">Employee Name<\/strong> (with the employee code)<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\"><strong style=\"color: #111827;\">Date<\/strong><\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\"><strong style=\"color: #111827;\">Remaining \/ Amount<\/strong><\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\"><strong style=\"color: #111827;\">Status<\/strong> (<strong style=\"color: #111827;\">Open<\/strong> \/ <strong style=\"color: #111827;\">Settled<\/strong> \/ <strong style=\"color: #111827;\">Closed<\/strong> \/ <strong style=\"color: #111827;\">Bad debt<\/strong>)<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\"><strong style=\"color: #111827;\">Attachments<\/strong><\/li>\n<\/ul>\n<p style=\"margin: 0 0 14px; line-height: 1.9; font-size: 16px; color: #1f2430;\"><strong style=\"color: #111827;\">Sorting:<\/strong><\/p>\n<ul style=\"margin: 0 0 16px; padding-left: 26px;\">\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\">Default order: newest first.<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\">From <strong style=\"color: #111827;\">Sort<\/strong>, you can sort the list by <strong style=\"color: #111827;\">Creation Date<\/strong>, <strong style=\"color: #111827;\">Employee Name<\/strong>, or <strong style=\"color: #111827;\">Custody Amount<\/strong>.<\/li>\n<\/ul>\n<p style=\"margin: 0 0 14px; line-height: 1.9; font-size: 16px; color: #1f2430;\"><strong style=\"color: #111827;\">Actions for each record<\/strong> (shown based on the user&#8217;s permissions):<\/p>\n<ul style=\"margin: 0 0 16px; padding-left: 26px;\">\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\"><strong style=\"color: #111827;\">View<\/strong><\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\"><strong style=\"color: #111827;\">Edit<\/strong><\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\"><strong style=\"color: #111827;\">Add Settlement<\/strong><\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\"><strong style=\"color: #111827;\">Delete<\/strong><\/li>\n<\/ul>\n<p style=\"margin: 0 0 14px; line-height: 1.9; font-size: 16px; color: #1f2430;\"><strong style=\"color: #111827;\">Notes<\/strong><\/p>\n<ul style=\"margin: 0 0 16px; padding-left: 26px;\">\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\">Action 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