{"id":10475,"date":"2023-02-28T13:32:38","date_gmt":"2023-02-28T13:32:38","guid":{"rendered":"https:\/\/docs.daftra.com\/user_manual\/%d9%83%d9%8a%d9%81%d9%8a%d8%a9-%d8%aa%d8%ae%d8%b5%d9%8a%d8%b5-%d8%b9%d9%87%d8%af%d8%a9-%d9%85%d8%a7%d9%84%d9%8a%d8%a9-%d9%84%d9%85%d9%88%d8%b8%d9%81\/"},"modified":"2025-04-16T13:19:08","modified_gmt":"2025-04-16T13:19:08","slug":"how-to-allocate-a-financial-custody-to-an-employee","status":"publish","type":"user_manual","link":"https:\/\/docs.daftra.com\/en\/user_manual\/how-to-allocate-a-financial-custody-to-an-employee\/","title":{"rendered":"How to Allocate a Financial Custody to an Employee"},"content":{"rendered":"<section class=\"wpb-content-wrapper\"><p>[vc_row][vc_column][vc_column_text]In a previous topic titled &#8220;How to Allocate Inventory Custody to an Employee,&#8221; we discussed the process of assigning permissions to an employee on a warehouse as their responsibility.<\/p>\n<p>In this topic, the process won&#8217;t differ much, as we explore how to allocate a financial custody to an employee by creating a treasury and assigning permissions to them. This is done through detailed explanations of the following points:<\/p>\n<ul>\n<li>Create a new financial treasury with the employee&#8217;s name and assign permissions to them.<\/li>\n<li>Specify a single treasury in the account of the employee responsible for the custody.<\/li>\n<li>Display the financial transactions report on the employee&#8217;s treasury.<\/li>\n<\/ul>\n<p>[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_custom_heading text=&#8221;Create a new financial treasury with the employee&#8217;s name and assign permissions to them&#8221; font_container=&#8221;tag:h2|font_size:28|text_align:center|color:%2304306b|line_height:2&#8243; use_theme_fonts=&#8221;yes&#8221; css=&#8221;.vc_custom_1703062021583{background-color: #f6f9fc !important;border-radius: 4px !important;}&#8221;][vc_column_text]To allocate financial custody to an employee, we need to create a financial treasury in their name and then assign permissions to them. To complete this task, we must first ensure that we have added employees to our account.<\/p>\n<p>Let the employee for whom we will allocate the financial custody be <strong>John<\/strong>.[\/vc_column_text][vc_message message_box_style=&#8221;3d&#8221; message_box_color=&#8221;alert-info&#8221; icon_fontawesome=&#8221;fas fa-book&#8221;]You can refer to the guide on <a href=\"https:\/\/docs.daftra.com\/en\/tutorial\/adding-an-employee\/\">adding a new employee<\/a> to complete this task.[\/vc_message][vc_custom_heading text=&#8221;First: Create a new financial treasury with the employee&#8217;s name&#8221; font_container=&#8221;tag:h3|font_size:22|text_align:left|color:%2304306b|line_height:2&#8243; use_theme_fonts=&#8221;yes&#8221;][vc_column_text]To create a financial treasury, click on &#8220;<strong>Finance<\/strong>&#8221; from the main menu, then on &#8220;<strong>Treasuries and Bank Accounts<\/strong>.&#8221;<\/p>\n<p>Next, click on the &#8220;<strong>Add Treasury<\/strong>&#8221; button.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-33612 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/02\/fdljdf.png\" alt=\"\" width=\"1366\" height=\"599\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/02\/fdljdf.png 1366w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/02\/fdljdf-300x132.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/02\/fdljdf-1024x449.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/02\/fdljdf-768x337.png 768w\" sizes=\"auto, (max-width: 1366px) 100vw, 1366px\" \/><\/p>\n<p>And now we fill in the details for the new cash box:<\/p>\n<ul>\n<li><strong>Name:<\/strong> Write the name of the treasury as you want it to appear in the program&#8217;s lists and windows.<\/li>\n<li><strong>Active:<\/strong> This option determines whether you want to activate the treasury or not. We will activate it; otherwise, we won&#8217;t be able to perform operations on it.<\/li>\n<li><strong>Description:<\/strong> If you want to add specific details about the treasury, you can write them in this field.<\/li>\n<\/ul>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-33614 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/02\/fgklf.png\" alt=\"\" width=\"1208\" height=\"599\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/02\/fgklf.png 1208w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/02\/fgklf-300x149.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/02\/fgklf-1024x508.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/02\/fgklf-768x381.png 768w\" sizes=\"auto, (max-width: 1208px) 100vw, 1208px\" \/><\/p>\n<p>Then click on &#8220;<strong>Save<\/strong>&#8220;[\/vc_column_text][vc_custom_heading text=&#8221;Second: Assigning Permissions to the Treasury for the Employee&#8221; font_container=&#8221;tag:h3|font_size:22|text_align:left|color:%2304306b|line_height:2&#8243; use_theme_fonts=&#8221;yes&#8221;][vc_column_text]<\/p>\n<div class=\"flex-1 overflow-hidden\">\n<div class=\"react-scroll-to-bottom--css-bxjih-79elbk h-full\">\n<div class=\"react-scroll-to-bottom--css-bxjih-1n7m0yu\">\n<div class=\"flex flex-col pb-9 text-sm\">\n<div class=\"w-full text-token-text-primary\" data-testid=\"conversation-turn-353\">\n<div class=\"px-4 py-2 justify-center text-base md:gap-6 m-auto\">\n<div class=\"flex flex-1 text-base mx-auto gap-3 md:px-5 lg:px-1 xl:px-5 md:max-w-3xl lg:max-w-[40rem] xl:max-w-[48rem] group final-completion\">\n<div class=\"relative flex w-full flex-col lg:w-[calc(100%-115px)] agent-turn\">\n<div class=\"flex-col gap-1 md:gap-3\">\n<div class=\"flex flex-grow flex-col max-w-full\">\n<div class=\"min-h-[20px] text-message flex flex-col items-start gap-3 whitespace-pre-wrap break-words [.text-message+&amp;]:mt-5 overflow-x-auto\" data-message-author-role=\"assistant\" data-message-id=\"eb77a400-4aa4-4130-b943-dd9064327080\">\n<div class=\"markdown prose w-full break-words dark:prose-invert light\">\n<p>To assign permissions to the treasury for the employee John, click on &#8220;<strong>Finance<\/strong>&#8221; from the main menu, then on &#8220;<strong>Treasuries and Bank Accounts.<\/strong>&#8221; Select the cash box for which you want to assign permissions, which is &#8220;<strong>Employee John&#8217;s Financial Custody<\/strong>&#8221;<\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-33616 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/02\/jgfkfg.png\" alt=\"\" width=\"1366\" height=\"599\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/02\/jgfkfg.png 1366w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/02\/jgfkfg-300x132.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/02\/jgfkfg-1024x449.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/02\/jgfkfg-768x337.png 768w\" sizes=\"auto, (max-width: 1366px) 100vw, 1366px\" \/><\/p>\n<p>The treasury control panel appears, and we click on &#8220;<strong>Edit<\/strong>.&#8221;<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-33618 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/02\/kiqepkef.png\" alt=\"\" width=\"1208\" height=\"599\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/02\/kiqepkef.png 1208w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/02\/kiqepkef-300x149.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/02\/kiqepkef-1024x508.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/02\/kiqepkef-768x381.png 768w\" sizes=\"auto, (max-width: 1208px) 100vw, 1208px\" \/><\/p>\n<p>At the bottom of the control panel for creating a new treasury, the system presents two types of permissions for the treasury:<\/p>\n<ul>\n<li><strong>Deposit<\/strong><\/li>\n<li><strong>Withdrawal<\/strong><\/li>\n<\/ul>\n<p>We assign both permissions to the employee John, then click on &#8220;<strong>Update<\/strong>,&#8221; as shown in the following image:<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-33620 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/02\/kheaflf.png\" alt=\"\" width=\"1208\" height=\"599\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/02\/kheaflf.png 1208w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/02\/kheaflf-300x149.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/02\/kheaflf-1024x508.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/02\/kheaflf-768x381.png 768w\" sizes=\"auto, (max-width: 1208px) 100vw, 1208px\" \/><\/p>\n<p>The statement of the two permissions is as follows:[\/vc_column_text][vc_custom_heading text=&#8221;The first permission: Deposit&#8221; font_container=&#8221;tag:h4|font_size:18|text_align:left|color:%2304306b&#8221; use_theme_fonts=&#8221;yes&#8221;][vc_column_text]This refers to the operations of receipts or collections, which is the effective part of the debit side of the treasury.<\/p>\n<p>When specifying the deposit permission for employee John, he will be the only employee who can perform receipt operations, meaning that all funds received by the treasury will be through him only.<\/p>\n<p>If another employee &#8211; let&#8217;s say Nicole- wants to carry out a cash receipt operation to the &#8220;<strong>Employee John&#8217;s Financial Custody<\/strong>&#8221; treasury, he can do so by clicking on &#8220;<strong>Finance<\/strong>&#8221; from the main menu, then &#8220;<a href=\"https:\/\/www.daftra.com\/hub\/%D8%B3%D9%86%D8%AF-%D9%82%D8%A8%D8%B6\"><strong>Income<\/strong><\/a>,&#8221; and then clicking &#8220;<strong>New Income<\/strong>&#8221; as shown in the image:<\/p>\n<p><a href=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/02\/Screenshot-517.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-10499\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/02\/Screenshot-517.png\" alt=\"\" width=\"1366\" height=\"594\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/02\/Screenshot-517.png 1366w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/02\/Screenshot-517-300x130.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/02\/Screenshot-517-1024x445.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/02\/Screenshot-517-768x334.png 768w\" sizes=\"auto, (max-width: 1366px) 100vw, 1366px\" \/><\/a><\/p>\n<p>The control panel for adding the income will appear for him, but he will not be able to choose the &#8220;<strong>Employee John&#8217;s Financial Custody<\/strong>&#8221; treasury since it will not be displayed among the available treasuries, as shown in the image:<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-33622 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/02\/efoka.png\" alt=\"\" width=\"1364\" height=\"599\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/02\/efoka.png 1364w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/02\/efoka-300x132.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/02\/efoka-1024x450.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/02\/efoka-768x337.png 768w\" sizes=\"auto, (max-width: 1364px) 100vw, 1364px\" \/>[\/vc_column_text][vc_custom_heading text=&#8221;The second permission: Withdrawal&#8221; font_container=&#8221;tag:h4|font_size:18|text_align:left|color:%2304306b&#8221; use_theme_fonts=&#8221;yes&#8221;][vc_column_text]<\/p>\n<div class=\"flex-1 overflow-hidden\">\n<div class=\"react-scroll-to-bottom--css-bxjih-79elbk h-full\">\n<div class=\"react-scroll-to-bottom--css-bxjih-1n7m0yu\">\n<div class=\"flex flex-col pb-9 text-sm\">\n<div class=\"w-full text-token-text-primary\" data-testid=\"conversation-turn-365\">\n<div class=\"px-4 py-2 justify-center text-base md:gap-6 m-auto\">\n<div class=\"flex flex-1 text-base mx-auto gap-3 md:px-5 lg:px-1 xl:px-5 md:max-w-3xl lg:max-w-[40rem] xl:max-w-[48rem] group final-completion\">\n<div class=\"relative flex w-full flex-col lg:w-[calc(100%-115px)] agent-turn\">\n<div class=\"flex-col gap-1 md:gap-3\">\n<div class=\"flex flex-grow flex-col max-w-full\">\n<div class=\"min-h-[20px] text-message flex flex-col items-start gap-3 whitespace-pre-wrap break-words [.text-message+&amp;]:mt-5 overflow-x-auto\" data-message-author-role=\"assistant\" data-message-id=\"477d8fe9-3431-442f-80f9-bebcd680988c\">\n<div class=\"markdown prose w-full break-words dark:prose-invert light\">\n<p>This refers to withdrawal or disbursement operations, which affect the credit side of the treasury.<\/p>\n<p>When assigning the withdrawal permission to employee John, he will be the only employee who can carry out disbursement operations. In other words, all outflows from the treasury will be through him only.<\/p>\n<p>If another employee, let&#8217;s say Nicole, wants to make a disbursement from the &#8220;<strong>Employee John&#8217;s Financial Custody<\/strong>&#8221; treasury, he would click on &#8220;<strong>Finance<\/strong>&#8221; from the main menu, then &#8220;<strong>Expenses<\/strong>,&#8221; and then click &#8220;<strong>New Expense<\/strong>,&#8221; as shown in the image:<\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-33624 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/02\/hkdakjd.png\" alt=\"\" width=\"1351\" height=\"599\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/02\/hkdakjd.png 1351w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/02\/hkdakjd-300x133.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/02\/hkdakjd-1024x454.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/02\/hkdakjd-768x341.png 768w\" sizes=\"auto, (max-width: 1351px) 100vw, 1351px\" \/><\/p>\n<p>He will be presented with the control panel for adding the expense, but he won&#8217;t be able to choose the <strong>&#8220;Employee John&#8217;s Financial Custody&#8221;<\/strong> treasury as it won&#8217;t appear among the available treasuries, as shown in the image:<\/p>\n<p><a href=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/02\/Screenshot-521.png\" target=\"_blank\" rel=\"noopener\"> <img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-33622 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/02\/efoka.png\" alt=\"\" width=\"1364\" height=\"599\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/02\/efoka.png 1364w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/02\/efoka-300x132.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/02\/efoka-1024x450.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/02\/efoka-768x337.png 768w\" sizes=\"auto, (max-width: 1364px) 100vw, 1364px\" \/><\/a>[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_custom_heading text=&#8221;Determining a Single Treasury in the Employee&#8217;s Account with Custody&#8221; font_container=&#8221;tag:h2|font_size:28|text_align:center|color:%2304306b|line_height:2&#8243; use_theme_fonts=&#8221;yes&#8221; css=&#8221;.vc_custom_1703065918317{background-color: #f6f9fc !important;border-radius: 4px !important;}&#8221;][vc_column_text]After assigning permissions to the employee John on the financial treasury &#8220;<strong>Employee John&#8217;s Financial Custody<\/strong>,&#8221; this treasury can be made the only one in his account, hiding the rest of the other treasuries. This can be achieved through two steps:[\/vc_column_text][vc_custom_heading text=&#8221;Step 1: Assigning the Treasury to the Employee&#8221; font_container=&#8221;tag:h3|font_size:22|text_align:left|color:%2304306b|line_height:2&#8243; use_theme_fonts=&#8221;yes&#8221;][vc_column_text]We can assign a financial custody to an employee by creating a new treasury and specifying its permissions for the employee, as clarified in the section &#8220;<strong>Assigning Permissions to the Employee<\/strong>.&#8221;[\/vc_column_text][vc_custom_heading text=&#8221;Step 2: Adding Permissions for All Employees on the Remaining Treasuries Except for Employee John&#8221; font_container=&#8221;tag:h3|font_size:22|text_align:left|color:%2304306b|line_height:2&#8243; use_theme_fonts=&#8221;yes&#8221;][vc_column_text]To do this, we need to:<\/p>\n<ol>\n<li>Access each treasury from the available treasuries, except for the treasury for which permissions have been added for the employee John.<\/li>\n<li>Add permissions for all our employees on all these treasuries, excluding the employee John.<\/li>\n<\/ol>\n<p>This is illustrated in the following image:<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-33626 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/02\/greaf.png\" alt=\"\" width=\"1208\" height=\"598\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/02\/greaf.png 1208w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/02\/greaf-300x149.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/02\/greaf-1024x507.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/02\/greaf-768x380.png 768w\" sizes=\"auto, (max-width: 1208px) 100vw, 1208px\" \/><\/p>\n<p>Then click &#8220;<strong>Save<\/strong>&#8221; after completing the task in each treasury.[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_custom_heading text=&#8221;Displaying the financial movements report on the employee&#8217;s treasury.&#8221; font_container=&#8221;tag:h2|font_size:28|text_align:center|color:%2304306b|line_height:2&#8243; use_theme_fonts=&#8221;yes&#8221; css=&#8221;.vc_custom_1703068321314{background-color: #f6f9fc !important;border-radius: 4px !important;}&#8221;][vc_column_text]To enhance control over the circulation of funds within the organization, you can obtain a report of all transactions that have taken place in the financial treasury assigned to the employee.<\/p>\n<div class=\"flex-1 overflow-hidden\">\n<div class=\"react-scroll-to-bottom--css-bxjih-79elbk h-full\">\n<div class=\"react-scroll-to-bottom--css-bxjih-1n7m0yu\">\n<div class=\"flex flex-col pb-9 text-sm\">\n<div class=\"w-full text-token-text-primary\" data-testid=\"conversation-turn-373\">\n<div class=\"px-4 py-2 justify-center text-base md:gap-6 m-auto\">\n<div class=\"flex flex-1 text-base mx-auto gap-3 md:px-5 lg:px-1 xl:px-5 md:max-w-3xl lg:max-w-[40rem] xl:max-w-[48rem] group final-completion\">\n<div class=\"relative flex w-full flex-col lg:w-[calc(100%-115px)] agent-turn\">\n<div class=\"flex-col gap-1 md:gap-3\">\n<div class=\"flex flex-grow flex-col max-w-full\">\n<div class=\"min-h-[20px] text-message flex flex-col items-start gap-3 whitespace-pre-wrap break-words [.text-message+&amp;]:mt-5 overflow-x-auto\" data-message-author-role=\"assistant\" data-message-id=\"2a7933d2-1016-4457-ad30-a481c2e1591e\">\n<div class=\"markdown prose w-full break-words dark:prose-invert light\">\n<p>To display the financial movements report on the &#8220;<strong>Employee John&#8217;s Financial Treasury<\/strong>,&#8221; first click on &#8220;<strong>Finance<\/strong>&#8221; from the main menu. Then, click on &#8220;<strong>Treasuries and Bank Accounts<\/strong>,&#8221; and select the treasury &#8220;<strong>Employee John&#8217;s Financial Treasury<\/strong>&#8221; from the available financial treasuries in the account.<\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-33628 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/02\/gfs.png\" alt=\"\" width=\"1366\" height=\"598\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/02\/gfs.png 1366w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/02\/gfs-300x131.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/02\/gfs-1024x448.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/02\/gfs-768x336.png 768w\" sizes=\"auto, (max-width: 1366px) 100vw, 1366px\" \/><\/p>\n<p>You can review the system transaction for the treasury from oldest to newest or vice versa by clicking on the double arrows \u2228 \/ \u2227. Additionally, you can navigate between pages of system transactions for the treasury by clicking on the double arrows &lt; \/ &gt;.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-33630 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/02\/guhiuo.png\" alt=\"\" width=\"1092\" height=\"527\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/02\/guhiuo.png 1092w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/02\/guhiuo-300x145.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/02\/guhiuo-1024x494.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/02\/guhiuo-768x371.png 768w\" sizes=\"auto, (max-width: 1092px) 100vw, 1092px\" \/><\/p>\n<p>You can also click on &#8220;<strong>Transfers<\/strong>&#8221; to review the record of transfers that have occurred (to and from) the treasury.[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]<\/p>\n<div class=\"post-inner-content\">\n<div class=\"entry-content\">\n<p>With this, we have completed explaining how to allocate a financial custody for an employee, define permissions for them on the treasury, and illustrate how to make the treasury the only one visible in the employee&#8217;s account. We also covered the process of displaying reports on the transactions and transfers made on the treasury.<\/p>\n<\/div>\n<footer class=\"entry-meta\"><\/footer>\n<\/div>\n<p>[\/vc_column_text][\/vc_column][\/vc_row]<\/p>\n<\/section>","protected":false},"author":16,"template":"","categories":[2118,2201,2108,2197,2120],"tags":[],"class_list":["post-10475","user_manual","type-user_manual","status-publish","hentry","category-finance","category-employees","category-accounting","category-hr","category-treasuries-bank-accounts"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v17.8 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>How to Allocate a Financial Custody to an Employee - Daftra Knowledge Base<\/title>\n<meta name=\"description\" content=\"\u062a\u0639\u0631\u0651\u0641 \u0628\u0627\u0644\u0634\u0631\u062d \u0627\u0644\u0645\u0641\u0635\u0644 \u0648\u0627\u0644\u0623\u0645\u062b\u0644\u0629 \u0643\u064a\u0641 \u064a\u0645\u0643\u0646\u0643 \u062a\u062e\u0635\u064a\u0635 \u0639\u0647\u062f\u0629 \u0645\u0627\u0644\u064a\u0629 \u0644\u0645\u0648\u0638\u0641 \u0644\u062f\u064a\u0643 \u0639\u0628\u0631 \u0628\u0631\u0646\u0627\u0645\u062c \u062f\u0641\u062a\u0631\u0629\u060c \u0639\u0646 \u0637\u0631\u064a\u0642 \u0625\u0646\u0634\u0627\u0621 \u062e\u0632\u064a\u0646\u0629 \u0645\u0627\u0644\u064a\u0629 \u0648\u062a\u0639\u064a\u064a\u0646 \u0635\u0644\u0627\u062d\u064a\u0627\u062a\u0647\u0627 \u0644\u0647.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/docs.daftra.com\/en\/user_manual\/how-to-allocate-a-financial-custody-to-an-employee\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How to Allocate a Financial Custody to an Employee - 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