Within the platform, there are two locations where you can view historical cash transactions:
Dashboard: The tile will display the total cash transactions initiated in the last two days. Users can click on the link to access a page with detailed transaction information. This page includes filters to view older transactions (up to 14 days) or transactions for a specific client.
Transactions: To view cash and historical cash transactions for a specific client, navigate to the client tree and search for the client → Transactions → Cash transfers. Please note that if no cash transfer occurred during the selected period, the Cash transfers tab will be hidden.
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