First-time setup. You'll be the coordinator, the only person who can add staff and wallets.
Separate names with commas. You can add more later.
Client Wallets
Sign in to record spending money.
Don't have a PIN? Ask your coordinator.
Client Wallets
Cash Reconciliation
Signed in as
Select a wallet
Select entry type
Move money
Change
Entries are never deleted. A fix adds or takes off the difference so the history stays complete.
Receipt photo (optional)
No photo added
Receipt provided to participant?
Staff signature
Participant signature
Transactions
Coordinator tools
Cash Reconciliation Form
Prints the month's entries in the same layout as the paper form, with signatures.
Staff
PINs are 4 to 8 digits. Tell each person their PIN yourself; nobody can look it up later, but you can reset it.Add several staff at once
Wallets
Receipt rule
Require a photo for spends over
Leave it blank to keep receipts optional. Enter 0 to require one for every spend.
Your coordinator PIN
Start fresh (clear all entries)
Deletes every entry, receipt photo and signature in every wallet, so all balances go back to $0.00. Staff, PINs and wallets are kept. Use this once to clear out testing before you go live. It can\u2019t be undone.