Cash Agent Balance & Sub-Agent Management

Dashboard Overview

Admin

Today's In-Hand Total

Rs. 0

Cash & Bank Balances

Given to Sub-Agents

Rs. 0

Owed from Apps

Loans & Advances

Rs. 0

Given Out:0

Borrowed In:0

System Grand Total

Rs. 0

Cash + Credit + Net Loans

Audit Status

Checking...

Shift vs Master

Recent Days History

Date	Bank Balance	App Balances	Web Balances	Day Total	Audit Status	Change (+/-)

Sub-Agents List

Manage Sub-Agents

Name	Total Credit (Debt)	Credit Limit	Actions

External Loans & Debtors

Track personal loans taken or business cash given out.

Money Given Out (They Owe Us) Rs. 0

Money Borrowed (We Owe Them) Rs. 0

Person Name	Contact Number	Balance	Actions

Manage Staff

Name & Role	Total Advance (Owes)	Actions

Daily Expenses

Total Expenses for Today

Rs. 0

Date/Time	Description / Payee	Amount	Actions

Record Shift Handover

Handed Over By

Taken Over By

Calculated Shift Total

Rs. 0.00

Past Shift Handovers

Date/Time	Handed Over	Taken Over	Declared Total	Shift Difference	View

From Date

To Date

Search Keyword / Name

Total System Balance

Rs. 0

Expenses (Filtered)

Rs. 0

Total Sub-Agent Debt

Rs. 0

Total Net External Loans

Rs. 0

Recorded Master Balances

Date	Cash/Bank	Apps/Web	Total Balance	Audit
Select dates and click filter

Employee Advances / Returns

Net: Rs. 0.00

Date/Time	Employee	Type	Note	Amount

Daily Expenses

Suma: Rs. 0.00

Date/Time	Category	Note / Details	Added By	Amount

Sub-Agent Transactions

Net: Rs. 0.00

Date/Time	Agent	Type	Added By	Amount

External Loans & Debtors

Net: Rs. 0.00

Date/Time	Person	Type	Added By	Amount

Cash Categories Management

Add or remove specific accounts you use. They will automatically appear in your "Master Audit" and "Shift Handover" sheets.

System Access & Users

Manage user accounts and their assigned roles.

Name	Assigned Role	Login PIN	Action

Custom Roles & Permissions

Create custom roles and define specific access permissions (e.g. view only, allow delete).

Role Name	Permissions Count	Actions

CashAgent Pro

Rs. 0

Rs. 0

Rs. 0

Rs. 0

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Recent Days History

Sub-Agents List

Rs. 0.00

Manage Sub-Agents

External Loans & Debtors

Manage Staff

Daily Expenses

Rs. 0

Record Shift Handover

Rs. 0.00

Past Shift Handovers

Rs. 0

Rs. 0

Rs. 0

Rs. 0

Recorded Master Balances

Employee Advances / Returns

Daily Expenses

Sub-Agent Transactions

External Loans & Debtors

Cash Categories Management

System Access & Users

Custom Roles & Permissions

Add Sub-Agent

Platform Specific Details

Add Employee

Shift Handover Details

New Transaction

Add Person

New Entry

Person Ledger

Create Custom Role

Module Access (View Tabs)

Specific Actions

New System User

Record Expense

Sub-Agent Ledger

Agent Name

Add Category

Employee Name

Staff Salary / Advance Entry

Employee Ledger