Cash withdrawal from Voly Cards
You do not need to manually record a cash withdrawal in your cash account if it has been made from your Voly prepaid card. When you get cash from your Voly prepaid card, the cash withdrawal will appear in your list of Voly card transactions to process.
Just process the cash withdrawal in your Voly card account – this will record which cash account you are crediting the funds to.
Once the cash withdrawal transaction has been processed in your card account, the funds will automatically show in your cash account as ‘Money In’ and your cash balance will be updated.
Note: if you don’t have a cash account yet on the Voly platform and are processing the cash withdrawal from the desktop version, you might need to create a cash account first, or request it from your captain/administrators.
From your Voly mobile app, the cash account will be automatically created for you when you process the cash withdrawal transaction from your card!
Cash withdrawal from other cards (Non-Voly)
1. Go to Banking and click on the card account you withdrew the cash from.
2. In your card account, click on New Bank Transaction.
3. Select Cash Withdrawal as the Transaction Type, then select the cash account you wish to credit. Fill out any other information. Once ready, click Add Transaction.
The cash will automatically show in your cash account as ‘Money In’.
Cash from a Bank Account
To record cash coming straight from a bank account to the account (this will likely be one of your administrators recording it on the system) :
1. Go to your bank account, in the Banking tab.
2. In the bank account, click New Bank Transaction.
3. Select ‘Cash withdrawal’ as the Transaction type. Select the cash account you are crediting the money to as ‘Cash Account of’. Enter any other details.
4. Click Add Transaction. Once the cash withdrawal has been recorded in the bank account, it will automatically show in your cash account too.
Cash from Funding Source
To record cash coming straight from the funding source to the account
1. Go to your cash account.
2. In your cash account, click on New Cash Transfer.
3. On the next screen, select ‘From funding source’ as the Transfer Type, then select the funding source the cash is coming from.
4. Fill out any other information, then click Add cash transfer.
Please Note: If no Funding Source has been added to the platform, you will need to create one first.
Record ATM fees after recording the cash withdrawal
If you have withdrawn cash from your Voly card:
Any ATM fees will be included in the total cash amount withdrawn when the cash withdrawal transaction is uploaded onto the Voly platform. You will be able to record any ATM fees when processing your cash withdrawal transaction on the desktop.
In Banking, go to your Cash account > Click New Bank Transaction. Enter any details (the transaction type will be Account Charge by default), then Save.
Cash withdrawal from other cards
When recording the cash withdrawal from your card account, you will then have the option to log any ATM fee to adjust the total cash you have in hand.
You are also able to add an ATM fee after the cash withdrawal has been logged:
In Banking, click on your cash account.
Click on New Bank Transaction
Fill out the details (the transaction type be tagged as Account Charge by default). Then click Add Transaction.
Your cash account balance will be updated.
Still have questions?
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