Edit cash
Module: Financials · For: Carrier users · Page address: /carrier-portal/financials/cash/:kind/:id/edit
How to get there
Section titled “How to get there”Finance → Accounting → Cash Management → Edit Deposit
Who can use this page
Section titled “Who can use this page”Needs: Edit permission on the Financials module.
| Seat | Can open it |
|---|---|
| Owner / Admin | Yes |
| Manager | Yes |
| User | Yes |
Actions on this page and the permission each needs
Section titled “Actions on this page and the permission each needs”| Action | Permission | Notes |
|---|---|---|
| Cancel | Delete on Financials | Must be granted on its own (not part of Manage) |
| Save all changes | Edit on Financials | Manage also grants it |
What you see
Section titled “What you see”- Deposit
- Cash record card — Editing
- $125.00
What you can do
Section titled “What you can do”- Cancel
- Save all changes
- Hide preview
Fields
Section titled “Fields”| Field | Required | Type | Example |
|---|---|---|---|
| Account | Yes | combobox | KB-Operating 2610271246 |
| Source | No | textbox | Customer payments |
| Amount | Yes | textbox | 125.00 |
| Deposit date | Yes | textbox | 2026-10-27 |
| Status | No | combobox | Pending |
Loading, empty and error states
Section titled “Loading, empty and error states”Loading state
Popover-Guide state
Tooltip state
Last updated 2026-10-27