The Manage Cash page allows admins to make adjustments to both the giving and spending balances throughout the company or for individual users. This page is found by going to your Admin Tools. There are 5 main functions that you can do on this page(Global Giving, Global Spending, Individual Giving, Individual Spending, and Match Rules). We will highlight each function and how to use it.
Here you can make adjustments to the give or spend balances of every user. The number that you put in will be applied to all of the users balances. Only a positive number can be put for Global Giving and Spending. This can be useful if you want everyone in your company to start off with $5 to spend or if you want everyone to receive a $100 Christmas bonus.
By typing in the name of a user you can make adjustments to their giving or spending balance. Putting a positive number will add to the selected balance and a negative number will take away money from the selected balance. The note and adjustment that you make will appear in the users ‘My History’ tab under ‘Cash’. This tool can be useful when a specific user wants more cash to give or you want to give an individual a special cash bonus that is outside the scope of a normal appreciation.
Clicking the Match Rules button will update the current giving rules to match what you set up in the Peer-to-Peer Giving page of Setup.