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Wallets track partner-managed balances for a workspace. Open a workspace details page, then use the Wallets area. Wallets section before adding a wallet

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Add A Wallet

  1. Open a workspace details page.
  2. Go to the Wallets area.
  3. Click Add Wallet.
  4. Fill the wallet details.
  5. Click Create.
Create wallet drawer

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Wallet Fields

Wallet Name is the name shown in the workspace. Wallet Name (Arabic) is optional, and helps teams working in Arabic. Currency controls the wallet currency. Available options can include UAE Dirham, US Dollar, and Saudi Riyal. Initial Balance sets the starting balance. Filled wallet form

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Wallet List

After a wallet is created, it appears in the Wallets table. Wallet in the wallet table The table shows:
  • Wallet name.
  • Current balance.
  • Status.
  • Transaction count.
  • Row actions.
Wallet actions menu

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Transactions History

Open the row actions menu and choose Transactions History. The drawer shows wallet details, a transaction form, and the transaction history table. Wallet transactions drawer

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Transaction Types

Credit increases the wallet balance. Refund also increases the wallet balance. Debit decreases the wallet balance. Adjustment decreases the wallet balance. Use the type that matches the real business action. Add a short reason so the history is easy to understand later.

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Transaction Fields

Amount is the value to add or subtract. It must be greater than zero. Reason is optional, but recommended for support and finance review. After saving, Plato updates the balance and adds the transaction to history.

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Refresh

Use the refresh button in the Wallets area when a teammate just added a wallet or transaction and you need the newest balance.