Safe Cash Management History
Scoping Questions
- Is safe cash management history required?
- What reporting is needed for safe transactions?
- How long is safe history retained?
Configuration Example
Safe cash management history is configured through the Estate Manager reporting module. Key settings include:
- History retention period - number of days safe transaction records are retained
- Search criteria - date range, safe, user, action type
- Report types - safe balance summary, transaction detail, variance reports
These settings are managed through the Estate Manager application configuration rather than entity XML.