Wallet Management Screen Guide

The Wallet Management module provides comprehensive control over digital wallets, enabling secure fund management, transfers, and financial tracking across your network.

Digital wallets are the financial backbone of PetroLink, enabling cashless transactions and providing complete financial control.

Wallet Dashboard

Wallet Analytics Dashboard

All Wallets

Total Balance

SAR 1,245,680

Across 287 wallets

Clients

Client Wallets

SAR 945,230

156 active clients

Vehicles

Vehicle Wallets

SAR 300,450

1,245 vehicles

Alerts

Low Balance

23

Wallets < 20% limit

Quick Wallet Actions

Wallet Types & Hierarchy

Wallet Structure

Main Company Wallet

Primary funding source for all operations

Client Wallets

Individual client company wallets

Vehicle Wallets

Per-vehicle spending limits

Department Wallets

Budget allocation by department

Client Wallet Management

Client Wallets Overview

ABC Logistics Ltd. Active

SAR 45,230.50

Available Balance

Reserved SAR 5,000.00
Today's Usage SAR 2,150.75
Monthly Limit SAR 150,000
Usage 68% of limit

Wallet Top-up Process

Top-up Client Wallet

1. Select Wallet

Current Balance SAR 45,230.50
Available Credit SAR 0.00

2. Top-up Amount

3. Payment Method

4. Reference Details

Total Amount

SAR 10,000.00

Fund Transfers

Transfer Between Wallets

Bulk Transfer to Vehicles

Transfer Preview

85 vehicles Γ— SAR 500 Total: SAR 42,500

Auto-Recharge Settings

Configure Auto-Recharge

ABC Logistics Ltd.

Active

Trigger Level

SAR 10,000

Recharge Amount

SAR 50,000

Monthly Limit

SAR 200,000

Last Triggered

3 days ago

Wallet Reports & Analytics

Wallet Performance Analytics

Balance Trends (Last 30 Days)

Line chart showing wallet balance trends

Top Wallets by Activity

ABC Logistics Ltd.

245 transactions

SAR 125,430

XYZ Transport Co.

189 transactions

SAR 98,750

Global Shipping Inc.

156 transactions

SAR 87,320

Common Wallet Tasks

Daily Operations

  • βœ“ Monitor wallet balances
  • βœ“ Process top-up requests
  • βœ“ Review low balance alerts
  • βœ“ Execute fund transfers
  • βœ“ Verify payment confirmations

Administrative Tasks

  • βœ“ Configure auto-recharge rules
  • βœ“ Set spending limits
  • βœ“ Freeze/unfreeze wallets
  • βœ“ Generate financial reports
  • βœ“ Audit wallet activities
Security Note: All wallet operations require proper authorization. Transfers above SAR 50,000 require additional approval from a supervisor.