What is the 'Top-up' feature in the Expense Manager, and how is it used?

The Top-up feature in Stayflexi’s Expense Manager allows property owners and managers to load cash into their cash drawer at the beginning of the day or at any other time when additional cash is required for daily operations, such as covering expenses or withdrawals. This feature ensures that there is always enough cash available to manage operations smoothly.

Why use the Top-Up Feature? 

• To track when and how much cash is being added to the property’s available funds.
• To maintain an accurate cash balance in the system.
• To ensure accountability when physical cash is handed over to specific employees or departments.

Here’s how to use it step by step:

Log in to Stayflexi:

• Start by logging into your Stayflexi account with your credentials.
• Once logged in, click on the More Apps icon (represented by four blocks) in the top right corner.
• From the dropdown menu, select Expense Manager.

Fill-Out Top-Up Details:

• Pick the Date: Choose the date on which the top-up is made. It defaults to today, but you can change it as needed.
• Reason / Entity Column:This dropdown is used to select the predefined Top-Up categories (e.g., “Morning Cash Load”, “Emergency Fund”) that were configured earlier under the Top-Up Configuration section.
• Issued To: Select the employee who received the top-up. This list is based on the employees added under Configure Employee.
• Enter Amount: Add the total amount of cash added.
• Add Description: Optionally, include a short note for reference (e.g., “Cash float provided for front desk”).
• Save the Top-Up:Click Save to log the entry. The system will update your overall cash balance accordingly.

Where Does It Reflect? 

• The added amount will be reflected in the cash balance on your dashboard.
• It will also appear in the Top-Up summary reports, helping you track how often and how much cash is loaded.

Tip: Regularly reconciling top-ups against expenses and withdrawals helps ensure accurate cash flow tracking and reduces discrepancies.