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Wallets guide

Wallets and ledger entries give your finance team visibility into funds and balance movements.

Displaying balances​

Show balances by currency and status:

  • Available.
  • Pending.
  • Reserved.
  • Restricted.

Avoid showing pending funds as spendable.

Ledger integration​

Use ledger entries for accounting and reconciliation.

Recommended local model:

  • cashxchain_ledger_entry_id
  • cashxchain_payment_id
  • account_id
  • wallet_id
  • direction
  • amount
  • currency
  • reference
  • created_at

Balance updates​

Subscribe to balance.updated and ledger_entry.created events. Re-fetch the wallet balance after important updates.

Internal transfers​

If enabled, internal transfers can move funds between wallets or entities. Treat these transfers like payments: use references, approvals, and reconciliation.

Operational controls​

Restrict who can view, move, or reserve funds. Treasury wallets should have tighter access than standard operating wallets.