Routes
| Route | Purpose |
|---|---|
/cuenta-custodio | List of all custody accounts |
/cuenta-custodio-detalle?id={id} | Account detail with balance and orders |
/cuenta-custodio-crear | Create a new custody account |
/cuenta-custodio-editar?id={id} | Edit an existing custody account |
/cuenta-custodio-orden-detalle?custody_account={id}&order_id={orderId} | Detail view for a single order within a custody account |
Creating a custody account
Navigate to/cuenta-custodio-crear or click Crear Cuenta Custodio in the list view.
Name the account
Enter a descriptive label in Nombre that identifies the client, payment type, and currency (for example, “Custodio Transferencia USD - Productor XYZ”).
Select the payment type
Choose a value from Tipo de Pago. This determines which payment methods can be linked to this account.
Select the currency
Choose the Moneda (currency) for the account. All balances are tracked in this currency.
Select the country
Choose the País from the location list. For Venezuelan accounts (
ve), additional banking fields appear automatically.Select the client
Choose the Cliente / Productor who owns this account. You can assign it to TMT itself or to any registered client.
Fill in bank details (Venezuela only)
If the country is Venezuela (
ve), the following additional fields are required:- Banco — the bank institution holding the account
- Tipo de Cuenta — savings (
Ahorro) or checking (Corriente) - Saldo Inicial de la Cuenta — the opening balance in whole numbers
- Número de cuenta — the 16-digit (minimum) account number
Enter manager contact details
Fill in the Datos del Encargado section:
- Nombre del Encargado — full name of the account manager
- Email del Encargado — valid email address
- Teléfono del Encargado — phone number with country code (Venezuela and US are preferred defaults)
The opening balance field is only visible and required for Venezuelan accounts. For other countries, the initial balance is automatically set to zero.
Account validation
After creating a custody account, its opening balance status is Pendiente de Validación. An administrator must validate the account before it can receive and release funds. To validate an account:- Open the account detail at
/cuenta-custodio-detalle?id={id}. - Click Validar Cuenta (visible only when the account has not yet been validated).
- Confirm the action in the dialog that appears.
Account detail
Navigate to/cuenta-custodio-detalle?id={id} to view a custody account’s full record.
Main panel
Account details- Name, payment type, country, currency, and creation date
- Saldo Disponible — funds available for disbursement
- Saldo Pendiente — funds that have been collected but not yet cleared
- Bank name, account type, and account number
| Column | Description |
|---|---|
| Nombre del Evento | Event linked to the order, with the order ID below |
| Taquilla | Office that processed the payment |
| Nombre de pago | Payment method name |
| Tipo de pago | Payment type category |
| Fecha | Date the order was created |
| Fecha Confirmado | Date the order was confirmed |
| Monto | Amount in USD |
| Estatus | Aprobado (approved) or Por aprobar (pending approval) |
/cuenta-custodio-orden-detalle.
Side panel
- Status — ACTIVO or INACTIVO with a color indicator
- Balance inicial disponible — Validado (validated) or Pendiente de Validación
- Datos del Encargado — manager name, email, and phone
- Cliente / Productor — client name and ID
Editing a custody account
Navigate to/cuenta-custodio-editar?id={id} from the list or detail view. The edit form uses the same fields as the creation form, pre-populated with current values. Click Guardar to save changes.