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A comprehensive system for managing bank transfers, sending emails to banks with cheque information, and approving or rejecting transactions from accountant. Features include transaction filtering, data export to Excel, and automated email notifications to banks, etc...

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mahmoudxkhaled/Cash-Transfer-Management-System

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Cash-Transfer-Management-System

This repository contains a system for managing user transfers and sending emails to banks and accountant. The system handles various operations related to bank accounts and transactions.

🚀Features

  • Manage multiple bank transfers.
  • Send emails to banks with cheque information.
  • Approve or reject transactions from and to accountant.
  • Export transaction data to Excel.
  • Filter transactions by bank.

🛠️Technologies Used

  • .NET 8.0
  • C#
  • Blazor
  • SQL Server
  • Syncfusion for Excel Export
  • SMTP for Email Sending

📋Prerequisites

  • .NET 8.0 SDK
  • SQL Server
  • SMTP Email Server

📦Environment Setup

1. Clone the Repository

2. Create Configuration File

Create an appsettings.json file in the root directory with the following structure:

{
  "ConnectionStrings": {
    "DefaultConnection": "YourConnectionStringHere"
  },
  "EmailSettings": {
    "SMTPServer": "smtp.your-email.com",
    "SMTPPort": 587,
    "SenderEmail": "no-reply@your-email.com",
    "SenderPassword": "YourEmailPassword"
  }
}

3. Restore .NET Packages

4. Run the Application

📝How to Use

1- Login:

  • Enter your username and password to log in.
  • Admin users are redirected to the Transfer Approval page.
  • Regular users are redirected to the Transfer Request page.

2- Add a Transfer:

  • Go to the Transfer Request page.
  • Fill in the transfer details and submit.

3- Approve or Reject Transfers:

  • Go to the Transfer Approval page (admin only).
  • Review pending transfers from accountant and approve or reject them.

4- Export to Excel:

  • Go to the Export page.
  • Select the desired transactions and export them to an Excel file.

5- Send Emails:

  • Approved transfers will trigger an email to the respective bank with cheque details.

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A comprehensive system for managing bank transfers, sending emails to banks with cheque information, and approving or rejecting transactions from accountant. Features include transaction filtering, data export to Excel, and automated email notifications to banks, etc...

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