Creating Wallets

Wallets are managed by the Network. Only users with the Wallet Manager permission can create, update, or delete wallets.

Prerequisites

• You are logged in as a Network user
• You have the Wallet Manager permission

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If you do not see the Wallets option or the + New button, ask your admin to grant Wallet Manager.

Steps to Create a Wallet

1. Go to Settings › Supplier and select the Advertiser
2. Click Wallets
3. Click + New
4. Enter the required fields:
   • Name
   • Initial Balance
   • Start Date
   • End Date
5. (Optional) Configure:
   • Minimum Balance
   • Allow Wallet Overdraw
6. Click Create

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Note: Once a wallet is created, the linked organisation can view its details.

Field Tips

• Name: Use a clear label that will make sense when choosing it during plan setup, for example, FY25 JBP Core or Q4 Promo O&A.
• Initial Balance: Typically aligns to a JBP commitment or pre-approved media budget.
• Start/End Dates: Set dates to match budget windows. The wallet cannot be used outside these dates.
• Minimum Balance: Set to 0 if you want the budget fully exhausted.
• Allow Overdraw: Enable only if your finance policy allows spending beyond the current balance.

After You Create the Wallet

• The wallet appears under the advertiser’s Wallets tab
• Network and advertiser users (with access) can view the wallet
• You can create Credit Notes and Debit Notes as budgets change
• Wallets can be selected during Plan and Ad Set creation

Troubleshooting

• I cannot create a wallet: Check you have Wallet Manager permission
• Wallet not visible to advertiser: Confirm the wallet is linked to the correct Advertiser
• Dates not accepted: Ensure Start Date is on or before End Date