Difference between revisions of "Accounting"

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= From Usertype =
= From Accountant =
* Accountant needs '''See Financial Data''' [http://wiki.kolmisoft.com/index.php/Accountant_permissions permission] to access Accounting menu and also additional settings for specific pages. For example Invoices permission to access '''SETTINGS –> Accounting –> Invoices'''.  
* Accountant needs '''See Financial Data''' [http://wiki.kolmisoft.com/index.php/Accountant_permissions permission] to access Accounting menu and also additional settings for specific pages. For example Invoices permission to access '''SETTINGS –> Accounting –> Invoices'''.  
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= See Also =
= See Also =
* [[Services]]
* [[Services]]

Revision as of 10:08, 26 June 2013

Description

Accounting is implemented to keep track of all payment's activity. It is also useful if you want to create a service, subscribe user to the service and generate invoices for the clients. Only Admin, Reseller/Reseller PRO and Accountant with permission can see this menu.

Configuration

Go to SETTINGS –> Accounting:

Accounting-menu.png

Usage

More information about each page under the Accounting can be found in their wiki pages:

  • Services - is a product that can be sold to the client.
  • Invoices - it is information about how much user has to pay and what it has to pay for.
  • Credit notes - it is the opposite of the invoice. It shows how much user's balance increased.
  • Financial statements - include information about credit notes and invoices.
  • Payments - payment is created when a user pays the system owner for some service.



From Accountant

  • Accountant needs See Financial Data permission to access Accounting menu and also additional settings for specific pages. For example Invoices permission to access SETTINGS –> Accounting –> Invoices.



See Also