Difference between revisions of "Accounting"

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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.  
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.  
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= Configuration =
= Usage =
 
Go to '''SETTINGS –> Accounting''':  
Go to '''SETTINGS –> Accounting''':  
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[[File:accounting-menu.png]]
[[File:accounting-menu.png]]
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= Usage =
* '''[[Services]]''' – is a product that can be sold to the client.
More information about each page under the '''Accounting''' can be found in their wiki pages:
** '''[[Subscriptions]]''' – user can subscribe to a service.
* '''[[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.  
** '''[[Subscriptions]]''' - user can subscribe to a service.
* '''[[Credit notes]]''' – it is the opposite of the invoice. It shows how much user's balance increased.
* '''[[Invoices]]''' - it is information about how much user has to pay and what it has to pay for.  
* '''Financial statements''' – include information about credit notes and invoices.
* '''[[Credit notes]]''' - it is the opposite of the invoice. It shows how much user's balance increased.
* '''[[Payments]]''' – payment is created when a user pays the system owner for some service.
* '''Financial statements''' - include information about credit notes and invoices.
* '''[[Payments]]''' - payment is created when a user pays the system owner for some service.
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= From Accountant =
= From Usertype =
* 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]]
* [[Subscriptions]]
* [[Subscriptions]]

Latest revision as of 10:10, 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.

Usage

Go to SETTINGS –> Accounting:

Accounting-menu.png

  • 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

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