Difference between revisions of "Accounting"
From Kolmisoft Wiki
Jump to navigationJump to search
| (One intermediate revision by the same user not shown) | |||
| Line 3: | Line 3: | ||
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. | ||
<br><br> | <br><br> | ||
= | = Usage = | ||
Go to '''SETTINGS –> Accounting''': | Go to '''SETTINGS –> Accounting''': | ||
<br><br> | <br><br> | ||
[[File:accounting-menu.png]] | [[File:accounting-menu.png]] | ||
<br><br> | <br><br> | ||
* '''[[Services]]''' – is a product that can be sold to the client. | |||
** '''[[Subscriptions]]''' – user can subscribe to a service. | |||
* '''[[Services]]''' | * '''[[Invoices]]''' – it is information about how much user has to pay and what it has to pay for. | ||
** '''[[Subscriptions]]''' | * '''[[Credit notes]]''' – it is the opposite of the invoice. It shows how much user's balance increased. | ||
* '''[[Invoices]]''' | * '''Financial statements''' – include information about credit notes and invoices. | ||
* '''[[Credit notes]]''' | * '''[[Payments]]''' – payment is created when a user pays the system owner for some service. | ||
* '''Financial statements''' | |||
* '''[[Payments]]''' | |||
<br><br> | <br><br> | ||
= From Accountant = | |||
= From | |||
* 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'''. | ||
<br><br> | <br><br> | ||
= 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:
- Services – is a product that can be sold to the client.
- Subscriptions – user can subscribe to a service.
- 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.
