Difference between revisions of "Accounting"

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(New page: Accounting in MOR is implemented to keep track of all payment activity. Also it is possible to create various services make subscriptions for them and generate invoices for the clients. =...)
 
 
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Accounting in MOR is implemented to keep track of all payment activity. Also it is possible to create various services make subscriptions for them and generate invoices for the clients.
= Description =


= Services =  
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>
= Usage =


Service is product which can be sold to the client. That can be various types of services. For example:
Go to '''SETTINGS –> Accounting''':
<br><br>
[[File:accounting-menu.png]]
<br><br>
* '''[[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.
<br><br>
= 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'''.
<br><br>
= See Also =


* Monthly fee
* [[Services]]
* Line rent
* [[Subscriptions]]
* Phone rent
* [[Invoices]]
* Internet plan
* [[Credit notes]]
 
* [[Payments]]
You can create unlimited number of Services. All of them can be found in '''SETTINGS – Accounting – Services''':
 
[[Image:services_list.png]]
 
 
== Service types ==
 
* '''Periodic fee per month''' - user is charged every month for this service
* '''One time fee''' - user is charged only once for this service
* '''[[Flat-Rate]]''' - user is charged every month for this service and can dial some amount of minutes to some destinations

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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