Difference between revisions of "Accounting"

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

Revision as of 07:05, 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 Usertype

  • 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: