18. Accounting

*THE BIG WHAT
There are several options for accounting with public and volume clients. In this section, we will go over the different ways to collect payment, bill volume clients, apply subsidies(aka grants/vouchers), and so much more.

When you go to the Accounting tab, please note the main “dashboard” screen will be empty. You must then navigate to the appropriate page using the left-hand column menu.

Anti-Theft Measures

To prevent employee theft, there are two important things you can do: allow only one manager access to remove payments (user roles) and reconcile your bank deposit.

Here’s how:
User Roles: Payment removal all Settings > Users > User Roles you can create a role like “Accounting Admin,” enable all privileges, including the ability to remove payments and assign only one person to this role. This means that if a payment needs to be removed, staff will need to ask the manager with this privilege to remove the payment. Then assign other roles to others in the organization.