Expense categories (Master)
What an expense was for.
- ProductVaikunth
- Versionv1.0.0
- Screen
VK-SOC-EXPCAT - StatusProcedure still owed
Procedure still owed. What this screen is for, what it will refuse, and who can use it are published below and are accurate. What is not published yet is the step-by-step procedure — the order your own people work in is yours to decide, and it will be written with you rather than guessed at.
What it is for
- What an expense was for — the headings the trustees' figures are grouped under.
- One heading is not the trust's to manage: the shortfall adjustment, which is where a counted cash variance is absorbed.
What it will not let you do
- Save a heading without a name.
- Give two headings the same name — the trustees' report groups by them and could not tell them apart.
- Rename, archive or delete the shortfall-adjustment heading — every report that counts those settlements finds them by it. Create a separate ordinary heading for your own use instead.
Who can use it
- Trustee — view only
- Cashier — view only
- Coordinator — view only
- Accounts Manager — view only
- Website Publisher — view only
- Premise Manager — add and edit
- iAdmin — add and edit
You are reading the pinned v1.0.0 page. Go to the current release.