Trust Management Report
The month as the trustees read it.
- ProductVaikunth
- Versionv1.0.0
- Screen
VK-SOC-REPORT - 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
- The month as the trustees read it — collections, expenses and what is left, across one month or a span of them.
- It marks rather than refuses: while any month it covers is still open, it is stamped DRAFT and says how many of its months are closed, because those figures can still move.
- Only validated expenses are counted. A draft or an unapproved expense appears nowhere.
What it will not let you do
- Ask for a span that runs backwards — a report reads forward, first month to last. Leave the To month empty for a single month.
- Get a figure that is final while a month it covers is still open — nothing stops you printing, but the sheet says DRAFT and names how many months are closed. Close the months to settle it.
- See an expense that has not been validated — it is not refused, it is simply not counted. Have it validated, then read again.
Who can use it
- Trustee — add and edit
- Cashier — add and edit
- Coordinator — add and edit
- Accounts Manager — add and edit
- Website Publisher — add and edit
- Premise Manager — add and edit
- iAdmin — add and edit
- every role sees their own premise only
You are reading the pinned v1.0.0 page. Go to the current release.