Cashbox

  • Can view the money flow allows you to see all transactions in the cashbox. If the permission is disabled, the employee will only see the name of the cashbox and the balance.

  • Can view the money flow for any period allows you to choose any dates for the report of transactions in the cashbox.

  • Can correct cash transactions allows you to correct cash transactions.

  • Can delete cashbox operations allows you to delete transactions from work orders, sales, refunds, and other transactions.

  • Can print the money flow allows you to create a cashbox report by clicking the Print button.

  • Can export the money flow allows you to save the cashbox report on your PC as an Excel file using the Export button.

  • Can view the cashbox balance allows you to see the amount of money in the cashbox. If the permission is disabled, the employee will see only the name of the cashbox, the Balance column will not be displayed in the report.

  • Can create, edit and delete cashboxes allows you to create new cashboxes, change the name, type, and method of calculation, access existing cashboxes by employees, as well as delete them.

  • Can select any employee from the list allows you to select the employee under whom the transaction will be carried out.

Invoices

Balances

  • Can see balance allows you to see the Balances tab on the Finance page and work with it.

  • Can export balance allows you to export data on the Finance > Balances page. If the option is disabled, the Export button is not displayed.

Refunds

  • Can create returns allows you to accept returns of goods and services from customers. If it is disabled, the Refund button will not appear on the work order or sale.

  • Can delete refunds allows you to delete refunds with all the data about them.

  • Can edit price allows you to edit the amount of return to the client.

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