In order to handle the finances correctly at the table, one should also keep track of them. Therefore, the treasurer at the table should also have managerial rights for this area. You can find out how to grant these rights here.
Under Finance “Accounts” in the Admin menu. Here you will find the most important items.
For an overview and possible corrections, the most important item is “Accounts”. There you will find the account balance, the credit (open account) as well as the link via the € (Euro sign) to the financial history of each contact at the table. Clicking on the € sign takes you to the extended member data. By clicking on “View account”, all bookings that have been maintained for this table contact appear.
To the right of the accounts of the table members there is a field called “New Transaction” where you can transfer money from one table member to another within the table. Since you can book money directly there, you should think carefully about how you enter what. This booking tool can also be used to correct booking errors if there is no other possibility. For this purpose, each table has a “Correction Account”, which can be entered there like other table members.
Delete invoices and credit notes
Even if it should never happen, there are sometimes invoices that have to be cancelled. To do this, the invoice amount must first be set to 0. Only then is the “delete” button on the right released.
The same applies to credit notes.
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