The "Finance" section helps track the center's income and expenses, view the cash register (касса) status, and generate reports on transactions. Here you can conveniently record receipts and expenditures, monitor income sources, and get a clear view of the balance.
Where to find
At the top of the page you can switch between the "Income" and "Expenses" windows. Each window is equipped with a search by payer or recipient, as well as filters by description and by period (start and end of the period).
What you can do
- Record receipts and expenditures.
- View reports for a period.
- Monitor the balance and sources of income (for example, Memberships/single payments (разовые оплаты)).
Recommendations for management
- Define unified rules: who and when enters transactions, which categories to use.
- Regularly reconcile finances with the actual cash register/bank.
- If there are multiple branches/cash registers, make sure you are working in the correct center context.