Finance

What is this module?

The Finance module holds all of the business's financial information: revenue, expenses, supply consumption, professionals' commissions, inventory/purchases, and patients' running accounts (debts). Data is viewed month by month, with a period selector in the header.

Who is it for?

Unlike other modules, access here is not based on configurable permissions but directly on the role, and it varies quite a bit from one to another:

• Manager: full access to all tabs, with no restrictions.
• Assistant: access to almost the entire module (Overview, Sales & Analysis, Expenses & Supplies, Daily Cash Register, Inventory & Purchases, Running Accounts), except Commissions, which is exclusive to the Manager.
• Professional: very limited access — only sees the Sales & Analysis tab (with less detail than Manager/Assistant) and Supply Consumption (a reduced version of Expenses & Supplies, limited to their own consumption). Does not see Overview, Daily Cash Register, Commissions, Inventory, or Running Accounts.

Features

• Overview
• Sales and analysis
• Expenses and supplies
• Daily cash register
• Commissions
• Inventory and purchases
• Running accounts (debtors)