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  • What is a Financial Account?
  • Financial Account Privacy

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  1. App Sections
  2. Finance

Financial Accounts

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Last updated 4 years ago

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What is a Financial Account?

Consider the financial account as a "wallet" or a container where you store money. You can name each account as you like.

Example: If you store your clinic's money in the cashier and a bank account, you can make a financial account named "cashier" and "bank account".

You can manage financial accounts by clicking "manage accounts" in the finance section.

Financial Account Privacy

Admins/Owners can change who has access to a certain financial account.

Only users under a financial account can view transactions made for that account.

"Manage accounts" is only available for users with owner/admin role. See .

User Roles