FSBA
Modules
Overview
Dashboard
Your ledgers
Recent activity
| Date | Ledger | Category | Revenue | Expense |
|---|---|---|---|---|
| No entries yet. | ||||
What's next
This is the Finance System module. Head back to All modules to switch to Settings, or other modules as they're added.
Ledger
—
Monthly trend
By entity
By category
Add an entry
Entries
| Date | Category | Description | Quantity | Revenue | Expense | |
|---|---|---|---|---|---|---|
| Select a ledger to see entries. | ||||||
Account
Profile
Your details
Change password
Settings
Users
All accounts
New accounts are created here, then emailed an activation code - there's no open self-registration.
| Name | Phone | Role | Status | ||
|---|---|---|---|---|---|
| Loading… | |||||
Finance System
Categories & Units
Manage categories
Choose a ledger, then add or remove the revenue and expense categories used in its entry form.
Units of measure
Add the units (kg, bags, liters, pieces, etc.) available when logging a quantity on an entry for this ledger.
Settings
Roles & Permissions
Coming soon
Today, access works two ways: a system-wide admin/member role (managed under Users) and per-ledger owner/editor/viewer roles (managed under a ledger's Manage team). A dedicated screen for defining custom roles and finer-grained permissions will live here.
Settings
General
Coming soon
System-wide configuration that isn't specific to any one module - branding, organization details, and similar - will live here as it's needed.