Finance Management

Manage bank accounts, balances, payees, payers, deposits, expenses, transactions, and transfers.

Account List

1. 🏦 Add Bank and Financial Accounts
2. ✏️ Edit Account Information
3. 🗑️ Delete Accounts
4. 👁️ View Account Details
5. Select the Default Payroll Account

Available Balance

1. 💰 View Current Account Balance
2. ➕ Update Balances after Deposits
3. ➖ Update Balances after Expenses
4. 💳 Reflect Payroll Payments

Payees

1. 👤 Add People or Organizations Receiving Payments
2. ✏️ Update Payee Information
3. 👁️ View Payee Records

Payers

1. 👤 Add People or Organizations Making Payments
2. ✏️ Update Payer Information
3. 👁️ View Payer Records

Deposits

1. 💰 Add Deposits
2. 🏦 Select Receiving Bank Account
3. 🗂️ Select Deposit Category
4. 📅 Record Deposit Date
5. Update Available Balance

Expenses

1. 💸 Add Financial Expenses
2. 👤 Select Payee
3. 🗂️ Select Expense Type
4. 🏦 Select Paying Account
5. Include Employee Salary Expenses
6. Update Available Balance

Transactions

1. 🔄 View Complete Transaction History
2. 📅 Review Transactions by Date
3. 🏦 Review Bank-Account Activity

Transfers

1. 🔁 Transfer Balance Between Accounts
2. 🏦 Select Source Account
3. 🏦 Select Destination Account
4. 💰 Record Transfer Amount
5. Maintain Transfer History

The Finance section documents Account List, Available Balance, Payee, Payer, Deposit, Expense, Transaction, and Transfer.