Daily finance audit
Daily Summary
Excluded Transactions
| Date |
Time |
Amount |
TX ID |
Reason |
Matches Website |
Risk |
Decision |
Action |
Staff Mistakes
| Staff |
Mistake Type |
Amount Affected |
Repeated Issues |
Risk |
Notes |
Create Staff Account
Role permissions
Staff Users
| Name |
Username |
Role |
Websites |
Permissions |
Actions |
Edit Staff Account
Select Edit from a staff row
Add Website/API
Credentials stay backend-side
Data Sync
| Provider |
Status |
Started |
Finished |
Imported |
Failed |
Error |
Reconciliation Settings
Used for transaction API createdDateTime and gateway types
Role Permissions
Defaults used when creating staff
Auto Sync
Every 30 minutes
Audit Action Log
| Time |
Actor |
Action |
Entity |
Remark |