You’re an Accountant — where to begin
You handle the money side only. This is the most focused role in EcommOS — you get full access to Cashflow and Remittance, and nothing else.What you can do
- Full access to Cashflow: record income and expenses, manage categories, view records.
- Full access to Remittance: see what delivery agents still owe, mark orders as remitted.
- Export finance records.
What you can’t do
- No access to Orders or Customers — not even to view them. If you need order context for a transaction, ask a manager.
- No Products, Inventory, Deliveries, or Staff access.
Where to begin
- Understand where your two screens sit. Cashflow is your day-to-day ledger — income, expenses, and what’s expected. Remittance is narrower: it’s specifically about cash that delivery agents are holding after collecting payment on delivery, until they hand it over.
- Know how the two connect. When an order gets marked remitted, EcommOS automatically creates an income record on Cashflow for it — you don’t record that one manually. You can still edit the ledger entry afterward if the figure needs correcting, without touching the underlying remittance record.
- Set up your categories. Cashflow expense and income categories are yours to define — Delivery cost, Packaging, Ads, Staff pay, whatever matches how you actually track spend.
- Chase what’s owed. The Remittance page groups outstanding amounts by delivery agent, with how long each has been pending, so you know who to follow up with first.