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MONEY
Ledger & Approvals
Sales, refunds, deposits, transfers, salary advances, deductions — all of it lands on one ledger. What differs is who may add it, and who has to approve it.
Drawn from the real screen. Every module opens as its own window on the desk.
WHAT IT DOES
Money, and permission to move it.
One ledger for everything
Every payment method on a sale, every refund and every drawer movement is a ledger row, so the day reconciles from one place.
Four states, four permissions
Add, cancel, approve and reject are separate permissions on each kind of transaction, so raising something and approving it can be two different people by design.
Payments that wait
Pending payments queue for approval, with a blacklist for the sources that should never queue.
Discounts that need a signature
A discount larger than the cashier may give goes into a queue rather than straight through.
CliQ matched to a client
Incoming CliQ transfers are matched to the client who sent them.
Categories the clinic defines
Ledger categories, discount reasons and payment methods are settings screens, not code.
ONE DETAIL WORTH KNOWING
Cancelling a cash payment and cancelling a card payment are different permissions.
It would be simpler to have one right called “cancel payment”. The system does not, because the two are not the same risk: cash that is cancelled leaves the drawer, card that is cancelled leaves a trail at the bank. Splitting them is what lets a clinic hand a supervisor one without handing them both — and that granularity, repeated across four hundred and seventy-six permissions, is most of what a role in this system actually is.
The desk is waiting.
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