ORALZY
FAQ

Day End kaun close kar sakta hai aur kaun reopen?

Close: clinic ka koi bhi login (receptionist, assistant, doctor bhi) ginti bhar ke "Save Count" aur "Close Day" kar sakta hai, petty entry bhi daal sakta hai. Sirf owner/admin: "Reopen", variance "Approve" aur petty entry delete. Owner ne Action Guard me "Close day (day-end)" ya "Approve cash variance" tick kiya ho to PIN bhi maangega.

Where in ORALZY: Billing → Day End · Setup → Admin → Users & Policy → Action Guard

Doosre role ko Reopen / Approve par "Forbidden: insufficient role" aur delete par "Forbidden: DELETE restricted to owner/admin/super_admin" aata hai — owner/admin ka PIN daalne se ye nahi khulta, owner/admin ko apne login se karna hota hai. PIN (Action Guard) se audit log me asli karne wale ka naam jaata hai; ye Setup → Admin → Users & Policy → Action Guard → "Which actions need verification?" me chalu hota hai (shuru me band). Auditor login sirf dekh sakta hai, kuch save nahi hota. Staff Login (sirf punch / leave wala) aur CA login me Day End khulta hi nahi.

Quick steps

  1. Ginti aur close: koi bhi staff Billing → Day End me "Save Count" → "Close Day"
  2. Farak ₹100 se zyada ho to owner/admin "Approve" kare
  3. Galti sudharni ho to owner/admin "Reopen" kare
  4. PIN chahiye to owner Setup → Admin → Users & Policy → Action Guard me action tick kare

rolepermissionreceptionistowneradminreopenaccessdayend