Staff Login (ESS — sirf punch / leave / payslip wala login) aur CA login is page tak nahi pahunchte; CA apne CA portal me hi kharche dekhta hai. Abhi kisi setting se receptionist / doctor se Expenses page, Revenue ya "Net Profit" cards chhupaye nahi ja sakte. Page par role ke hisaab se koi tab chhupta nahi — non-admin "🦷 Profitability" kholega to "Forbidden: insufficient role" aayega. Kharcha daalne / hatane par PIN lagana ho to owner Setup → Admin → Users & Policy → Action Guard me "Add expense" / "Delete expense" tick kare. Expenses Core plan ka hissa hai — koi add-on nahi chahiye, aur Modules on/off se ye band nahi hota.
Expenses kaun dekh sakta hai aur kaun kharcha daal sakta hai?
Koi bhi clinic login (owner, admin, doctor, receptionist, assistant, staff role) Expenses page khol kar kharcha daal aur "Edit" kar sakta hai, aur upar ke Revenue / "Net Profit" cards aur "Analyzer" bhi dekh sakta hai. "Delete" sirf owner / admin. "🦷 Profitability" sirf owner / admin ko khulta hai. Auditor sirf dekh sakta hai.
Where in ORALZY: Billing → Expenses & GST → Expenses · Setup → Admin → Users & Policy → Action Guard
Quick steps
- Owner/admin: Billing → Expenses & GST → Expenses — sab tab kaam karte hain
- Receptionist / doctor: kharcha daal aur "Edit" kar sakte hain, "Delete" nahi
- PIN lagana ho: Setup → Admin → Users & Policy → Action Guard
- "Add expense" / "Delete expense" tick karke "Save config"