Owner chahe to Setup → Admin → Users & Policy → Action Guard me "Which actions need verification?" ke andar in kaamon par PIN laga sakta hai: "Receive payment", "Write-off outstanding (khatam)", "Approve write-off", "Set off an inherited (pre-migration) due", "Apply money on account" — tab us kaam par PIN / fingerprint maanga jaata hai aur jiska PIN hai uske naam se record hota hai. Write-off me PIN owner / admin ka daala gaya to request seedhe lag jaati hai. Dhyan do: 🤝 Settle par na approval lagta hai na PIN — bacha hua turant maaf hota hai, isliye owner Write-offs tab me "approved" (goodwill) rows dekhte rahein. Aaj ka Day End band ho to payment, settle, write-off, set-off sab ruk jaate hain jab tak din reopen na ho.
Pending Payments me receptionist kya kar sakta hai aur kya sirf owner / admin?
Koi bhi staff login: dues dekhna, "💰 Receive" se payment, 🤝 Settle, "Set Limit", ❌ Write-off bhejna (pending jaata hai), purana bakaya "🧹 Set-off", dunning Start / Pause / Resume / Stop, AI Recovery. Sirf owner / admin: Write-offs tab me ✓ approve / ✗ reject (inka khud ka write-off turant lagta hai) aur Bill Settings me dunning / digest / cutoff ki settings. Auditor sirf dekh sakta hai; Staff Login (ESS) se ye page nahi khulta.
Where in ORALZY: Billing → Pending Payments · Setup → Admin → Users & Policy → Action Guard
Quick steps
- Rozana kaam (Receive / Settle / Write-off request) koi bhi staff kare
- Owner / admin Write-offs tab me pending ✓ / ✗ kare
- PIN chahiye to owner Action Guard me actions tick kare
- Settings badalni ho to owner / admin Bill Settings khole