CA login (CA portal) se Books nahi khulta — CA sirf apna CA portal dekh sakta hai. Auditor login Books padh sakta hai par kuch post nahi kar sakta. Staff Login (ESS) wale sirf punch / leave jaise screens dekhte hain. Agar receptionist ko Books ka hisaab nahi dikhana, to dhyan rakho ki padhne par alag rok nahi hai. Bill, payment, kharcha Books me apne aap post hote hain — iske liye kisi role ki zaroorat nahi, wo jo bhi bill banaye.
Books me entry kaun daal sakta hai aur kaun sirf dekh sakta hai?
Books ke saare tab (Day Book, Trial Balance, Balance Sheet, Profit & Loss, Account Ledger) koi bhi clinic staff login khol kar padh sakta hai. Likhne wale kaam — '+ Manual Journal Entry', '↺ Reverse', '+ Add Account', account Edit, '🌱 Seed Default CoA' — sirf owner / admin kar sakte hain; baaki ko 'Forbidden: insufficient role' aata hai.
Where in ORALZY: Insights → Books
Quick steps
- Insights → Books kholo
- Padhne ke liye koi bhi tab chuno
- Entry / reverse / account banana ho to owner ya admin login se karo
- 'Forbidden: insufficient role' aaye to owner se karwao