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Finance & HR

The Finance & HR portal brings together accounting, tax, payroll and revenue analysis for the company. Every view respects a shared scope (store + period, the bar at the top of the screen): change store or month to recompute all screens.

Accounting​

  • Treasury: real balances per account (registers, bank, mobile money), computed from register bands and actually-recorded flows — never estimates.
  • Accounting journals: double-entry postings generated by synchronising sales.
  • General ledger and bank reconciliation.
  • Suppliers, customer receivables, expenses, fixed assets (with depreciation).
  • Fiscal profile (FiscalProfile): the company's regime and tax parameters.
  • SYSCOHADA chart of accounts (ChartAccount): pivot-tagged accounts enabling automatic reconciliation between business operations and postings.

Revenue analysis​

The Revenue analysis module (the Analysis section of the menu) breaks down a store's revenue over the selected period, by the dimension you choose:

  • Product type (nature): medications, cosmetics, food, standard. Every product configured as a medication sums its revenue, those configured as cosmetics theirs, and so on.
  • Category, Family, Group (family grouping), Aisle, Brand.

For each segment the table shows revenue, quantity sold, the number of sale lines and the share as a percentage of the total. Store scope and period are driven by the portal's shared scope bar.

Revenue is computed from the real sale lines (SaleTransactionLine) attached to products; a product with no family/aisle configured appears in the "Unclassified" segment.

Document templates​

Document layouts (invoices, receipts, tickets, notes…) are provided by your vendor. On the company side, Document design is purely selective: for each document type you pick one of the offered models (a read-only preview gallery); the layout itself is managed for you. See also the Business Owner portal.

Human resources​

The HR side manages the company's staff (contracts, payslips, payroll rules). The staff list is shared with the Store Manager (staff coming from the Business Owner configuration).