Internal Accountant Role
Welcome to the Internal Accountant role overview. This guide provides an in-depth look at the features and capabilities associated with the Internal Accountant role within the platform.
Dashboard
The Internal Accountant role features a comprehensive dashboard that provides an overview of:
- Investable Funds: Displays the total funds available for investment.
- Revenue: Shows the revenue generated.
- Unidentified Funds: Lists funds that have not been categorized or identified.
Admin Capabilities
Admins with the Internal Accountant role have the following capabilities:
- Create Transactions: Ability to initiate new transactions.
- Add Manual Transactions: Option to manually add transactions to the system.
- Rebalance User Accounts: Functionality to rebalance the accounts of users.
- Renew Subscriptions: Capability to renew user subscriptions.
Transaction Section
The transaction section provides a detailed view of all financial activities, including:
- All Transactions: Comprehensive list of all transactions.
- Asset Transfers: Details of asset transfers between accounts.
- User Withdrawals: Information on user-initiated withdrawals.
- Payment Transactions: Records of all payment-related transactions.
- Receipts: Documentation of receipts for transactions.
Deposit Section
The deposit section allows Internal Accountants to manage user deposits effectively. Note that this section is similar to the Financial Admin Deposit feature).
This overview serves as a guide to understanding the functionalities and capabilities associated with the Internal Accountant role within the platform.