DailyAccounts User Guide

DailyAccounts -- User Guide

User Guide

Complete reference for DailyAccounts — setup, accounting concepts, and software walkthrough

Server Setup

Installing, configuring databases, and running the DailyAccounts server

Prerequisites

DailyAccounts is a self-hosted server application for Windows, installed from the Microsoft Store. There is no cloud dependency — all data lives in SQLite database files that you control. It can serve an entire office over a local network, or be deployed on a VPS for global access.

Windows 10 / 11 (64-bit)

Installed from the Microsoft Store as a signed MSIX package, which also delivers updates. Your data is kept separately from the app, so an update never touches it.

Disk

Room for the app plus database growth

Each database is an independent .db SQLite file. You can create multiple databases and switch between them at any time.

Network

LAN, VPN, or public internet

The server listens on configurable TCP ports (default HTTP 3000, HTTPS 3001). You choose which IP addresses it binds to, so the same installation can serve only the local machine, an entire office LAN, or the open internet.

Browser

Any modern browser — no client software needed

Chrome, Edge, Firefox, or Safari on any device. JavaScript must be enabled.

Database Management

DailyAccounts supports multiple independent databases — useful if you manage accounts for more than one business or entity. All database operations are performed from the Database tab in the server control panel.

Creating a New Database

Click Create new database in the Available Databases panel. Fill in the following fields:

Alias

Short name shown in the database list

Choose a meaningful name, e.g. MyBusiness2026. This is how the database is identified in the server control panel — it is not shown to web users.

Location

Folder where the database file will be stored

Defaults to AppData\Roaming\DailyAccounts\database\. Click … to choose a different folder, for example a network drive or a folder included in your backup routine.

File name

Name of the .db file on disk

Keep it simple, e.g. mybusiness.db. The file is created automatically — do not point to an existing file unless you are importing (see below).

Username

Admin username for the client web interface

This account will have full administrator access in the web app. It is independent of Windows accounts.

Password

Admin password — stored as a secure hash

Choose a strong password. You can change it later from within the web interface under My Profile.

Chart of Accounts Type

Choose the initial structure of your Chart of Accounts. This decision affects which accounts are pre-created; you can add or remove accounts later.

Generic

Simple 2-level chart — suitable for most small businesses

Pre-creates basic Asset, Liability, Equity, Income, and Expense accounts. Best starting point if you are unsure.

Retail

3-level chart with inventory and COGS accounts

Includes Cost of Goods Sold, Inventory, and Sales accounts suited to product-based businesses.

Services

3-level chart optimised for service businesses

Focused on service revenue, professional expenses, and consulting-style income streams.

Everything else — the admin user, the chart of accounts, and the first fiscal year — is created for you. The new database is ready to use as soon as it appears in the list.

Click Create database. The file is created and the alias appears in the database list in the Database tab.

Activating a Database

Only one database can be active at a time — the active database is the one the web server will serve to clients.

Select the database

In the Available Databases list on the Database tab, click the database alias you want to activate. It will be highlighted.

Double-click to make it active

Double-click the row. The Active Database field in the Configuration panel updates to show the selected alias. The row turns green.

Start (or restart) the service

If the service is already running, stop and restart it so it picks up the new active database.

Backing Up a Database

Open Backup / restore selected database on the Database tab. Select the database alias you want to back up from the drop-down, choose a destination folder, and click Backup. A timestamped copy of the SQLite file is written to the chosen location. Schedule regular backups to a separate drive or cloud folder.

Always back up before upgrading the software or making bulk changes to the chart of accounts. The backup is a plain SQLite file — it can be opened with any SQLite browser for inspection.

Automatic Backup to Google Drive

A backup on the same computer does not survive the computer. Open Backup / restore selected database on the Database tab and click Auto Backup… to keep a copy of the active database in your own Google Drive.

Connect a Google account

Click Connect a Google account. A browser window opens for you to sign in to Google and allow access. DailyAccounts is only ever given access to the files it creates itself — it cannot see the rest of your Drive. The connection is stored encrypted to your Windows account, so copying the settings to another machine does not carry it with them.

Choose when it runs

Tick Back up automatically and choose hourly, daily, weekly or monthly. Backups run while DailyAccounts is open. If the computer was switched off at the scheduled time, the backup runs shortly after the application next starts rather than waiting for the next scheduled slot.

Choose how many to keep

Keep the newest few and let older ones be removed after each successful backup, or tick Never delete a backup to keep everything. The newest backup is never deleted, whatever this is set to.

Back up now, whenever you want one

Back up now takes one immediately — worth doing before anything you are unsure about. The copy is taken while people keep working, and nothing is uploaded until a complete, consistent copy exists.

Restoring from Google Drive

The same Auto Backup window lists the backups already in your Drive under Restore from Google Drive, newest first, showing when each was taken and how big it is. Select one, check the name under Restore as, and click Restore.

A restored backup is added to your list of databases as a new entry. The database you are working in is not changed and nothing is overwritten — so you can restore a backup and look at it before deciding anything. To start using it, select it on the Database tab, click Activate, and restart the service.

Importing / Restoring a Database

Open Import a database on the Database tab to bring an existing database file into the server:

Choose the source file

Click … next to the source field and browse to the .db file you want to import (e.g. a backup copy or a file moved from another machine).

Choose a destination folder

Select where the imported file should be stored. The file is copied — the original is not moved or deleted.

Enter an alias

Give the imported database a short name so it appears correctly in the Available Databases list.

Click Import

The database is registered. Double-click it in the list and restart the service to make it active.

Network & SSL Configuration

Open the Configuration tab (or click Configure Server under Quick actions on the Service tab) to control which IP addresses and ports the server listens on, and to enable SSL.

Choosing Listening IP Addresses

The IPs On this System list shows every network interface currently detected. Move the addresses you want the server to accept connections on into the IPs To use for service list using the > / < buttons. Common choices:

127.0.0.1

Localhost only — most restrictive

Only the machine running the server can access the web interface. Useful for single-user setups or development.

192.168.x.x

LAN IP — office / home network access

Any device on the same local network can connect. Add your LAN IP (e.g. 192.168.1.14) to allow office-wide access.

Public IP

VPS or dedicated server — internet-wide access

Add the server's public IP to allow access from anywhere on the internet. Always enable SSL when doing this.

Tick Activate on all IPs to bind to every interface at once — equivalent to 0.0.0.0. Convenient for VPS deployments where the exact IP may change.

Ports

HTTP port

Default: 3000

Plain HTTP. Suitable for localhost access or trusted LAN connections. Browser session cookies work reliably on 127.0.0.1 over HTTP.

HTTPS port

Default: 3001

Encrypted SSL/TLS connection. Required for LAN or internet access where secure cookies and session integrity are important.

SSL / HTTPS

Tick Enable SSL port to activate the HTTPS listener. You need a certificate file and a private key file:

Generate a self-signed certificate (quick start)

Click Generate self-signed certificate. A certificate and key pair are created automatically and the file paths are filled in. Self-signed certificates are ideal for local office use. Your browser will show a security warning on first visit — click Advanced → Proceed to continue and then accept the certificate.

Use a CA-signed certificate (production / internet)

If the server is publicly accessible, obtain a certificate from a trusted Certificate Authority (e.g. Let's Encrypt). Set the Certificate file and Key file paths to your .crt and .key files. No browser warning will appear.

Save and restart

Click Save configuration. Stop and restart the service for the new settings to take effect.

Use HTTPS when accessing over a LAN IP or the internet. Plain HTTP over a non-localhost address can cause browser session cookies to be rejected, leading to repeated redirects to the login page after signing in.

Starting & Stopping the Service

Once you have created and activated a database, start the web service from the Service tab:

Confirm the Active Database

Check that the Active Database field in the Configuration panel shows the correct alias. If not, double-click the correct database in the Available Databases list first.

Click Start Service

The status indicator changes from Stopped (red gear) to Running (green). The server is now accepting connections on the configured IPs and ports.

Allow through Windows Firewall (first time only)

Windows may show a firewall prompt. Click Allow access to permit connections from other devices on your network.

Keep the application open

The service runs as long as the DailyAccounts application window is open. Click Stop Service to halt it gracefully, or close the application.

The Client access points panel on the Service tab lists all active URLs once the service is running — handy for quickly sharing the address with staff.

Accessing the Web Interface

Open any modern browser and navigate to one of the following URLs, depending on your setup:

Local

Same machine as the server (HTTP)

http://127.0.0.1:3000/ — cookies and sessions always work reliably on localhost over plain HTTP.

LAN

Other devices on the same network (HTTPS recommended)

https://<server-ip>:3001/ — use the HTTPS port to ensure session cookies are accepted. Replace <server-ip> with the server's local IP, e.g. 192.168.1.14.

Internet

Public VPS or dedicated server

https://<your-domain-or-ip>:3001/ — always use HTTPS for any internet-facing deployment. Consider placing behind a reverse proxy (e.g. Nginx) for port 443.

To find your machine's LAN IP, open Command Prompt and run ipconfig. Look for the IPv4 Address under your active network adapter. This is the same IP you add to the IPs To use for service list in Configuration.

First Login & Initial Setup

After starting the service, open the web interface in your browser. Log in with the admin username and password you set when creating the database.

Use the username and password you entered during database creation. The admin account has full access to all features.

Create a Fiscal Year

Navigate to Fiscal Years (sidebar or Dashboard → Quick Actions) and create your first fiscal year, e.g. Jan 1 – Dec 31, 2026. Vouchers cannot be entered without an open fiscal year.

Review your Chart of Accounts

Go to Accounts to view the accounts pre-created from your chosen chart type. Add, rename, or disable accounts as needed for your business.

Create additional users (optional)

Go to Administration → Users to create accounts for staff. Assign task permissions to control exactly what each user can see and do.

Start entering vouchers

Click New Voucher on the Dashboard or navigate to Voucher Entry. Select the voucher type (CV / DV / JV), fill in the accounts and amounts, and post when ready.

Accounting Terms

Key concepts used throughout DailyAccounts

Double-Entry Bookkeeping

DailyAccounts uses the double-entry bookkeeping system. Every financial transaction is recorded in at least two accounts: one account is Debited (DR) and another is Credited (CR) by the same amount. This ensures that the accounting equation always holds:

Assets = Liabilities + Equity + Net Profit · Total Debits always equal Total Credits in a balanced system.

Every voucher you post is validated automatically — if the total debits do not equal total credits, the system refuses to post the voucher. This self-balancing nature guarantees the integrity of all financial records.

Voucher Types

A voucher is a formal document recording a financial transaction. DailyAccounts supports three voucher types:

CV Credit Voucher

A Credit Voucher records money received by the business. It is used whenever cash or a payment comes in from a customer, client, or any other source. The cash or bank account is Debited, and the income or receivable account is Credited.

Example: A customer pays PKR 5,000 for services. Debit "Cash in Hand" 5,000 · Credit "General Income" 5,000.

DV Debit Voucher

A Debit Voucher records money paid out by the business. It is used whenever cash or a payment leaves the business — paying an expense, a supplier, or any other obligation. The expense or payable account is Debited, and the cash or bank account is Credited.

Example: Office rent of PKR 8,000 is paid by cheque. Debit "General Expenses" 8,000 · Credit "Bank Account" 8,000.

JV Journal Voucher (Journal Entry)

A Journal Voucher is a general-purpose entry used for transactions that do not involve a direct cash movement — such as adjustments, accruals, depreciation, transfers between accounts, or opening balances. It can involve any number of debit and credit lines, provided the total debits equal total credits.

Example: Recording monthly depreciation of PKR 500 on equipment. Debit "Depreciation Expense" 500 · Credit "Accumulated Depreciation" 500.

Quick rule: Use a CV when cash comes IN. Use a DV when cash goes OUT. Use a JV for everything else.

Chart of Accounts

The Chart of Accounts (COA) is the complete list of all accounts your business uses to categorise financial transactions. Think of it as the filing system for your money — every transaction must be assigned to one or more accounts in the COA.

DailyAccounts organises accounts in a parent-child hierarchy. Parent accounts group related accounts together (e.g. "Fixed Assets" containing "Land", "Buildings", "Equipment"). Only the lowest-level accounts — called leaf accounts — can receive actual transactions.

Each account has a unique Account Code (e.g. 1-1, 2-1) and belongs to one of five account types: Asset, Liability, Equity, Income, or Expense.

Types of Accounts

By Financial Role — determines where the account appears in reports:

Asset

Asset Accounts

Resources owned by the business. Normal balance is Debit — debiting increases the account, crediting decreases it. Examples: Cash in Hand, Bank Account, Accounts Receivable, Equipment.

Liability

Liability Accounts

Amounts owed to others. Normal balance is Credit. Examples: Accounts Payable, Bank Loans, Salaries Payable, Taxes Payable.

Equity

Equity Accounts

The owner's stake in the business (Assets minus Liabilities). Normal balance is Credit. Examples: Owner Capital, Retained Earnings, Drawings.

Income

Income (Revenue) Accounts

Money earned from business operations. Normal balance is Credit. Examples: General Income, Sales Revenue, Service Fees, Interest Income.

Expense

Expense Accounts

Costs incurred to run the business. Normal balance is Debit. Examples: General Expenses, Rent, Salaries, Utilities, Depreciation.

By Structure — determines how accounts are organised and used:

Group Account

Group (Parent) Accounts

Organisational containers that group related accounts. They cannot receive transactions directly — they only display the rolled-up total of all their children. In the Chart of Accounts, group accounts are shown with a folder icon and can be expanded. Example: "Current Assets" grouping "Cash in Hand" and "Bank Account".

Leaf Account

Leaf (Posting) Accounts

The bottom-level accounts with no children. These are the only accounts that can be selected in voucher lines. Every debit and credit line in every voucher must be assigned to a leaf account. Example: "Cash in Hand" (code 1-1) is a leaf under the "Current Assets" group.

Cash Account

Cash Accounts

A special flag (Is Cash Account = Yes) that marks an account as a liquid cash or cash-equivalent account. Accounts flagged this way are used by the system to track actual cash movements. Typical cash accounts: "Cash in Hand", "Bank Account", "Petty Cash".

CF Section

Cash Flow Section

A classification on each non-cash account that tells the Cash Flow report which activity category to roll its cash movements into. Set it to Operating for day-to-day income, expenses, receivables, and payables; Investing for long-term assets like equipment; Financing for owner capital, withdrawals, and long-term loans; or None for accounts that should never appear on the cash flow report (and for cash accounts themselves, since they are the cash, not a source or use of it). If you leave Income or Expense accounts as "None", they won't show on the cash flow report even though they involve cash — typically you want these set to Operating.

DR / CR Rules at a Glance

The following table summarises what Debit and Credit mean for each account type:

Account Type	Normal Balance	Debit (DR) Effect	Credit (CR) Effect
Asset	DR	Increases ↑	Decreases ↓
Liability	CR	Decreases ↓	Increases ↑
Equity	CR	Decreases ↓	Increases ↑
Income	CR	Decreases ↓	Increases ↑
Expense	DR	Increases ↑	Decreases ↓

Memory aid: DEAD CLIC — Debit increases: Expenses, Assets, Drawings. Credit increases: Liabilities, Income, Capital (Equity).

Software Flow

Every screen, link, and option explained

Navigation Overview

The application uses a fixed left sidebar for navigation and a topbar for the current page title, search, notifications, and the user avatar menu. The sidebar is always visible and organises links into four groups: Transactions, Accounts, Reports, and Administration.

The sidebar only shows what you have permission to use. Access is granted per task, not by a fixed role: voucher_entry (create entries), post_vouchers (post, unpost and delete), accounts_manage (chart of accounts), parties_manage (customers and suppliers), fiscal_year_manage and reports. An administrator has every task automatically. Assign tasks to a person from Users → the key icon.

Simple Mode & Accountant Mode

DailyAccounts presents the same books two ways, and you choose which with the Mode switch in the topbar. It is set per person, not per company: a book-keeper can work in Accountant Mode while everyone else stays in Simple Mode, in the same database, on the same entries.

Simple Mode — the default

Entry happens through three plain-language screens — Receive Money, Spend Money and Transfer — which never ask you to think in debits and credits. The list of entries is called All Transactions, and the chart of accounts is Accounts & Categories.

Accountant Mode

The sidebar switches to Credit Voucher (CV), Debit Voucher (DV) and Journal Voucher (JV), which open the full journal grid with DR/CR columns. These are the same two transaction types as Receive Money and Spend Money under their accounting names — not extra features, and not a separate set of books.

Both modes write ordinary vouchers through the same rules, so nothing entered in one is out of reach in the other. Switching is safe at any time and takes effect immediately.

Everyday Entry — Receive, Spend, Transfer

Three guided screens covering the transactions that make up most days. Each asks a few ordinary questions and composes the double-entry for you, so a correct set of journal lines is written without anyone choosing a side.

Receive Money /form/receive_money

Money coming in. Choose the account it landed in, who it came from, and what it was for. One payment can be split across several categories. Writes a Credit Voucher (CV).

Spend Money /form/spend_money

Money going out. Choose the account it came from, who it went to, and the category, splitting the same way. Writes a Debit Voucher (DV).

Transfer /form/transfer

Money moved between two of your own accounts — cash to bank, or bank to bank. Nothing is earned or spent, which is why this is deliberately kept separate: recording it as income or an expense would overstate both.

Customers & Suppliers

Customers & Suppliers /form/parties

The people and businesses you deal with. Each has a name, a kind (Customer, Supplier or Both), optional contact details, and optionally a default account so entries for them start on the right category. Recording who a transaction was with is what lets you answer “how much has this customer paid us?” later. Everyone can read the list — an entry screen has to be able to name a counterparty — but adding and editing requires the parties_manage task.

Dashboard

Dashboard /form/dashboard

The home screen shown after login. Displays live KPI cards (total vouchers, posted/unposted counts, total accounts), a voucher type breakdown chart, an account type distribution chart, and a timeline of the last 10 transactions. The New Voucher button in the top right opens the voucher entry form. Quick-action buttons at the bottom provide one-click access to Credit Voucher, Debit Voucher, Journal Entry, and Chart of Accounts.

Voucher Book

Voucher Book /form/vouchers

A paginated, searchable list of all vouchers in the system. Use the filter bar to narrow by voucher type (CV / DV / JV), status (Draft / Posted), date range, or fiscal year. Click any row to open and view that voucher's full detail. The New Voucher button (visible to Operators and Admins) opens the entry form. Posted vouchers are shown with a green badge; drafts are shown in yellow.

Voucher Entry

Voucher Type Selector

Three tabs at the top — CV (Credit), DV (Debit), JV (Journal) — switch the voucher type. For JV you can add as many lines as you need with Add Line. In Simple Mode the same three tabs read Money In, Money Out and Journal.

Header Fields

Date — the transaction date (must fall within an open fiscal year). Fiscal Year — auto-selected based on the date. Description — a free-text note about the transaction (optional but recommended).

Line Items — Account, DR/CR, Amount

Each line requires: an Account (type to search — only leaf accounts are selectable), a DR/CR toggle, and an Amount. On a CV or DV the side is not yours to choose — the account decides it (on a CV a cash/bank account is Debited and anything else Credited; on a DV the reverse), so the toggle locks once the account is picked and shows why on hover. On a JV it is always free. Press D, C or Space to set it where it is unlocked. The running DR/CR totals and the difference (imbalance) are shown in real time at the bottom. The form will not let you save or post until the voucher is balanced.

Save vs. Post

Save Draft stores the voucher in an unposted state — it is excluded from all reports and balances. Use this when a voucher needs review before committing. Save & Post finalises and posts the voucher immediately — it becomes part of the books and is included in all reports. A posted voucher cannot be edited — that is enforced by the database itself, not just the screen. To correct one, open it and click Reverse: the system writes a mirror-image entry that cancels it out, as a draft for you to check and post. The original stays in the books, which is what keeps the trail honest.

Success Modal — Add Another Voucher

After posting, a confirmation modal appears with the assigned voucher number. The Add Another Voucher button (auto-focused — just press Enter) opens a fresh form with the same type pre-selected. Go to Voucher Book returns to the list.

Keyboard Shortcuts in Voucher Entry

The form is designed for fast keyboard-only entry: Tab moves between fields in order (Account → DR/CR → Amount → next row). In the Account picker, type to search and use Arrow keys + Enter to select. On the DR/CR toggle, press D = Debit, C = Credit, Space = toggle. Press Enter on an amount field to jump to the next row's account.

Working With an Entry After It Is Saved

Open any entry from All Transactions to see these. They are the difference between a ledger you can defend and one you merely hope is right.

Reverse a posted entry

The only supported way to correct something already in the books. Reverse writes a mirror-image entry that cancels the original, as a draft you check and post yourself. The original is left exactly as it was — a correction is recorded, not hidden. An entry that has already been reversed offers no second reversal, and a draft offers none at all: just edit or delete it.

Attach receipts and invoices

Attach an image or PDF to any entry, including one already posted — paper usually arrives after the entry is made. Attachments are stored inside the database file, so a backup carries the evidence with it. Only an administrator can remove one, which is exactly the point of keeping it.

Entry history

Shows what has happened to this entry — created, posted, reversed, and by whom. The audit trail has always recorded this; the history panel is where you can finally read it.

Document numbers

Each entry carries a reference of its own, per type and per accounting year — CV-0087. This is the number to quote to a colleague or write on a receipt. Entries made before this feature existed were numbered in the order they were created, so historical references are real, not blank.

Saved transactions

An entry you make often can be saved as a reusable shape and recalled with one click from the entry screen, which fills the whole form. Saved transactions sit outside the ledger entirely, so they can never be counted in a report — only the entries you create from them can.

First-Run Setup & Finding Things Quickly

Setup wizard /form/setup

Shown to an administrator on a brand-new database. It walks through the business name, currency, the first accounting year and the starting shape of your accounts. It rewrites company-wide settings, so it is administrator-only — anyone else is told so plainly and sent to the dashboard.

Command palette Ctrl-K

Press Ctrl-K anywhere (or click the search box in the topbar) to jump to any screen or find an entry by its number or description, without navigating. This search box is the one search in the product — it is not a filter for the page you are on.

Chart of Accounts

Chart of Accounts /form/accounts

Displays all accounts in a collapsible tree view. Group accounts show their total balance. Leaf accounts show their DR/CR balance. Click the expand arrow to reveal children. Click any account row to select it and see action buttons appear in the toolbar: Edit, Add Child, Enable/Disable.

Creating a New Account

Click New Account (top toolbar). Fill in: Account Code, Account Name, Account Type (Asset / Liability / Equity / Income / Expense), Parent Account (optional — leave blank for a root account), Is Group (tick if this is a container, not a posting account), Is Cash Account, and CF Section (for cash flow classification). Click Save.

Fiscal Years /form/fiscal_years

Manage accounting periods. Create a new fiscal year by specifying its start and end date. Only one fiscal year can be Open at a time — this is the year available for new voucher entries. Closing a fiscal year locks it from further changes. Admin access required.

Financial Reports

Trial Balance /form/reports

Lists every account with its total Debit, total Credit, and Net Balance for the selected period. A Balanced badge confirms that total DR = total CR across the entire ledger. Use this as the first step to check the integrity of your books.

Balance Sheet /form/reports → Balance Sheet tab

A point-in-time snapshot showing Total Assets = Total Liabilities + Total Equity + Net Profit. Asset accounts are listed on the left; Liabilities, Equity, and the current-period Net Profit are on the right. The accounting equation must balance — the system shows a warning if it does not.

Income Statement /form/reports → Income Statement tab

Shows revenue and expenses for the selected period. Calculates Net Profit (or Net Loss) = Total Income − Total Expenses. A positive result is a profit (green); a negative result is a loss (red).

Cash Flow Statement /form/reports → Cash Flow tab

Tracks every voucher that actually moved cash in or out of your cash & bank accounts during the period, and groups those movements by Operating (day-to-day), Investing (capital), and Financing (loans / equity) activities. Each cash movement is attributed to the account on the other side of the voucher — so if a customer pays cash against an invoice, the inflow is grouped under that customer's account type. Non-cash transactions like credit sales, accruals, and write-offs do not appear here even though they affect your books — only entries that actually touched a cash or bank account count. The Net Cash Change equals the change in your cash & bank account balances across the period; if it doesn't, your books need investigation.

General Ledger /form/reports → General Ledger tab

A detailed transaction-by-transaction view for a selected account and period. Shows each voucher that touched the account, the DR/CR amount, and a running balance. Use this to trace the history of any account and verify individual entries.

All reports respect the Fiscal Year selector and the From / To date range. Select a fiscal year to auto-fill the date range, or set custom dates for sub-period reporting. Reports access requires the reports task permission — admins have it by default; assign it to other users from the Users page.

Administration (Admin Only)

Users /form/users

Create and manage user accounts. Each user is either an Administrator (full access to everything) or a Regular User. For regular users, you pick which tasks they can perform from the permission list — for example voucher_entry lets them create and edit draft vouchers, post_vouchers lets them post and unpost, accounts_manage lets them edit the chart of accounts, fiscal_year_manage lets them open and close fiscal years, and reports lets them view financial reports. A regular user with no tasks assigned can sign in but can only view things, not change them.

Security Rules /form/security

Define which Tasks are available in the system and which roles can perform them. Security rules are the foundation of the permission model — adding a task here makes it assignable to users. These are typically configured once during setup and rarely need changing.

Settings /form/settings

Application-level settings such as company name, currency symbol, date format, and other system preferences. These values appear on printed vouchers and reports.

My Profile /form/profile

Every user can access their own profile via the avatar menu in the top-right corner of the topbar. Here you can update your full name, description, and change your password. Usernames and roles can only be changed by an admin.