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Staff & allocations

Each staff member and the range of debtors or creditors they handle. At month end, after the three financial statements go out, each staff member also gets their own report for their allocated range — for example "your debtors age analysis for customers A to G".

Note. The staff-specific month-end report is a phase 2 item. The screen below captures the data now so it is ready. The report itself is not generated yet — that is marked in the month-end job.

Add a staff member