How to read reports and accounting

Who does this: Accountants and administrators
Permission: Sales, Collections, Dues, Partner-wise, Expiring soon, Bandwidth usage and the regulator (PTA) summary, See the cash book and cash in hand, “Ledger: every account's balance and every entry in the books” (each page shows only if the role holds its code)

Accounting overview: payments, withdrawals and sales by period

Steps

Open Accounting → Overview for income, expense and counters over a period.
The header has a period picker (today, yesterday, this week, this month, last month, or pick a day / week / month on the calendar) and a branch select; the period carries between tabs.
Move between the accounting tabs: Invoices, Sales, Payments, Online payments, Dues, Cash book and Ledger.
Click an account to see its entries.
Open Logs and reports for operational reports: Partner-wise, Expiring soon, Billing cycles, Bandwidth usage, Regulator summary, and the logs Activity log, Session log, Login log, CoA requests, Failed logins and activations, Failed imports, Exports.
Subscriber lists have their own filters in Subscribers (for example Expiring in 7 days).
On a report use the Export menu: CSV, Excel or Print.
The same address with ?format=csv downloads the CSV; ?as=xlsx and ?as=print give Excel and a print page.

What saRa does

Reports read the same ledger and invoice data that renewals and payments write, so figures match the cash book and the profile ledgers (subscriber, partner). Nothing is recalculated by hand.

Good to know

Branch staff see only their own branch's figures.
Dashboard shows the day at a glance; the platform dashboard summarises every ISP for the Owner.
Salary lines are kept out of ledger pages for people without See salaries, dues and advances.