Financial Accounts

Creating a Financial Account in the Clopos System: To create a financial account, we go to the Finance → Accounts section in the back panel. In the Company Accounts window that opens, we click the Create button located in the upper right corner.

On the page that opens, we enter the name and type of the account we are going to create, and click the Save button.

Balance Section: In the balance section (in the red frame), you can see the total amount of money in all your accounts, and below it (in the green frame), you can see the money balance for each individual account.

Deleted Accounts: You can also view deleted accounts. To do this, you need to click the box next to the words Show deleted accounts. At that point, all deleted accounts will be shown in detail in red.

The transactions of deleted accounts are not deleted, but a "-" symbol remains in the Accounts section.

Detailed Section of the Financial Account: When we click on a financial account, the

Details section opens. This section shows the amount of money in the cash register at the opening time of the register each day. For example, on 02 March

our cash register opened at 6:00 with 1,709.89 $, and on 09 March

06:00 it opened with 1,286.89 $

Customer Accounts Window: From the customer accounts window, you can see the balances of customers, the group they belong to, and their cashback amounts.

Supplier Accounts Page: From the supplier accounts page, we can see the balances of suppliers. When we click on the name of a supplier, we are taken to the supplier transactions.

Employee Accounts Section: From the employee accounts section, you can see the name, position, salary, and bonus balance of your employees.

Updated on: 03/05/2026