Accounting Home

This feature is available after applying for WORKS Finance.

In the Accounting Home, you can check various statistical information, such as slips, receivables, deposit and withdrawal history, account information, etc., as well as check the log history recorded in the Accounting service. By clicking the card or information displayed in the Content Area, you can immediately use the applicable feature.

To use the ‘Accounting Home’ menu, click ‘Accounting Home’ in the left-side menu area of the Accounting service.

The Accounting Home screen is laid out as follows.

Area Description
① Content Tab Select the content to be displayed in the Content Area.

  • Dashboard: Displays the status of slips, receivables, deposit and withdrawal history, account information, and increase and decrease in capital in the card form.
  • Timeline: Displays up to 100 logs recorded within the Accounting service during the recent one month, sorted by latest first.
  • Getting Started: Displays the settings necessary for using the Accounting service in card form.
② Content Area
  • Display the accounting statistics, log history, and Accounting service management items according to the selected content.
  • Click the item displayed in the card form or log history to open the applicable menu.

Getting Started

When you access the Accounting service for the first time, the Getting Started screen appears to guide you to set the accounting-related information. Each setting item is displayed in closed card form. Click the card once to open the card and display the basic information, and then click once again to open the menu.
To use the Accounting service more conveniently, complete all setting items according to the order of cards shown in the Getting Started screen.

Area Description
① View Vendors Go to the Manage Vendor menu where you can check and manage vendor information.
② Register Bank Account Opens the Link Bank/Account menu where you can register the bank account when using linked finance accounts.
③ Register Employee Bank Account Opens the Manage Employee Account menu where you can register and edit the bank account of each employee.
④ View Business Place Permissions Opens the Business Place Permissions menu where you can check and manage business places with permissions.
⑤ Standard Information Settings Opens the Set Accounting menu where you can manage the basic settings of the Accounting service.
⑥ View Account Titles Opens the Manage Accounting Titles menu where you can manage the account titles of the Accounting service.
⑦ Manage Financial Statement Forms Opens the Manage Financial Statement Forms menu where you can manage the financial statement forms to be displayed in the Accounting service.
⑧ Migrate Data Opens the Import Data menu where you can import accounting data from external solutions.

Dashboard

After completing all settings in the Getting Started screen, the Dashboard screen appears when you access the Accounting service. The Dashboard screen displays the accounting-related summary in the card form.

The following cards are displayed in the Dashboard screen.

Area Description
① Approval Request Slip
  • Displays the number of slips requested for approval.
  • Click to open the Create/View Slip menu.
② Accumulated Receivables
③ Confirmed Withdrawal History
④ To be Withdrawn Tomorrow
⑤ Manage Deposit/Installment Savings Account
  • Displays the number of deposit/installment savings accounts registered.
  • Click to open the Link Bank/Account menu.
⑥ Employee Account
⑦ Increase and Decrease in Capital

Timeline

Displays up to 100 use logs of the Accounting service for the last one month, sorted by newest first. Click the link for each item to open the related menu.

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