How to use accounting guidance for operations on the Riwaa platform

After installing the accounting system, the Riway platform directs operations towards the optimal accounts based on the type and location of the transaction, ensuring that all transactions are recorded in specific accounts within the chart of accounts correctly. In this article, you will learn all the details about accounting direction on the Riway platform.

#Steps for Directing Accounting Operations

Make sure to add all the accounts you want on the platform. For more details on adding accounts, click here.

#Step One: Access Accounting Direction

1. Go to Settings > Finance > Accounting Operations Direction.

2. Inventory operations appear with the default account associated with each operation.

#Step Two: Direct Operations

1. Click on the current account name.

2. Choose the new account.

3. Specify the application range:

• Future operations only.

• Past and future operations (the update is applied based on the date you specify).

ℹ️ Note: The new account must be of the same type and nature as the previous account.

Example: If you change inventory operations from a sales cost account to a new account named inventory cost, both must be under the expenses account.

#Step Three: Save the Direction

1. Click "Save."

   • When choosing future operations only, the direction is applied to new operations.

   • When choosing past and future operations, the system starts transferring past operations immediately.

2. Click "Confirm."

#Details of Accounting Direction

To view the details of the direction process (such as the update date and the username who performed it):

1. Go to: Settings > Finance > Accounting Direction.

2. All details will appear under the account name.

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#Managing User Permissions to Access Accounting Operations Direction Feature

1. Go to Settings > Users.

2. Click on the ⚙️ icon > Edit Member.

3. Go to the end of the page > click the arrow in front of the Settings option.

4. The accounting operations direction option appears, specify the appropriate permission:

   • View: To see accounts only.

   • Edit: To view and change accounts.

5. Click "Save User Data."

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#Frequently Asked Questions

1. Can I modify the direction of an operation for a closed financial period?
   No, you cannot. You must open the financial period first, then modify the operation direction, and close it again.

2. I directed operations to the wrong account, how do I fix that?
   Repeat the steps outlined in this article and choose the correct account.

3. Does directing accounting operations for inventory or stock removal affect the net income on the dashboard?
   No, directing operations does not affect the net income on the dashboard.

4. How do I ensure the completion of updating past operations direction?
   Through the bar displayed at the top of the screen, when the transfer is complete, the bar turns green.