Internal Accounts

Internal accounts are used to record employee consumption or other internal expenses. They let you separate these transactions from regular sales and track them independently. The feature is available only when the Internal Accounts module (moduleInternalAccounts) is active in Settings > Company > Modules.

Types of internal accounts

The system distinguishes between two types:

General accounts — shared accounts with no assigned user (e.g. "Employees - lunch", "Company event"). They are shown with a wallet icon in the selection dialog.

Employee accounts — personal accounts assigned to a specific user. They are shown with a person icon in the selection dialog. Each user can have at most one employee account. When an employee account is created, the user's full name is automatically used as its name.

Creating an internal account

Internal accounts are created in Settings > Company > Internal Accounts. The table has the columns: Name, User, Active. Above the table is a search field for filtering by account name or user name, and a sort button.

The + Add button opens the dialog for creating a new account. The dialog contains:

1. Type switch — two tabs, "General" and "Employee", determine the account type.
2. Name (general account) — a text field for entering the name. The name must be unique.
3. User (employee account) — a dropdown list of active users who do not yet have an employee account assigned.
4. Active — a toggle that determines whether the account appears during selection.

Clicking Save creates the account.

To edit an existing account, click its row in the table. To delete it, long-press the row or use the "Delete" button in the edit dialog — before deleting, the system checks for dependencies (e.g. linked accounts).

Converting a tab to internal

While working with an open tab, you can convert the entire tab to internal. In the tab detail, open the More menu and select Internal account. A dialog for selecting an internal account opens.

The dialog has a "General" / "Employee" switch for filtering accounts by type. Only active accounts are shown. General accounts have a wallet icon, employee accounts a person icon.

After you select an account, the entire tab is converted to the chosen internal account. The tab stays open but is recorded under the internal account instead of as a regular sale. This operation requires the internal_accounts.transfer permission.

Tracking in reports

The More > Reports section has an Internal Accounts tab. The tab is shown only when the internal accounts module is active. The report displays a table with the columns:

Above the table is a search field and a filter button. You can filter by status ("Has unsettled" / "All settled") and by user.

Clicking a row opens the detail of the specific internal account with a breakdown of the individual tabs.

Settlement

In the internal account detail in reports, two tabs are shown — unsettled and settled tabs. Among the unsettled tabs, you can mark one or more tabs and settle them.

When settling, you have three options:

• Paid — the tabs are marked as paid (the employee paid the full amount).
• Waived — the tabs are marked as waived (the company waives the full amount).
• With discount — a numpad opens for entering a discount; after confirming it, the tabs are settled with the corresponding discount.

After settlement, the tabs move to the settled tab. For each settled tab you can see the settlement type (paid / waived / with discount) and any discount amount.

For managers and administrators

Internal accounts module

The internal accounts feature is controlled by the moduleInternalAccounts module. The module is enabled in Settings > Company > Modules. If the module is disabled, the internal accounts tab in settings and in reports is not shown, and the "Internal account" button in the tab detail is hidden.

Permissions

Internal accounts use two permissions:

Permissions are assigned to user roles in Settings > Company > Users (edit user > Permissions tab).

Recommendations

• Create general accounts for recurring company needs (e.g. "Company lunches", "Customer events").
• Assign employee accounts to individual employees to track personal consumption.
• Settle regularly (e.g. at the end of the month) so that unsettled amounts do not accumulate.
• Deactivate the accounts of employees who have left — inactive accounts are not shown in the selection dialog, but historical data is preserved.