Internal Accounts
Learn how to record employee consumption and internal expenses in Kasyro POS, transfer bills, review them in reports and configure settlement and permissions.
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:
- Type switch — two tabs, "General" and "Employee", determine the account type.
- Name (general account) — a text field for entering the name. The name must be unique.
- User (employee account) — a dropdown list of active users who do not yet have an employee account assigned.
- 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 bill to internal
While working with an open bill, you can convert the entire bill to internal. In the bill 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 bill is converted to the chosen internal account. The bill 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:
| Column | Description |
|---|---|
| Name | Name of the internal account |
| Unsettled (count) | Number of bills that have not yet been settled |
| Unsettled (amount) | Total amount of unsettled bills |
| Settled (count) | Number of bills that have already been settled |
| Settled (amount) | Total amount of settled bills |
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 bills.
Settlement
In the internal account detail in reports, two tabs are shown — unsettled and settled bills. Among the unsettled bills, you can mark one or more bills and settle them.
When settling, you have three options:
- Paid — the bills are marked as paid (the employee paid the full amount).
- Waived — the bills are marked as waived (the company waives the full amount).
- With discount — a numpad opens for entering a discount; after confirming it, the bills are settled with the corresponding discount.
After settlement, the bills move to the settled tab. For each settled bill 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 bill detail is hidden.
Permissions
Internal accounts use two permissions:
| Permission | Description |
|---|---|
internal_accounts.manage | Managing internal accounts — creating, editing, and deleting accounts in Settings. Displaying the Internal Accounts tab in Reports and performing settlements. |
internal_accounts.transfer | Converting an open bill to an internal account. The "Internal account" button in the bill detail is visible only with this permission. |
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.