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Version: 26.0.32

Account Desk

Open Accounts Manager > Account Desk for a read-focused operational summary of the active library's permitted account records.

Read The Summary​

The desk brings together collected income, expenses, net balance, outstanding value, breakdowns, and recent transactions. Values follow the active library and filters; organization-wide totals appear only when your access and current selection allow them.

Use the recent activity table to identify the source, direction, amount, status, date, party, and responsible staff account. Open a record from its module when you need to correct, cancel, pay, or regenerate a document.

Use A Phone Or Narrow Window​

Refresh sits beside the Account Desk title. Summary cards use the available width while keeping every amount readable. In the Standalone app, larger text or long amounts may put cards on separate rows.

Scroll down past the summary to reach search, dates, transactions, and page controls. The transaction table keeps its own scrolling area; scroll sideways to see all columns and use the page controls for additional records. This keeps the desk usable without loading every transaction at once.

Troubleshooting​

  • Expected activity is absent: Confirm library, date period, status, and search.
  • Totals changed after switching library: This is expected; Account Desk follows the active library scope.
  • A source has no details action: Open its owning page such as Invoices, Donations, or Expenses.
  • Transactions are below the screen: Scroll down past the summary. On a narrow or short window, the summary and transaction area share a scrollable page.

Do And Don'ts​

  • Do compare totals using the same library and date period.
  • Do use reports for formal filtered analysis and exports.
  • Don't treat pending or cancelled values as confirmed collection.
  • Don't use Account Desk as a substitute for payment correction workflows.

FAQ​

Why does a fine collected in Circulation appear here?

Accounts Manager aggregates financial records created from supported workflows while preserving their source and responsible staff account.

Screenshot To Add: Account Desk summary, breakdowns, and recent transaction table.