Administration and Controls
How administrators keep Finance secure, configured, and reliable.
Access and Permissions
Start with least-privilege access. Give users only the permissions required for their actual responsibilities, then test using a non-admin account.
- accounting_summary
- balance_sheet
- trial_balance
- books_of_accounts
- tax_reports
- aging_reports
- contributions_report
- account
- account_types
- transaction_classifier
- detail_types
- account_transactions
- import_accounts
- vouchers
- voucher_types
- transfer
- payment
- expense
- tax
- import_taxes
- banks
- journals
- bank_reconciliation
- compensation_tax_table
- fiscal_periods
- fiscal_periods_create
- fiscal_periods_update
- account_create
- account_update
- account_delete
- account_types_create
- account_types_update
- account_types_delete
- detail_types_create
- detail_types_update
- detail_types_delete
- account_transactions_create
- account_transactions_update
- account_transactions_delete
- transaction_classifier_create
- transaction_classifier_update
- transaction_classifier_delete
- transfer_create
- transfer_update
- transfer_delete
- vouchers_create
- vouchers_update
- vouchers_delete
- voucher_types_create
- voucher_types_update
- voucher_types_delete
- payment_create
- payment_update
- payment_delete
- expense_create
- expense_update
- expense_delete
- tax_create
- tax_update
- tax_delete
Settings, Menus, and Configuration
Configuration files found
- api.php
- api_openapi.php
- api_scope.php
- control_tokens.php
- default_menu.php
- euapi_openapi.php
- menu.php
- module_config.php
- permissions.php
- routes.php
- settings_lists.php
- system_logs.php
- user_guides.php
- v1_api.php
- widgets.php
Menu entries found
- Finance
- Submenu Fas Summary
- Trial Balance
- Books Of Accounts
- Tax Reports
- Aging Reports
- Contributions Report
- Submenu Fas Accounts
- Submenu Fas Payments
- Submenu Fas Expenses
- Taxes
- Vouchers
- Banks
- Journals
- Fiscal Periods
Automation and Integrations
Scheduled jobs
1 job(s) found. Review cron, job setting gates, and last-run evidence.
Dashboard widgets
Widget registration or widget helper files were found. Validate source data and visibility.
Public pages
No public page config or public-style route was detected.
API surfaces
API config files found: api.php, api_openapi.php, api_scope.php, euapi_openapi.php, v1_api.php.
Seeders
Seeder files found: FinanceDemoSeeder.php. Use them only for the data purpose documented by the module.
Tests
Module tests found: FinanceStandaloneContractTest.php.
Administrative Controls Checklist
- The module toggle is enabled only for tenants or environments where the workflow is approved.
- Role permissions are assigned by responsibility, not by convenience.
- Menu entries, default menu entries, and routes point users to the intended module-owned screens.
- Users know who is allowed to change settings, templates, status rules, and delete actions.
- Migrations are applied and table changes are verified in the target tenant context.
- API routes, filters, examples, scopes, and docs are reviewed after any data model change.
Change Management
- Announce workflow or permission changes before they affect live users.
- Update module README, CHANGELOG, and this guide when a workflow changes.
- For menu, route, permission, widget, API, or migration changes, validate the module from a non-admin account.
- Keep public pages, API examples, dashboard widgets, and scheduled jobs aligned with the real data model.