Open—Still outstanding
S
SettleBook
Ledger and settlements
Signing inTelegram
Overview
Balances
Client positions dominate this book
No outstanding balances
Done—Fully settled
Due—Reminders
Warnings—Recon
Intake
Extract and review
Step 1
Register
Orders
Book
Ledger
Parties
Clients
Parties
Vendors
Register
Accounts & Wallets
Admin
Evening closing
Locks are immutable. Corrections = reverse + new lock.
Follow-up
Reminders
Admin
Staff & Assignments
System
Settings
Staff can view, not change, global settings.