{% extends 'base.html' %} {% load static %} {% block title %}Organization Settings - {{ organization.name }}{% endblock %} {% block page_title %}Organization Settings{% endblock %} {% block breadcrumb %}
{% endblock %} {% block extra_css %} {% endblock %} {% block content %}Manage users and their access to your organization
| Role | Permissions |
|---|---|
| Owner | Full system access including billing and user management |
| Admin | User management, settings, all transactions (no billing access) |
| Accountant | Create, edit, delete transactions; view reports; manage contacts |
| Staff | Create and view transactions; view basic reports |
| Viewer | Read-only access to transactions and reports |
Record historical year-end balances to ensure 100% accurate Borang B generation across multiple years.
Critical: Without snapshots, historical data will show current values (incorrect for past years).
| Year | Opening Inventory | Closing Inventory | Bank Balance | Status | Created | Actions |
|---|---|---|---|---|---|---|
| {{ snapshot.year }} | RM {{ snapshot.opening_inventory_value|floatformat:2 }} | RM {{ snapshot.closing_inventory_value|floatformat:2 }} | RM {{ snapshot.closing_bank_balance|floatformat:2 }} | {% if snapshot.is_finalized %} Finalized {% else %} Draft {% endif %} |
{{ snapshot.created_at|date:"d M Y" }}
{% if snapshot.updated_at %}
Updated: {{ snapshot.updated_at|date:"d M Y" }} {% endif %} |
No Year-End Snapshots Yet
Auto-generate snapshots from your transaction data or create manually.