Office

The step-by-step guides detail each task with an example.

The office records what reaches the club day to day, in the ERP. Start with Before you start: dashboard, rights, draft or posted.

Task	Where	Page
See what's waiting	Dashboard: Finance and Duty desk operations cards	Before you start
Validate duty-desk receipts	Finance › Permanence › File de validation	Duty desk and expenses
Validate expense claims, mark a transfer done	Finance › Permanence › File de validation	Duty desk and expenses
Record card, ANCV, cheques, deposits	Finance › Comptabilité › Saisie	Payments received
Import HelloAsso, schedule, link a trial flight	VI & HelloAsso	Trial flights
Record a supplier invoice and its document	Finance › Achats	Supplier invoices
Correct a flight before billing	Facturation & Vols › Vols	Billing flights
Register a member, keep the directory	Membres	Members, Registrations
Bill validated flights	Facturation & Vols › Vols	Billing flights
Answer a member about their account	Member record: Balance, Packs	Reading your pilot account

Rights

The Administrative role (secretary, assistant) lets you, by default, validate the duty desk and expense claims, manage trial flights and members, correct and bill flights and prepare the accounts (receipts, deposits, supplier invoices, trial-flight completion) as drafts. Final posting stays with the treasurer. See Rights by role.