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What CRM is, how it reads Penahak Accounting, where each money figure comes from, and a normal day for each role.

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CRM and Penahak Accounting: one set of books CRM reads Accounting's own documents and ledgers whenever a screen opens. It keeps only its own work records and never posts a voucher. Its one effect on the books is…
Where the money figures come from Outstanding is the customer's ledger balance in local currency. The ageing is built from the open bills and then matched to that balance, so the buckets always add up to…

A day as credit controller Decide the release queue quickly, watch the customers over their limit or on hold, and keep the credit terms in Accounting right, so that only the sales that should be…
A day as collector Start from your own follow-ups and accounts, work the worklist from the top, record every promise, and close collection work only when it is really done.
A day as sales staff Raise invoices, delivery notes and orders as usual. When the credit check warns, read and continue; when it blocks, take payment or ask for a release, then save again.
A day as accountant Keep Accounting's data right (receipts approved and linked to bills, credit terms, due dates) and use CRM's receivables and statements, which match the ledger.
A day as manager, owner or administrator Read the dashboard and the collection figures, keep the settings and permissions right, and run the automation that the nightly run does not do.