Finance
The finance area for staff — record income, raise and approve vouchers, manage categories and banks, and read balances and reports.
Finance is where your organisation's money is recorded and watched over: the income that comes in, the payments that go out, the categories and bank accounts they are tracked against, and the balances and reports that show where everything stands. It is the busiest part of WAQAF for an accountant or finance manager, and the most carefully guarded — because every figure here is real money.
You'd come here to record a donation or grant, raise a payment voucher and walk it through approval, set up the categories and bank accounts your bookkeeping needs, or pull a balance or report at the end of a period. Each task has its own short guide; this page is the map.
Who can do this. The whole Finance area is role-gated. You need a finance role — an Accountant, Finance Manager, CEO or Auditor — to see it at all (the organisation Owner and Admin can reach it too). What you can do inside depends on which finance role you hold: an Accountant can record income and raise vouchers but sees only whether a fund has enough, never the figure; a Finance Manager can do all of that and see and approve; the CEO gives the final approval on payments; an Auditor can read and export but changes nothing. If you don't see Finance at all, your role doesn't include it; see Members & roles.
Where to find it
Open Finance from the main dashboard menu. Inside, the area is split into the sections below — Income, Expenses, Categories, Banks, Balances and reports, Admin fees, and Settings. Which of these you see follows your role, so your menu may be shorter than the list here.
A few things to know first
These two rules sit underneath everything in Finance, so it helps to know them before you start:
- Money is shown in Omani Rials to three decimals. One rial is 1,000 baisa, so amounts
always carry three figures after the point —
200.000,12.500,0.750. Type them the same way. - Nothing in the ledger is ever deleted. Once an entry is posted it stays, permanently. A mistake is never erased — it is corrected by posting a matching reversing entry that cancels it out, so the full history is always intact and auditable. You will see this any time you need to undo something: you reverse, you don't delete.
Because the ledger keeps everything, take a moment before you post. A reversal leaves both the original entry and its correction on the record — which is exactly what an auditor wants to see, but it does mean there's no quiet "undo".
Explore Finance
Income
Record donations, grants and other money coming in, attach evidence, and issue receipts.
Expenses & vouchers
Raise a payment voucher, send it through the Accountant → Finance Manager → CEO approval chain, and record the payment.
Categories & accounts
Set up the income and expense categories your bookkeeping tracks against, and the approval flow for changing them.
Banks & reconciliation
Manage your bank accounts and match recorded movements against your statements.
Balances & reports
See fund and category balances and build the reports you need for a period — for the roles allowed to view figures.
Admin fees
Understand how the administration fee is calculated and read the fee analytics.
Finance settings
Configure how finance documents display, including bilingual receipts and vouchers.