SocietyFlow

Societyflow Operations Map

Trace a journey
Member workspace Officer desk Rules & setup On the traced journey
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Guided journeys

What happens, step by step, and who does it

Each journey follows one thing through the cooperative: a new member, a deposit, a loan, a payout, the year-end. Every money step needs two different people, and the system records who did what.

Who does what

Members, unit leaders and the seven officer roles

Societyflow ships with the officer roles of a typical cooperative executive. A duty is a permission to take one kind of step. The same person can hold several roles, but the two-person rules still apply to them.

The two-person rules, at a glance

Societyflow calls this maker-checker: one person prepares a money action, a different authorised person completes it. Nobody completes their own request.

Glossary

What the words mean

Plain definitions of the terms you will meet on screen, in letters and in the reports.

Index

Every screen, A to Z

Where each screen lives, who uses it and which journeys pass through it. Use it as the table of contents of the operations documentation.

Posting map

How the chart of accounts links to every posting

Every deposit, withdrawal, loan, fee and expense writes one balanced journal: what it debits (Dr) always equals what it credits (Cr). This map lists each automatic posting, what triggers it and the chart rows it moves, so you can read the general ledger without guessing. Codes with a green ring are control accounts: they move only through the posting shown here, never through a manual journal.

2100 control accountSystem process posted by the app when the step completesKeyed by a steward prepared and approved by different peoplePast date allowed may be dated inside an earlier open month

Chart of accounts, quick reference

The system rows every society starts with, with the postings that move each one. Rows the society adds itself (named expense accounts, extra reserves) are moved by vouchers and manual journals only.