Sales Controls & Collections Dashboard

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Proposed Posting Controls

1. Original monthly sales and collection records remain unchanged.
2. Every adjustment receives its own reference, reason, creator, timestamp and approval status.
3. Credit notes supplement settlement for the selected period without changing the reported cash collected.
4. Write-offs reduce total outstanding, allocated to the oldest ageing balance first, and require manager approval.
5. Posting recalculates the effective month and every later month for that representative.
6. Posted entries are reversed with a linked reversal—never edited or deleted.