Оновлення фінансового модуля if.team: власники рахунків, керування звітами та розділення платежів

Here’s what changed and how it improves financial management for your team.

Assigning an Account Owner

You can now assign an owner to each account. This gives you more control over access rights and allows you to separate financial visibility between users more precisely.

What this enables

• Users can view only their own accounts or their own and shared accounts.
• Access to balances and transactions can be limited per account.
• Transactions can be filtered by account owner.
• Balances can be calculated separately per owner.

Who benefits from this

• Companies with multiple partners or department leads.
• Teams with personal budget responsibility.
• Businesses with separated financial flows.

Text Documents and Wiki

The system allows creating text documents such as instructions, onboarding guides, or internal rules. This forms a company Wiki — structured and understandable for the entire team.

Module availability

The “Documents & Files” module is available in beta for all users. It is free until March 1, 2026.

Financial Report Access Control by Role

You can now enable or disable financial reports for each user role.

How it works

• Access to reports is configured separately for every role.
• You can restrict access to Cashflow and P&L reports.
• Restrictions apply even if a user has general access to transactions.

Why it matters

Some team members need to see operations but not the company’s full financial picture. Now this can be configured without workarounds.

Payment Splitting: One Transaction, Multiple Allocations

The payment splitting feature allows a single transaction to be divided into multiple parts, each with different parameters.

This enables more accurate accounting without manually creating multiple separate transactions.

Split by Projects and Iterations

Useful when a client pays one amount for several stages or projects. Each portion can be assigned to the corresponding project or iteration.

Split by Categories

Relevant when:

• A single payment covers different expense categories.
• VAT needs to be separated from income.
• One transaction includes multiple types of expenses.

Allocate Across Recognition Periods

Income or expenses can be distributed across several months in P&L. This is especially important for subscriptions, long-term contracts, or advance payments.

Split by P&L Categories

You can define which part of a payment is operating and which is non-operating. This allows more accurate analysis of income and expense structure.