Help for a Consumer
You can bring money in and record ordinary spending. You will not see the pocket’s balance anywhere, and there is no Reports tab in your app — that is the seat working as designed, not something switched off by mistake.
In the Ledger you see the entries you created yourself. Your Nazim can narrow the seat further, so a button another Consumer has may not be on your screen.
- Guides for you
- 7
- Your app
- Finance
Start here
- Sign in for the first timeHow to open JFS for the first time with the account your organisation issued you, and what to do if it says your account is on another device.
- Issue a receiptRecord money coming in and give the donor their receipt: choosing the donor, entering the amount, and sharing the finished receipt from your phone.
- Who can do whatThe six seats in JFS and what each one may do: who records money, who reviews it, who has the final word, and why some buttons are missing from your screen.
Getting in and getting around
Your invitation, signing in, Face ID, a new phone, and what the five tabs are for.
- Sign in for the first timeHow to open JFS for the first time with the account your organisation issued you, and what to do if it says your account is on another device.
- Find your way aroundWhat each of the five tabs along the bottom of JFS is for, where the settings live, and why your app may have fewer tabs than a colleague’s.
Receiving money
Issue a receipt, share it, find it again, and what to do when one is wrong.
Understanding JFS
Pockets, roles, how money moves, and what the words on the status labels mean.
- Pockets, and how they sit under each otherEvery record in JFS belongs to exactly one pocket. This is what a pocket is, how the nine levels sit under each other, and what a pocket above yours can see.
- Who can do whatThe six seats in JFS and what each one may do: who records money, who reviews it, who has the final word, and why some buttons are missing from your screen.
- How money moves through JFSFrom a receipt at the door to a locked period report: the whole path money takes through JFS, and the point at which each figure stops being able to change.
- What the status words meanDraft, Pending finance, Pending internal, Pending external, Approved, Rejected: what each label on a JFS record means and who has to act next.