Quick Actions
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Total Clients
+12% this month
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Total Revenue
+8% this month
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Total Invoices
+15% this month
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Inventory Value
-3% this month
Invoices vs Expenses
No invoices/expenses yet.
Quick Stats
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Products
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Low Stock
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Drafts
-
Active
Revenue Trend
Last 6 monthsWe need more revenue data to draw this trend.
Invoice Status
Across all invoicesNo invoices have been captured yet.
My Dashboard
Payroll Management
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Inventory Management
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Stock Movement
Client
Person
Company
Company 2
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Compliance & Filing
Documents
Attendance Tracking
Attendance tracking functionality coming soon...
Leave Management
Leave management functionality coming soon...
Performance Reviews
Performance review functionality coming soon...
Recruitment
Recruitment functionality coming soon...
Reports & Analytics
Aging Reports
Analyze outstanding receivables and payables by aging periods.
Financial Reports
Comprehensive financial reporting and profit & loss analysis.
Business Intelligence
Advanced analytics and business insights dashboard.
Tax & Compliance
VAT returns, tax reports, and regulatory compliance reports.
VAT Settings
| Code | Description | Rate % | Type | VAT201 Box | Blocked | Status | Scope | Actions |
|---|---|---|---|---|---|---|---|---|
| Loading VAT codes... | ||||||||
New VAT Code
Create Credit Note
Amount
R 0.00
Status
OPEN
Issued
Type to search for invoices...
Linked invoice
INV-000
R 0.00
Quote
Invoice
This invoice is locked (converted from a quote). Issue a credit note to adjust it.
Service
Selling price: R 0.00
Outstanding Clients
Review overdue accounts before sending statements.
Recent Statement Runs
Statement Preview
Captured Payments
Record Payment
For card/processor fees; posted to Bank Fees.
Pick where the money landed (Undeposited Funds by default, or a bank account).
Apply to invoices
Total: R 0.00
Allocated: R 0.00
Unapplied: R 0.00
Record Deposit
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Payment
Bank Reconciliation
Import History
Bank Rules
Bank Transactions
Reconcile
Splits (optional)
Splits must sum to the bank amount; leave empty to use a single counter account.New Bank Rule
Journal Entry
Total Debits: 0.00
Total Credits: 0.00
Difference: 0.00
New Account
Financial Reports
Current Month
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Net Profit
Current Year
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YTD Net Profit
Generate P&L Report
to
Income Statement
Click "Generate Report" to view your Profit & Loss statement
Trial Balance
Balance Sheet
Trial Balance
Balance Sheet
Cashflow
| Period | Total Debit | Total Credit | Net Cash |
|---|---|---|---|
| Loading... | |||
Period Management
Load VAT summary...
Opening Balances
| Account ID | Description | Debit | Credit |
|---|
Add Expense
Expense Details
Expense Lines
Rate: 0.00%
Status
Vendors / Suppliers
0 vendors| Name | VAT Number | Phone | Payment Terms | Status | |
|---|---|---|---|---|---|
| Loading... | |||||
Add Vendor
Expenses
Outstanding: R0.00 0 expensesReceipt Inbox
| Date | Supplier | Description | Reference | Amount | Paid | Status | Actions |
|---|---|---|---|---|---|---|---|
| Loading... | |||||||
Supplier Payments
| Date | Supplier | Bill Ref | Paid | Discount | Fees | Reference |
|---|---|---|---|---|---|---|
| No payments yet | ||||||
Record Supplier Payment
Supplier:
Reference:
Outstanding:
AR Aging Report
Loading aging report...
Total Outstanding
R 0.00
Clients with Outstanding
0
Total Invoices
0
% Current (0-30 days)
0%
Aging Breakdown
| Client | Current (0-30) | 31-60 Days | 61-90 Days | 90-120 Days | 120+ Days | Total Outstanding |
|---|---|---|---|---|---|---|
| Loading aging report... | ||||||
Business Snapshot
Item Sales
| Item | Client | Qty Sold | Revenue |
|---|---|---|---|
| Load a range to view item sales. | |||
Downloaded Documents
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Save documents to see them here.
Document
Tasks & Calendar
Tasks for selected day
New Task
AP Aging Report
Loading aging report...
Total Outstanding
R 0.00
Vendors with Outstanding
0
Total Invoices
0
% Current (0-30 days)
0%
Aging Breakdown
| Vendor | Current (0-30) | 31-60 Days | 61-90 Days | Over 90 Days | Total Outstanding | Oldest |
|---|---|---|---|---|---|---|
| Loading aging report... | ||||||