Management Dashboard
Access Restricted
This page is only available to the current platform owner.
Platform Users
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Platform Detail
Actions
Profile
Related Records
Recent Activity
Raw Log / Notes
Dashboard
Quick Actions
Cash received vs paid
Quick Stats
Revenue Trend
Invoice Status
Dashboard Layout
Customize Dashboard
Choose which widgets appear on the dashboard board.
Customize Management Dashboard
Choose which cards appear on the management dashboard.
App Preferences
Choose which modules appear in your navigation. Hidden modules stay in the database and can be turned back on later.
Open the dashboard picker to choose which cards, charts, KPIs and business snapshot items appear on your workspace.
Customers
One customer account per person or billing entity. Open a row to manage contacts, legal details, statements and documents.
New Employee
Payroll Settings
Payroll Management
Payroll processing coming soon...
Inventory Management
Manage items, stock movements and sales performance.
Add Inventory Item
Reorder Report
Purchase Orders
Stock Movement
Client
Primary contact
The person your team communicates with about this account.
Billing & legal entity
These details appear on invoices, quotes and statements when supplied.
Legacy second company fields
Kept for older imported records. For new records, use Related companies below.
Related companies
Use this only when the same contact manages multiple separate legal or billing entities.
Account settings
Automatic Statement Delivery
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.
Review mailbox activity, run sync/analyze actions, and work through AI-assisted email tasks.
Compose Email
Send email from your configured mailbox using the SMTP settings saved in Email Settings.
VAT Settings
| Code | Description | Rate % | Type | VAT201 Box | Blocked | Status | Scope | Actions |
|---|---|---|---|---|---|---|---|---|
| Loading VAT codes... | ||||||||
New VAT Code
| Source Invoice | Client | Frequency | Next Run | Status | Est. MRR | Actions |
|---|---|---|---|---|---|---|
| No recurring invoices configured yet. | ||||||
Create Credit Note
Credited lines
| Description | Qty | Unit price | VAT | Credit total |
|---|---|---|---|---|
| No credited lines available. | ||||
A credit changes the customer's balance. Enter returned quantities below only when goods have physically come back into stock.
Optionally choose an amount per invoice line. Otherwise the credit is spread across the remaining line balances. VAT follows the original lines.
Quote
Invoice
Service
Outstanding Clients
Review overdue accounts before sending statements.
Recent Statement Runs
Statement Preview
Edit Recurring Invoice
Outstanding Suppliers
Posted supplier balances as of the selected date.
Supplier Statement Preview
Captured Payments
Record Payment
Apply to invoices
Record Deposit
Payment
Banking
Review your bank activity, approve allocations, and finish each statement.
Bank activity
Review transaction
Activity & accounting trail
Import a statement
Upload CSV, Excel, PDF or an image. Review extraction warnings before reconciling. Balances come from imported statements, not a live bank feed.
Uploads & Import History
Bank Rules
Add Bank Account
Create the bank account first, then upload statements against it.
Statement Review
Reconcile transaction
How reconciliation works
Manufacturing
Turn materials into finished stock using recipes and production batches.
Prepare a production batch
Choose a recipe or assemble a custom batch. Quantities use each item's stock unit; convert packs or other units before entering. A draft does not reserve stock.
Materials consumed
Enter total consumption for this batch, including normal waste. All material cost goes into the finished quantity. Labour, overhead and separate work in progress are not included in this version.
Save as a reusable recipe
Recipes are retained as saved. Save a new version when materials change; existing batches keep their original quantities.
Production batches
Latest 200 batches. Open a draft to review stock and costs before completing it.
Projects
Manage work, budgets, people and linked accounting.
Project
Financial Summary
Members & Access
Phases
Issues / Problem Reports
Progress Updates
Time Tracking
Documents & Photos
Linked Accounting
Activity Log
New Bank Rule
Journal Entry
Accounting setup Control accounts and posting safeguards Configure
Accounting control accounts
New Account
Export Chart of Accounts
Financial Reports
Current Month
Current Year
Generate P&L Report
Income Statement
Trial Balance
Cumulative posted balances through today. Use the General Ledger for a period breakdown.
Balance Sheet
Financial position as of today.
Trial Balance
Balance Sheet
General Ledger
Audit Trail
| Changed | User | Category | Record | Action | Outcome | Summary | History |
|---|---|---|---|---|---|---|---|
| Open this page to load the audit trail. | |||||||
Cash projection
Plan from outstanding invoices, bills and your expected costs. Changing assumptions does not post transactions.
Additional costs can include rent, payroll and subscriptions. Enter only amounts not already included in outstanding bills. Assumptions apply to this session.
| Week | Opening | Collections | Bills | Additional costs | Closing | Sources |
|---|
Actual cashflow
Actual posted cash and bank movements, excluding transfers between cash accounts. Unreconciled statement imports are not included until posted.
| Period | Cash received | Cash paid | Net Cash |
|---|---|---|---|
| Loading... | |||
VAT Returns
VAT return
VAT transaction audit
Use this to reconcile the return to posted sales and supplier documents before filing.
| Date | Reference | Description | VAT code / account | Output VAT | Input VAT |
|---|---|---|---|---|---|
| Choose a VAT period to load transactions. | |||||
Export VAT Return
Period Management
Opening Balances
| Account ID | Description | Debit | Credit |
|---|
Add Expense
Expense Details
Expense Lines
Status
Approving stock lines receives the goods into main. Keep the bill in draft until the goods arrive.
Vendors / Suppliers
0 vendors| Name | VAT Number | Phone | Payment Terms | Status | |
|---|---|---|---|---|---|
| Loading... | |||||
Add Vendor
Expenses
Recorded unpaid: R0.00 0 expensesReceipt Inbox
| Date | Supplier | Description | Reference | Amount | Paid | Status | Actions |
|---|---|---|---|---|---|---|---|
| Loading... | |||||||
| Date | Supplier | Bill Ref | Paid | Discount | Fees | Reference |
|---|---|---|---|---|---|---|
| No payments yet | ||||||
Record Supplier Payment
Fixed Assets
| Asset | Category | Purchase Date | Cost | Accum. Dep | Net Book | Status | Actions |
|---|---|---|---|---|---|---|---|
| No assets yet | |||||||
Add Asset
Run Depreciation
Dispose Asset
Asset Categories
AR Aging Report
Loading aging report...
Aging Breakdown
| Client | Current (0-30) | 31-60 Days | 61-90 Days | 90-120 Days | 120+ Days | Total Outstanding |
|---|---|---|---|---|---|---|
| Loading aging report... | ||||||
Business Snapshot
Picking & Dispatch
Prepare from a posted invoice, confirm the quantities picked, then confirm dispatch when goods leave. Partial deliveries leave the balance ready for a later dispatch.
Awaiting delivery
Picking & delivery history
Stock Operations
Prepared work and stock exceptions to review. Confirm physical receipts, production and returns before posting; the app calculates the movements and accounting.
Goods receiving
Approved purchase orders prefill a supplier bill. Review delivered quantities, invoice number, prices and VAT. Approving the bill receives stock once into main and posts the supplier balance.
Replenishment & production
Suggestions use available stock and reorder targets. A unique recipe can prepare a production draft; multiple recipes need your selection.
Stock counts & corrections
Enter the actual count. Review the calculated difference before approval. Changes after counting require a fresh review.
Orders & returns
Mail can prepare a draft invoice and reply from a customer order or accepted quote. Review before delivery. Customer and supplier credits can also process confirmed physical returns.
New invoices leave stock unchanged until confirmed dispatch. Historical invoices retain their original stock treatment.
Import items
Import up to 200 new items from the CSV template. Preview first, then approve the import. Item creation starts with zero stock; receipts and reviewed counts record quantities separately.
Item Sales
Posted invoice lines less credit notes, by accounting date. Net billed quantities include proportional credits; they are not physical stock returns. Manual journals are not item sales.
| Item | Client | Net billed qty | Sales excl. VAT |
|---|---|---|---|
| Load a range to view item sales. | |||
Financial Review Workspace
Create Review Pack
Review Packs
Select a review pack
| File | Kind | Status | Uploaded |
|---|---|---|---|
| Choose or create a pack first. | |||
Downloaded Documents
Document
Tasks & Calendar
Tasks for selected day
New Task
AP Aging Report
Loading aging report...
Aging Breakdown
| Vendor | Current (0-30) | 31-60 Days | 61-90 Days | Over 90 Days | Total Outstanding | Oldest |
|---|---|---|---|---|---|---|
| Loading aging report... | ||||||