Management Dashboard
Owner only
Access Restricted
This page is only available to the current platform owner.
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Platform Users
Click a KPI card to drill into the platform data.
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Platform Detail
Actions
Promoter code
Create a unique code, choose the referred user's discount or free-access period, and track every redemption.
Permanent deletion
A complete, checksum-verified organisation backup is created first. Permanent deletion then removes the company, its users, and all linked business records. This cannot be undone inside the app.
Profile
Related Records
Recent Activity
Raw Log / Notes
Dashboard
Quick Actions
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Cash on Hand
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Revenue
+0.0% vs previous period
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Debtors Outstanding
+0.0% vs previous period
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Inventory Value
+0.0% vs previous period
Invoices vs Expenses
Selected period
No invoices/expenses yet.
Quick Stats
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Products
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Low Stock
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Invoices
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Active
Revenue Trend
Selected period
We need more revenue data to draw this trend.
Invoice Status
Selected period
No invoices have been captured yet.
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.
Dashboard Layout
Open the dashboard picker to choose which cards, charts, KPIs and business snapshot items appear on your workspace.
New Employee
Payroll Settings
Payroll Management
Payroll processing coming soon...
Inventory Management
Loading inventory items...
Add Inventory Item
Reorder Report
Review low-stock and out-of-stock items, grouped by preferred supplier.
Purchase Orders
Select a purchase order to review.
Stock Movement
Client
Person
Company
Company 2
Other
Automatic Statement Delivery
Separate multiple recipients with commas.
Weekly and fortnightly schedules send the completed prior period.
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.
Inbox
Latest synced messages
No mailbox messages loaded
Compose Email
Send email from your configured mailbox using the SMTP settings saved in Email Settings.
No attachments selected
VAT Settings
| Code | Description | Rate % | Type | VAT201 Box | Blocked | Status | Scope | Actions |
|---|---|---|---|---|---|---|---|---|
| Loading VAT codes... | ||||||||
New VAT Code
Active schedules
0
Monthly recurring revenue
R 0.00
Due in next 7 days
0
| Source Invoice | Client | Frequency | Next Run | Status | Est. MRR | Actions |
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| No recurring invoices configured yet. | ||||||
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
The selected date range controls both the preview and the statement pack.
Outstanding Clients
Review overdue accounts before sending statements.
Recent Statement Runs
Statement Preview
Edit Recurring Invoice
Outstanding Suppliers
Review outstanding supplier balances before paying.
Supplier 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
Loading undeposited payments...
Payment
Bank Reconciliation
Uploads & Import History
Review uploads, inspect duplicates, and remove unused statement imports.
Bank Rules
Bank Transactions
Reconcile
Use this when the line is a transfer between your own bank or asset accounts. Leave it blank for normal direct posting.
Splits (optional)
Splits must sum to the bank amount; leave empty to use a single counter account.Add Bank Account
Create the bank account first, then upload statements against it.
Statement Review
Reconcile transaction
How reconciliation works
Match customer receipts to invoices or supplier payments to expenses. For bank fees, fuel, transfers, owner funds, and other direct entries, choose the appropriate counter or transfer account. Use splits when one bank transaction belongs to multiple accounts, then reconcile to post it to the ledger.
Projects
Select a project or create a new one.
Project
Financial Summary
Members & Access
Phases
Issues / Problem Reports
Progress Updates
Time Tracking
Documents & Photos
Linked Accounting
Activity Log
New Bank Rule
Journal Entry
Total Debits: 0.00
Total Credits: 0.00
Difference: 0.00
New Account
Export Chart of Accounts
Choose the accounts, accounting period and file type to export.
Leave both dates blank to export all accounting activity.
Account types
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
General Ledger
Audit Trail
Immutable-style, tamper-evident history of financial, security, and administrative activity.
| Changed | User | Category | Record | Action | Outcome | Summary | History |
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| Open this page to load the audit trail. | |||||||
Cashflow
| Period | Total Debit | Total Credit | Net Cash |
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VAT Returns
VAT return
Figures come only from posted journals in the selected accounting period. Draft documents are excluded.
Load 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. | |||||
Period Management
Accounting periods
Create, lock, or reopen posting periods. VAT review and filing are under Reports & Analytics → VAT Returns.
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 | |
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Add Vendor
Expenses
Outstanding: R0.00 0 expensesReceipt Inbox
| Date | Supplier | Description | Reference | Amount | Paid | Status | Actions |
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Supplier Payments
| Date | Supplier | Bill Ref | Paid | Discount | Fees | Reference |
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| No payments yet | ||||||
Record Supplier Payment
Supplier:
Reference:
Outstanding:
Fixed Assets
| Asset | Category | Purchase Date | Cost | Accum. Dep | Net Book | Status | Actions |
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| No assets yet | |||||||
Add Asset
Run Depreciation
Dispose Asset
Asset Categories
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. | |||
Financial Review Workspace
Upload 2-3 years of annual financials, trial balance, ledger, aging, bank, VAT, or management packs. The workspace will score migration readiness and generate instant accountant-style feedback.
Create Review Pack
Review Packs
No financial review packs yet.
Select a review pack
Recommended files: annual financials, trial balance, general ledger, bank statements/CSV, AR aging, AP aging, VAT pack, management accounts.
| File | Kind | Status | Uploaded |
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| Choose or create a pack first. | |||
Run an analysis to see instant accountant-style feedback, tax review flags, and migration recommendations.
Downloaded Documents
Loading downloads...
No downloads yet
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 |
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| Loading aging report... | ||||||
Compliance Workspace
Live accountant workspace based on the books already in the app, with official-source SARS / IFRS / CIPC context layered on top.
Regulatory Source Register
Loading official source register...
Draft Support Packs
Generate draft-ready accountant packs from live app data.
Pack Readiness
Run the internal review to load pack readiness.
Internal Accountant Review
Live business review for the selected period.
Run the internal review to load accountant feedback from live app data.
Year-End Readiness
Run the year-end check to load readiness results.
Tax Gap Review
Refresh to load the latest tax-gap review.