Find your way around
Use the dashboard, module shortcuts, search, and notifications to start the day.
Real app reference. Follow the steps below for the current workflow; layouts may vary by app version.
Read your business overview
- 1
Confirm the business.
Check the business name before entering or reviewing transactions. If you manage several businesses, switch to the one you need first.
- 2
Review today’s figures.
The dashboard presents Today’s Sales, Today’s Expenses, and Net Profit. Use these as a quick overview, then open the related records or reports to understand the detail.
- 3
Explore the charts.
Review the revenue and expense charts. When comparing figures, use the same dates and business in the detailed reports.
- 4
Open a module.
Use the shortcuts for Customers, Invoices, Suppliers, Purchases, Expenses, Banking, Inventory, Accounts, Reports, or Taxes.
A simple end-of-day routine
- 1
Review invoices.
Check draft and unpaid records. Post only completed sales, and mark an invoice paid only after the payment is received.
- 2
Record the day’s costs.
Enter missing expenses with the correct date and cash or bank source.
- 3
Check bank records and stock.
Compare recorded transactions with your own bank statement and inspect products that need replenishing.
- 4
Review and protect the records.
Use Reports for the period you are closing, then create a backup when your work is complete.