Manual/ Business Management

Business Management

Set up the structure of your operation: which businesses you run, the branches inside each, who has access to what, and how the books are configured.

On this page

  1. Business, branch, user — how they fit
  2. Managing businesses
  3. Switching between businesses
  4. Managing branches
  5. User accounts & roles
  6. What each role can do
  7. General settings
  8. POS settings
  9. Deactivating a business or branch

Business, branch, user — how they fit

  • A user is a person with a login (you, your manager, your cashier).
  • A business is one company's books — its sales, stock, expenses, reports.
  • A branch is a physical location of that business (main shop, second outlet, warehouse).

One user can belong to many businesses. One business can have many branches. Each transaction is tied to a specific branch and the user who recorded it — that's how we keep things accurate when you grow.

Managing businesses

Businesses list showing each business card with name and switch button
The Businesses page — each card represents one company you manage.

Add a business

  1. Open Businesses → Add Business.
  2. Enter name, currency, business type, and (optionally) a logo.
  3. Click Save.

Edit business details

  1. Open Businesses and click the business you want to edit.
  2. Update any field — name, logo, address, phone, currency.
  3. Click Save changes.
Currency note Once you have transactions in a business, changing the currency is discouraged — historical figures will display in the new currency without conversion. Set the right currency upfront.

Switching between businesses

If you have more than one business:

  1. Click your business name at the top of the screen.
  2. Choose another business from the list.
  3. The whole app — dashboard, sales, reports — switches to that business's data.

Managing branches

Branches list with name, address, manager and status columns
Branches page — every physical location of the business with its manager and status.

Add a branch

See Getting started → Add a branch.

Switch branches

Use the branch selector in the top bar (next to the business name). Owners and managers see all their branches; employees see only the branch they're assigned to.

Branch limits

The number of branches you can have depends on your subscription plan. If you try to add one beyond your quota, the app will prompt you to upgrade. See Subscriptions & Billing.

User accounts & roles

Every user needs an email and a password. Add or manage users from User Management.

User Management list showing users with their roles and assigned branches
User Management — users, their roles, and which branches they can access.

Create a user

  1. Open User Management → Create User.
  2. Enter the user's full name, email and phone.
  3. Choose the role (see permissions below).
  4. Pick the branch(es) they have access to. Owners get all branches automatically.
  5. Set a temporary password and click Create.
  6. Share the email and temporary password with the new user.

Reset a user's password

Open User Management, click the user, then Reset password. They'll receive an email with a reset link.

Disable a user

Click the user, then Disable. Their login stops working immediately, but their past transactions stay in the books.

What each role can do

ActionOwnerManagerCashier / Employee
Record sales & servicesYesYesYes
Log expensesYesYesYes
View reportsAll branchesTheir branchNo
Manage products / stockYesYesView only
Run payrollYesTheir branchNo
Add or remove usersYesCashiers in their branchNo
Change subscriptionYesNoNo

General settings

Open Settings to configure how your business behaves.

  • Business profile — name, logo, address, phone, email shown on receipts and reports.
  • Currency & tax — display currency, VAT/GST rate, whether tax is included or added at checkout.
  • Receipt template — header text, footer note (e.g. "Thank you!"), what to print.
  • Expense categories — add, rename or remove the categories you use to classify expenses.
  • Notification preferences — which events trigger emails (low stock, debtor reminder, daily summary).

POS settings

If you use the Point of Sale screen, configure it from POS Settings:

  • Default branch — which branch the POS opens in.
  • Payment methods — enable/disable Cash, Mobile Money, Card, Credit.
  • Print receipt automatically — on or off after every sale.
  • Quick-access products — pin your top sellers to the POS home screen.

Deactivating a business or branch

You can deactivate (but not permanently delete) a business or branch you no longer use. Records are preserved for accounting and audit purposes.

  1. Open the business or branch.
  2. Click Deactivate at the bottom of the page.
  3. Confirm. The item disappears from menus but its history is kept.
Cannot be undone fully Re-activation is possible, but if you've already cancelled the subscription, you'll need to subscribe again. Contact support before deactivating if you're unsure.
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