User guide

Find the task. Follow the steps. Get back to business.

User guide / Owner console

Run your business from the owner console

Your browser is a back office for the business records synchronized by the app.

  1. Sign in to the owner console with the same verified account used in the app. Let the app finish syncing first so the console has your latest records.
  2. Open Sales history to review transactions by date, customer, payment method or location. Use Inventory control to add products, edit shared prices or record a stock count with a reason.
  3. Use Customer accounts to edit details and credit limits, review outstanding balances and record full or partial payments.
  4. Open Insights to review recorded sales, product costs, expenses and customer credit. Use Finance desk for profit and loss, cash movement and a balance sheet estimate.
  5. Provide missing bank balances, loans, supplier payables and other assets where relevant. Review the figures, then use Print or save PDF.

Still need a hand?

[email protected]