Set up your business and its administrator account. You can add your team afterwards.
Already have an account? Sign in
First-time setup: create the administrator account. You can add encoders and approvers afterwards.
Let's set up your company. You can change these anytime in Settings.
Expenses, cash flow, and HR — encode, approve, track, and manage staff and payroll.
| Item | Source | Priority |
|---|
| Category | Qty | Net |
|---|
| When | Activity | Module | User |
|---|
| Date | Supplier | Department | Encoder | Total | Status |
|---|
| # | Item description | Category | Subcategory | Department | Type | Qty | UOM | Unit price | Total |
|---|
| Date | Supplier | Department | Type | Items | Total | Payment | Status |
|---|
| Date | Supplier | Department | Type | Items | Total | Encoder | Status |
|---|
| Category | Group | Amount | Share |
|---|
| Department | Amount | Share |
|---|
| Payment type | Transactions | Amount | Share |
|---|
| Wallet | Transactions | Amount | Share |
|---|
| Date | Type | Category | Channel | Wallet | Description | Amount | Encoder |
|---|
| Wallet | Beginning | In | Out | Ending |
|---|
| Type | Description | Wallet | Amount |
|---|
| Date | From | To | Amount | Encoder |
|---|
| Category | Group | Subcategories |
|---|
| Department |
|---|
| Payment type | Cash flow | Wallet |
|---|
| Unit |
|---|
| Wallet |
|---|
| Category | Type |
|---|
| Date | Employee | Event | Details |
|---|
| Name | Position | Department | Pay rate | Frequency | Hired | Status |
|---|
| Employee | Department | Time In | Time Out |
|---|
| Employee | Type | Dates | Days | Status | Reason |
|---|
| Employee | Leave type | Entitlement | Used | Remaining |
|---|
| Leave type | Default days/yr | Pay |
|---|
| Employee | Cash Advance | AR | Loan |
|---|
| Date | Employee | Type | Kind | Amount | Description |
|---|
| Issued | Document | By |
|---|
| Name | Position | Days | Rate | Allow. | SC | Incent. | OT | Gross | Deduct. | Net | Channel |
|---|
| Employee | Basic salary earned (year) | 13th month pay |
|---|
| Name | Username | Role | Status |
|---|
| When | Who | Action | Details |
|---|
| Company | Status | Users | Created |
|---|
| Category | Qty Sold | Gross | Discounts | Net Sales |
|---|
| # | Item | Category | Qty | Sales |
|---|
| Item | Category | Qty | Sales | Last Sold |
|---|
| Date | Time | Receipt # | Store | Items | Payment | Subtotal | Discount | Total |
|---|
| Item | Category | SKU | Price | Qty Sold | Total Sales | Last Sold |
|---|
| Category | Items Sold | Qty Sold | Total Sales | % of Sales |
|---|
| Payment Method | Transactions | Total Amount | % of Sales |
|---|
| Date | Type | Processed | New | Updated | Status | Duration |
|---|
| Date | Event | Details | By |
|---|
| Date | Period | Rating | Reviewer | Summary |
|---|
| Date | Category | Severity | Status | Description |
|---|
{{placeholder}} for values (auto-escaped), {{{block}}} for signatory blocks,
and {{#if key}}…{{/if}} for optional sections. Changes apply to newly generated documents only.