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Accounts & money What is "Previous due" on a supplier's page and slip? Previous due is what you owed the supplier before the dates you picked. Previous due + bills − payments = the total due at the end of those dates. Accounts & money How do I see which staff member a salary or advance entry is for? In the Cashbook list, a staff advance or salary entry shows a small purple tag with the staff member's name. The owner can click it to open that person's profile. Accounts & money What is Need approval? Need approval is where money entries, supplier bills and changes made by anyone other than the Super Admin wait. They count nowhere until the Super Admin approves them. Accounts & money How do I approve or refuse a staff member's money entry? Open Need approval, look at each entry under New entries, add a note if you like, then press Approve so it counts or Refuse so it never counts. Accounts & money Why does my cashbook entry not count yet? Entries by anyone other than the Super Admin wait for approval. They show in your cashbook marked "needs approval" but stay out of balances and totals until approved. Accounts & money How do I make a Money transfer? Press Money transfer, choose From account and To account, pick how it was given (Hand cash, ATM or mobile banking cash out), write the amount and save. Accounts & money Why does a transfer show "Sent — waiting for them to confirm"? A Money transfer into an account someone else looks after counts only after they confirm the money reached them, even when the owner sends it. Accounts & money What is the CEO Cash account? CEO Cash is the store owner's own cash account, made for every store. It is where the owner's cash sits and where Money transfer shortcuts start from. Accounts & money How do Steadfast payouts go into the cashbook by themselves? On Accounts, set a start date and choose which account each Steadfast payout method goes to. Each paid payout then becomes one money in entry, once. Accounts & money How do I move money from one account to another? In the Cashbook press Money transfer, choose From account and To account, write the amount and save. A move is never counted as income or expense. Accounts & money How do I record cash taken out from an ATM or bKash / Nagad? Make a Money transfer from the account the money came out of into the account it went to, and under How was it given? pick Cash out from ATM or mobile banking. Accounts & money How do I confirm or refuse money handed over to me? Money moved into your account by someone else waits in "Money handed to you — confirm" on the Cashbook and your dashboard. Press Confirm when it reaches you, or Refuse. Accounts & money What does the money summary on Accounts show? The Money summary on Accounts shows where money came from, what was spent, what only moved between your accounts, the result, and where every taka is now. Accounts & money Why do old cashbook lines not change an account's balance? An account counts its cashbook only from its opening date. Older lines stay as history, but the opening balance already stands for them, so they do not move it. Accounts & money How do I set where an account's money counts (owner, factory, office)? Edit the account and choose "Counts on the CEO dashboard as": Cash (yours), Factory cash or Office cash. The CEO dashboard then adds it to that place. Accounts & money What is "My cash" on my dashboard? My cash shows whoever holds an account, like the office cash, how much is in it now and what came in, was spent and was handed over today and this month. Accounts & money How do I see spending by category? Open Spending by category, pick categories, money in or out, an account and dates: see totals, day by day, every entry with whom it was for, and a CSV. Accounts & money Why does the cashbook say "Similar: … use this"? You typed a category name close to one you already have. Tap the suggested category to use it, or tick "This is a different category" to make a new one. Accounts & money How do I enter a quantity and unit in the cashbook? In a Money in or Money out entry, press Add quantity, type the number and pick kg, pcs, litre or units. The category remembers its unit for next time. Accounts & money How do I merge duplicate cashbook categories? In Income & expense types, the owner sees categories that look the same and presses Keep, or uses Merge into… to move every entry into one category. Accounts & money How do I record a sale where the customer pays later? In the cashbook press Money in, pick a sale category, fill in Total bill and Paid now. Only the cash paid enters the account; the rest waits on Customer dues. Accounts & money How do I collect a customer's due later? On Customer dues (or the sale in the cashbook) press Collect due, write the amount and the account, and press Collect. Or press Mark fully paid. It is saved as a new mone... Accounts & money How do I see which customers owe me money? Accounts Department › Customer dues lists every cashbook sale not fully paid: customer, phone, bill, paid, due and how long ago. The owner, Admin and Production Manager s... Accounts & money How do I add cash, bank and mobile wallet accounts? Go to ERP › Accounts Department › Accounts, press Add account, give it a name and type (cash, bank, mobile banking, staff hand cash) and its opening balance.