OWNER DASHBOARD
Business overview
Business alerts
Recent activity
*Cash balance is calculated from recorded opening balances and cashbook transactions. Reconcile it against your actual cash, bank and e-wallet balances.
Sales
Record sale
Sales history
Purchases & shipments
Receive a shipment / purchase batch
Use this only when the shipment is physically received. For goods still in transit, record the order in Notes until an in-transit purchase-order workflow is added.
Purchase batches
Inventory
Record stock movement
Inventory batches
Stock movement history
Customers
Add customer
Customer balances & history
Cashbook
Record a transaction
Cashbook history
Expenses
Record expense
Expense history
Reports & exports
Build a report
On iPhone/iPad, use the print sheet to save or share a PDF. On a computer, choose “Save as PDF”.
Backups
Settings
Inventory and pricing
Data integrity & cloud sync
Current status: local-only storage. This app package does not yet sync between devices. Cloud sync requires hosting, secure authentication, database setup, conflict handling and server-side ID generation. Do not assume data on your iPhone is automatically present on your iPad.
Make backups regularly. JSON backups contain business data; store them securely.
Accounting notes
Profit reports are management estimates. Inventory uses FIFO batch costs for sales, but complex freight allocation, tax adjustments and statutory Philippine BIR reporting should be reviewed with an accountant. This app is not a substitute for legally required books, invoices or tax filings.