Set up your business and its administrator account. You can add your team afterwards.
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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.
| Item | Source | Priority |
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| Category | Qty | Net |
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| When | Activity | Module | User |
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Choose which cards and sections everyone in your company sees on the Dashboard.
| Date | Supplier | Department | Encoder | Total | Status |
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| # | Item description | Category | Subcategory | Department | Type | Qty | UOM | Unit price | Total |
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| Date | Supplier | Department | Type | Items | Total | Payment | Status |
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| Date | Supplier | Department | Type | Items | Total | Encoder | Status |
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| Category | Group | Amount | Share |
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| Department | Amount | Share |
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| Payment type | Transactions | Amount | Share |
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| Wallet | Transactions | Amount | Share |
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| Category | Group | Amount | Share |
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| Department | Amount | Share |
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Present revenue in your own lines (e.g. Restaurant, Golf, Bar) instead of the POS categories. The total must equal POS net sales for the period to save.
Build a recipe from your ingredient list. Lines priced in grams/ml re-cost live off the Ingredient Prices tab; pick an ingredient and enter the amount used per serving.
| Ingredient | Amount | Unit | Cost ₱ |
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Packaging, selling price and margin are set per dish in Menu Manager — a recipe here is just a costed building block.
These are the COGS line-items encoded in Expenses (each at its most recent purchase price). Tick the ones to add as costing ingredients — items you already have are pre-unticked. The price, unit and a suggested category are pre-filled; adjust anything on the Ingredient Prices tab afterward.
| Item | Price ₱ | Unit | Category |
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Consolidate one or more recipes into a sellable dish. Its food cost is the sum of the recipe costs (× quantity) and updates live as recipe/ingredient prices change. Set the packaging and selling price here to see the food-cost % and gross margin.
| Recipe | Qty | Unit | Cost ₱ |
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| Employee | Days | Late+UT (min) | OT (hrs) | OT pay | Late/UT deduct |
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| Employee | Cash Advance | AR | Loan installment |
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PDF or Word (.doc/.docx), up to 10 MB.
The AI drafts the document grounded in the company documents you tick below. Review before issuing.
| Date | Type | Category | Channel | Wallet | Description | Amount | Encoder |
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| Wallet | Beginning | In | Out | Ending |
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| Type | Description | Wallet | Amount |
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| Date | From | To | Amount | Encoder |
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No costing data yet. Start from scratch and add your own ingredients, or load the sample catalog (375 ingredients, 15 recipes, 204 menu items) to explore first — then edit the prices to fit your business.
| Ingredient | Market ₱ | Unit | Category | Waste % | Cost Price ₱ | Cost / gram ₱ |
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| Item | Cost | SRP | FC % | Charges | True Cost | Net Margin |
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Groups classify your categories (COGS, OPEX, Salary…). Groups marked not an operating expense (e.g. ASSET, CREDIT PAID) are kept out of the expense P&L total in Reports.
| Group | Counts as expense? |
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| Category | Group | Subcategories |
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| Department |
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| Payment type | Cash flow | Wallet |
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| Unit |
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| Wallet |
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| Category | Type |
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| Date | Employee | Event | Details |
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| Name | Position | Department | Pay rate | Frequency | Hired | Status |
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| Employee | Department | Time In | Time Out |
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| Employee | Type | Dates | Days | Status | Reason |
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| Employee | Leave type | Entitlement | Used | Remaining |
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| Leave type | Default days/yr | Pay |
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| Employee | Cash Advance | AR | Loan |
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| Date | Employee | Type | Kind | Amount | Description |
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| Employee | Monthly salary | SSS | PhilHealth | Pag-IBIG |
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| Issued | Document | By |
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| Uploaded | Document | Category | By |
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| Name | Position | Days | Rate | Allow. | SC | Incent. | OT | Gross | Deduct. | Net | Channel |
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| Employee | Basic salary earned (year) | 13th month pay |
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| Name | Username | Role | Status |
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| When | Who | Action | Details |
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| Company | Status | Users | Created |
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| Category | Qty Sold | Gross | Discounts | Net Sales |
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| # | Item | Category | Qty | Sales |
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| Item | Category | Qty | Sales | Last Sold |
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| Date | Time | Receipt # | Store | Items | Payment | Subtotal | Discount | Total |
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| Item | Category | SKU | Price | Qty Sold | Total Sales | Last Sold |
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| Category | Items Sold | Qty Sold | Total Sales | % of Sales |
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| Payment Method | Transactions | Total Amount | % of Sales |
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| Date | Type | Processed | New | Updated | Status | Duration |
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| Date | Event | Details | By |
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| Date | Period | Rating | Reviewer | Summary |
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| Date | Category | Severity | Status | Description |
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{{placeholder}} for values (auto-escaped), {{{block}}} for signatory blocks,
and {{#if key}}…{{/if}} for optional sections. Changes apply to newly generated documents only.