Sales Invoiced
UGX 0—vs last month▥
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Here's what's happening with your business today.
Outstanding Receivables
UGX 0—vs last month▤
Expenses Posted
UGX 0—vs last month▰
Net Profit / (Loss)
UGX 0—vs last month⌁
Revenue vs Expenses
RevenueExpenses
Expenses by Category
Quick Actions
Recent Transactions
| Date | Reference | Type | Account / Party | Amount |
|---|
Accounting Health
● HealthyCustomers
Manage billing details and customer balances.
| Customer | Contact | Tax ID / TIN | Outstanding | Actions |
|---|
Sales invoices
Create, post, print and track customer invoices.
| Invoice | Date | Customer | Status | Total | Actions |
|---|
Expenses & bills
Record operating expenses and supplier bills.
| Date | Reference | Payee | Account | Status | Amount | Actions |
|---|
Journal entries
Post balanced double-entry adjustments into the general ledger.
| Date | Reference | Description | Entered by | Debit | Credit |
|---|
Chart of accounts
Standard account structure used by the ledger and statements. Balances include approved entries only.
| Code | Account | Type | Normal balance | Balance (UGX) |
|---|
Financial reports
Live reports calculated from posted invoices, expenses and journal entries.
Reports include approved entries only. Pending and rejected entries are excluded, and reversed transactions are cancelled by their approved reversal entries. Confirm tax treatment with your tax adviser before filing.
Statement of profit or loss
Revenue, cost and expenses for the current records.
Statement of financial position
Assets, liabilities and equity balances.
Trial balance
Debit and credit totals for all accounts.
Customer ageing
Open invoices grouped by due date.
Cashbook
Cash and bank movements.
Withholding tax (6%)
WHT deducted by customers (receivable) and withheld from suppliers (payable to URA).
General ledger
Transaction-level posting history.
Users & access
Create individual logins and assign access roles. New and changed roles remain pending until MD approval.
| Name | Username | Role | Status | Actions |
|---|
Change my password
Company settings
Set the company identity used across the workspace, invoices and reports.
Data backup & restore
Download a signed backup of company settings, users and records. Restoring adds back any records that are missing; it never deletes or overwrites existing records, and a file that was edited after download is refused.
Internal email
Send private messages to other users in this workspace.
Select a message to read it.
Review transactions
Approve or reject entries before they affect the ledger, and request or review reversals of approved transactions.
| Date | Ref | Type | Description / Party | Amount (UGX) | Status | Action |
|---|---|---|---|---|---|---|
| No transactions to review. | ||||||
Ugandan context: Per the Companies Act, 2012 and the Accountants Act, 2013, every registered company in Uganda must maintain accounting records that are reviewable and approved before posting. Maker-checker (segregation of duties) is also required by IPSAS internal-control frameworks.
Fixed assets & depreciation
Register capital assets, compute depreciation and review net book value. Managed by the Head of Finance.
| Asset code | Description | Category | Date acquired | Cost | Dep. YTD | Accum. dep. | NBV | Method | Action |
|---|---|---|---|---|---|---|---|---|---|
| No assets registered yet. | |||||||||
Ugandan tax rules: Capital allowances under the Income Tax Act (Cap. 340) — Tables 1 & 3: Plant & machinery 35% straight-line, Motor vehicles (omnibus/goods) 30%, Saloon cars 20%, Computers & computer software 35%, Furniture & fittings 20%, Industrial buildings 20%. Land is non-depreciable. NBV is computed per IAS 16 / IPSAS 17.
Human resources & payroll
Employee records, performance appraisals, salary approval and statutory benefits.
| PhotoID | Name | Role / Designation | Department | TIN No. | NSSF No. | Bank Acc. No. | Bank Name | Joined | Salary (gross) | Status | Action |
|---|---|---|---|---|---|---|---|---|---|---|---|
| No employees yet. | |||||||||||
Performance appraisal cycles
| Cycle | Employee | Reviewer | KPI score | Rating | Status | Action |
|---|---|---|---|---|---|---|
| No appraisals recorded. | ||||||
Salary approval queue
Salaries are input by the Head of Finance or HR and require MD approval. Approved salaries are posted to the ledger from the Payroll run tab.
| Period | Employee | Gross | PAYE | NSSF employee (5%) | NSSF employer (10%) | Statutory deductions | Net salary | NSSF total (15%) | Wage bill | Status | Action |
|---|---|---|---|---|---|---|---|---|---|---|---|
| No salary records. | |||||||||||
Statutory deductions: PAYE is calculated automatically on monthly gross pay for resident employees - nil up to UGX 335,000; 20% of the amount above 335,000 up to 410,000; UGX 15,000 + 25% of the amount above 410,000 up to 485,000; UGX 33,750 + 30% of the amount above 485,000; plus a further 10% of the amount above UGX 10,000,000. Net salary payable is rounded to the nearest UGX 10. NSSF - 5% employee + 10% employer of gross monthly earnings above UGX 1 (NSSF Amendment Act 2022). Local Service Tax bands UGX 30,000-100,000 annually depending on income tier.
Employee benefits
Leave pay, health insurance, accommodation and other benefits. Benefits are accounted for per IAS 19 / IPSAS 25.
| Employee | Benefit type | Period | Amount | Notes | Action |
|---|---|---|---|---|---|
| No benefits recorded. | |||||
Monthly payroll run
Post one payroll journal for the approved, unposted salaries of the selected period (gross wages and employer NSSF, PAYE/NSSF liabilities, and net pay). The journal then needs approval. Reverse a posted payroll from the list below.
| Employee | Gross | PAYE | NSSF employee | NSSF employer | Statutory deductions | Net salary | NSSF total | Wage bill |
|---|
OKR & KPI scorecard
Objectives & Key Results tied to strategic business goals. KPIs roll up to the MD dashboard.
No objectives defined.
Managing Director dashboard
Real-time accounting performance, expense approvals, payroll vs revenue, OKR completion and statutory review.
Pending approvals
| Type | Ref | Description | Amount | Requested by | Action |
|---|---|---|---|---|---|
| No pending approvals. | |||||
HR & payroll summary
Statutory liabilities review
Filing deadlines (URA & NSSF): VAT - 15th of the following month; PAYE & NSSF - 15th of the following month; Income tax (provisional) - 31 March & 30 September; Annual returns - 6 months after financial year-end (IT-RET). Local Service Tax - by 31 December.
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