How to use the Tulindo back office.

See which account each posting key lands in, and point a key at a different account.

What the business owns, owes and is worth on a date, and whether assets agree with liabilities and equity.

See every account in your books, organised under five types, and add or rename one.

Money in transit between a provider, a store or a supplier and the books, each balance, its oldest item and how long it has waited.

Every ledger line for one customer or supplier, with a running balance.

What the books say customers or suppliers are owed, by how overdue it is, checked against the control account and the operational records.

See one expense in full, approve, reject, withdraw or reverse it, and open its receipt or the journal entry it posted.

Set up the categories your expenses are grouped under, and give each one a monthly budget to watch.

Record and track what the business spends money on, and approve each one before it reaches the books.

Find the right report, grouped by what it is for, before running one.

Income less expenses for a period, split by revenue category and by branch, with the profit or loss it leaves.

See every entry posted to your ledger, from a sale, a payment, a stock movement or a manual entry.

See one ledger entry in full, every line, its source, and whether it has been reversed.

See every posting your business owes the ledger, including ones stuck waiting on a fix, and retry them once the cause is cleared.

Add a new account to your chart of accounts, or rename an existing one and change its cash-flow section.

Record something the business has spent money on, to be approved before it reaches the books.

Post a manual entry straight to the ledger, by account code, for something no automatic posting covers.

Set up or change a schedule that raises the same expense automatically.

Close an accounting period once every pre-close check passes, or override the ones that allow it, and reopen a closed period if you need to.

Set up a schedule that raises the same expense automatically, such as rent every month, and pause or resume it.

Every account's debits, credits and closing balance for a period, and whether the books balance.

See every alert routed to you, newest problems first, and acknowledge one so the business knows you have seen it.

Keep the list of allergens your kitchen declares, used to tag items so the order screen and the kitchen docket can warn about them.

See whether each variant can sell at a store, mark it sold out, and put withdrawn variants back on sale one by one or all at once.

Watch one import finish, see its counts and any problems, find photos for what it added, or revert it.

See the sets of alternatives a combo's recipe can offer, such as any side or any soft drink, and open one to change its options.

Add or update many items, variants, barcodes and store settings at once from an Excel workbook, checked before anything is written.

See one item's details, its photo, its allergens, its modifier questions and every variant it is sold as, and act on each.

See the headings items are listed under on the till, in the back office and in reports, and archive or restore one.

See everything in your catalogue, find an item by name, code or SKU, and open it to change it.

See the questions asked when an item is rung, such as how a steak is cooked or which sauce comes with it, and open one to change its answers.

Add an allergen your kitchen declares, or change the name and position of one already on your list.

List the alternatives a combo's recipe can offer as one choice, such as any side, and how many may be picked.

Add something you sell or stock, with its first size or pack, or change an existing item's details.

Add a heading items are listed under on the till, in the back office and in reports, or change one already there.

Write a question asked when an item is rung, how many answers it takes, and what each answer does to the recipe.

Set new selling prices on one price list in a spreadsheet-style grid, then save the change as a draft for someone to approve.

Create a price list in one currency and tax treatment, or change an existing list's name and priority.

Add a grouping sales are counted under in the takings and in reports, or change one already there.

Add a unit variants and recipes are counted or measured in, with its family and ratio if it has one, or change one already there.

Add another size, pack or flavour to an item, or change an existing variant's details and barcodes.

Review one price change's lines, submit it for approval, approve, reject, return or cancel it, and see who did what and when.

Follow every change to your selling prices, from draft to approval to the moment it takes effect.

See one price list's prices and where it is assigned, derive or raise prices onto it, or archive it.

Work out this list's new prices from another list, adjusted and rounded, and raise them as a price change for someone to approve.

See every price list, its currency and whether it is pricing sales yet, and open one to manage its prices and where it applies.

Decide whether one store sells a variant at all, and set its low-stock reorder level and its base stock at that store.

See what a variant is made from, how much of each ingredient it uses, and every past version of its recipe.

Publish a new version of a variant's recipe, carrying over its lines so you only change what differs.

See the groupings sales are counted under in the takings and in reports, and archive or restore one.

Set the reorder level and base stock for many items at one store in a spreadsheet-style grid, and save them all at once.

See what variants and recipes are counted or measured in, and archive or restore one.

Apply money left over from an earlier payment to the customer's open charges, oldest first or chosen by hand.

Estimate a campaign's cost, schedule or cancel it, and read who it reached.

The text messages you send to a segment, with what each one cost and who it reached.

See one customer's details, house account and loyalty points, change their details, merge a duplicate record, or deactivate them.

Keep the groups, such as Staff or Corporate, that give a set of customers their own prices, and retire or reactivate them.

Keep the short labels, such as VIP or Corporate lunch, that you put on customers and build segments from.

Find a customer by name, phone, e-mail or KRA PIN, and see their credit standing at a glance.

See how much every customer owes, broken down by how overdue it is, as at any date you choose.

Write a text message to a segment, with an optional bonus-points offer, and choose when it sends.

Record a customer's contact details and KRA PIN, or change them later, with Tulindo checking for a duplicate as you type.

Add a customer group, or rename a live one.

Build a segment from customers you choose, or from rules every member must match.

Let a customer buy on credit and settle later, with a credit limit and payment terms, or change the limit and terms of an account already open.

Record money a customer has paid towards their house account, and decide straight away which charges it clears.

Who is in a segment right now, with each person's phone, last visit and agreement to marketing texts.

The groups of customers you send campaigns to, picked by hand or by rules such as not seen for 60 days.

See every charge, credit note and payment on a customer's house account over a period, with the running balance and its ageing at the end.

List the parts of your floor, such as the terrace or the bar, that tables sit in.

Set the courses a new table order starts with at a store, such as starters then mains, in the order they are served.

Add a part of the floor, such as the terrace or the bar, for tables to sit in.

Add a place where prepared items are made, with a kitchen screen, a docket printer, and how long an order can wait.

Add a table to an area, with the name or number waiters call it by and how many seats it has.

List the places orders are made, such as the kitchen and the bar, and how long an order can wait there.

List your tables, which area each sits in, and how many seats it usually has.

Find a customer and see every receipt, tax invoice and statement sent to them, and send one again.

See one message's full details, exactly what was sent, and the history of what happened to it.

See every receipt, tax invoice, statement and sign-in code your business has sent, and what happened to it.

Choose how your business sends e-mail, through your own mail server or the test provider, and save its details.

Set up and watch over how your business sends e-mail, SMS and WhatsApp messages to customers and staff.

Choose which SMS provider your business holds the add-on for, and save its account details.

Change a colleague's name and phone, see and change their roles and the branches each one covers, and, as an owner, change their e-mail address.

Wire a card payment terminal to a till and record the reference its provider's statement names it by.

Set up a receipt or kitchen printer against a till or a prep station, or change one already set up.

Wire a weighing scale to a till and tell Tulindo what unit it reads in, or change one already set up.

Add someone who only works at a till, with a username and a starting PIN and no e-mail address.

See every site your business trades from, and open one to change its contact details.

See every card payment terminal wired to a till in your business, and add or change one.

See every currency your business holds and its exchange rate, add a foreign currency, and record a rate.

The page you land on after signing in, with today's takings, open tabs, exceptions and this month's sales trend.

See every till, handheld and kitchen screen enrolled in your business, and enrol, suspend or revoke one.

Issue a one-time code so a till, waiter handheld, kitchen screen or manager device can enrol.

The owner's first-run checklist of everything the business needs before its first real sale, with each step ticking itself once it is done.

Send someone an e-mail invitation to sign in to the back office, with the roles and branches they should hold.

Manage your own account — your name and phone, your till PIN, your e-mail address, your password and two-factor sign-in.

Create a site your business trades from, or change an existing branch's contact and tax details.

Create a custom role with its own set of permissions, or change what an existing role grants.

Add a stock location to a branch, or change an existing store's name and trading settings.

Add a selling position to a store, or change an existing till's name and default order type.

See every e-mail invitation sent and not yet accepted, and revoke one if it was sent in error.

See every receipt and kitchen printer set up in your business, and add or change one.

Turn the browser you are using now into a till or a waiter's handheld, without enrolling a separate device or installing the app.

See every role your business can grant, how many permissions each holds, and open one to change it.

See every weighing scale wired to a till in your business, and add or change one.

Change how Tulindo works for your whole business, one branch or one store, and switch modules on or off.

See every stock location in your business, from a sales counter to a kitchen or a warehouse.

See every selling position in your stores, add a new till, and retire one you no longer use.

See everyone who can sign in to this business, invite new people, and manage their roles, PIN and e-mail.

Connect a payment method to the provider that actually processes it, with its credentials and payout timing.

Settle a bill by M-Pesa when the payer's phone number cannot be matched, by finding the one receipt whose amount matches exactly.

Add a new way to take money, such as cash, M-Pesa or card, or change an existing method's name, position and ledger key.

See every detail of one payment, how it was taken, any change or rounding, and the bill or till session it belongs to.

Set up the ways a till can take money, such as cash, M-Pesa and card, and which branches offer each one.

See every payment taken at a till, with its method, amount and where it went.

See who processes each payment method, and whether their callbacks are proven, verified and ready to take money automatically.

See a stray payment exactly as the provider sent it, and place it on one bill or several, or dismiss it as not yours.

Key in a provider's remittance exactly as its statement shows it, line by line, so the clearing balance it discharges comes down.

See every refund given back on a corrected bill, whichever way the money went back, and send an M-Pesa refund to the payer's phone.

See one provider remittance in full, which lines matched, and post it once its clearing balance is fully accounted for.

Record what a provider has paid into your bank, so the clearing balance it built up comes back down.

Work through money that has arrived with no bill attached, and payment requests nobody ever confirmed.

See and print your own payslips and your P9 certificate for each year.

Name the allowances and deductions you pay and how each is taxed.

Check and change a month's pay person by person, approve it, mark it paid, reverse it, e-mail payslips and download the filing files.

Start each month's pay, see every month's runs with their gross and net pay, and find a reversed month beside its reversal.

Print a run's payslips, one payslip or the year's P9 certificates, or save them as PDF files from your browser.

See the PAYE bands, personal relief, NSSF, SHIF and housing levy rates Tulindo applies, and from when.

See one person's record, their documents and their leave, link their sign-in, end their employment or take them on again.

See everyone who works for the business, find a person by name or staff number, and spot contracts that are about to end.

Decide the leave requests awaiting a decision, oldest first, and see who is away each day of the month.

Name each kind of leave the business gives, its yearly days, how many carry over and the longest single request.

See your own leave balances and requests, ask for leave and withdraw a request.

Add a person to the staff register with their job, identity and statutory numbers, emergency contact and how they are paid, or change an existing record.

Raise a leave request for a person, choosing the leave type, the first and last day and the working days it takes.

Buy what your plan does not include, such as the kitchen display or an SMS provider, grouped by category.

See your plan, your current invoice, and whether your subscription is paid up.

Move your business up or down a plan, or cancel your subscription at the end of the period you have paid for.

See one invoice's period, dates, lines and totals, and the Paybill details to pay it from your own phone.

See every invoice Tulindo has raised for your business, and open one to see its lines.

See your wallet and what you owe, pay Tulindo by M-Pesa, and see every payment in and out.

Choose how the subscription is paid — by M-Pesa from a paying number, or by a card that Paystack keeps.

See every time Tulindo support asked for, was given, used or lost access to your business, and what they did.

Restart a business whose subscription has ended, on a plan you choose, with the wallet paying first.

Record a business you buy from, with its terms, the currency it quotes in and how to reach it, or change an existing supplier's details.

See one delivery in full, print the goods received note, raise its invoice or a return, and reverse it if it was wrong.

See every delivery that has been put into stock, and where to record one against an approved order.

Commit to buying stock from one or more suppliers for one store, with each line's own price, pack and tax.

Ask for stock on behalf of a store, without committing to any supplier, so a buyer can convert it into orders.

See one order in full, approve it, receive goods against it, and manage the documents sent to each supplier.

See every commitment to a supplier, from draft to approval to closure, and where to raise one or get a suggestion for what to buy.

See one store's request for stock in full, approve or reject it, and turn it into purchase orders.

See every store's request for stock, approved or not, and whether it has been turned into an order yet.

Record a supplier's new buying prices for one or more items, as a draft for someone else to approve.

Record a delivery against an approved purchase order, put it into stock, and add any freight or handling charges.

Key a supplier's credit note against the invoice it reduces, and link it to the return it answers.

Key in a supplier's invoice exactly as printed, against the delivery it bills, so matching can compare it with what actually arrived.

Record money paid to a supplier and set it against the invoices it settles.

See what a store needs to order before it runs out, worked out from recent sales, and raise an order for the lines you choose.

Send goods back to the supplier from the delivery they arrived on, as a claim to be credited later.

See a supplier's terms, every price they currently quote, and their recent price changes, and raise a new one.

See every credit note recorded against a supplier invoice, and where to record one.

Match an invoice against its delivery, settle a disputed line, and see what is still owed.

See every supplier invoice, matched against its delivery or standing alone, and where it is in approval.

See one payment in full, set what is left of it against an invoice, and reverse an allocation that was wrong.

See every payment made to a supplier, how much of each is set against an invoice, and what is left on account.

See one supplier price change in full, its line-by-line prices, and approve, reject or withdraw it.

Follow every change to what a supplier charges you, from draft to approval to the moment it takes effect.

See one return in full, and record the credit note it is owed.

See every claim raised for goods sent back to a supplier, each tied to the delivery it came from.

See everyone you buy from, find a supplier by name or code, and open one to see its prices and recent price changes.

Find and download every report file you have exported, or that was prepared in the background for you.

Choose the parameters for one report, run it, and read or export what comes back.

Browse every report your role can open, grouped by subject, and open one to run it.

Set a report to run on its own and send itself to the people who need it, by e-mail or WhatsApp.

See every report sent out automatically, cancel one, or change when it runs or who it reaches.

See every docket sent to a prep station and what became of it; the kitchen screen is where it actually moves.

See every line and bill on an order, and void, correct or cancel it where something needs putting right.

See every order rung at the till, with its lines, bills and totals, and find one by number or customer.

See the detail of one void, cancellation or correction: what it targets, its value, and who decided it.

Decide every void, cancellation and correction waiting for approval, and review the ones already decided.

Submit, approve or reject an adjustment, and see what it wrote off or added once it is approved.

See every stock write-off and correction, each with its reason, and raise a new one.

Submit, approve or reject a conversion, and see the inputs consumed, the outputs created and the cost carried between them.

See every time stock was turned into other stock, carrying its cost across, and raise a new one.

See one item's open batches at one store, oldest first, and every movement that changed its quantity.

Write off spoilt, broken or missing stock, or correct a miscount, with a reason for each line.

Turn one or more items into one or more others, sharing the cost of what went in across what comes out.

Start a stock count by choosing what to count; Tulindo prints the sheet and fixes the expected quantities at that instant.

Move stock from one of your stores to another, listing each item and the quantity to send.

Load what is physically on the shelves today by downloading a pre-filled template, filling in quantities, and uploading it.

One unit's details, its warranty and every movement it has made.

Look a unit up by its serial number to see where it is, who bought it and whether it is still in warranty.

See who a shortfall charge names and what each owes, open the count it came from, and approve or reject it.

See every charge that holds staff to account for stock a count found missing, and who owes what.

See how much of each item is on the shelf at each store, and jump to its batches and movements.

Approve, cancel or reverse a stocktake, and see each line's variance once it has been counted.

Enter what you actually count on the shelf for every line of a stocktake, and submit the counts for approval.

See every stock count raised, each with what it covered and whether it still needs counting or approving.

Close a store's trading day, and see whether a qualifying stock count lets it close.

Open or close a store's trading day, and see every one that has run.

Despatch, receive, recall or cancel a transfer, and see exactly what was sent, what arrived, and any shortfall.

See every movement of stock between your stores, and raise a new one.

See each tax class with its rate and KRA code, choose whether it follows KRA's rate, add a rate and read its rate history.

See every float top-up, payout, drop and no-sale across every till session, newest first.

Read the full trading report for a till session, as a live X read or as the frozen Z once the session is cut.

See one operator's drawer in full, by currency, with its float, its count, its variance and every cash movement on it.

See every operator's stint on a till, from opening the float to the final count and cut, and open one to see its drawer.