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Staff

Add a staff member

  1. 1Tap ☰, Business, then Staff
  2. 2Tap + New
  3. 3Type their name and tap Save
  4. 4They are in the list. Tap the name to open it

Set a monthly salary

  1. 1Open the staff member and tap Monthly salary
  2. 2Type the salary and tap Save
  3. 3The top shows what is left to pay this month

Give an advance

  1. 1Open the staff member and tap Pay
  2. 2Pick Cash or Bank, type the amount and a note like Advance. Tap Save
  3. 3What is left to pay goes down
  4. 4Not enough cash in the drawer? The amount turns red. Pick Bank or pay less

Pay the salary

  1. 1Open the staff member and tap Pay
  2. 2What is left is filled in. Pick Cash or Bank and tap Save
  3. 3Nothing is left to pay this month

Every payment goes into the Ledger as staff pay.

See what you paid a staff member

  1. 1Open the staff member and tap Payments. Tap the month to see another one. WhatsApp sends them the list

Let a staff member use the app

  1. 1When adding them, switch on Give app login access. The login name and password are made for you
  2. 2Tap Copy password and give them the username and password
  3. 3Already added? Open them and tap App access
  4. 4Here you see their login name, and change their permissions or password

Choose what a staff member can do

  1. 1In App access, tap Permissions
  2. 2Switch on what they may do, like View bills and Create bills. Tap Save

A new login can do nothing until you switch something on. An orange dot marks a switch that can change or delete money.

Make a staff member a waiter

  1. 1Open the staff member, tap App access, then Permissions
  2. 2Switch on Take table orders and tap Save

Their phone opens on Tables, to send orders to the kitchen. Only in shops with QR orders.

Change a staff member's password

  1. 1In App access, tap Password

Change a name or number

  1. 1Open the staff member and tap Edit
  2. 2Tap Name or Mobile number to change it

Someone left? Switch off Active here instead of deleting them. Their payments stay.

Delete a staff member

  1. 1Open the staff member, tap Edit, then Delete staff
  2. 2Tap Delete

Careful: this also removes all their salary payments from the Ledger. It cannot be undone.

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