🚀 Getting Started
📱 Installing the App
On iPhone tap Share then Add to Home Screen. On Android tap the browser menu then Add to Home Screen. Works offline and syncs automatically.
🔐 Signing In
Use your email and password. Forgot it? Tap the link below Sign In. Magic Link lets you sign in with just your email.
👤 Your Role
Admin has full access. Director is view only. Manager can enter data for their department.
📝 Entry Tab
📅 Daily Figures
Tap a day at the top to select it. Enter revenue and costs per department. Saves automatically.
👥 Staff Hours
Enter actual hours worked per staff member. Wages calculate automatically from their pay rate.
🏪 Supplier Costs
Enter invoice amounts. Tap a label to rename it — carries forward every week.
🗓️ Forecast and Rota
🔮 Forecast Tab
Set revenue targets and planned staff hours. Compare forecast vs actual in real time.
📆 Rota Tab
Plan shifts for current and upcoming weeks. Forecast hours calculate automatically from shift times.
Always tap Save after updating the rota.
💰 Cash Up
🧾 Z Report vs Actual
Enter till Z Report figures and actual cash counted. Variance calculates automatically.
💵 Petty Cash and Cash Out
Use the + buttons to record cash payments made from the till during the day.
Admin: tap Edit Fields in Cash Up to customise your Z Report fields.
📚 History and Saving
💾 Saving
Auto-saves every 30 seconds. Tap Save to save immediately. The sync dot turns green when saved.
📅 New Week
Tap the week badge in the header and select New Week. Staff and supplier names carry forward automatically.
Always tap Save before creating a new week.
🕐 History
Browse and view any previous week data. Read-only.
⚙️ Settings (Admin Only)
👥 Manage Team
Invite users by email: Admin (full access), Director (view only), Manager (data entry for their department).
🧾 Cash Up Fields
Customise the Z Report fields to match your till system.
📤 Export and Backup
Export a CSV for your accountant or download a JSON backup.
