Resources

Guides for owners and managers

Practical guides for owners and managers: catching leaks, reconciling money and running branches.

Controls

How to spot cashier voids and discount abuse

Voids, refunds and discounts are where till theft hides. Learn the patterns that matter, the numbers to watch and the questions to ask before accusing anyone.

· 5 min read
Buying guide

How to choose POS software for a multi-branch shop

A buyer's checklist for multi-branch retail: stock per branch, offline selling, permissions, reporting, payments, data access and the questions to ask vendors.

· 5 min read
Management

What a daily owner brief should contain

A good daily brief fits on one phone screen. Here is what to include, what to leave out, how to order it and how to keep it trusted.

· 5 min read
Accounting

A month-end close checklist for small businesses

A practical month-end checklist: cut-off, bank and mobile-money matching, stock, money owed, bills, payroll and review, in the right order.

· 5 min read
Point of sale

Selling offline: what happens when the internet fails at the till

How offline point-of-sale works, what can and cannot be done without a connection, how double counting is prevented and what to check when it reconnects.

· 6 min read
Security

Read-only access: how to connect your ERP safely

How to let a reporting or monitoring tool look at your ERP without risk: a separate user that can only view, safe keys, tests, logs and how to cut access.

· 6 min read
Cash and payments

How to reconcile mobile-money statements to your sales

A step-by-step routine to match mobile-money receipts to sales: what to download, how to match by code, how to treat mismatches and how often to do it.

· 5 min read
Controls

Separation of duties for small businesses

Why the person who makes a record should not approve it, which tasks to split first, how to do it with few staff and how to check that it is working.

· 5 min read
Stock

Stock shrinkage: how to detect it

Shrinkage is stock that disappears without a sale. Learn the causes, the reports that reveal it, how to run counts and what to do when numbers do not match.

· 5 min read

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