This group user is created by Suppliers or other existing IOU recipients in the system who can log in and check IOU assigned.
This user can access only the IOU menu.
This group user is created by Suppliers or other existing IOU recipients in the system who can log in and check IOU assigned.
This user can access only the IOU menu.
This is the group for people who use both Finvoice App and web-version to record Invoices on the system.
This user is created automatically when the FI Manager creates a new Supplier.
This user accesses the Invoices menu to submit Invoices to Anchor confirmation, choose loan products and submit for Finance Requests.
This user can create new contact as “IOU recipient”.
This user also can access the Finance Requests menu to check FR status and loan information.
Supplier is inherited from App users and IOU recipient users.
This is the user for people from Anchor client of Finance Invoices.
This user is created automatically when FI Manager creates a new Anchor on Contact menu.
This user can only access the Invoices menu to verify/reject “Validate” Invoices submitted from Supplier.
This is the user from Finance Invoices.
This user can access all menus in Finvoices included: Invoices and Finance Requests, IOU
FI User is inherited from Anchor and Supplier, IOU recipient users.
This is the user managing Finvoices Dashboard from Finance Invoices.
This user can access all menu in Finvoices included: Contact, Invoices and Finance Requests, IOU
Only this user can Create and Edit Anchor clients, Supplier, IOU recipient in Contact menu
FI Manager is inherited from FI User, Anchor and Supplier user, IOU recipient.
There are 5 user role involved in Finvoices:
‘Edit Profile’ |
Edit profile allows the following functionality:
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‘Update Password’ | Allows the user to change user password for myKitabu app. |
‘Configuration’ |
Allows user to customize the app by:
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‘Logout’ | Allows the user to logout from the app. App will require password on next login. |
‘Subscribe Now’ | Allows the user to go through MPESA-based subscription service. |
‘Expiration’ | Shows the user current subscription expiry date. |
‘User Manual’ | Location where this manual and all its updated versions is available for download in a PDF format. |
‘AKL T&Cs’ | Afri Kash Limited terms and conditions related to myKitabu applications use. |
‘Sales Report’ |
The report that summarizes all sales completed by your business as follows:
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‘Expenses Report’ |
The expense report summarizes all the expenses incurred by your business as follows:
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‘Customers’ |
Allows users to register customers. This is important for statistical purposes and when registering returning customers. The process is as follows:
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‘Vendors’ |
This feature allows the user to register a vendor where the business frequently gets goods or services from. It works as follows:
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‘Products’ |
This process allows to register any products or services business either buys or sells. The process if as follows:
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‘Buy Supplies’ |
A place where you can purchase supplied for your business as follows:
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‘Expenses’ |
A place where you record any business-related expenses as follows:
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