5. IOU Recipient

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.

4. Supplier

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.

  • By default, username of this User is the field “Mobile / Username”, the default password is “1”

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.

3. Anchor

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.

  • By default, username of this User is the field “Email” on contact detail, the default password is “1”

This user can only access the Invoices menu to verify/reject “Validate” Invoices submitted from Supplier.

2. FI User

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.

1. FI Manager

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.

I. User Configuration

There are 5 user role involved in Finvoices:

  • FI Manager
  • FI User
  • Anchor
  • Supplier
  • IOU Recipient

6. ‘Menu’ Screen

‘Edit Profile’

Edit profile allows the following functionality:

  • Adding user’s picture.
  • Changing first and last name.
  • Changing date of birth.
  • Changing gender.
  • Changing contact phone (be careful, this is phone used for subscription and update purposes).
  • Changing physical address.
  • Changing email address.
‘Update Password’ Allows the user to change user password for myKitabu app.
‘Configuration’

Allows user to customize the app by:

  • Adding more advanced features
  • Adding the unit of measure when buying or selling a product.
‘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.

5. ‘Reports’ Screen

‘Sales Report’

The report that summarizes all sales completed by your business as follows:

  • Daily – between 00:00 and 23:59 of the current day;
  • Weekly
  • Monthly – between first and last day of the current month.
  • Quarterly – summarizing current three months.
‘Expenses Report’

The expense report summarizes all the expenses incurred by your business as follows:

  • Daily – between 00:00 and 23:59 of the current day;
  • Weekly
  • Monthly – between first and last day of the current month.
  • Quarterly – summarizing current three months.

4. ‘Manage’ Screen

‘Customers’

Allows users to register customers. This is important for statistical purposes and when registering returning customers. The process is as follows:

  • STEP1 – press ‘+’ button in lower-right corner.
  • STEP2 – take a picture of the customer (not mandatory), enter name (mandatory), phone number, address and email and press ‘ADD CUSTOMER’.
‘Vendors’

This feature allows the user to register a vendor where the business frequently gets goods or services from. It works as follows:

  • STEP1 – press ‘+’ button in lower-right corner.
  • STEP2 – take a picture of the customer (not mandatory), enter name (mandatory), phone number, address and email and press ‘ADD VENDOR’.
‘Products’

This process allows to register any products or services business either buys or sells. The process if as follows:

  • STEP1 – press ‘+’ button in lower-right corner.
  • STEP2 – take a photo of the product.
  • STEP3 – enter product name.
  • STEP4 – is the product ‘Sellable’ by your business (this is any product your business can sell).
  • STEP5 – is the product ‘Purchasable by your business (this would be any product you are reselling after having purchased it. This will not include products manufactured by your business, services, or products you but to be used by your business).
  • STEP6 – is the product expendable
  • STEP7 – ‘Product Type’ is either ‘Storable’ for physical product or ‘Service’ for service you provide or buy.
  • STEP8 – enter unit price (this is for product that is ‘Sellable’ by your business.
  • STEP9 – ‘Cost’ what has this product cost your business. This is important for products that are ‘Purchasable’.
  • STEP10 – press ‘ADD PRODUCT’.

3. ‘Buy’ Screen

‘Buy Supplies’

A place where you can purchase supplied for your business as follows:

  • STEP1 – press ‘+’ button in lower-right corner.
  • STEP2 – select ‘Vendor’ you are purchasing from (you can register the vendor on ‘Manage’ page).
  • STEP3 – select ‘Product you are purchasing (you can add the product on ‘Manage’ page).
  • STEP4 – adjust quantity, price-per-unit, discount and press ‘CONFIRM’.
  • STEP5 – press ‘NEXT (1 SELECTED)’
  • STEP6 – press ‘REVIEW’
  • STEP7 – edit ‘Vendor’, ‘Order Date’, ‘Products’, and upload invoice image. Press ‘Save’.
  • STEP8 – Select ‘Pay Later’ or ‘Pay’.
  • STEP9 – enter ‘Paid Amount’, ‘Mode of Payment’, and press ‘RECORD PAYMENT’.
‘Expenses’

A place where you record any business-related expenses as follows:

  • STEP1 – press ‘+’ button in lower-right corner.
  • STEP2 – Pick ‘Expense Category in the pull-down menu, record ‘Expense Date’, ‘Amount’ and ‘Description’ and press ‘LOG EXPENSE’.