Dashboard

What the Home button shows in Bizwazi Learn what the Home dashboard shows when you tap the Home button in the bottom navigation. Featured guide

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How the Bizwazi Home dashboard works Understand the main sections on the Bizwazi dashboard. Featured guide

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What the Trading day overview means Understand the top summary panel on the Home dashboard. Featured guide

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Why Bizwazi asks for start balances Learn why the dashboard asks for opening Cash, M-PESA, and Bank balances. Featured guide

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How the Bizwazi dashboard works Understand the dashboard totals for sales, expenses, profit, balances and recent business activity. Featured guide

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What Cash, M-PESA and Bank balances mean Understand how Bizwazi separates money held in Cash, M-PESA and Bank accounts. Featured guide

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How Today, This Week, Month to Date and YTD figures work Understand the time periods used by Bizwazi dashboard totals. Featured guide

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How profit is estimated in Bizwazi Understand how Bizwazi compares sales and expenses to estimate profit. Featured guide

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How to use daily balances Record opening and closing balances for Cash, M-PESA and Bank. Featured guide

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How to investigate a balance discrepancy Use Bizwazi to find why Cash, M-PESA or Bank balance does not match. Featured guide

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Why Cash, M-PESA and Bank totals may not match your real money Understand why Bizwazi balances may differ from the actual money you count. Featured guide

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What to check at the end of each business day Use Bizwazi to review sales, expenses, transfers and balances before closing the day. Featured guide

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How daily reconciliation works on the Home dashboard Understand the Start, Expected end, End, and Fix discrepancy sections.

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What Expected end means on the dashboard Learn how Bizwazi calculates expected Cash, M-PESA, and Bank/Card balances.

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How to enter end balances at the close of the trading day Record real closing Cash, M-PESA, and Bank balances so Bizwazi can calculate discrepancies.

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How to fix a discrepancy on the Home dashboard Use the Fix discrepancy section to investigate missing or extra money.

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How transfers work from the Home dashboard Record money moved between Cash, M-PESA, and Bank/Card from the dashboard.

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How Profit performance works on the Home dashboard Understand today, this week, this month, average sale, expense ratio, and projected profit.

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What the Trends section shows on the Home dashboard Understand the 7-day and 30-day trend cards for sales, expenses, profit, and discrepancy.

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How Reports and Weekly history work from the Home dashboard Use dashboard links to open the Reports Centre and review past weeks.

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Why the Home dashboard may show start balances missing Understand the warning that asks you to enter opening Cash, M-PESA, and Bank balances.

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What a trading day means in Bizwazi Learn how Bizwazi groups records by business trading day instead of only calendar date.

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What recent activity means on the dashboard Use recent activity to quickly review what has just been entered.

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Why the dashboard changed after editing a sale or expense Understand why dashboard totals update when records are changed.

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Why yesterday’s figures changed today Understand why older dashboard or report totals can change when old records are edited.

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