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61 Docs
HR Manager Signatory
Last Updated: August 1, 2026In various representations that require the signatory of the HR Administrator such as on Letters, Memos, Emails e.t.c The name and signature can be updated and auto-appended to where necessary. This can be updated at will by the HR Administrator, they will be visible on documents automatically.
HR Offer Letter
Last Updated: August 1, 2026The HR Offer Letter is a customizable template the HR Administrator can setup to automated a basic letter of employment for employees. Using key shortcodes, letters can be personalized to reflect engagement information. This letter can be accessed (view/print/download) by the employee from the Self-service dashboard.
HR Job Positions & OKR
Last Updated: August 1, 2026After setting up Company Departments and Units in Organigram, here on Job positions, actual employees’ job definitions are and their required OKR (Objectives & Key Results). OKR are required points to attained a Job Position, take it to be a score an employee must reached in order to be promoted or eligible for a job...
HR Organigram
Last Updated: August 1, 2026Company Departments and Units are defined in the Organigram. This is not same as Business Units which are the branches of the Company (in different locations). To create a new Office or Department, click the NEW, if it’s new Office, enter the name and select how it stands; either as a Parent office/department or...
HR Overview
Last Updated: August 1, 2026The HR dashboard reflects an overview of all activities and records’ status of the module. This dashboard is available to HR Administrator only. It shows the Employees count, Pension Total, Active and Inactive Counts.
Initiating a Connection Handshake
Last Updated: May 26, 2026In connecting to Profitaa end-points, a secured connection needs to be established.
Project Compliance
Last Updated: March 9, 2026Compliance activities on all Tasks of the Project are assembled on the Compliance page for further update. Each compliance record bears the officer, comment, compliance (Failed/Pass/Pending), date and other information. A click on a compliance record opens the window, showing expanded details and updating capabilities. On editing a compliance record (only Compliance...
Project Tasks
Last Updated: March 9, 2026Tasks are the essential part of a Project, it helps to define the very work to be put in, who to do them, how and when they are done, experiences and issues encountered and much more. Project progress are tracked from Tasks. On Profitaa, Tasks are defined on the Roadmap, assigned to specific Project...
Project Budget
Last Updated: March 9, 2026A comprehensive overview of all financial activities on the Project, the various packages budget, spent, progress bar and remaining budget. To adjust a Package budget, click the Package name. When the package window appears, update the budget and click save. The changes will effect on the Budget page. As new packages are defined (if...
Project Resources
Last Updated: March 9, 2026Resources in forms of Inventory /Procurement and Finance used on Projects are logged automatically on the Resources Page, as they are posted at the various points (Production Sites) and Account Department. Production Sites: When inventory materials are been released to artisans, the site managers have the options of selecting project active projects, appending the...
Project Roadmap
Last Updated: March 8, 2026The most defining part of Projects in Profitaa is the Roadmap design, which offers the facility to defined all stages of the project including budgeting. The hierarchy is Project->Package->Module->Task. Package: Packages are the immediate hierarchy of a project, this could represent your project major milestones. When you add a new package (click...
Project Team
Last Updated: March 8, 2026Key users of the Project System are known as Team. These are Employees in Profitaa that are selected with roles on a Project. These roles are permission based also, that means it determines what they will be able to do on the Project. To get started, click on “New” to add a new member to...
Projects – Getting Started
Last Updated: March 8, 2026In getting started with Projects on Profitaa, be prepared to understand these terms; budget, packages, modules, tasks, resources, teams, gantt, calendar, roadmaps, risk management, compliance. Not to worry, they are fun to learn and easy to do with on Profitaa. In creating a new Project, click the “NEW” button; Enter a unique...
Projects Dashboard
Last Updated: March 8, 2026The summary of all Projects, recent tasks and their statuses /days remaining, budget and resources used as well as project activities graph. This is different from each project dashboard which displays similar statistics.
Payroll Automation
Last Updated: March 8, 2026In automating Payroll on Profitaa, its a series of simple steps that produced amazing results. There is no limit to how many payrolls that can be generated or the number of employees in your organisation. Click the “NEW” button, select the period you are generating for e.g. January 2026, Payroll Configuration to use, Payroll...
Payroll Group
Last Updated: March 8, 2026There could be some scenarios where Employees are grouped according to how they are paid. These is different from occupational groupings specialty or managerial like department e.t.c Payroll Groups helps to organize this, offering systematic ways to decide which set of employees get paid at any time. After creating a group, employees are then...
Payroll Configurations
Last Updated: March 8, 2026As part of the process of generating payroll, components such as PENSION and PAYE (Pay as You Earn) can be configured to generate and calculate based on set formulas. You can have several of these configurations and decide which to use when generating a new Payroll. Enter a unique configuration name, select...
Asset EOL (End of Life)
Last Updated: February 2, 2026To terminate /delete an Asset. It requires an OTP Authentication process. Click the “EOL” on an Asset dashboard. On page opening, enter reason for termination and click the “Delete” button. The OTP window will prompt follow the process and the Asset will be deleted, along with all connected records.
Asset Ledger
Last Updated: February 2, 2026As financial activities are triggered on an Assets, they are recorded to the Asset Ledger. From Acquisition to Cost Management (Depreciations), Maintenance, Activities e.t.c. Click the “Ledger” button on an Asset dashboard to view the Ledger The asset ledger can be exported /email or printed.
Asset Maintenance
Last Updated: February 2, 2026For some Assets, maintenances are required periodically and this need to be recorded. Click the “Maintenance” button on an Asset dashboard. The listed records shows all maintenance activities on the asset so far and the cost incurred. These costs are forwarded as bill to the Account module for approval to the vendor, and also saved...
Asset Activity
Last Updated: February 2, 2026For some Assets, there are activities that need to be record such as Trips (for vehicles) and others. Some may too be used to generate revenues. This can be done via the Asset Activity page. Click the “Activity” button on an Asset Dashboard. Enter the activity title e.g Lagos – Benin, select Scope...
Asset Management
Last Updated: February 2, 2026For proper accountability, those responsible for Assets in terms of management, handlers, users and other roles, ought to be document. Click the “Management” button on an Asset Dashboard to access the management details. To add a new management record, click the “New” button, on the window that will appear, find an employee...
Asset Locations
Last Updated: February 2, 2026In tracking Assets, it is important to keep details of where they are, where they have been (movable assets). The Asset Locations page record all these changes. To record a new location, click the “New” button after you have clicked the “Locations” button on an Asset dashboard. The location recording form is basic...
Asset Cost Management
Last Updated: February 2, 2026After capturing Asset Acquisition, the next step will be to define the Cost Management – Depreciation/Amortisation. This simply means determining the cost and value of asset within a set lifespan. Let’s say an Asset Acquisition was $10,000 and expected life span is 5 years and savage value (what you think the asset will worth at...
Asset Acquisition
Last Updated: February 2, 2026After capturing the basic details of Asset, next step will be to document the details of Asset Acquisition including the Acquisition Purchase Agreement (APA). NOTE: The Acquisition simply details the exact purchasing amount from a source (registered vendor), this is not the actual cost management where depreciation costs are defined. Acquisition is a...
Asset Details and Dashboard
Last Updated: February 2, 2026On opening an Asset, the dashboard shows summary of activities on the Asset, a buttons to access the properties of the asset. On a wider device like a PC, the asset photo and other details appear on the left pane of the screen. Asset details such as Acquisition, Cost Management (Depreciation /Amortisation), Locations,...
Assets Management (Overview)
Last Updated: February 2, 2026The Assets page list all available assets in accordance with the Assets Class your user permission contains. Listing shows Asset name, class, types and photo (if any). A click on an Asset name /photo redirects to the Asset Dashboard. Add a New Asset Click the “New” on the listing header, the dialogue window appears...
Assets Types
Last Updated: February 2, 2026The Asset Class system is classified into: Investment, Property, Plant, Equipment, Fleet, Intellectual Property. Each of the classes have their unique Asset Types which is dynamic to you, that means, you can create your own Asset Types (e.g Cars, Lorries under Fleet). To create a new Asset Type, click ‘Asset Types’ from the...
Assets Overview
Last Updated: February 2, 2026Managing various Assets; tangible and intangible, is easy and straight-forward with Profitaa. From acquisition (APA) to locations, management, depreciation /amortization (cost management), maintenance and recording of activities. To get started, here are what you need to know: 1. Assets Classes: The Asset system is classified into: Investment, Property, Plant, Equipment, Fleet, Intellectual Property. Each...
Preparing to Start Selling Your Products
Last Updated: January 10, 2026The Warehouse module comprises tools that helps you organize your products, sales and related information. Here are the steps you need to take to get started; 1. Outlets: These are inventory stores you operate. For example, your company have two different stores and you to manage their inventory and transactions differently. Learn more. 2....
Product Categories
Last Updated: January 10, 2026Product categories enables you to organize your products into groups with a name. It helps in sorting and identification. To create a category, click the “*NEW”, on the opened window, enter the category name, code and decide if its an ACTIVE category (or not). It is that simple. When managing products, this category will appear...
Transactions Dashboard
Last Updated: January 10, 2026A snapshot of all transactional activities on the system. Transactions as a result of invoices, payments, proformas issued to Customers are summarized on this dashboard. Important statistics such as: Transactions Total vs Paid: Total transactions amount against the percentage % paid Cash Payments vs Total Transactions Total Wallet Credits Total Wallet Debits Also, on...
Creating a New Transaction
Last Updated: January 10, 2026Profitaa can be used to sell a product (inventory items) or a service. So, whether you run a supermarket/retail store or just want to service your professional service such as consulting, repairs, development or other freelancing, Profitaa has you covered! Here is how to create a new Transaction; On the Transaction window, two manage...
Transactions; Understanding The Process
Last Updated: January 10, 2026Transactions generated from all activities in the system are listed on the Transactions page, showing the Trans ID, Customer, and other details. The transactions could be as a result of generated invoices for product sale, custom sale, loan repayments, investments capital payment and others. Transactions can be sorted by various parameters, dates, status...
Transaction Payments
Last Updated: January 10, 2026Payments received on Transactions are accessed via the Payments page. Note, this page is different from the other Expense Payments page which displays payments made on approved Expenditures. Transaction Payments displays payee (Customer), the transaction, payment method, amount, date/time paid. Payments can be sorted by payment methods and status. Receipts: Transaction receipts can be accessed by...
Proforma Transactions
Last Updated: January 10, 2026Proforma are estimates given to intending customers. It is not yet qualified as a Transaction, but an intent document. During finalization of Transactions, when it is saved as a Proforma, it ends there. No ledger entries are recorded and no actual sale also. When the customer return for actual purchase, you only need to click...
Transactions Wallets History
Last Updated: January 10, 2026Just like the individual Customer wallet, this Wallets History displays all wallet transactions (credits & debits) on all Customers accounts. Details such as Customer, payment method, debit and credit entries, all displays on the page. A click on the TransID shows the Wallet transaction document and details.
Adjustments (Refunds, Debit Notes, Discounts)
Last Updated: January 10, 2026Refunds are referred to as Adjustments on Profitaa. When an adjustment is effected on a Transaction, its resolutions is either “refund note“, “debit note” or “discount“. Refund Note: Adjustments resolution with Refund note are processed for cash payment, from the Account module. The amount is sent as a Bill to the Account module for approval and payment....
Making a Product Sales – Inventory Transactions
Last Updated: January 10, 2026Just as described on the New Transaction page, selling your inventory product is as easy as switching to the “Product” tab on the New Transaction page. The product search offers a window to enter find your product – enter the first three letters of the product name and click the search icon, or scan with...
Customer Relationship Management
Last Updated: January 10, 2026Managing customers’ portfolio – biodata, contact details, transactions, receipts, purchases and others; is an integral part of Profitaa Business platform (not available on Personal Finance). Equipped with management modules such as Contacts, Account Officers, KYC (Know Your Customers). The CRM Dashboard reflects all activities around the module, such as: Customer registration rate per month...
Finding a Customer Account
Last Updated: January 10, 2026By default, recent customers accounts are listed on the page. However, you can search/find a customer using the search icon, then filter your search parameters by date/period of account creation, any text or part of the customer name or details. For example, if I am to search for a customer with account name...
Edit a Customer Account
Last Updated: January 10, 2026To edit a Customer account, simply click either the Account Name, or the Profile photo (at the dashboard or at the little round photo on the left). Either option, the Customer information window will appear. On the opened window, observed the highlighted part of the image below: 1. Edit Photo: Click on the Photo Icon to...
Create a Customer Account
Last Updated: January 10, 2026There are two ways to create a new Customer Account. The default is the “* NEW” button on the Customers page. While the other is from the Quick Mode on Transaction window page. The New Account window is displayed waiting to capture Customer’s details such as Account Name, Category, Status, Birth Date, Account Officer (select...
CRM Contacts
Last Updated: January 10, 2026Contacts on CRM is designed to manage record of external entities attached to a Customer. It is also extended to be attached to other records such as Employees, Vendors and Leads. Take for example, you have a Customer with the name “Emma John”. You can create two Contacts, one as “Personal Assistant”, and another as “Accountant”....
CRM Contact Groups
Last Updated: January 10, 2026Contact Groups is an aggregation lists of various types of Contacts on the system. It aggregates and group the contacts (automatically, without your control) according to their types. Contact Groups importance is best seen in Automations when you want to decide messages (SMS/Whatsapp/Email) that are sent from your Profitaa system and on what occasions. ...
CRM Account Officers
Last Updated: January 10, 2026In a more broader Customers operations, some companies organise their Business Development teams to handle certain Customers’ portfolio (accounts). That is where Account Officers comes in. The Account Officers page is an information page showing all assigned Account Officers (users whose roles is labeled ‘Account Officer’) and the Portfolio (Customers) they manage. To assign...
CRM Account Officers Activities
Last Updated: January 10, 2026All activities around the Customer account as been generated from all parts of the System are logged. The activity, the system user or Account Officer, date and time. This Activities page (Manager) is exclusively designed for this purpose. Managers can filter the activities and generate specific reports.
CRM Customer Transactions
Last Updated: January 10, 2026On the Customer dashboard, you can view a particular Customer transactions. That is, all patronages of the Customer. Click the “Transactions” link to access this page. The page displays the transaction ID, Business Unit it occurred, date/time stamp, the system user that performed the transaction, recurring option (if the transaction is recurring or not),...
CRM Customer Payments
Last Updated: January 10, 2026Payments made by the Customer on an Invoice or Transaction can be accessed through this page. Note, the “Customer Payments” page is about payments made by a particular Customer, not including other Customers. That (other customers payments) can be found on the general Payments page. On this page, payment receipt, method of payments (cash,...
CRM Customer Investments
Last Updated: January 10, 2026This is applicable only to the Banking module, for investments and loans services. This page displays all the investments of the Customer, the investment packages they subscribed to, operational Business Unit, the commencement (start) date, status, the invoice generated for the capital (investment) deposit, and the actual amount invested. A click on the INV will reveal...
CRM Customer Loans
Last Updated: January 10, 2026Customer loans appear on this page with overview of the loan package, repayments, date status (overdue, completed, pending), due/overdue days, loan amount, paid amount and balance amount. You cannot create a new loan for the Customer on this page, loans are created and managed from the Banking module.
CRM Customer Wallet
Last Updated: January 10, 2026The Customer Wallet system enables you to operate credit and debit operations on a Customer account. During finalizing a transaction, on the payment window, you can select “Wallet” (if enabled) to offset the transaction using Customer wallet. If there is balance amount (credit), it will be deducted to offset the wallet, else, the Customer account...
CRM Customer Purchase
Last Updated: January 10, 2026Inventory products purchased by a Customer are displayed on the Customer Purchase page with the product name, qty purchased, amount, date of purchase and other details. It also shows the WB (Way Bill) Qty and balance qty after Way Bill. A click on the product purchase, will open the product dashboard, while using the ellipsis will review...
CRM Customer Banking
Last Updated: January 10, 2026A feature that works with the Banking module only. It displays the withdrawals and deposits ledger of the Customer. This is not related to transactions or purchases. The Banking module operates same as the traditional banking where Customers can make deposits and withdrawals. This page displays details such as the transaction, date/time, amount,...
Understanding Your Master Dashboard
Last Updated: January 10, 2026There are numerous dashboards on the Profitaa System, most iconic is the Master Dashboard – for Administrators. It reflects the core operations and activities of the system, from Most/Frequent Expenditures, Overdue/Upcoming Bills, Invoices (Paid/Cancel), Overdue Loans and Repayments, Inflows from all Business Units and Upcoming Expiry Products. At the center of the dashboard...
Email Communications
Last Updated: January 10, 2026One of the collaboration tools of Profitaa is the Email. It is an Intranet mailing system, that means, it can only send mails to and receive from employees of the company, as enrolled on Profitaa. In the future, we will be able to allow external email capability. Checking Mail: New mails appear on the notifications...
Customer Dashboard
Last Updated: January 9, 2026The Customer dashboard of Profitaa shows transactions, payments and a complete summary of the customer’s patronage. The “Invoices” progress is the customer’s invoices total over all other invoices in the system. That is, what their patronage is in percentage. In the image below, this customer patronage amounted to 1.62% of all patronages of the system....
Create a Profitaa Account
Last Updated: January 9, 2026Signing up on Profitaa is free! You can create a Personal or Business account, and start using it right on. Visit profitaa.com or from your mobile app and click the Create Account link. Business Account: Access and utilize Business tools such as Invoices, CRM, Banking/Investments, Inventory/Warehouse, Production, Assets, and others. This is the...
Account Activation
Last Updated: January 9, 2026After creating a Profitaa Account, you will need to activate it by clicking the link on the email that was sent to the email address you provided during signup. Without a Activated Account, you will not be able to use Profitaa, though you will be able to login to the application.
Recover Your Login Details
Last Updated: January 9, 2026It is easy to get back to your account, when you mistakenly forget your password. We will send a recovery link to your registered email which you will use to reset and create a new login password. Illustration: 1. On the login page, click the “Recover Details?” link 2. Next, you will be prompted...
The Essentials: Understanding Profitaa
Last Updated: January 9, 2026Here are some ‘Tips n Tricks‘ around Profitaa application. These information shared here will make your Profitaa experience a superb one; Business Units: These are “branches” of your Business. So, you have a Business with more than one branch, in different locations maybe. Profitaa helps you manage these branches uniquely, such that you can totally...