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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...