Finished step 2? Set aside about half an hour at month end.
1
Snap each bill
In the petakopi.my app, open your shop’s Expenses and add a photo of each bill: rent, electricity, water, the wages slip. Each one appears on the web as a Draft.
2
Confirm on the web
Open Performance → Expenses → Invoices. Open each draft, check the supplier, date and total, choose what it is for, then confirm. When you estimated the same category for that month, the invoice asks whether it is that cost: say yes and the real amount replaces the estimate.
3
Answer the Monthly review
Open Performance → Monthly review. Each row asks one plain question: are all sales in, were wages reviewed, is each cost confirmed or zero, is every sold item costed. A cost carried from last month asks whether it is right for this month: confirm it, or choose Change in Expenses. Tap Save answers.
4
Read the verdict
The top of the page reads Costs covered or Shortfall. Every figure carries Real, Estimated or Mixed, so you can see what is still a guess. Overview shows the same verdict for the month.
Stuck?
Send us your shop’s name and the step you are on.