Opening your books…
Checking the selected Business profile’s accounting readiness.
Run your business books
Start with money coming in, then record what goes out. Check payments before reviewing your results.
Financial year
Customers & invoices
Create invoices, see who owes you and record customer payments.
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Suppliers & bills
Record supplier bills, see what you owe and record payments you make.
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Your business at a glance
Cash movement uses posted Books activity across cash, WenaPay clearing and bank accounts. It is an accounting view, not bank-settlement confirmation.
Preparing your current financial-year view…
Detailed accounting reports
For your accountant or bookkeeper. These figures come from posted WenaPay Books journals.
| Account | Balance |
|---|
| Date | Account | Source | Debit | Credit |
|---|
What is ready
Payment matching
Matching WenaPay sales to their payment and receipt records.
Accountant evidence
Technical matching references for your accountant or WenaPay support. Bank settlement is not included here.
Record money spent
Use this for day-to-day costs you have already paid.
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Record a stock purchase
Record stock bought from a supplier. WenaPay increases inventory and updates the item cost automatically. Cash purchases are taken from the open till.
Tax return
CheckingChecking the selected Business workspace’s tax-return status…
No active tax return is linked to this Business yet. WenaPay will show review, approval and submission controls here when a return is opened.
When your books are ready, WenaPay can start the Annual Financial Statements workflow with an eligible accounting professional.