Getting Started

This guide takes you from a brand-new account to a fully set-up business with branches, staff and your first transaction. Plan to spend about 15 minutes.

Where to access the app

You can use PesaScope in three ways. All three connect to the same data — start a sale on your phone, finish a report on your laptop.

• Web browser — go to app.pesascope.com on any computer or phone.
• Android app — install from Google Play (search "PesaScope").
• iOS app — install from the App Store.

Create your account

You create your account and your first business in one go. You only do this once, even if you run several businesses later: one login can hold many businesses.

1. Open app.pesascope.com or the mobile app. On the sign-in screen, tap Register your business.
2. Want a quicker start? Tap Sign up with Google or Sign up with Apple. Your name and email fill in, and you do not need a password.
3. Under Business details, type your business name, pick your country and currency, choose what your business does, and add your business location.
4. Under Owner information, add your first and last name, a username, your phone number and your email address.
5. Choose a password and type it again under Confirm password.
6. Tap Create account & set up. You are signed in straight away and a short setup begins.

Log in

1. Open the app or go to app.pesascope.com.
2. Type your email or phone number and your password.
3. Tap Log in. You land on your dashboard.

If you signed up with Google or Apple, tap Continue with Google or Continue with Apple instead. On a phone you have set up for it, you can also sign in with Fingerprint or Face ID.

Sessions last 24 hours — after that you'll be asked to log in again. This protects your data if your phone is lost or stolen.

Reset your password

If you have forgotten your password:

1. On the login screen, tap Forgot password?
2. Type your phone, email or username.
3. Tap Send reset request. We email a temporary password to the email address on your account.
4. Log in with the temporary password.
5. Set a password of your own: tap your picture at the top right, then use Change Password.

No email address on your account? Ask your business owner to reset it for you. They open Settings & Management → Staff Members, open your name and tap Reset Password.

Set up your first business

A "business" holds all your records: sales, expenses, payroll and reports. Your first business is created when you register. Straight after, a short setup walks you through three steps. You can change anything later.

1. What kind of business do you run? Pick your trade. PesaScope preloads products and words that fit it.
2. Add your first products (or services). Tap the ones you offer, or type your own and tap + Add. Set prices now or later.
3. Invite your team (optional). Add the name and phone of staff who will record sales, or tap Skip for now.
4. Last, PesaScope asks you to record your first sale or service, so you can see your books update.

Your logo, receipt message and the features you use are set later in Settings & Management → Business Profile. See Business Profile settings.

Add a branch

Every business starts with one branch, called Main Branch. Add another when you open a second shop or outlet. Each branch keeps its own sales, stock and staff.

1. Open Settings & Management → Branches and tap Add branch.
2. Type a branch name your staff will recognise.
3. Add its location.
4. Add the branch phone number.
5. Tap Create branch. Your new branch now appears in every branch filter.

If the new branch goes beyond what your plan covers, PesaScope tells you about the extra payment before it saves. See Branch quota.

Invite your team

Add the people who help you run the business. Each person gets their own login, so you can see who recorded what.

1. Open Settings & Management → Add Staff Member.
2. Type their name and phone number. The phone number is what they sign in with.
3. Choose a role:
   • Branch Manager: runs one branch and sees its sales, stock, expenses, staff and reports.
   • Employee: records sales and services and sees only their own work. This fits a cashier.
4. Set their staff password, then choose the branch they work at.
5. Tap Create Employee. Give them their password privately.

For every step and option, see Add a staff member. To see what each role can do, see What each role can see.

A quick tour of the app

Once you log in, this is how the screen is laid out:

• Top bar: the name of the page you are on, your business name (tap it to switch or add a business), the Record button, the green WhatsApp button to chat with us, the notifications bell, and your picture, which opens your profile.
• Side menu: your daily work, grouped as Overview, Sell, Money In, Money Out, Inventory, Contacts and Reports. Setup lives under Settings & Management near the bottom.
• On a phone: a bottom bar with Home, Sell, History and More, and a round Record button in the middle. Tap More to open the full menu.
• Main area: whatever page you are working on.

The menu adapts to your role. An Employee sees far fewer items than the owner. For a tour of the setup pages, see Find your way around Settings & Management.

Bring in your old records

Moving from a book or another app? You can bring your old sales, services or expenses into PesaScope from Excel. They then show in your reports on the right dates.

1. Open Settings & Management → Import Data and tap New import.
2. Under What are you importing?, choose Sales, Services or Expenses.
3. Download the template, for example Download Sales template. Its lists already hold your branches, staff and payment methods.
4. Copy your old records in: one record per row, with the date it happened.
5. Tap Choose file, pick your Excel file, then tap Upload & Validate.
6. Every row is checked first, and you see how many are valid and how many have errors. Fix any errors in Excel and upload again.
7. All good? Tap Import. The button shows how many records will go in. Your old records now show in your reports.

To load your product list or service menu from Excel, use Import Excel on the Products or Services page. See Products, services & stock.

What to do next

Once your account, business and branch are set up, the natural next steps are:

1. Add your products and services to the catalogue so you can record sales.
2. Record your first sale to see how the books update.
3. Read up on the dashboard so you understand what each number means.