How Can We Help?

Setting up your company profile is the first step to using Tawala. Follow these steps:

1. Log in to your dashboard and navigate to Settings > Company Settings.
2. Upload your company logo (recommended size: 500x500px).
3. Enter your official business name, TIN number, and VRN (if applicable) – these will appear on your invoices.
4. Add your physical address, phone number, and email.
5. Click Save Changes.

You can invite team members to collaborate on Tawala:

1. Go to Settings > Users & Permissions.
2. Click the Add User button.
3. Enter the user's full name and email address.
4. Select a Role (e.g., Admin, Sales Agent, Accountant).
5. Click Send Invitation. The user will receive an email to set their password.

Tawala is available on mobile:

• Android: Visit the Google Play Store and search for "Tawala Business".
• iOS: Visit the Apple App Store and search for "Tawala Business".
• Login with your existing credentials.

Yes, Tawala supports multiple languages including Swahili:

1. Click on your profile avatar in the top right.
2. Select My Profile.
3. Under Language Preferences, select Swahili or English.
4. Click Save. The interface will refresh immediately.

Enhance security with 2FA:

1. Go to Settings > Security.
2. Toggle Two-Factor Authentication to ON.
3. Scan the QR code with Google Authenticator or Authy.
4. Enter the verification code to confirm.

To manager your subscription:

1. Navigate to Settings > Billing & Subscription.
2. Click Update Payment Method.
3. We accept Visa, Mastercard, and Mobile Money (M-Pesa, Tigo Pesa).

Generating a fiscal receipt is automatic when you create a sale:

1. Go to Sales > New Invoice.
2. Select a customer and add items to the cart.
3. Click Save & Approve.
4. The system will automatically communicate with the VFD server.
5. Once approved (usually 1-2 seconds), a QR code and Verification Code will appear on the invoice.
6. You can then Print or Email the fiscal invoice.

Z-Reports are required by TRA at the end of every business day:

1. Navigate to Finance > TRA VFD.
2. Click on Daily Reports.
3. Click the Generate Z-Report button.
4. The report will generation and is automatically sent to TRA servers.
5. You can download or print the PDF for your physical records.

Used for returns or refunds:

1. Open the original Invoice.
2. Click More Actions > Create Credit Note.
3. Adjust the items/amounts to be refunded.
4. Click Approve. This updates your VFD records automatically.

To save time, use our bulk import feature:

1. Go to Inventory > Products.
2. Click the Import button.
3. Download the CSV Template.
4. Fill in your product details (Name, SKU, Price, Cost, Opening Stock).
5. Upload the completed CSV file.
6. Map the columns if requested and click Confirm Import.

Never run out of stock again:

1. Edit any product in your inventory.
2. Find the Inventory Levels section.
3. Enter a value in the Low Stock Threshold field (e.g., 10).
4. When stock falls below this number, you will get an email alert and dashboard notification.

1. Go to Inventory > Transfer Orders.
2. Select Source Warehouse and Destination Warehouse.
3. Add items and quantities.
4. Approve. Stock decreases in Source and increases in Destination.

Track potential customers effectively:

1. Navigate to CRM > Leads.
2. Click New Lead.
3. Enter the prospect's details and current status (e.g., New, Interested, Negotiating).
4. Assign the lead to a sales agent if needed.
5. Add notes or schedule follow-up calls in the Activity tab.

Running payroll is simple and automated:

1. Ensure all employee attendance and salary info IS up to date in Employees.
2. Go to Payroll > Run Payroll.
3. Select the month/period.
4. Review the generated payslips (deductions like NSSF and PAYE are calculated automatically).
5. Click Approve & Finalize.
6. You can then export a bank payment file or print payslips.