Help Center

Company Settings & Users

Company profile, branding and print templates

Make every invoice, receipt and e-bill look like your business. Update your business name, address, phone numbers and tax registration number in Company Setting...

Company Settings & Users

Roles and permissions

Roles control what each group of users can see and do. 1. Go to Company Settings > People And Access > Permissions > User Roles. 2. Enter a Name, such as Cashie...

Company Settings & Users

Adding a user

Give every staff member their own login, so you know who did what. Create the role the user needs first. See "Roles and permissions". 1. Go to Company Settings...

Reports

Finding and exporting reports

Visiro includes ready-made reports for sales, stock, payments and finance. 1. Open the Reports module from the app switcher. 2. The Reports dashboard lists ever...

Payroll & HR

Leave requests and staff loans

Manage time off and salary advances without paperwork. 1. Go to Payroll > Payroll > Leave Requests. 2. Choose the employee, Leave type and dates, then click Sub...

Payroll & HR

Running monthly payroll

A pay run calculates salaries, deductions and payslips for everyone in one go. Set up salary structures in Payroll > Payroll > Salary Structures, and make sure...

Payroll & HR

Marking daily attendance

Attendance feeds overtime, deductions and the monthly register. 1. Go to Payroll > Payroll > Attendance > Daily Attendance. 2. Pick the Date and click Show. 3....

Payroll & HR

Adding employees, departments and designations

Employee records drive attendance, leave and payroll. Create your departments in Payroll > Employee > Departments and job titles in Payroll > Employee > Designa...

Finance & Accounts

VAT and tax codes

Set up your taxes once and Visiro calculates them on every sale and purchase. 1. Go to Finance > Tax > Tax Codes. 2. Add each rate you use (for example VAT at t...

Finance & Accounts

Recording expenses

Record everyday spending so your profit reports show the real picture. 1. Create your expense types in Finance > Expenses > Expense Categories (for example Elec...

Finance & Accounts

Collecting pending due payments

When a customer buys on credit, the unpaid balance waits in Pending Due Payments until they pay. 1. Go to Finance > Accounts & Payments > Invoice Payment > Pend...

Finance & Accounts

Creating a payment voucher

Vouchers record money paid out of the business, such as rent or utility bills. 1. Go to Finance > Accounts & Payments > Voucher > Create Voucher. 2. Choose the...