Help Centre

Build your own dashboard

The dashboard's board is yours to arrange: pick widgets from a gallery, reorder them, and every chart widget carries a Details tab with the real rows behind the picture.

What the statuses mean

Every badge in Worklog — unpaid, part paid, credited, pending, reconciled, needs a home — defined in one place, plus which actions can't be taken back.

Locked out? Reset your password

Reset your password from the login screen in a minute — or ask the business owner to send you a reset from Team & Permissions. There's always a way back in.

Protect your login with two-factor

Switch on two-factor so signing in needs a code from your phone as well as your password, and know what to do if you lose that phone.

Install Worklog on your phone

Worklog installs straight from your browser — its own icon, full screen, no app store needed. Android offers a one-tap Install; on iPhone use Safari's Add to Home Screen.

Set up your business

Fill in your business profile when you first sign up, then add your logo, bank details and SARS tax details under Business details so they appear on your documents and tax reports.

Find everything in the Business Hub

The Business Hub is where the owner sets the business up once — your business details, your bank accounts, and your team — all in one place.

Your plan: trial, paying, moving up and cancelling

Know what each plan includes, pay for one through PayFast, move up or cancel when you need to, and see what happens when a trial ends or a payment doesn't go through.

Add customers and suppliers

Keep everyone you deal with under Contacts, split into a Customers list and a Suppliers list. Add them one at a time, or bring a whole spreadsheet in at once with a CSV file.

Log money in and out

Record cash coming in and going out of your business — a line per payment in Banking → + Add, or by typing, speaking or snapping a photo with Quick Log.

Quick Log — record almost anything

The gold button that turns a typed, spoken or photographed note into the right entry — income, an expense, an appointment, stock, a trip, hours worked or a new contact — and points bigger jobs at the right tool.

How many AI Quick Logs you get

Quick Log's AI reading has a monthly limit on each plan. Here is how many you get, what happens when you reach it, and why you can always keep logging by hand.

Getting help in Worklog

Get answers on the spot from the built-in Help assistant, browse the full Help Centre of step-by-step guides, and reach a real person on WhatsApp when you want a hand with your setup.

Ask Loggy: help, and questions about your books

Ask Loggy how to do something in Worklog and get an answer that fits your screen and your plan, or switch to My books to ask what your own figures say.

Contacts Reports

Three printable reports over your customers and suppliers: who actually pays late, who has gone quiet, and whose details are too thin to work with. The full list prints from Customers and Suppliers.

Download or delete your records

Take a complete copy of everything you have recorded in Worklog as one file of spreadsheets, and delete your records for good when you are finished with them.

Telling your staff and customers what you keep about them (POPIA)

POPIA makes you, not Worklog, responsible for telling people whose details you hold what you have and why. Two short notices you can copy: one for an employee, and one line for your invoices.

Manage your price list (Items)

Save the things you sell and use — services, products, materials and labour — with their cost and sell prices, and keep an eye on what is running low.

Work out a price with the Cost Calculator

Cost a job or product from its materials, products and labour, add a markup for a suggested price, and save the result to your price list.

Price List Reports

Four reports over your price list, each its own screen: what stock you hold and what it is worth (listed under Stock & Assets), what you make on every item, what has stopped selling, and whether your prices still match your costings. The reorder list is printed from Items.

Work out what your hour must earn (Rate Calculator)

Under Price List beside the Cost Calculator: turn your running costs, your own pay and the hours you can really bill into the rate an hour has to earn — with no markup, because profit is decided once, in the Cost Calculator.

Create and send an invoice

Build an invoice from line items, save it, share it over WhatsApp or as a PDF, and mark it paid when the money comes in.

Send a quote

How to build a quote in Worklog, set how long it stays valid, share it with your customer, and turn an accepted quote into an invoice.

Send a customer statement

Pick a customer and share a statement showing all their invoices, any credit notes, and what they still owe.

Get paid: match a payment to an invoice

Link a payment you receive to the invoice it settles, so your Profit and Loss does not count the same money twice, and mark the invoice paid at the same time.

Credit an invoice (Credit Notes)

The SARS-correct way to reverse part or all of an invoice — the VAT is reversed, the customer's balance updates, and you can send a credit note document. Every credit note lives in Credit Notes, under Sales.

Repeating invoices and supplier invoices

Bill a customer the same thing on a schedule, or have a supplier's regular invoice added for you — weekly, every 2 weeks, monthly or any schedule. Repeating Invoices sits under Sales and Repeating Supplier Invoices under Purchases, each after its Credit Notes.

Sales Reports

Four reports over your sales, each its own screen: month-by-month invoiced against collected, the same broken down by customer, how many quotes turn into work and what sells best. What your repeating invoices come to a month is on Repeating Invoices.

Create a purchase order

How to create a purchase order for a supplier, share it as a PDF or via WhatsApp, and move it through its pending, acknowledged, fulfilled and cancelled states.

Record a supplier invoice

Capture a supplier invoice so you can claim the input VAT, see what you owe, and mark it paid when the money goes out.

Send a remittance advice

Tell a supplier exactly which of their invoices your payment covers, then share it as a PDF or over WhatsApp.

Find your slips and invoices

Proof of purchase lists every slip, tax invoice and credit note kept with your costs, a month at a time, so you can open the one SARS or your accountant asks for.

Purchases Reports

Four reports over your buying, each its own screen: what each supplier costs you, what falls due next, what your spend goes on, and how that spend is trending. What you have on order is on Purchase Orders.

Email your bank statement in

Forward your bank statement from your own email address to your business's private Worklog address, and it lands on the Import Statement screen waiting for your review — nothing is imported until you check it.

Type your bank lines in

Banking's + Add opens Capture bank lines — one account at a time, a line per statement entry, saved as a batch with the account's new balance shown before you commit.

Import a bank statement

Upload a bank statement PDF or photo and let Worklog read, sort and import your transactions for you.

Reconcile against your bank statement

Tick each transaction off against your real bank statement, so you know your Worklog records and your bank agree — and every ticked row is complete.

Do a cash-up

Count your cash at the end of the day and check it matches what you logged in Worklog.

Set up your bank accounts

Add the bank, savings, cash and card accounts your business uses, by hand or from a spreadsheet, so you can track each balance on its own or all of them together.

Money Reports

Five reports over the money itself, each its own screen: one account’s statement with a running balance, how much you have reconciled, cash against card against EFT, your own money in and out, and the month-by-month trend. The Cash-up Summary, how the till has done, sits beside them.

Record a loan, money you put in, or a dividend

Log a loan and its repayments, your own money, a grant or a dividend under Loans & Capital, and see where each one shows in your books.

Count your stock

Count what is on your shelves at the end of a month or the year, so your Profit & Loss takes it off your costs and your Balance Sheet shows it as something you own.

Keep an asset register

Record the big things you buy — a bakkie, a machine, a laptop, a building — so Worklog writes them off a bit each year, and record a sale in one tap with the money linked.

Use the Diary to make appointments

Make and keep appointments in the Diary — who they are with, what they are for and when — and mark each one complete, no-show or cancelled.

Track your time

Log the hours you work for each customer or job in the Time Log, and mark each one billable or not so you know what you can charge for.

Log travel (Travel Log)

Record the business kilometres you drive. What they are worth to you depends on how your business is set up.

Scheduling Reports

Three printable reports in one place: what your diary did, the hours you logged versus what you quoted, and your business travel.

Track actual hours vs your estimate

Link time entries to a quote and compare the hours you have logged against the hours you quoted, so you know when a job is running over.

Add staff to your register

Register each employee or contractor once in the Staff Register so their pay type and rate load automatically every time you do a Pay Run.

Run a pay run (payroll)

Use the 5-step Pay Run wizard to pay your whole team in one run — Worklog works out UIF, PAYE and SDL per person and makes each one's payslip.

Manage staff leave

How to record annual, sick and other leave for each employee, and read their live BCEA leave balances.

Keep an attendance register

How to keep each employee's days — hours worked, overtime, leave and absences — confirm the month as the record, and print it for signing, the way the BCEA asks an employer to.

Record a staff advance or loan

How to record cash you gave a worker before payday — out of the account it came from — so Pay Run can take it back off their wages later, or record it when they pay you back.

Do your EMP201

See what you owe SARS each month for PAYE, UIF and SDL, and mark your EMP201 as filed once you have submitted it yourself.

Payroll Reports

Four reports over your payroll, each its own screen: your monthly wage bill, every employee's leave balance, what unused leave is worth if paid out, and what each person still owes on an advance. Everyone on the books prints from the Staff Register.

IRP5 / IT3(a) figures for each employee

Each employee’s year split across the SARS source codes, and the details e@syFile refuses a certificate without — the figures, not the certificate itself.

The Audit Log — who did what, when

Adds, changes and removals on your money entries, cash-ups, documents, contacts, stock, payroll, diary, time and trips, and team settings go into a permanent audit trail nobody can edit. What you did last shows your own latest changes; the owner's full log shows everyone's — each one opens the record it's about.

Work across more than one business

One login can belong to several businesses — your own plus any that invite you. Here is exactly how to get invited, where the My Businesses page lives, and how switching works.

Invite someone to your business

Invite a partner, bookkeeper or worker by email or with a join link, so they can log in to the same Worklog business as you.

Set what your team can access

Choose exactly which tools each person on your team can open, change or approve, using three simple presets or tool-by-tool control.

File your VAT201 and EMP201 on eFiling

Worklog computes your VAT201 and EMP201 and walks you field by field through entering them on SARS eFiling, then keeps your own filing record. The submission itself happens on eFiling.

Work on your VAT201

See what VAT you owe SARS for a period, how your turnover splits by VAT rate, where the figures come from, and mark a return as filed.

Estimate your provisional tax (IRP6)

Use the Provisional Tax tool to get a rough estimate of what you may owe SARS for a provisional tax period, worked out from the income and expenses you have logged in Worklog and the way your business is registered with SARS.

Use the tax jar

See what Worklog works out you should be keeping back for SARS this tax year, from your real profit and your real tax scale.

Stay on top of SARS and labour rules with the Compliance Dashboard

See all your SARS, Dept of Labour, CIPC and POPIA obligations in one checklist, with what is due, what needs action, and where to do each one.

See your UIF and COIDA in one place (Dept of Labour)

The Department of Employment & Labour side of payroll in one screen — the monthly UIF declaration and the annual COIDA Return of Earnings, each with the figures worked out and its own filing record, plus reminders for the UI-19 and your Letter of Good Standing. Employees’ tax lives under SARS.

Your annual return (ITR12, ITR14 or TT03)

The once-a-year income tax return, worked out from your Profit & Loss with the add-backs, the asset register’s wear and tear and your saved deductions — and marked filed with the payment recorded.

Deductions you claim outside your books

Retirement contributions, section 18A donations and a home office — typed once per tax year, capped the way SARS caps them, and read by both IRP6 periods and the annual return.

Mark a return as filed, and record what you paid

Every one of the seven returns keeps its own filing record; VAT201, provisional tax and the annual return can record the SARS payment in the same act — and undo takes both back.

Find the licences and permits your business may need

A plain list of the municipal, industry and sector permits a business like yours commonly needs, and who issues each one. Worklog works nothing out and tracks nothing here: it is the list nobody hands you.

Set your opening balances

Tell Worklog what the business had and owed on the day your books started — bank and cash, stock, equipment, customers who owed you, suppliers you owed, loans and SARS — once, in one place.

Read your Balance Sheet

See what the business owns, what it owes and what's left over for you on any day since your books started — laid out the way a bank or an accountant reads one, and checked to the cent.

Read your Trial Balance

See every account in your books with its balance on the debit or credit side, for any period — the page an accountant asks for first.

Find where a figure came from: the General Ledger

Every account in your books with every entry behind its balance — and, for each entry, both sides and the record it came from.

Send your accountant the Year-end Pack

Everything an accountant asks for at year end — your Profit & Loss, Balance Sheet, Trial Balance, General Ledger, who owed what, your stock count and the returns you filed — in one PDF and one CSV, for the tax year you pick.

Make a funding pack for a loan application

One PDF and one spreadsheet of your own records for a loan or funding application: your profit and loss, balance sheet and cash flow, your bank months, who owes you and who you owe, and the returns you marked as filed. On Team and Complete.

Make adjustments

Record what your statements need that never happened as money — a supplier invoice still to come, a cost paid in advance, work not yet invoiced — and correct what was logged wrong.

Read your Profit & Loss

See whether your business made a profit or a loss over any period, and understand where the numbers come from.

See your cash flow

Read the Cash Flow statement: the money that actually moved through your bank and cash accounts in a period, sorted the way an accountant sorts it.

Your monthly summary email

Get last month's income, costs, profit, biggest costs, what's owed and what's in the bank by email early each month, and switch it off if you don't want it.

Check who owes you (Age Analysis)

See at a glance who still owes you and who you owe, grouped by how overdue each unpaid invoice is.