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.

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.

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 — by filling in a quick form, 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.

Contacts Reports

Four printable reports over your customers and suppliers: the full directory, who actually pays late, who has gone quiet, and whose details are too thin to work with.

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

Five reports over your price list, each its own screen: what stock you hold and what it is worth, what you make on every item, what needs reordering, what has stopped selling, and whether your prices still match your costings.

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.

Sales Reports

Five 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, what sells best, and what bills itself every month.

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 bill from a supplier 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.

Purchases Reports

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

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.

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 so Worklog works out your SARS travel deduction for you.

Scheduling Reports

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

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.

Record a staff advance or loan

How to record cash you gave a worker before payday, so Pay Run can take it back off their wages later.

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

Five reports over your payroll, each its own screen: everyone on the staff register, your monthly wage bill, what each person still owes on an advance, every employee's leave balance, and what unused leave is worth if paid out.

The Audit Log — who did what, when

Every add, change and delete on your records is written to a permanent audit trail nobody can edit — you see your own actions; the owner sees the whole team's.

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

Create a join link so a partner, bookkeeper or worker 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)

A single read-only view of your payroll statutory items — every return in one place with what you owe SARS this month, plus EMP501, UIF, COIDA and the SDL nudge.

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.

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 report to see your money in versus money out over any period, plus what you are owed and what you owe.

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.