[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"$f3t9yb1q7aam93":3,"$f3q6yb8ymv087y":886},[4,18,26,34,42,50,58,66,74,82,90,102,110,118,125,133,141,149,157,165,173,181,193,201,209,217,225,233,245,253,261,269,281,289,297,305,313,321,329,341,349,357,365,373,385,393,401,409,417,425,433,441,449,457,465,473,481,493,501,509,516,524,532,540,548,556,564,572,580,587,595,605,617,625,633,641,653,661,669,677,685,697,705,713,721,729,737,745,757,765,773,781,789,797,805,817,825,838,846,854,862,870,878],{"_id":5,"guidecategory":6,"navigationlabel":13,"slug":14,"subtitle":17,"title":13},"b19c369b-83c3-42a6-9c89-28644ce1d02a",{"_id":7,"description":8,"hidden":9,"slug":10,"title":11,"imageUrl":12},"guideCategory-getting-started","Let's get you set up and running in two shakes of a ledger",false,"getting-started","Getting Started",null,"Day-one checklist",{"_type":15,"current":16},"slug","day-one-checklist","Everything to set up on your first day in stub, in order.",{"_id":19,"guidecategory":20,"navigationlabel":21,"slug":22,"subtitle":24,"title":25},"guide-set-up-business-profile",{"_id":7,"description":8,"hidden":9,"slug":10,"title":11,"imageUrl":12},"Business profile",{"_type":15,"current":23},"set-up-business-profile","Enter the name, registration and tax numbers, address and contact details that appear on every invoice, quote and tax report you send.","Set up your business details",{"_id":27,"guidecategory":28,"navigationlabel":29,"slug":30,"subtitle":32,"title":33},"guide-add-your-logo-and-brand-colours",{"_id":7,"description":8,"hidden":9,"slug":10,"title":11,"imageUrl":12},"Branding",{"_type":15,"current":31},"add-your-logo-and-brand-colours","Put your logo, accent colour and standard wording on every invoice, quote and payment page stub sends — both live under Settings → Business.","Add your logo and brand colours",{"_id":35,"guidecategory":36,"navigationlabel":37,"slug":38,"subtitle":40,"title":41},"guide-invite-your-team",{"_id":7,"description":8,"hidden":9,"slug":10,"title":11,"imageUrl":12},"Add your team",{"_type":15,"current":39},"invite-your-team","Invite the people who help you run the business from Settings → Team, and choose what each of them can reach.","Invite your team",{"_id":43,"guidecategory":44,"navigationlabel":45,"slug":46,"subtitle":48,"title":49},"guide-connect-your-bank",{"_id":7,"description":8,"hidden":9,"slug":10,"title":11,"imageUrl":12},"Connect your bank",{"_type":15,"current":47},"connect-your-bank","Link your business bank account so transactions flow into stub instead of being typed up — where the setting lives, and who is allowed to do it.","Connect your bank account",{"_id":51,"guidecategory":52,"navigationlabel":53,"slug":54,"subtitle":56,"title":57},"guide-switching-to-stub-in-seconds",{"_id":7,"description":8,"hidden":9,"slug":10,"title":11,"imageUrl":12},"Switching to stub",{"_type":15,"current":55},"switching-to-stub-in-seconds","Move your books from another accounting app, a spreadsheet or a shoebox in four steps: pick a cutoff date, export, set stub up, then check the numbers match.","Switch to stub from another accounting app",{"_id":59,"guidecategory":60,"navigationlabel":61,"slug":62,"subtitle":64,"title":65},"guide-upload-files-to-stub",{"_id":7,"description":8,"hidden":9,"slug":10,"title":11,"imageUrl":12},"Importing your files",{"_type":15,"current":63},"upload-files-to-stub","Send stub almost any file — a photo of a till slip, a PDF invoice, a bank statement or a spreadsheet — and it reads the data straight out of it.","Upload files to stub",{"_id":67,"guidecategory":68,"navigationlabel":69,"slug":70,"subtitle":72,"title":73},"guide-custom-views-and-filters",{"_id":7,"description":8,"hidden":9,"slug":10,"title":11,"imageUrl":12},"Customise your views",{"_type":15,"current":71},"custom-views-and-filters","Filter and sort any list in stub the way you like it, name it, and it sits at the top of the page as a one-click saved view.","Custom views and filters",{"_id":75,"guidecategory":76,"navigationlabel":77,"slug":78,"subtitle":80,"title":81},"guide-set-up-mcp",{"_id":7,"description":8,"hidden":9,"slug":10,"title":11,"imageUrl":12},"Set up MCP",{"_type":15,"current":79},"set-up-mcp","Connect Claude, ChatGPT or another AI assistant to your live books with stub's hosted MCP server, and ask questions instead of running reports.","Connect an AI assistant with MCP",{"_id":83,"guidecategory":84,"navigationlabel":85,"slug":86,"subtitle":88,"title":89},"guide-ask-stub-assistant",{"_id":7,"description":8,"hidden":9,"slug":10,"title":11,"imageUrl":12},"Ask stub",{"_type":15,"current":87},"ask-stub-assistant","Ask a question about your business, or have stub do the work. Answers can come back as charts and tables, and you can always ask to talk to a person.","Ask stub: get answers and work done by chatting with your books",{"_id":91,"guidecategory":92,"navigationlabel":97,"slug":98,"subtitle":100,"title":101},"guide-how-to-create-invoices",{"_id":93,"description":94,"hidden":9,"slug":95,"title":96,"imageUrl":12},"guideCategory-invoices-quotes","Quotes, invoices, orders, credit notes and everything that goes into getting paid for what you do","invoices-quotes","Invoices & Quotes","Invoices & orders",{"_type":15,"current":99},"how-to-create-invoices","Create an invoice or an order, add your line items, and send it by email, PDF or WhatsApp — with every setting on the invoice page explained.","Create and send an invoice",{"_id":103,"guidecategory":104,"navigationlabel":105,"slug":106,"subtitle":108,"title":109},"guide-how-to-create-and-send-quotes",{"_id":93,"description":94,"hidden":9,"slug":95,"title":96,"imageUrl":12},"Quotes & estimates",{"_type":15,"current":107},"how-to-create-and-send-quotes","Price the work before you do it, send the quote by email, PDF or WhatsApp, then turn the accepted one into an invoice in a click.","Create and send a quote",{"_id":111,"guidecategory":112,"navigationlabel":113,"slug":114,"subtitle":116,"title":117},"guide-how-to-enable-online-payments",{"_id":93,"description":94,"hidden":9,"slug":95,"title":96,"imageUrl":12},"Payment links",{"_type":15,"current":115},"how-to-enable-online-payments","Switch on online payments to add a Pay Now button to every invoice, and claim your own payment link to share anywhere — plus what the fees are.","Get paid online with payment links",{"_id":119,"guidecategory":120,"navigationlabel":121,"slug":122,"subtitle":124,"title":121},"guide-invoice-numbers",{"_id":93,"description":94,"hidden":9,"slug":95,"title":96,"imageUrl":12},"Invoice numbers",{"_type":15,"current":123},"invoice-numbers","stub numbers every invoice automatically and sequentially, as SARS requires — here's what you can change, what you can't, and why.",{"_id":126,"guidecategory":127,"navigationlabel":128,"slug":129,"subtitle":131,"title":132},"guide-how-to-add-vat-to-invoices",{"_id":93,"description":94,"hidden":9,"slug":95,"title":96,"imageUrl":12},"VAT on invoices",{"_type":15,"current":130},"how-to-add-vat-to-invoices","Switch VAT on once, then apply it per line item so every invoice you send is a valid tax invoice with your VAT number on it.","Add VAT to an invoice",{"_id":134,"guidecategory":135,"navigationlabel":136,"slug":137,"subtitle":139,"title":140},"guide-chase-unpaid-invoices",{"_id":93,"description":94,"hidden":9,"slug":95,"title":96,"imageUrl":12},"Track & chase invoices",{"_type":15,"current":138},"chase-unpaid-invoices","See where every invoice stands on the Sales list, filter down to what's overdue, and let scheduled payment reminders do the chasing for you.","Track and chase unpaid invoices",{"_id":142,"guidecategory":143,"navigationlabel":144,"slug":145,"subtitle":147,"title":148},"guide-how-to-mark-an-invoice-as-paid",{"_id":93,"description":94,"hidden":9,"slug":95,"title":96,"imageUrl":12},"Settle or write off",{"_type":15,"current":146},"how-to-mark-an-invoice-as-paid","Record a payment, settle an invoice in one step, write off what won't be paid, or void one that should never have gone out.","Mark an invoice as paid, write it off or cancel it",{"_id":150,"guidecategory":151,"navigationlabel":152,"slug":153,"subtitle":155,"title":156},"guide-how-to-create-a-credit-note",{"_id":93,"description":94,"hidden":9,"slug":95,"title":96,"imageUrl":12},"Credit notes",{"_type":15,"current":154},"how-to-create-a-credit-note","Reduce or cancel what a customer owes without deleting the original invoice — raise the credit note from the invoice and stub links the two.","Create a credit note",{"_id":158,"guidecategory":159,"navigationlabel":160,"slug":161,"subtitle":163,"title":164},"guide-how-to-create-a-pro-forma-invoice",{"_id":93,"description":94,"hidden":9,"slug":95,"title":96,"imageUrl":12},"Pro-forma invoices",{"_type":15,"current":162},"how-to-create-a-pro-forma-invoice","A pro-forma invoice previews a real invoice — for customs, approvals or upfront payment. It records no income and no VAT until you invoice properly.","Pro-forma invoices: what they are and how to create one",{"_id":166,"guidecategory":167,"navigationlabel":168,"slug":169,"subtitle":171,"title":172},"guide-record-deposits-and-prepayments",{"_id":93,"description":94,"hidden":9,"slug":95,"title":96,"imageUrl":12},"Customer accounts & prepayments",{"_type":15,"current":170},"record-deposits-and-prepayments","Hold a customer's deposit, advance or retainer as credit on their account, then apply it to an invoice once you raise it.","Record a deposit or prepayment",{"_id":174,"guidecategory":175,"navigationlabel":176,"slug":177,"subtitle":179,"title":180},"guide-attach-files-to-an-invoice",{"_id":93,"description":94,"hidden":9,"slug":95,"title":96,"imageUrl":12},"Attach files",{"_type":15,"current":178},"attach-files-to-an-invoice","Add a receipt, signed order form or photo to an invoice so the paperwork travels with it — attachments live in the invoice's Options panel.","Attach files to an invoice",{"_id":182,"guidecategory":183,"navigationlabel":188,"slug":189,"subtitle":191,"title":192},"guide-add-and-manage-customers",{"_id":184,"description":185,"hidden":9,"slug":186,"title":187,"imageUrl":12},"guideCategory-customers-suppliers","The people and parties you buy from and sell to","customers-suppliers","Customers & Suppliers","Add customers",{"_type":15,"current":190},"add-and-manage-customers","Set up the people you bill once and every invoice, quote, statement and reminder fills itself in — plus how to star, tag and import them.","Add and manage customers",{"_id":194,"guidecategory":195,"navigationlabel":196,"slug":197,"subtitle":199,"title":200},"guide-add-and-manage-suppliers",{"_id":184,"description":185,"hidden":9,"slug":186,"title":187,"imageUrl":12},"Add suppliers",{"_type":15,"current":198},"add-and-manage-suppliers","Set up the businesses you buy from once and every bill, expense and purchase order fills itself in — plus how to star, tag and import them.","Add and manage suppliers",{"_id":202,"guidecategory":203,"navigationlabel":204,"slug":205,"subtitle":207,"title":208},"guide-customer-and-supplier-statements",{"_id":184,"description":185,"hidden":9,"slug":186,"title":187,"imageUrl":12},"Statements",{"_type":15,"current":206},"customer-and-supplier-statements","Run a dated account history for any customer or supplier — everything billed, everything paid, and the closing balance — then email it, share a link, or download it as a PDF or a CSV.","Send a customer or supplier statement",{"_id":210,"guidecategory":211,"navigationlabel":212,"slug":213,"subtitle":215,"title":216},"guide-customer-payment-history",{"_id":184,"description":185,"hidden":9,"slug":186,"title":187,"imageUrl":12},"Customer history",{"_type":15,"current":214},"customer-payment-history","Every invoice, quote, payment and income entry for one customer on one page, with total outstanding and total paid at the top.","See a customer's payment history",{"_id":218,"guidecategory":219,"navigationlabel":220,"slug":221,"subtitle":223,"title":224},"guide-customer-and-supplier-opening-balances",{"_id":184,"description":185,"hidden":9,"slug":186,"title":187,"imageUrl":12},"Opening balances",{"_type":15,"current":222},"customer-and-supplier-opening-balances","Record what customers already owed you, and what you owed suppliers, on the day you started in stub — one opening balance per contact.","Customer and supplier opening balances",{"_id":226,"guidecategory":227,"navigationlabel":228,"slug":229,"subtitle":231,"title":232},"guide-archive-or-delete-customers-and-suppliers",{"_id":184,"description":185,"hidden":9,"slug":186,"title":187,"imageUrl":12},"Archive or delete",{"_type":15,"current":230},"archive-or-delete-customers-and-suppliers","Tidy your customer and supplier lists without losing the invoices, payments and tax history attached to them — and unarchive at any time.","Archive or delete customers and suppliers",{"_id":234,"guidecategory":235,"navigationlabel":240,"slug":241,"subtitle":243,"title":244},"guide-how-to-add-your-products-and-services",{"_id":236,"description":237,"hidden":9,"slug":238,"title":239,"imageUrl":12},"guideCategory-products-services","What you sell, inventory items, stock management and unit pricing","products-services","Products & Services","Add products & services",{"_type":15,"current":242},"how-to-add-your-products-and-services","Save what you sell once — name, price, cost price, units and tax — then pull it onto any invoice, quote or purchase order in a click.","Add products and services",{"_id":246,"guidecategory":247,"navigationlabel":248,"slug":249,"subtitle":251,"title":252},"guide-inventory-management",{"_id":236,"description":237,"hidden":9,"slug":238,"title":239,"imageUrl":12},"Inventory & stock",{"_type":15,"current":250},"inventory-management","Turn on stock tracking for an item and stub counts it for you — every sale takes the quantity off, with a stock figure and full movement history.","Track inventory and stock",{"_id":254,"guidecategory":255,"navigationlabel":256,"slug":257,"subtitle":259,"title":260},"guide-default-tax-rates-on-items",{"_id":236,"description":237,"hidden":9,"slug":238,"title":239,"imageUrl":12},"Tax on items",{"_type":15,"current":258},"default-tax-rates-on-items","Set the VAT or Sales Tax rate once on a product or service and every invoice, quote, bill and purchase order works the tax out for you.","Set a default tax rate on an item",{"_id":262,"guidecategory":263,"navigationlabel":264,"slug":265,"subtitle":267,"title":268},"guide-import-product-catalogue",{"_id":236,"description":237,"hidden":9,"slug":238,"title":239,"imageUrl":12},"Import products",{"_type":15,"current":266},"import-product-catalogue","Upload your product list — spreadsheet, CSV, PDF or photo — and stub reads it in. No template to download and no columns to map.","Import your product catalogue",{"_id":270,"guidecategory":271,"navigationlabel":276,"slug":277,"subtitle":279,"title":280},"guide-how-to-categorise-transactions",{"_id":272,"description":273,"hidden":9,"slug":274,"title":275,"imageUrl":12},"guideCategory-income-expenses","Transactions, book-keeping, categorisation and anything related to cash","income-expenses","Income & Expenses","Categorise transactions",{"_type":15,"current":278},"how-to-categorise-transactions","stub categorises most of your bank transactions as they arrive and matches payments to invoices — your job is reviewing what's left over.","Categorise your transactions",{"_id":282,"guidecategory":283,"navigationlabel":284,"slug":285,"subtitle":287,"title":288},"guide-how-to-record-income-and-expenses",{"_id":272,"description":273,"hidden":9,"slug":274,"title":275,"imageUrl":12},"Record income & expenses",{"_type":15,"current":286},"how-to-record-income-and-expenses","Log a sale or a cost yourself — from a bank transaction or from scratch — and know when something is income, an expense or an asset.","Record income and expenses",{"_id":290,"guidecategory":291,"navigationlabel":292,"slug":293,"subtitle":295,"title":296},"guide-cash-accounts",{"_id":272,"description":273,"hidden":9,"slug":274,"title":275,"imageUrl":12},"Cash accounts",{"_type":15,"current":294},"cash-accounts","Give your till, your petty cash tin and your payment wallets their own accounts in stub, so cash never gets tangled up with your bank balance.","Set up your cash accounts",{"_id":298,"guidecategory":299,"navigationlabel":300,"slug":301,"subtitle":303,"title":304},"guide-split-transactions-across-categories",{"_id":272,"description":273,"hidden":9,"slug":274,"title":275,"imageUrl":12},"Split a transaction",{"_type":15,"current":302},"split-transactions-across-categories","One payment, two or more categories — split a transaction and give each line its own category and amount until nothing is left over.","Split a transaction across categories",{"_id":306,"guidecategory":307,"navigationlabel":308,"slug":309,"subtitle":311,"title":312},"guide-match-bank-deposits-to-invoices",{"_id":272,"description":273,"hidden":9,"slug":274,"title":275,"imageUrl":12},"Match deposits to invoices",{"_type":15,"current":310},"match-bank-deposits-to-invoices","Tie the money in your bank feed to the invoice it settles, so the payment closes the invoice instead of counting as income twice.","Match a bank deposit to an invoice",{"_id":314,"guidecategory":315,"navigationlabel":316,"slug":317,"subtitle":319,"title":320},"guide-handle-personal-expenses",{"_id":272,"description":273,"hidden":9,"slug":274,"title":275,"imageUrl":12},"Personal expenses",{"_type":15,"current":318},"handle-personal-expenses","Keep personal buys out of your profit and claim back the business costs you paid for yourself — how to categorise drawings and reimbursements.","Handle personal spending on a business account",{"_id":322,"guidecategory":323,"navigationlabel":324,"slug":325,"subtitle":327,"title":328},"guide-add-vat-to-income-and-expenses",{"_id":272,"description":273,"hidden":9,"slug":274,"title":275,"imageUrl":12},"VAT on income & expenses",{"_type":15,"current":326},"add-vat-to-income-and-expenses","The VAT is already inside the amount you recorded — pick the rate on an income or expense and stub works out the tax portion for you.","Add VAT to income and expenses",{"_id":330,"guidecategory":331,"navigationlabel":336,"slug":337,"subtitle":339,"title":340},"guide-record-and-track-supplier-bills",{"_id":332,"description":333,"hidden":9,"slug":334,"title":335,"imageUrl":12},"guideCategory-bills","Bills, purchase orders, and anything else you owe or pay to a supplier","bills","Bills","Record bills",{"_type":15,"current":338},"record-and-track-supplier-bills","Capture what you owe a supplier and when it falls due, so nothing catches you out — and know when to record a bill instead of an expense.","Record and track supplier bills",{"_id":342,"guidecategory":343,"navigationlabel":344,"slug":345,"subtitle":347,"title":348},"guide-purchase-orders",{"_id":332,"description":333,"hidden":9,"slug":334,"title":335,"imageUrl":12},"Purchase orders",{"_type":15,"current":346},"purchase-orders","Agree items, quantities and prices with a supplier before the goods ship, send the order like an invoice, then turn it into a bill on arrival.","Raise a purchase order",{"_id":350,"guidecategory":351,"navigationlabel":352,"slug":353,"subtitle":355,"title":356},"guide-pay-supplier-bills",{"_id":332,"description":333,"hidden":9,"slug":334,"title":335,"imageUrl":12},"Pay bills",{"_type":15,"current":354},"pay-supplier-bills","Record what you've paid against a bill so it closes and the total you owe stays right — link a payment already in stub, or enter a new one.","Pay a supplier bill",{"_id":358,"guidecategory":359,"navigationlabel":360,"slug":361,"subtitle":363,"title":364},"guide-recurring-expenses",{"_id":332,"description":333,"hidden":9,"slug":334,"title":335,"imageUrl":12},"Recurring expenses",{"_type":15,"current":362},"recurring-expenses","stub doesn't repeat supplier bills, so here's how to handle rent, subscriptions and utilities — automatic paperwork into Files, plus a saved view.","Handle recurring expenses",{"_id":366,"guidecategory":367,"navigationlabel":368,"slug":369,"subtitle":371,"title":372},"guide-debit-notes",{"_id":332,"description":333,"hidden":9,"slug":334,"title":335,"imageUrl":12},"Debit notes",{"_type":15,"current":370},"debit-notes","Record goods returned to a supplier, or a bill they overcharged you on — a debit note says the supplier owes you, and closes the loop on the bill.","Raise a debit note",{"_id":374,"guidecategory":375,"navigationlabel":380,"slug":381,"subtitle":383,"title":384},"guide-insights-dashboard",{"_id":376,"description":377,"hidden":9,"slug":378,"title":379,"imageUrl":12},"guideCategory-insights-and-reports","P&L, Cash Flow, Balance Sheet, Trial Balance, VAT\u002FSales Tax reports, custom reporting, and tags","insights-and-reports","Insights & Reports","Insights dashboard",{"_type":15,"current":382},"insights-dashboard","The one screen that answers how your business is doing right now — cash, profit, who owes you — without running a single report.","Your Insights dashboard",{"_id":386,"guidecategory":387,"navigationlabel":388,"slug":389,"subtitle":391,"title":392},"guide-profit--loss-report",{"_id":376,"description":377,"hidden":9,"slug":378,"title":379,"imageUrl":12},"Profit & Loss",{"_type":15,"current":390},"profit--loss-report","What you earned, what it cost you and what was left — by month or by tag, so you can see when and where the profit actually came from.","Profit & Loss report",{"_id":394,"guidecategory":395,"navigationlabel":396,"slug":397,"subtitle":399,"title":400},"guide-cash-flow-report",{"_id":376,"description":377,"hidden":9,"slug":378,"title":379,"imageUrl":12},"Cash Flow",{"_type":15,"current":398},"cash-flow-report","The money that actually moved in and out, and what's left — the report that tells you whether you can pay the rent on Friday.","Cash Flow report",{"_id":402,"guidecategory":403,"navigationlabel":404,"slug":405,"subtitle":407,"title":408},"guide-balance-sheet-report",{"_id":376,"description":377,"hidden":9,"slug":378,"title":379,"imageUrl":12},"Balance Sheet & Trial Balance",{"_type":15,"current":406},"balance-sheet-report","What your business owns and owes on any date, and the Trial Balance that proves the books add up — including what to do when it doesn't.","Balance Sheet and Trial Balance",{"_id":410,"guidecategory":411,"navigationlabel":412,"slug":413,"subtitle":415,"title":416},"guide-financial-statements",{"_id":376,"description":377,"hidden":9,"slug":378,"title":379,"imageUrl":12},"Financial statements",{"_type":15,"current":414},"financial-statements","Pick the reports, set the period, drag them into the order you want and download one branded PDF for your bank, your accountant or your board.","Financial statements: build a management report pack",{"_id":418,"guidecategory":419,"navigationlabel":420,"slug":421,"subtitle":423,"title":424},"guide-sales-and-expenses-reports",{"_id":376,"description":377,"hidden":9,"slug":378,"title":379,"imageUrl":12},"Sales & expenses",{"_type":15,"current":422},"sales-and-expenses-reports","Where your revenue comes from and where your money goes — sales by customer and product, expenses by category and supplier, and what the pair tell you.","Sales and expenses reports",{"_id":426,"guidecategory":427,"navigationlabel":428,"slug":429,"subtitle":431,"title":432},"guide-receivables-report",{"_id":376,"description":377,"hidden":9,"slug":378,"title":379,"imageUrl":12},"Receivables",{"_type":15,"current":430},"receivables-report","Two reports covering every unpaid invoice — one for what's already late, one for what's coming up — so you chase in the right order.","Receivables: who owes you money",{"_id":434,"guidecategory":435,"navigationlabel":436,"slug":437,"subtitle":439,"title":440},"guide-payables-report",{"_id":376,"description":377,"hidden":9,"slug":378,"title":379,"imageUrl":12},"Payables",{"_type":15,"current":438},"payables-report","Two reports covering every unpaid supplier bill — one for what's already late, one for what falls due next — so no payment surprises you.","Payables: what you owe and when it's due",{"_id":442,"guidecategory":443,"navigationlabel":444,"slug":445,"subtitle":447,"title":448},"guide-vat-and-sales-tax-report",{"_id":376,"description":377,"hidden":9,"slug":378,"title":379,"imageUrl":12},"VAT & Sales Tax reports",{"_type":15,"current":446},"vat-and-sales-tax-report","What you collected for the tax authority, what you paid and can claim back, and what you owe — the reports your VAT return is built from.","VAT and Sales Tax reports",{"_id":450,"guidecategory":451,"navigationlabel":452,"slug":453,"subtitle":455,"title":456},"guide-custom-reports-with-tags",{"_id":376,"description":377,"hidden":9,"slug":378,"title":379,"imageUrl":12},"Report by tag",{"_type":15,"current":454},"custom-reports-with-tags","Split any report by tag to see which job, site, channel or campaign actually made money — not just whether the business as a whole did.","Report by project, branch or campaign",{"_id":458,"guidecategory":459,"navigationlabel":460,"slug":461,"subtitle":463,"title":464},"guide-create-and-manage-tags",{"_id":376,"description":377,"hidden":9,"slug":378,"title":379,"imageUrl":12},"Tags",{"_type":15,"current":462},"create-and-manage-tags","Label invoices, bills and expenses by project, branch, channel or campaign, so you can report on each one separately later.","Create and manage tags",{"_id":466,"guidecategory":467,"navigationlabel":468,"slug":469,"subtitle":471,"title":472},"guide-how-to-export-and-share-reports",{"_id":376,"description":377,"hidden":9,"slug":378,"title":379,"imageUrl":12},"Export & share reports",{"_type":15,"current":470},"how-to-export-and-share-reports","Download any stub report as a PDF or a CSV and send it to your accountant, your bank or your business partner — and which format suits which job.","Export and share a report",{"_id":474,"guidecategory":475,"navigationlabel":476,"slug":477,"subtitle":479,"title":480},"guide-troubleshooting-unexpected-report-numbers",{"_id":376,"description":377,"hidden":9,"slug":378,"title":379,"imageUrl":12},"Report numbers look wrong",{"_type":15,"current":478},"troubleshooting-unexpected-report-numbers","Six things to check when a report doesn't match what you expected — dates, cash versus accrual, uncategorised transactions, duplicates and tax.","Why your report numbers look wrong",{"_id":482,"guidecategory":483,"navigationlabel":488,"slug":489,"subtitle":491,"title":492},"guide-accounting-101-lets-crack-this-nut",{"_id":484,"description":485,"hidden":9,"slug":486,"title":487,"imageUrl":12},"guideCategory-accounting","General Ledger, Chart of Accounts, opening balances, and anything debit\u002Fcredit related","accounting","Accounting","Accounting 101",{"_type":15,"current":490},"accounting-101-lets-crack-this-nut","The bits of accounting you actually need to run a business — the five account types, profit, what you're owed and what you owe — without the textbook.","Accounting 101: the basics for business owners",{"_id":494,"guidecategory":495,"navigationlabel":496,"slug":497,"subtitle":499,"title":500},"guide-chart-of-accounts",{"_id":484,"description":485,"hidden":9,"slug":486,"title":487,"imageUrl":12},"Chart of Accounts",{"_type":15,"current":498},"chart-of-accounts","Adjust the categories every transaction gets filed under so your reports speak your language — add, rename, group and archive accounts.","Customise your Chart of Accounts",{"_id":502,"guidecategory":503,"navigationlabel":504,"slug":505,"subtitle":507,"title":508},"guide-default-accounts",{"_id":484,"description":485,"hidden":9,"slug":486,"title":487,"imageUrl":12},"Default accounts",{"_type":15,"current":506},"default-accounts","Tell stub which accounts to post sales, discounts, online payments, transfers, asset disposals and payables to — set once under Finance.","Set your default accounts",{"_id":510,"guidecategory":511,"navigationlabel":220,"slug":512,"subtitle":514,"title":515},"guide-opening-balances",{"_id":484,"description":485,"hidden":9,"slug":486,"title":487,"imageUrl":12},{"_type":15,"current":513},"opening-balances","Bring your starting numbers in when you switch to stub — bank balances, what you're owed and what you owe — so every report starts from the truth.","Set your opening balances",{"_id":517,"guidecategory":518,"navigationlabel":519,"slug":520,"subtitle":522,"title":523},"guide-vat-gst-and-sales-tax",{"_id":484,"description":485,"hidden":9,"slug":486,"title":487,"imageUrl":12},"VAT",{"_type":15,"current":521},"vat-gst-and-sales-tax","Turn tax on once and stub adds it to everything you sell and buy, then prepares the return before it's due — VAT, GST or Sales Tax, whichever you file.","Set up VAT",{"_id":525,"guidecategory":526,"navigationlabel":527,"slug":528,"subtitle":530,"title":531},"guide-income-tax",{"_id":484,"description":485,"hidden":9,"slug":486,"title":487,"imageUrl":12},"Income Tax",{"_type":15,"current":529},"income-tax","Tell stub who you file as — business type, tax regime, tax number and year end — and it prepares your income tax returns before they fall due.","Set up Income Tax",{"_id":533,"guidecategory":534,"navigationlabel":535,"slug":536,"subtitle":538,"title":539},"guide-general-ledger",{"_id":484,"description":485,"hidden":9,"slug":486,"title":487,"imageUrl":12},"General Ledger",{"_type":15,"current":537},"general-ledger","The master log of every transaction in your books — filter to one account, follow the running balance, and click any line through to its source.","View your General Ledger",{"_id":541,"guidecategory":542,"navigationlabel":543,"slug":544,"subtitle":546,"title":547},"guide-how-to-add-a-manual-entry",{"_id":484,"description":485,"hidden":9,"slug":486,"title":487,"imageUrl":12},"Manual entries",{"_type":15,"current":545},"how-to-add-a-manual-entry","Record the handful of adjustments that don't come from an invoice, bill or bank feed — a debit line and a credit line that have to balance.","Post a manual journal entry",{"_id":549,"guidecategory":550,"navigationlabel":551,"slug":552,"subtitle":554,"title":555},"guide-lock-a-period",{"_id":484,"description":485,"hidden":9,"slug":486,"title":487,"imageUrl":12},"Locked periods",{"_type":15,"current":553},"lock-a-period","Keep what you've filed exactly as it was. Lock a month once its return is in, then decide where anything changed inside it afterwards should post.","Lock a period",{"_id":557,"guidecategory":558,"navigationlabel":559,"slug":560,"subtitle":562,"title":563},"guide-how-to-set-your-financial-year",{"_id":484,"description":485,"hidden":9,"slug":486,"title":487,"imageUrl":12},"Financial year & currency",{"_type":15,"current":561},"how-to-set-your-financial-year","The two settings every report is built on — the month your financial year starts, and the currency your books are kept in.","Set your financial year and currency",{"_id":565,"guidecategory":566,"navigationlabel":567,"slug":568,"subtitle":570,"title":571},"guide-multi-currency-and-exchange-rates",{"_id":484,"description":485,"hidden":9,"slug":486,"title":487,"imageUrl":12},"Multi-currency",{"_type":15,"current":569},"multi-currency-and-exchange-rates","Invoice customers and pay suppliers in any currency while your books stay in one — stub pulls the rate and posts the gain or loss for you.","Multi-currency and exchange rates",{"_id":573,"guidecategory":574,"navigationlabel":575,"slug":576,"subtitle":578,"title":579},"guide-how-to-add-loans-and-liabilities",{"_id":484,"description":485,"hidden":9,"slug":486,"title":487,"imageUrl":12},"Loans & liabilities",{"_type":15,"current":577},"how-to-add-loans-and-liabilities","Track what the business owes — bank loans, vehicle finance, and the money you've put in yourself — and let stub post the repayments.","Add loans and liabilities",{"_id":581,"guidecategory":582,"navigationlabel":583,"slug":584,"subtitle":586,"title":583},"guide-retained-earnings",{"_id":484,"description":485,"hidden":9,"slug":486,"title":487,"imageUrl":12},"Retained earnings",{"_type":15,"current":585},"retained-earnings","The profit your business has kept instead of paying out, why it sits under Equity on your Balance Sheet, and why you never have to touch it.",{"_id":588,"guidecategory":589,"navigationlabel":590,"slug":591,"subtitle":593,"title":594},"guide-reconcile-your-bank-accounts",{"_id":484,"description":485,"hidden":9,"slug":486,"title":487,"imageUrl":12},"Reconcile accounts",{"_type":15,"current":592},"reconcile-your-bank-accounts","Make what stub says is in your bank match what your bank says — work down the uncategorised list, then check the closing balances agree.","Reconcile your bank accounts",{"_id":596,"guidecategory":597,"navigationlabel":601,"slug":602,"subtitle":603,"title":604},"guide-payroll",{"_id":598,"description":599,"hidden":9,"slug":600,"title":601,"imageUrl":12},"guideCategory-payroll","Employees, pay runs, payslips, leave and payroll returns","payroll","Payroll",{"_type":15,"current":600},"Add your team once, and every pay day starts with payslips ready to check. stub works out the tax, records the pay in your books and prepares the returns.","Set up and run payroll",{"_id":606,"guidecategory":607,"navigationlabel":612,"slug":613,"subtitle":615,"title":616},"guide-how-to-add-assets",{"_id":608,"description":609,"hidden":9,"slug":610,"title":611,"imageUrl":12},"guideCategory-assets-depreciation","The gear, equipment, property or other assets that your business holds","assets-depreciation","Assets & Depreciation","Record an asset",{"_type":15,"current":614},"how-to-add-assets","Log the expensive things your business owns — vehicles, laptops, machinery — so they sit on your Balance Sheet instead of vanishing into expenses.","Record a business asset",{"_id":618,"guidecategory":619,"navigationlabel":620,"slug":621,"subtitle":623,"title":624},"guide-how-to-add-depreciation",{"_id":608,"description":609,"hidden":9,"slug":610,"title":611,"imageUrl":12},"Depreciation",{"_type":15,"current":622},"how-to-add-depreciation","Spread the cost of expensive gear across the years you use it — pick straight line or diminishing value and stub posts it every month.","Calculate and record depreciation",{"_id":626,"guidecategory":627,"navigationlabel":628,"slug":629,"subtitle":631,"title":632},"guide-dispose-of-or-sell-an-asset",{"_id":608,"description":609,"hidden":9,"slug":610,"title":611,"imageUrl":12},"Dispose of an asset",{"_type":15,"current":630},"dispose-of-or-sell-an-asset","Take an asset off your books when you sell, scrap or retire it — depreciation stops on the disposal date and stub posts the gain or loss.","Dispose of or sell an asset",{"_id":634,"guidecategory":635,"navigationlabel":636,"slug":637,"subtitle":639,"title":640},"guide-asset-register",{"_id":608,"description":609,"hidden":9,"slug":610,"title":611,"imageUrl":12},"Review assets",{"_type":15,"current":638},"asset-register","See everything the business owns, what each item is worth now after depreciation, and what's already been written off or disposed of.","Review your asset register",{"_id":642,"guidecategory":643,"navigationlabel":648,"slug":649,"subtitle":651,"title":652},"guide-connecting-your-bank-to-stub",{"_id":644,"description":645,"hidden":9,"slug":646,"title":647,"imageUrl":12},"guideCategory-apps","Connect anything to stub: bank feeds, POS, e-commerce, payment gateways and more","apps","Apps","Connect bank feeds",{"_type":15,"current":650},"connecting-your-bank-to-stub","Link your business bank account and your transactions arrive in stub every day — no downloading statements, no retyping. Owner-only.","Connect your bank to stub",{"_id":654,"guidecategory":655,"navigationlabel":656,"slug":657,"subtitle":659,"title":660},"guide-how-to-connect-yoco-to-stub",{"_id":644,"description":645,"hidden":9,"slug":646,"title":647,"imageUrl":12},"Connect Yoco",{"_type":15,"current":658},"how-to-connect-yoco-to-stub","Connect your Yoco card machine and every card sale lands in your books automatically — what it syncs, the categories it posts to, and how sales reduce your stock.","Connect Yoco to stub",{"_id":662,"guidecategory":663,"navigationlabel":664,"slug":665,"subtitle":667,"title":668},"guide-connect-streamelements",{"_id":644,"description":645,"hidden":9,"slug":646,"title":647,"imageUrl":12},"Connect StreamElements",{"_type":15,"current":666},"connect-streamelements","Alert your stream the moment someone pays or donates through your stub payment page — connect StreamElements under Settings → Apps.","Connect StreamElements to stub",{"_id":670,"guidecategory":671,"navigationlabel":672,"slug":673,"subtitle":675,"title":676},"guide-app-sync",{"_id":644,"description":645,"hidden":9,"slug":646,"title":647,"imageUrl":12},"App sync & settings",{"_type":15,"current":674},"app-sync","Turn on background sync so an app's data flows into stub on its own, then set its start date, location and tips account.","Keep a connected app in sync",{"_id":678,"guidecategory":679,"navigationlabel":680,"slug":681,"subtitle":683,"title":684},"guide-remove-a-bank-account",{"_id":644,"description":645,"hidden":9,"slug":646,"title":647,"imageUrl":12},"Remove a bank account",{"_type":15,"current":682},"remove-a-bank-account","Disconnect an account you didn't mean to add — a personal one, or the wrong one — and clear out the transactions it brought in, in the right order.","Remove a bank account and its transactions",{"_id":686,"guidecategory":687,"navigationlabel":692,"slug":693,"subtitle":695,"title":696},"guide-manage-multiple-businesses-in-stub",{"_id":688,"description":689,"hidden":9,"slug":690,"title":691,"imageUrl":12},"guideCategory-business-setup","Team member access, user permissions, and running multiple businesses under one login.","business-setup","Business Setup","Multiple businesses",{"_type":15,"current":694},"manage-multiple-businesses-in-stub","Keep separate businesses under one stub login and switch between them in a click — nothing is shared, and each has its own billing.","Manage multiple businesses",{"_id":698,"guidecategory":699,"navigationlabel":700,"slug":701,"subtitle":703,"title":704},"guide-manage-your-team",{"_id":688,"description":689,"hidden":9,"slug":690,"title":691,"imageUrl":12},"Manage your team",{"_type":15,"current":702},"manage-your-team","Bring co-founders, staff or your accountant into your books with their own login, and choose what each of them can reach.","Manage your team and permissions",{"_id":706,"guidecategory":707,"navigationlabel":708,"slug":709,"subtitle":711,"title":712},"guide-team-roles-and-permissions",{"_id":688,"description":689,"hidden":9,"slug":690,"title":691,"imageUrl":12},"Roles and permissions",{"_type":15,"current":710},"team-roles-and-permissions","Choose what each person on your team can see and change — from full ownership to view only, or a custom mix per part of the business.","Team roles and permissions",{"_id":714,"guidecategory":715,"navigationlabel":716,"slug":717,"subtitle":719,"title":720},"1d1c65a6-894f-45ea-9c41-b8f606abe805",{"_id":688,"description":689,"hidden":9,"slug":690,"title":691,"imageUrl":12},"Activity log",{"_type":15,"current":718},"activity-log","Every change in your business on record, with who made it, what changed and when, on each record and in Settings → Activity.","See who changed what with the activity log",{"_id":722,"guidecategory":723,"navigationlabel":724,"slug":725,"subtitle":727,"title":728},"guide-add-or-change-a-business-owner",{"_id":688,"description":689,"hidden":9,"slug":690,"title":691,"imageUrl":12},"Change owner",{"_type":15,"current":726},"add-or-change-a-business-owner","Make a partner a co-owner, or hand the business over entirely — ownership is a role several people can hold, set from Settings → Team.","Add or change a business owner",{"_id":730,"guidecategory":731,"navigationlabel":732,"slug":733,"subtitle":735,"title":736},"guide-reset-or-delete-your-business",{"_id":688,"description":689,"hidden":9,"slug":690,"title":691,"imageUrl":12},"Reset or delete",{"_type":15,"current":734},"reset-or-delete-your-business","Restore from Trash, clear your cache, reset a business to empty, or delete it for good — four actions, in increasing order of permanence.","Reset or delete your business",{"_id":738,"guidecategory":739,"navigationlabel":740,"slug":741,"subtitle":743,"title":744},"1982b21a-877b-4481-abfa-7f5f525b88e9",{"_id":688,"description":689,"hidden":9,"slug":690,"title":691,"imageUrl":12},"Custom SMTP",{"_type":15,"current":742},"send-email-from-your-own-domain","Send invoices, quotes, statements and payment reminders through your own mail server, so they arrive from a domain your clients already know — set it up, verify it, and switch it off or remove it whenever you like.","Send email from your own domain with custom SMTP",{"_id":746,"guidecategory":747,"navigationlabel":752,"slug":753,"subtitle":755,"title":756},"guide-free-trial",{"_id":748,"description":749,"hidden":9,"slug":750,"title":751,"imageUrl":12},"guideCategory-account-billing","Subscription plan, payment methods, account configuration and billing","account-billing","Account & Billing","Free trial",{"_type":15,"current":754},"free-trial","Every new business starts with 14 days on Steady Startup, free and with no card up front — what you get, what happens when it ends, and how to pick a plan.","Your free trial",{"_id":758,"guidecategory":759,"navigationlabel":760,"slug":761,"subtitle":763,"title":764},"guide-manage-your-subscription",{"_id":748,"description":749,"hidden":9,"slug":750,"title":751,"imageUrl":12},"Subscription",{"_type":15,"current":762},"manage-your-subscription","See which plan a business is on, what it costs and what your card fees are — then upgrade, change plan or cancel from Settings → Billing.","Manage your subscription and plan",{"_id":766,"guidecategory":767,"navigationlabel":768,"slug":769,"subtitle":771,"title":772},"guide-update-your-payment-card",{"_id":748,"description":749,"hidden":9,"slug":750,"title":751,"imageUrl":12},"Payment card",{"_type":15,"current":770},"update-your-payment-card","Change the card stub bills, or settle a payment that failed — stub never stores your card, so the card itself is changed in the secure billing portal.","Update your payment card",{"_id":774,"guidecategory":775,"navigationlabel":776,"slug":777,"subtitle":779,"title":780},"guide-download-stub-invoices",{"_id":748,"description":749,"hidden":9,"slug":750,"title":751,"imageUrl":12},"stub tax invoices",{"_type":15,"current":778},"download-stub-invoices","Get the tax invoices for your own stub subscription, for your records and your VAT claim — under Settings → Billing → Tax invoices.","Download your stub tax invoices",{"_id":782,"guidecategory":783,"navigationlabel":784,"slug":785,"subtitle":787,"title":788},"guide-how-to-get-stub-on-your-phone",{"_id":748,"description":749,"hidden":9,"slug":750,"title":751,"imageUrl":12},"stub on mobile & desktop",{"_type":15,"current":786},"how-to-get-stub-on-your-phone","Put stub one tap away on your phone, tablet or computer — there's nothing to download from an app store, because stub is a web app.","Get stub on your phone or desktop",{"_id":790,"guidecategory":791,"navigationlabel":792,"slug":793,"subtitle":795,"title":796},"guide-cancel-or-close-account",{"_id":748,"description":749,"hidden":9,"slug":750,"title":751,"imageUrl":12},"Cancel or close",{"_type":15,"current":794},"cancel-or-close-account","Three different things — stop paying, delete a business, or close your login for good — and what happens to your records in each case.","Cancel your subscription or close your account",{"_id":798,"guidecategory":799,"navigationlabel":800,"slug":801,"subtitle":803,"title":804},"guide-change-billing-date",{"_id":748,"description":749,"hidden":9,"slug":750,"title":751,"imageUrl":12},"Billing date",{"_type":15,"current":802},"change-billing-date","Move the day stub bills you so it lands when the money's there — up to 31 days later, with a pro-rata charge for the extra days.","Change your billing date",{"_id":806,"guidecategory":807,"navigationlabel":812,"slug":813,"subtitle":815,"title":816},"guide-find-your-account-id",{"_id":808,"description":809,"hidden":9,"slug":810,"title":811,"imageUrl":12},"guideCategory-developers","Building on the stub platform","developers","Developers","IDs & keys",{"_type":15,"current":814},"find-your-account-id","Where to find your API key, Business ID, Profile ID, MCP server address and App IDs in stub — and what each one is actually for.","Find your account ID, business ID and keys",{"_id":818,"guidecategory":819,"navigationlabel":820,"slug":821,"subtitle":823,"title":824},"guide-troubleshoot-api-errors",{"_id":808,"description":809,"hidden":9,"slug":810,"title":811,"imageUrl":12},"API errors",{"_type":15,"current":822},"troubleshoot-api-errors","What 401, 403, 404, 429 and empty responses from the stub API mean, and the fix for each — usually a key, a business or a date range.","Troubleshoot stub API errors",{"_id":826,"guidecategory":827,"navigationlabel":833,"slug":834,"subtitle":836,"title":837},"guide-how-to-connect-your-capitec-account-to-stub-2-easy-ways",{"_id":828,"description":829,"hidden":830,"slug":831,"title":832,"imageUrl":12},"ff28f1f4-eff7-46fd-a947-265343838d58","How to connect your bank account for specific banks",true,"banks","Banks","Connect Capitec",{"_type":15,"current":835},"how-to-connect-your-capitec-account-to-stub-2-easy-ways","Link a Capitec business or personal account so your transactions arrive in stub automatically — two routes to the same result.","Connect Capitec to stub",{"_id":839,"guidecategory":840,"navigationlabel":841,"slug":842,"subtitle":844,"title":845},"guide-connect-absa",{"_id":828,"description":829,"hidden":830,"slug":831,"title":832,"imageUrl":12},"Connect Absa",{"_type":15,"current":843},"connect-absa","Link your Absa account so transactions arrive in stub automatically every day — access number, PIN and password, then an approval step.","Connect Absa to stub",{"_id":847,"guidecategory":848,"navigationlabel":849,"slug":850,"subtitle":852,"title":853},"guide-connect-standard-bank",{"_id":828,"description":829,"hidden":830,"slug":831,"title":832,"imageUrl":12},"Connect Standard Bank",{"_type":15,"current":851},"connect-standard-bank","Link your Standard Bank account so transactions arrive in stub automatically every day — internet banking login, plus an approval step.","Connect Standard Bank to stub",{"_id":855,"guidecategory":856,"navigationlabel":857,"slug":858,"subtitle":860,"title":861},"guide-connect-nedbank",{"_id":828,"description":829,"hidden":830,"slug":831,"title":832,"imageUrl":12},"Connect Nedbank",{"_type":15,"current":859},"connect-nedbank","Link your Nedbank account so transactions arrive in stub automatically every day — Nedbank ID login, plus an approval in the app.","Connect Nedbank to stub",{"_id":863,"guidecategory":864,"navigationlabel":865,"slug":866,"subtitle":868,"title":869},"guide-connect-fnb",{"_id":828,"description":829,"hidden":830,"slug":831,"title":832,"imageUrl":12},"Connect FNB",{"_type":15,"current":867},"connect-fnb","Link your FNB account so transactions arrive in stub automatically every day — online banking login, plus approval by Smart InContact.","Connect FNB to stub",{"_id":871,"guidecategory":872,"navigationlabel":873,"slug":874,"subtitle":876,"title":877},"guide-how-to-connect-your-investec-accounts-to-stub",{"_id":828,"description":829,"hidden":830,"slug":831,"title":832,"imageUrl":12},"Connect Investec",{"_type":15,"current":875},"how-to-connect-your-investec-accounts-to-stub","Link your Investec bank or savings accounts so transactions arrive in stub automatically — including several accounts at once.","Connect Investec to stub",{"_id":879,"guidecategory":880,"navigationlabel":881,"slug":882,"subtitle":884,"title":885},"guide-connect-rmb-private-bank",{"_id":828,"description":829,"hidden":830,"slug":831,"title":832,"imageUrl":12},"Connect RMB Private Bank",{"_type":15,"current":883},"connect-rmb-private-bank","Link your RMB Private Bank account so transactions arrive in stub automatically every day — online banking login, plus an approval step.","Connect RMB Private Bank to stub",{"_id":549,"_updatedAt":887,"content":888,"featuredimage":12,"guidecategory":1327,"plan":1328,"subtitle":554,"title":555,"usesactions":9,"featuredimageUrl":12,"shareimageUrl":12,"contentHtml":1329,"headings":1330},"2026-10-22T14:05:38Z",[889,900,908,918,926,934,942,950,958,966,974,982,990,998,1006,1014,1023,1031,1039,1048,1056,1064,1072,1080,1088,1096,1104,1112,1120,1128,1141,1153,1165,1173,1181,1189,1197,1205,1213,1221,1229,1237,1245,1253,1261,1269,1277,1285,1293],{"_key":890,"_type":891,"children":892,"markDefs":898,"style":899},"b6589fc6ab0d","block",[893],{"_key":894,"_type":895,"marks":896,"text":897},"356a192b7913","span",[],"Once you've filed a VAT return or finished a financial year, lock it. A locked period keeps what you posted exactly as it was, so the numbers you filed stay the numbers stub shows. You and your team can still edit anything inside it. stub won't rewrite the period: each change waits for you to decide where it posts.",[],"normal",{"_key":901,"_type":891,"children":902,"markDefs":906,"style":907},"da4b9237bacc",[903],{"_key":904,"_type":895,"marks":905,"text":555},"77de68daecd8",[],[],"h2",{"_key":909,"_type":891,"children":910,"level":915,"listItem":916,"markDefs":917,"style":899},"1b6453892473",[911],{"_key":912,"_type":895,"marks":913,"text":914},"ac3478d69a3c",[],"Open Sales, Expenses, General Ledger or Insights.",1,"number",[],{"_key":919,"_type":891,"children":920,"level":915,"listItem":916,"markDefs":925,"style":899},"c1dfd96eea8c",[921],{"_key":922,"_type":895,"marks":923,"text":924},"902ba3cda188",[],"Click the padlock beside the month selector, at the top right.",[],{"_key":927,"_type":891,"children":928,"level":915,"listItem":916,"markDefs":933,"style":899},"fe5dbbcea5ce",[929],{"_key":930,"_type":895,"marks":931,"text":932},"0ade7c2cf97f",[],"Check the Up to date. It starts at the end of the month you're looking at, or at the end of last month if that month isn't over yet.",[],{"_key":935,"_type":891,"children":936,"level":915,"listItem":916,"markDefs":941,"style":899},"b1d5781111d8",[937],{"_key":938,"_type":895,"marks":939,"text":940},"17ba0791499d",[],"Add Notes if you like, such as \"VAT return filed 25 Oct\".",[],{"_key":943,"_type":891,"children":944,"level":915,"listItem":916,"markDefs":949,"style":899},"7b52009b64fd",[945],{"_key":946,"_type":895,"marks":947,"text":948},"bd307a3ec329",[],"Check the preview, then click Lock. The button names the month, such as Lock September.",[],{"_key":951,"_type":891,"children":952,"markDefs":957,"style":899},"fa35e192121e",[953],{"_key":954,"_type":895,"marks":955,"text":956},"f1abd670358e",[],"The preview shows the period, how many entries it locks and the first open day after it. A locked period has to balance. If it doesn't, stub names the entry that's out and links to it, so fix that before you lock. You can lock up to yesterday, but never today or a future date.",[],{"_key":959,"_type":891,"children":960,"markDefs":965,"style":899},"1574bddb75c7",[961],{"_key":962,"_type":895,"marks":963,"text":964},"0716d9708d32",[],"Once a month is locked, the padlock turns into a Locked button.",[],{"_key":967,"_type":891,"children":968,"markDefs":973,"style":907},"9e6a55b6b456",[969],{"_key":970,"_type":895,"marks":971,"text":972},"b3f0c7f6bb76",[],"How periods add up",[],{"_key":975,"_type":891,"children":976,"markDefs":981,"style":899},"91032ad7bbcb",[977],{"_key":978,"_type":895,"marks":979,"text":980},"472b07b9fcf2",[],"Your first lock covers everything up to its date. Each later lock covers the time from the previous lock to its own date. Lock 31 August and then 30 September, and you have two periods: one up to 31 Aug, and one from 1 to 30 Sep. A period stays locked until you unlock it, and you can only unlock the latest one.",[],{"_key":983,"_type":891,"children":984,"markDefs":989,"style":907},"12c6fc06c99a",[985],{"_key":986,"_type":895,"marks":987,"text":988},"d435a6cdd786",[],"Change something inside a locked period",[],{"_key":991,"_type":891,"children":992,"markDefs":997,"style":899},"4d134bc07221",[993],{"_key":994,"_type":895,"marks":995,"text":996},"f6e1126cedeb",[],"If you edit, add or delete anything dated inside a locked period, stub asks first: \"Change a locked period?\" Click Save and stub keeps your edit as an unposted change. Moving something out of a locked period counts too, because it changes that period.",[],{"_key":999,"_type":891,"children":1000,"markDefs":1005,"style":899},"887309d048be",[1001],{"_key":1002,"_type":895,"marks":1003,"text":1004},"bc33ea4e26e5",[],"An invoice or bill in a locked period opens read-only. Click Edit and stub asks once before you change it.",[],{"_key":1007,"_type":891,"children":1008,"markDefs":1013,"style":899},"0a57cb53ba59",[1009],{"_key":1010,"_type":895,"marks":1011,"text":1012},"7719a1c782a1",[],"Until you decide, two things are true at once:",[],{"_key":1015,"_type":891,"children":1016,"level":915,"listItem":1021,"markDefs":1022,"style":899},"22d200f8670d",[1017],{"_key":1018,"_type":895,"marks":1019,"text":1020},"632667547e7c",[],"Reports and the General Ledger show the locked period exactly as it was posted when you locked it.","bullet",[],{"_key":1024,"_type":891,"children":1025,"level":915,"listItem":1021,"markDefs":1030,"style":899},"cb4e5208b4cd",[1026],{"_key":1027,"_type":895,"marks":1028,"text":1029},"b6692ea5df92",[],"Invoices, balances and statements show what's current.",[],{"_key":1032,"_type":891,"children":1033,"markDefs":1038,"style":899},"f1f836cb4ea6",[1034],{"_key":1035,"_type":895,"marks":1036,"text":1037},"972a67c48192",[],"The waiting change explains any gap between the two. In the General Ledger, its row carries an Added, Changed or Deleted badge.",[],{"_key":1040,"_type":891,"children":1041,"markDefs":1046,"style":1047},"fc074d501302",[1042],{"_key":1043,"_type":895,"marks":1044,"text":1045},"cb7a1d775e80",[],"What you can't change",[],"h3",{"_key":1049,"_type":891,"children":1050,"markDefs":1055,"style":899},"5b384ce32d8c",[1051],{"_key":1052,"_type":895,"marks":1053,"text":1054},"ca3512f4dfa9",[],"A few things can't wait for a decision, so stub refuses them inside a locked period. It tells you why before you save.",[],{"_key":1057,"_type":891,"children":1058,"level":915,"listItem":1021,"markDefs":1063,"style":899},"af3e133428b9",[1059],{"_key":1060,"_type":895,"marks":1061,"text":1062},"761f22b2c159",[],"A bank account's opening balance or opening date. This includes a new bank account that opens on a locked date.",[],{"_key":1065,"_type":891,"children":1066,"level":915,"listItem":1021,"markDefs":1071,"style":899},"92cfceb39d57",[1067],{"_key":1068,"_type":895,"marks":1069,"text":1070},"0286dd552c9b",[],"A product's opening stock.",[],{"_key":1073,"_type":891,"children":1074,"level":915,"listItem":1021,"markDefs":1079,"style":899},"98fbc42faedc",[1075],{"_key":1076,"_type":895,"marks":1077,"text":1078},"fb644351560d",[],"Setting, moving or deleting your business's opening balance. Its lines can still change and wait like any other change.",[],{"_key":1081,"_type":891,"children":1082,"level":915,"listItem":1021,"markDefs":1087,"style":899},"fe2ef495a115",[1083],{"_key":1084,"_type":895,"marks":1085,"text":1086},"827bfc458708",[],"Completing, reopening or deleting a payslip, or deleting a pay run, that posts on a locked day.",[],{"_key":1089,"_type":891,"children":1090,"markDefs":1095,"style":907},"64e095fe763f",[1091],{"_key":1092,"_type":895,"marks":1093,"text":1094},"2e01e1746789",[],"See what's waiting",[],{"_key":1097,"_type":891,"children":1098,"markDefs":1103,"style":899},"e1822db470e6",[1099],{"_key":1100,"_type":895,"marks":1101,"text":1102},"b7eb6c689c03",[],"The Locked button counts every change waiting across all your locked periods, up to 99+. Click it to see which accounts the changes move. Click the entries count under them to list each change.",[],{"_key":1105,"_type":891,"children":1106,"markDefs":1111,"style":899},"a9334987ece7",[1107],{"_key":1108,"_type":895,"marks":1109,"text":1110},"c5b76da3e608",[],"A document with a waiting change shows a card at the top, setting out what the change did to each account, with a Resolve button.",[],{"_key":1113,"_type":891,"children":1114,"markDefs":1119,"style":907},"80e28a51cbc2",[1115],{"_key":1116,"_type":895,"marks":1117,"text":1118},"8effee409c62",[],"Resolve a change",[],{"_key":1121,"_type":891,"children":1122,"markDefs":1127,"style":899},"54ceb91256e8",[1123],{"_key":1124,"_type":895,"marks":1125,"text":1126},"9109c85a45b7",[],"Click Resolve, either on the document's card for one change or in the Locked dialog for all of them. Then choose:",[],{"_key":1129,"_type":891,"children":1130,"level":915,"listItem":1021,"markDefs":1140,"style":899},"667be543b022",[1131,1136],{"_key":1132,"_type":895,"marks":1133,"text":1135},"5a5b0f9b7d3f",[1134],"strong","Carry forward.",{"_key":1137,"_type":895,"marks":1138,"text":1139},"e6c3dd630428",[]," The change posts on the first open day after the period. The locked period, and the return you filed for it, stay as they are. This is usually the right choice.",[],{"_key":1142,"_type":891,"children":1143,"level":915,"listItem":1021,"markDefs":1152,"style":899},"6c1e671f9af5",[1144,1148],{"_key":1145,"_type":895,"marks":1146,"text":1147},"511a418e7259",[1134],"Post in September",{"_key":1149,"_type":895,"marks":1150,"text":1151},"a17554a0d2b1",[]," (the option names your locked month). The change posts inside the locked period, so that month's figures change. If the change moves your VAT, stub tells you by how much, so you can file a correction. You'll need to add Notes saying why. Posting in an older period also moves the opening balances of every later period.",[],{"_key":1154,"_type":891,"children":1155,"level":915,"listItem":1021,"markDefs":1164,"style":899},"c66c65175fec",[1156,1160],{"_key":1157,"_type":895,"marks":1158,"text":1159},"2a459380709e",[1134],"Another date.",{"_key":1161,"_type":895,"marks":1162,"text":1163},"59129aacfb6c",[]," Pick any open day after the period, and the change posts on it.",[],{"_key":1166,"_type":891,"children":1167,"markDefs":1172,"style":899},"4d89d294cd4c",[1168],{"_key":1169,"_type":895,"marks":1170,"text":1171},"b4c96d80854d",[],"Every choice asks you to confirm before anything is written. Click Back to change your mind. If you close without choosing, the change keeps waiting.",[],{"_key":1174,"_type":891,"children":1175,"markDefs":1180,"style":899},"a72b20062ec2",[1176],{"_key":1177,"_type":895,"marks":1178,"text":1179},"b7103ca278a7",[],"A change that doesn't move any account, such as a date moved within the period, can't be carried forward, so you'll only see the option to post it in the locked month.",[],{"_key":1182,"_type":891,"children":1183,"markDefs":1188,"style":899},"d02560dd9d7d",[1184],{"_key":1185,"_type":895,"marks":1186,"text":1187},"c097638f92de",[],"If you edit a document after its change was decided, it goes back to waiting with the new difference. To reverse a decision, open the change and click Undo.",[],{"_key":1190,"_type":891,"children":1191,"markDefs":1196,"style":907},"35e995c107a7",[1192],{"_key":1193,"_type":895,"marks":1194,"text":1195},"1f1362ea41d1",[],"Who can lock and resolve",[],{"_key":1198,"_type":891,"children":1199,"markDefs":1204,"style":899},"450ddec8dd20",[1200],{"_key":1201,"_type":895,"marks":1202,"text":1203},"d54ad009d179",[],"Anyone who can add entries can lock a period. Owners, administrators and editors can resolve, carry forward, undo and unlock, and so can any custom role given the permission. Everyone else can see what's waiting but can't decide it.",[],{"_key":1206,"_type":891,"children":1207,"markDefs":1212,"style":907},"d321d6f7ccf9",[1208],{"_key":1209,"_type":895,"marks":1210,"text":1211},"eb4ac3033e8a",[],"See every period and decision",[],{"_key":1214,"_type":891,"children":1215,"markDefs":1220,"style":899},"b74f5ee94614",[1216],{"_key":1217,"_type":895,"marks":1218,"text":1219},"b888b29826bb",[],"Click the History icon at the bottom left of the Locked dialog. It lists every locked period with its dates, its notes, who locked it and when, how many entries it holds, and its changes, waiting or decided. Click a period to see each change and how it was decided.",[],{"_key":1222,"_type":891,"children":1223,"markDefs":1228,"style":907},"1d513c0bcbe3",[1224],{"_key":1225,"_type":895,"marks":1226,"text":1227},"76546f9a641e",[],"Unlock a period",[],{"_key":1230,"_type":891,"children":1231,"markDefs":1236,"style":899},"7d7116e23efe",[1232],{"_key":1233,"_type":895,"marks":1234,"text":1235},"be461a0cd1fd",[],"In History, click ··· on the latest period, then Unlock. Unlocking undoes every decision made in that period, so stub asks you to confirm first. You can only unlock the latest period. To unlock an older one, unlock the periods after it first.",[],{"_key":1238,"_type":891,"children":1239,"markDefs":1244,"style":907},"1352246e3327",[1240],{"_key":1241,"_type":895,"marks":1242,"text":1243},"3c26dffc8a2e",[],"Questions",[],{"_key":1246,"_type":891,"children":1247,"markDefs":1252,"style":1047},"e62d7f1eb43d",[1248],{"_key":1249,"_type":895,"marks":1250,"text":1251},"b37f6ddcefad",[],"Does locking stop my team from working?",[],{"_key":1254,"_type":891,"children":1255,"markDefs":1260,"style":899},"16b06bd9b738",[1256],{"_key":1257,"_type":895,"marks":1258,"text":1259},"2d0c8af807ef",[],"No. Everyone keeps adding and editing as usual. Anything that lands in a locked period waits for a decision.",[],{"_key":1262,"_type":891,"children":1263,"markDefs":1268,"style":1047},"4cd66dfabbd9",[1264],{"_key":1265,"_type":895,"marks":1266,"text":1267},"8ee51caaa2c2",[],"Does locking add an entry to my books?",[],{"_key":1270,"_type":891,"children":1271,"markDefs":1276,"style":899},"08a35293e09f",[1272],{"_key":1273,"_type":895,"marks":1274,"text":1275},"215bb47da8fa",[],"No. Locking writes nothing, so your reports look exactly the same the moment after you lock.",[],{"_key":1278,"_type":891,"children":1279,"markDefs":1284,"style":1047},"8e63fd3e7779",[1280],{"_key":1281,"_type":895,"marks":1282,"text":1283},"6fb84aed32fa",[],"Can Ask stub change a locked period?",[],{"_key":1286,"_type":891,"children":1287,"markDefs":1292,"style":899},"812ed4562d32",[1288],{"_key":1289,"_type":895,"marks":1290,"text":1291},"31bd9b9f5f7b",[],"Yes, the same way you can. Its changes wait for your decision like anyone else's.",[],{"_key":1294,"_type":891,"children":1295,"markDefs":1320,"style":1326},"9a79be611e02",[1296,1300,1304,1308,1312,1316],{"_key":1297,"_type":895,"marks":1298,"text":1299},"310b86e0b62b",[1134],"Tip:",{"_key":1301,"_type":895,"marks":1302,"text":1303},"dbc0f0048544",[]," Lock each month as soon as its VAT return is filed. If something changes later, Carry forward keeps your filed return exactly as you submitted it. Read more in ",{"_key":1305,"_type":895,"marks":1306,"text":523},"934385f53d1b",[1307],"c8306ae139ac",{"_key":1309,"_type":895,"marks":1310,"text":1311},"78a8efcbaaa1",[]," and ",{"_key":1313,"_type":895,"marks":1314,"text":539},"7224f997fc14",[1315],"e114c448f4ab",{"_key":1317,"_type":895,"marks":1318,"text":1319},"524e05dc7723",[],".",[1321,1324],{"_key":1307,"_type":1322,"href":1323},"link","https:\u002F\u002Fstub.africa\u002Fguide\u002Fvat-gst-and-sales-tax",{"_key":1315,"_type":1322,"href":1325},"https:\u002F\u002Fstub.africa\u002Fguide\u002Fgeneral-ledger","blockquote",{"_id":484,"slug":486,"title":487},"steady","\u003Cp>Once you've filed a VAT return or finished a financial year, lock it. A locked period keeps what you posted exactly as it was, so the numbers you filed stay the numbers stub shows. You and your team can still edit anything inside it. stub won't rewrite the period: each change waits for you to decide where it posts.\u003C\u002Fp>\u003Ch2 id=\"lock-a-period\">Lock a period\u003C\u002Fh2>\u003Col>\u003Cli>Open Sales, Expenses, General Ledger or Insights.\u003C\u002Fli>\u003Cli>Click the padlock beside the month selector, at the top right.\u003C\u002Fli>\u003Cli>Check the Up to date. It starts at the end of the month you're looking at, or at the end of last month if that month isn't over yet.\u003C\u002Fli>\u003Cli>Add Notes if you like, such as "VAT return filed 25 Oct".\u003C\u002Fli>\u003Cli>Check the preview, then click Lock. The button names the month, such as Lock September.\u003C\u002Fli>\u003C\u002Fol>\u003Cp>The preview shows the period, how many entries it locks and the first open day after it. A locked period has to balance. If it doesn't, stub names the entry that's out and links to it, so fix that before you lock. You can lock up to yesterday, but never today or a future date.\u003C\u002Fp>\u003Cp>Once a month is locked, the padlock turns into a Locked button.\u003C\u002Fp>\u003Ch2 id=\"how-periods-add-up\">How periods add up\u003C\u002Fh2>\u003Cp>Your first lock covers everything up to its date. Each later lock covers the time from the previous lock to its own date. Lock 31 August and then 30 September, and you have two periods: one up to 31 Aug, and one from 1 to 30 Sep. A period stays locked until you unlock it, and you can only unlock the latest one.\u003C\u002Fp>\u003Ch2 id=\"change-something-inside-a-locked-period\">Change something inside a locked period\u003C\u002Fh2>\u003Cp>If you edit, add or delete anything dated inside a locked period, stub asks first: "Change a locked period?" Click Save and stub keeps your edit as an unposted change. Moving something out of a locked period counts too, because it changes that period.\u003C\u002Fp>\u003Cp>An invoice or bill in a locked period opens read-only. Click Edit and stub asks once before you change it.\u003C\u002Fp>\u003Cp>Until you decide, two things are true at once:\u003C\u002Fp>\u003Cul>\u003Cli>Reports and the General Ledger show the locked period exactly as it was posted when you locked it.\u003C\u002Fli>\u003Cli>Invoices, balances and statements show what's current.\u003C\u002Fli>\u003C\u002Ful>\u003Cp>The waiting change explains any gap between the two. In the General Ledger, its row carries an Added, Changed or Deleted badge.\u003C\u002Fp>\u003Ch3 id=\"what-you-can-t-change\">What you can't change\u003C\u002Fh3>\u003Cp>A few things can't wait for a decision, so stub refuses them inside a locked period. It tells you why before you save.\u003C\u002Fp>\u003Cul>\u003Cli>A bank account's opening balance or opening date. This includes a new bank account that opens on a locked date.\u003C\u002Fli>\u003Cli>A product's opening stock.\u003C\u002Fli>\u003Cli>Setting, moving or deleting your business's opening balance. Its lines can still change and wait like any other change.\u003C\u002Fli>\u003Cli>Completing, reopening or deleting a payslip, or deleting a pay run, that posts on a locked day.\u003C\u002Fli>\u003C\u002Ful>\u003Ch2 id=\"see-what-s-waiting\">See what's waiting\u003C\u002Fh2>\u003Cp>The Locked button counts every change waiting across all your locked periods, up to 99+. Click it to see which accounts the changes move. Click the entries count under them to list each change.\u003C\u002Fp>\u003Cp>A document with a waiting change shows a card at the top, setting out what the change did to each account, with a Resolve button.\u003C\u002Fp>\u003Ch2 id=\"resolve-a-change\">Resolve a change\u003C\u002Fh2>\u003Cp>Click Resolve, either on the document's card for one change or in the Locked dialog for all of them. Then choose:\u003C\u002Fp>\u003Cul>\u003Cli>\u003Cstrong>Carry forward.\u003C\u002Fstrong> The change posts on the first open day after the period. The locked period, and the return you filed for it, stay as they are. This is usually the right choice.\u003C\u002Fli>\u003Cli>\u003Cstrong>Post in September\u003C\u002Fstrong> (the option names your locked month). The change posts inside the locked period, so that month's figures change. If the change moves your VAT, stub tells you by how much, so you can file a correction. You'll need to add Notes saying why. Posting in an older period also moves the opening balances of every later period.\u003C\u002Fli>\u003Cli>\u003Cstrong>Another date.\u003C\u002Fstrong> Pick any open day after the period, and the change posts on it.\u003C\u002Fli>\u003C\u002Ful>\u003Cp>Every choice asks you to confirm before anything is written. Click Back to change your mind. If you close without choosing, the change keeps waiting.\u003C\u002Fp>\u003Cp>A change that doesn't move any account, such as a date moved within the period, can't be carried forward, so you'll only see the option to post it in the locked month.\u003C\u002Fp>\u003Cp>If you edit a document after its change was decided, it goes back to waiting with the new difference. To reverse a decision, open the change and click Undo.\u003C\u002Fp>\u003Ch2 id=\"who-can-lock-and-resolve\">Who can lock and resolve\u003C\u002Fh2>\u003Cp>Anyone who can add entries can lock a period. Owners, administrators and editors can resolve, carry forward, undo and unlock, and so can any custom role given the permission. Everyone else can see what's waiting but can't decide it.\u003C\u002Fp>\u003Ch2 id=\"see-every-period-and-decision\">See every period and decision\u003C\u002Fh2>\u003Cp>Click the History icon at the bottom left of the Locked dialog. It lists every locked period with its dates, its notes, who locked it and when, how many entries it holds, and its changes, waiting or decided. Click a period to see each change and how it was decided.\u003C\u002Fp>\u003Ch2 id=\"unlock-a-period\">Unlock a period\u003C\u002Fh2>\u003Cp>In History, click ··· on the latest period, then Unlock. Unlocking undoes every decision made in that period, so stub asks you to confirm first. You can only unlock the latest period. To unlock an older one, unlock the periods after it first.\u003C\u002Fp>\u003Ch2 id=\"questions\">Questions\u003C\u002Fh2>\u003Ch3 id=\"does-locking-stop-my-team-from-working\">Does locking stop my team from working?\u003C\u002Fh3>\u003Cp>No. Everyone keeps adding and editing as usual. Anything that lands in a locked period waits for a decision.\u003C\u002Fp>\u003Ch3 id=\"does-locking-add-an-entry-to-my-books\">Does locking add an entry to my books?\u003C\u002Fh3>\u003Cp>No. Locking writes nothing, so your reports look exactly the same the moment after you lock.\u003C\u002Fp>\u003Ch3 id=\"can-ask-stub-change-a-locked-period\">Can Ask stub change a locked period?\u003C\u002Fh3>\u003Cp>Yes, the same way you can. Its changes wait for your decision like anyone else's.\u003C\u002Fp>\u003Cblockquote>\u003Cstrong>Tip:\u003C\u002Fstrong> Lock each month as soon as its VAT return is filed. If something changes later, Carry forward keeps your filed return exactly as you submitted it. Read more in \u003Ca href=\"https:\u002F\u002Fstub.africa\u002Fguide\u002Fvat-gst-and-sales-tax\">Set up VAT\u003C\u002Fa> and \u003Ca href=\"https:\u002F\u002Fstub.africa\u002Fguide\u002Fgeneral-ledger\">View your General Ledger\u003C\u002Fa>.\u003C\u002Fblockquote>",[1331,1332,1334,1336,1338,1340,1342,1344,1346,1348,1350,1352,1354],{"id":553,"text":555,"style":907},{"id":1333,"text":972,"style":907},"how-periods-add-up",{"id":1335,"text":988,"style":907},"change-something-inside-a-locked-period",{"id":1337,"text":1045,"style":1047},"what-you-can-t-change",{"id":1339,"text":1094,"style":907},"see-what-s-waiting",{"id":1341,"text":1118,"style":907},"resolve-a-change",{"id":1343,"text":1195,"style":907},"who-can-lock-and-resolve",{"id":1345,"text":1211,"style":907},"see-every-period-and-decision",{"id":1347,"text":1227,"style":907},"unlock-a-period",{"id":1349,"text":1243,"style":907},"questions",{"id":1351,"text":1251,"style":1047},"does-locking-stop-my-team-from-working",{"id":1353,"text":1267,"style":1047},"does-locking-add-an-entry-to-my-books",{"id":1355,"text":1283,"style":1047},"can-ask-stub-change-a-locked-period"]