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Sofie — Help

Welcome to the Sofie help documentation.

Select a topic from the menu on the left or use the search bar above.

Screens

File

Stores

Persons

  • Users — user management, permissions and commissions
  • Customers — customer records, receipts and account statement
  • Suppliers — supplier records, payments and account statement
  • Agents — automated process monitoring

Financials

  • Accounts — cross-person AR and AP management: balances, payment ledgers, invoice scheduling
  • Cheques — cheque lookup and management
  • Expenses — recording and reviewing operational expenses
  • Petty Cash — receipts and payments summary by period and user

Reports

  • Overview — cash flow, outstanding balances and AI analysis, per store or consolidated

Administration

  • Audit Log — history of all system actions
  • Settings — organisation-wide configuration (payment methods)

Reference

  • Payment Modal — recording AR/AP payments: fields, AR/AP differences, complex scenarios