If you’ve upgraded to OZÉ Pro, then you have access to the Employee Accounts feature! This means you can add employees and managers to your OZÉ account. Once you add them, they will receive a SMS and an email asking them to create an OZÉ account connected to your business account.
What is OZÉ Pro? OZÉ Pro takes the OZÉ App to the next level. When you unlock OZÉ Pro, you unlock powerful features that wouldn’t normally be available and take a bold step towards business growth and efficiency. With OZÉ, it’s like you’ve added a new member to your team. With OZÉ Pro, you also increase the power of each of your employees.
Your cash balance, also known as Initial Cash Balance, is the amount of money in your “business wallet” when you started using OZÉ. Think of it like the total amount of money your business has in cash, in your mobile money account, and in your bank account your first day using OZÉ. You set it while making your business profile.
Want to record a loan? We’re still working on a feature to make this easier, but here is the work around.
Let’s look at an example: Imagine you just received a loan for GH₵1200 with 10% monthly interest. This loan is to be paid off in 1 year.
As an entrepreneur, taking the leap to hire your first employee is a big deal. From that moment forward, you are not just responsible to your customers and your vision, but for the livelihood of another human being (and all the people they financially support).
Before you take this step, there are three questions that you must answer.
Your profile picture is located in the upper left hand corner of the menu. It can be a picture of you, your business’s logo, or anything you want!
OZÉ is a for-profit, mission-driven business. But what does that really mean? We created OZÉ because we are on a mission to end unemployment in Africa. No small task, right? But that doesn’t mean it can’t be done. And while there are many ways to tackle this issue, we believe the fastest, most sustainable solution is through small businesses, the lifeblood of economies.
Your dashboard is where you can see the health of your business at a glance and in real-time! You can see your profits, sales, expenses and your cash balance for today, last week, or even for last month. If bar charts and line graphs are new to you, feel free to call Coach. That’s what we’re here for.
Social media is all around us but its impact on small businesses is still difficult to calculate. Some posts seem to go viral within a day while others struggle despite months of advertising and planning. This blog introduces the basics of social media, the myriad platforms, and first steps to forming your business’s social media strategy.
Do you want to see just your sales on one screen? Are you looking for a particular expense? Do you want to know which category of sales is moving the fastest? These are all questions you can answer using filters!
Have you ever sold a product on credit and then forgotten to collect? Or maybe you sold a product to a friend on the promise that they would pay you next week and they still haven’t paid you. With reminder alerts, you can receive notifications when payment is coming due and (in the future) so will your customer.
Add a reminder to a transaction
Follow the instructions below to add a reminder to a transaction :
Once you’re on the New Transaction screen, scroll down to “Status and Notifications.”
Change the Transaction Status to Partial or Unpaid. Once you’ve selected Partial or Unpaid, you will be able to enter more details about the transaction.
If you selected Unpaid, you have the option to save without entering more details.
If you chose Partial, you must at least enter the “Amount Paid So Far” before clicking SAVE.
Enter the Contact Name and Phone Number of the customer or vendor.
Enter the date the payment is due. (You can’t get a reminder if there is no due date right!?)
At the bottom, you will see the Remind Me option. By default, you will get a reminder the day before the payment is due. If that works for you, proceed to SAVE the transaction.
To change when you want to receive a reminder, click on “< 1 week” (which means a week before it is due) or Custom (where you can fit any date you fancy).
Click SAVE in the top right corner or bottom right corner.
Sometimes you sell a product or service on credit, meaning your customer doesn’t pay the entire amount of the transaction up front. Or maybe one of your vendors allows you to pay half now and half later. When this happens, it can be really hard to keep track of who owes you what amount and when (and who you owe)!
Sometimes you give a customer a discount on a sale. You can run a general promotion where all products of a certain type are 10% off or you could create a “Buy 10, Get 1 Free” scheme, or you could even just take a few cedis off the price to thank a loyal customer. In any case, you can use the discount feature in OZÉ to account for the difference in price.
Are you looking for answers to questions about your business? OZÉ Coach has the answers! OZÉ Coach is monitored by a team of experts who are happy to discuss any business related issues with you and talk through solutions.
OZÉ is a mobile app that empowers small business owners to make data-driven decisions to improve their performance. Once performance improves, we connect you to the resources that you need to accelerate your growth. Think of it as a cash ledger, but on your phone.
Below is a step-by-step guide for new OZÉ users to download and starting using the app.
Want to make sure your transactions are saved in case something happens to your phone? We don’t blame you. When you backup your transactions, they are kept safe and sound in our secure servers in the cloud. Then, anytime you need them you can log into the app on any phone and then you have them!
What is an expense? An expense is when you pay money in exchange for inventory, salaries, interest, overhead or another costs that supports your business. Record your expenses in OZÉ and monitor them over time to see where you can save on costs that are affecting your profits!
What is a sale? A sale is when you receive money in exchange for a product or service you deliver to a customer. Record your sales in OZÉ and watch them grow!
In your settings, you have a number of different options to change a couple of different things like when your data backs up and location services.