Business Owner Guide

Owner-only surfaces

Some things are restricted to owner-level access because they release money or goods:

• Subscription & billing — plan, usage, payment cards
• Payment Approvals — releasing orders on the strength of a payment proof
• Credit management — setting how much customers may owe

What to check, and how often

How to Run a Weekly Health Check (what should I check, weekly review, is everything ok)

Fifteen minutes that catches most of what goes quietly wrong.

Required permission: Owner

1. Go to Cash & Registers → Daily Reconciliation — is every day of the week closed? An unreconciled day is missing revenue and missing tax records
2. Check the Cash Short account trend in the general ledger — a steadily growing balance is an operational signal, not a rounding problem
3. Open Collect Payment — is anything ageing, and does every credit customer have a limit? A customer with no limit is unlimited exposure
4. Open Payment Approvals — is anyone waiting on an order they have already paid for?
5. For a restaurant, open Food Cost Analysis and check the Part-costed count — a green number on a part-costed dish is a lie
6. Skim Business Intelligence for stock that is not earning

Result: You have caught the failures that do not announce themselves.

Note: None of these show up as errors. They show up as figures that look fine and are not — which is exactly why they need a deliberate check.

How to Ask Qvi About Your Business (ask the assistant, business questions, owner analytics)

Faster than finding the right report, and it queries your live data.

Required permission: Owner

1. Open Qvi from anywhere in the system
2. Ask a specific question — name the period and the outlet
3. Ask follow-ups in the same conversation
4. Follow anything consequential to its source screen before acting on it

Result: You get an answer built from your actual data, with the figures it used.

Note: Qvi reports your data accurately — but your data can be incomplete. If it says sales are low, check for unreconciled days before concluding trade was poor.

How to Compare Your Outlets (which outlet is doing best, compare branches, per outlet performance)

Each business unit reports on its own trading, which is what makes comparison meaningful.

Required permission: Owner

1. Switch business unit using the selector in the top bar
2. Run the same report — Accounting → Reports → Profit & Loss — for each unit and period
3. For a property with outlets, check Accounting → Inter-BU Settlements so cross-unit trade is reflected on both sides

Result: You can see which parts of the business earn and which are carried.

Note: This only works if outlets are separate business units. One combined unit loses the ability to answer the question at all.

How to Control Who Can Do What (permissions, staff access, who can approve)

Access is granted per business unit, so someone can be a manager in one outlet and a cashier in another.

Required permission: Owner or administrator

1. Go to Settings → Roles and review what each role carries
2. Check that doing and approving are separated — the person who counts stock should not approve the variance
3. Go to Settings → Team and review who holds which role in which unit
4. Review after anyone changes job — permissions accumulate as people are promoted

Result: People can do their jobs and not much else.

How to Manage the Subscription (billing, plan, payment card, invoice)

Subscription management is restricted to you.

Required permission: Owner

1. Go to Settings → Subscription
2. Review the plan, status and usage for the current billing cycle
3. Keep a current card on file so renewals do not fail
4. Use the period navigator to compare usage across cycles

Result: You know what you are paying for and whether usage is trending.

Note: Usage is measured per billing cycle across the whole organization, so it will not line up with a calendar month if your cycle starts mid-month.