01 · Set up and activate
Begin with the correct business identity
Register the business name exactly as it should appear in PrimeAxis. Create and retain the administrator password. The trial begins on first use; open the account or subscription area when you are ready to activate a paid licence.
02 · Record the transaction in the correct register
Keep different financial movements separate
Use Sales for business income, Business Expenses for operating costs and Inventory Value Register for stock purchases. Do not record stock as an ordinary operational expense: PrimeAxis already includes inventory purchases in total expenditure without double counting consumption.
03 · Distinguish cash from credit
A sale is not always a cash receipt
Select the correct payment status and method. Settled sales increase the reserve; credit sales remain receivables until payment. Settled expenses and inventory purchases reduce the reserve; credit purchases remain payables until settlement.
04 · Settle what is owed
Use Credit Settlement when money actually moves
Record receipts against accounts receivable and payments against accounts payable or liabilities. This keeps the original economic transaction separate from the later cash movement.
05 · Maintain the position registers
Capital, liabilities and productive value have different meanings
Use Capital Register for owner or investor funding, Liability Register for financial obligations and repayments, and Productive Value Register for productive fixed assets. Capital is not revenue and an asset value does not create cash automatically.
06 · Keep personal money separate
Protect the business picture
Record personal income and expenditure only in Personal Expenditure. Personal movements remain outside the business KPIs and reports.
07 · Read the dashboard and reports
Investigate the mathematical position
Review income, total expenditure, reserve, receivables, payables, inventory, capital, liabilities, productive value and net business value together. Use period reports and activity history to investigate unusual movements before making a decision.
08 · Correct safely
Use administrator protection for sensitive changes
Routine entries such as sales remain quick to capture. Editing, deleting and administrator-only functions require the administrator password. Review the affected report after every correction and keep a secure backup before major changes.
Important data note
Desktop, Android and web data are currently separate
The Windows, Android and web editions do not automatically share one database. Record each transaction in the edition selected as the business system of record until an approved synchronization or import path is provided.