Getting started with Veld Tax Studio

Capture & Ledger

The home page. Upload or photograph receipts, invoices, supplier quotes and bank statements. AI reads them, categorises every expense, works out VAT and adds ledger entries listed by transaction date.

1. Tap Upload or Take photo and choose the document.
2. Wait a few seconds while the AI reads it — the new entry appears in the ledger.
3. Open the entry to check the supplier, date, category and VAT, edit anything wrong, then Verify it.
4. For bank statements, upload the PDF or a CSV export from FNB, Capitec, Standard Bank, Nedbank or Absa online banking.

• Duplicate captures are detected; uploading the identical file twice is blocked.
• Supplier quotes automatically create a purchase order awaiting approval.
• Audit findings from the AI auditor explain what to upload (proof of payment, receipt or purchase order).

Tasks & to-dos

Create tasks with target dates and priority; owners can assign tasks to team members.

1. Open Tasks & to-dos and tap New task.
2. Add a title, target date, priority and (optionally) the person responsible.
3. Filter by "My tasks", "Tasks I gave others" or "Everyone's tasks".

Dashboard

Income, expenses, profit and charts per month or year, plus your upcoming SARS deadlines (VAT201, EMP201, provisional tax and annual returns).

Quotes

Create branded quotes, convert an accepted quote to an invoice, print or save as PDF, and send it.

1. Open Quotes and tap New quote.
2. Choose a customer (or add one on the spot) and add lines.
3. Tap Send to share by WhatsApp or email — on phones the PDF attaches automatically; on computers it downloads for you to attach.
4. When accepted, tap Convert to invoice.

Invoices

Create invoices, record payments and upload proof of payment (POP). Status shows paid or part-paid automatically.

1. Open Invoices and tap New invoice.
2. Add the customer and lines, then save and Send.
3. When the customer pays, tap Record payment and upload the POP.

Purchase orders

Create purchase orders; an approver edits the lines and signs in the app (stamped with date, time and signer details). After approval, load the supplier invoice to match it — weekly reminders are sent until it is matched.

Customers

Keep customer details (name, email, phone, VAT number, address). Each customer has a Statement link to produce and send a monthly statement with running balance.

Employees

Employee records, attendance register, and sick and leave registers.

Payroll & compliance

Run payslips with PAYE, UIF, SDL, overtime and commission; verify payslips; track EMP201 and other monthly compliance deadlines. The EMP201 summary shows PAYE, ETI estimate, UIF, SDL and total due, with Export EMP201 CSV.

Reports

Monthly and yearly income statements, VAT reports and expense categories, printable on your company letterhead. Reports can be submitted to the owner for acceptance.

SARS Pack

A tax-year pack for SARS (VAT and income tax summary) with CSV export to hand to your tax practitioner.

Reconciliation

Compares bank statement lines with captured receipts and invoices: matched, partly matched, unmatched, or explained by a comment. AI suggests links for you to confirm.

1. Upload a bank statement in Capture & Ledger.
2. Open Reconciliation and review the suggestions.
3. Tap Confirm this link, Confirm all exact matches, or Not the same — keep separate.
4. For unmatched lines, upload supporting proof (POP, cash or card slip) or add a comment.

• Only the owner, second main user, accountant or bookkeeper can confirm links.
• Director's capital needs the director's POP.

Files & storage

Every document, quote, invoice and payslip sorted into year and month folders by transaction date; download anything. 5 GB included; extra 5 GB R20/month or 100 GB R50/month from Plan & billing.

Team & access

Invite people by email as Second main user (full access), Accountant / tax practitioner, Bookkeeper, or Capture only (uploads only, sees own captures). Remove areas per person. The Audit log filters by person, action and dates and has Download CSV.

Approvals

Approve or undo deletion requests, accept reports, verify payslips and approve purchase orders.

Branding

Logo, colour, business details, VAT number, bank details, quote/invoice/PO number prefixes and footer notes.

Plan & billing

14-day free trial, then R299 a month. Subscribe, cancel and add storage. If the trial ends without a subscription, your books become read-only (still viewable and downloadable).

Settings

Business profile, VAT registration, tax year and SARS deadline reminders (VAT201, EMP201, annual filing — choose how many days ahead and your VAT cycle). Due dates skip weekends and South African public holidays.

Notifications

The bell at the top of every page shows invitations, approvals, deletion requests, payslip verification and deadline reminders.

Ask Veld Guide

The in-app help assistant under Help answers how-to questions, with separate saved conversations.

Using Veld on your phone

The app works fully on phones. The menu opens from the ☰ button at the top left. Add it to your home screen with "Add to Home Screen" in your browser menu.