TODAY TRAINING SUMMARY ON TRUSTEE WEBPAGE AS ON 20TH FEBRUARY 2023

Today’s training was concerning with new webpage training which will be used in future as we will record
each company’s data from January up to now. in fact, the introduced webpage will facilitate our
everyday work.

The following are steps which will be followed while using the webpage as shown in previous training:

Step 1: Login Username: company tin

Password: CW123456BS (note: this will work on every company )

Step 2: Click on Company Management

Step 3: Click on Bank Account Settings:

• Click add for new bank setting

• Account type name (for ex: Bank of Kigali)
• Account number
• Account name (here we will fill in Company name)
• Currency (USD or RWF)
• Current balance (don’t mind just forget about it)
Let it all be modifiable, only boss will submit it on his own. No one is supposed to submit at the moment.

Step 4: Employee Management:

• Click Add
• Click Employee code (for ex: E001 or M001)
• Surname and Name
• RSSB No and ID No
• Basic salary (the one in contract)
• Job type (for ex: direct wage, indirect wage or staff salary)

NOTE: Only record who declare RSSB on Employee management

Step 5: Client Supplier Management

• Click Add button (here you can add: client, domestic supplier, exporter or company)
• Client Tin
• Customer code
• Client’s name
• Write name in different language
Step 6: Product Management

• Click Add
• Industry type (for ex: factory or restaurant)
• Only select Asset or Cost (no need to look on Revenue)
• Product classification (which type of asset?)
• VAT Product classification (is VAT exempt or what? If normal VAT 18% just choose “General VAT
18%”)
• Product code and also Product name
• Product Unit (for ex: Pcs or Kg)
• Unit price of Cost (will be calculated by the system)
• Click on allow VAT deductible or not based on product
Step 7: Tax Declaration Management

• Click Add
• Tax item settings (here is to select which type of tax)
• Tax declaration cycle (is it monthly or CIT which is yearly)
• The beginning month of tax declaration (you choose the starting month)

NOTE: before add any new record make sure company tin is correct.

Before recording any new receipt (purchase, sales, import bank and employee) first check if the
client, supplier, product, expenses or employee if is already added.

Also, while recording Business receipt only if you cannot search and find already in system It is
when you are allowed to click Add new item.