Platform

Hidden Monieconnect App Error

Issues with Moniconnect not appearing on the home screen require updating TPUI by the business owner/user; however, the support team can push the TPUI update if the terminal's serial number is provided.

If the TPUI is updated and Moniebook does not appear, please follow the guide below.

- When the TPUI is an old version, it is m654321

- When the TPUI is the latest version, it is the current date+last 4 digits of SN, for example, today is 20th Feb in the device, SN is A42P008DXXXX0016, so the password is 200016, tomorrow 210016

The steps to follow:

- On the Homepage, click on the 3-dot top right corner

- Enter the PIN

- Click App whitelist to enable Monieconnect Home Screen

- Drag the app to the top to uninstall

- Exit TPUI when done

- Reinstall from App Store

When the Moniepoint Terminal option is selected during checkout, but the serial number is not available, first confirm the terminal has been connected to the register:

1. On the Register, click “Moniepoint Terminals” in the side menu
2. Click “Connect Terminals”
3. Confirm that ERP is turned on
4. Search for or select the terminal serial number, then click “Connect”

The Moniebook Connect app enables stable and seamless payment synchronisation between Moniepoint POS terminals and non-terminal Moniebook registers.

1. Log in to the Moniebook Register and navigate to “Sell”
2. Add the items to the cart and select Checkout
3. Select Moniepoint Terminal as the payment method. If unavailable, click “Connect Terminal”, select the terminal serial number, and click “Connect”
4. Return to checkout, but do NOT click “Confirm” yet. Minimise the register and launch the Moniebook Connect app
5. Wait until “Ready for Transaction” pops up on Connect
6. Return to the Register and select “Confirm”
7. On the “Accept or Cancel Transaction” prompt, select “Accept”
8. The amount appears on Connect with payment options (Card or Bank Transfer)
9. If Bank Transfer is selected, the account number pops up on Connect. Once the transfer is made, select “Done” to complete

1. Go to the BO's Moniebook dashboard
2. Go to Settings → Payment Methods
3. Tick the checkbox before the additional payment method(s) to remove
4. Click Delete on the pop-up that appears below

To receive payments without being limited to your Moniepoint account, use Custom Payments to accept payments directly into other bank accounts. Default payment methods are Bank Transfer, Customer Wallet and Moniepoint.

1. On the Moniebook dashboard side menu, click Settings
2. Click “Payment Methods”
3. Click “Add Payment Method”
4. Enter the payment method name/alias (e.g., Cash)
5. Click “Add Payment Method” to complete

Business owners operating in different countries (Nigeria, the UK, Kenya, etc.) can select a time zone so activity logs reflect their local time.

1. Go to Settings
2. Click on “Preferences” in the side menu
3. Select the Time Zone
4. Select the Time Format
5. Save changes

1. Log in to the Moniebook dashboard
2. Click on Settings
3. Click on Business Information
4. Click the + sign, upload your business logo, then click Save Changes

1. Log in to the Moniebook dashboard
2. Click on Settings
3. Click on Business Information
4. Click the Category, pick from the drop-down, do the same for Sub-category, then click Save Changes

1. Log in to the Moniebook dashboard
2. Click on Settings
3. Click on Business Information
4. Change your business name and click Save Changes

Note: Only business owners can add a new business to existing business(es). A user with owner's privileges cannot add a business.

1. Log in to your Moniebook dashboard
2. Click the arrow facing down beside your business name at the top left
3. Click the plus (+) sign that says “Add Business”
4. Follow the prompt to fill in the business details
5. Select the business subscription plan and click Proceed
6. To complete the onboarding, add your first items and make your first sale

The Activity Log records and displays all staff activities performed on the business – who logs in on the register, the login time, and every feature accessed – giving a full audit trail.

1. Log in to the Moniebook dashboard
2. Click on “Activity Log”
3. Filter by date, staff, features, or branch to view
4. Yes, you can filter by a specific date to view all actions carried out that day
5. Yes – multi-branch businesses can filter the Activity Log by branch
6. Yes – role permissions can be configured by the BO to determine which users can view, filter, or export the Activity Log

1. Go to Settings → “Roles & Permissions”
2. Click “Add Role” on the top right
3. Type in the Role Name (use a new name that is not part of the default roles)
4. Toggle right to give Full Access, or navigate each Permission Type to add/remove permissions
5. Go back to Staff, click the staff member and edit them to the new role

View / Edit / Delete a role: Settings → Roles & Permissions → click the 3 dots on the role → View, Edit (then “Update Role”), or Delete (then confirm).

Roles & Permissions – Overview and Custom Roles

Each staff role has default permissions. If a default role has (or lacks) certain features the business owner wishes for a staff member, the owner can create Custom Roles and add or remove permissions.

Yes. A staff PIN is the same anywhere on the register as long as it is the same business. For example, a staff with PIN 1234 on Business A uses 1234 across all of Business A's branches. The same person on a different business will have a different PIN for that business.

1. Go to Settings → Staff
2. On the staff, click the 3 dots on the right end
3. Click “Remove”
4. Click “Update Staff” and confirm the action

1. Go to Settings → Staff
2. Click the staff whose PIN you want to edit
3. Click “Edit” in the top-right corner and navigate to “Staff PIN”
4. Select “Edit” and type a new PIN, or select “Re-generate”
5. Click “Update Staff” to effect the change

1. Go to Settings → Staff
2. Click on the staff (or the 3 dots on the right end)
3. Click “Edit” and make the necessary changes (do not touch the PIN when editing only the name)
4. Click “Update Staff” on the top right

1. On the Moniebook side menu, go to “Settings”
2. Click on “Staff”
3. Click “Add Staff” on the top right
4. Select the Role from the drop-down (e.g., Cashier)
5. Enter the staff's Name and Surname
6. Enter the staff's Email Address
7. Select one or more Branches from the drop-down (if multiple branches exist)
8. Select Copy, Edit, or Generate PIN
9. Click “Send Invite” – the staff receive an email invitation to activate their profile. Advise staff to set a password.

No. Having branches and registers on one business counts as one subscriber until a new business is created.

Staff users with access to multiple branches can use their registers across different branches. Branch switching is available both at register pairing and inside the register:

1. To pair a register on the web, copy and paste the 12-digit pairing code
2. Select from the list of branches to log into (the staff must have permission for the selected branch)
3. Enter the register PIN to be directed to the register
4. On the right end of the register name, click the drop-down and select “Switch Branch” from the side menu
5. Select the branch to switch into – if the user has permission, switching is processed immediately

Note: The Switch Branch feature is only visible on the register when there is an active data network.

1. On the Moniebook side menu, go to “Settings”
2. Click on Branches
3. On the branch, click the 3 dots on the right end
4. Click “Delete”
5. Confirm the action

1. On the Moniebook side menu, go to “Settings”
2. Click on Branches
3. On the branch, click the 3 dots on the right end
4. Click “Edit” and make the necessary changes
5. Click “Update Branch” on the top right

1. On the Moniebook side menu, go to “Settings”
2. Click on Branches
3. On the top right, click “Add Branch”
4. Type in the Branch Name and Address
5. Select “Sales or Inventory” from the drop-down
6. Select the State and Local Government from the drop-down
7. Click “Create” on the top right and proceed to checkout
8. Click “Proceed” to process payment and complete the process

When creating or adding a branch, business owners can decide whether the branch serves a sales purpose or only stores inventory:

1. A Sales branch incurs a charge upon creation because it requires registers for sales
2. An Inventory branch is free to create – it serves as the business warehouse for stocked items distributed to its sales branches, and requires no register

Note: An Inventory branch can be updated to a Sales branch, but this cannot be reversed. A Sales branch cannot be edited to Inventory.

A branch is a shop or outlet. A branch can have multiple registers handled by different sales representatives or cashiers. A business owner can create additional branches if they own the same line of business across different locations.

Note: This is used alongside the Monieconnect app.

1. Log in to the Moniebook Register and navigate to “Sell”
2. Search for or select the items and add them to the cart
3. Click Checkout, select “Full Payment”, then click “Moniepoint Terminal” and confirm – the transaction pops up on the already-launched Monieconnect app
4. Click “Accept Transaction” on Monieconnect and select “Completed Payments” to list available transfer payments
5. Select the exact transfer payment for this sale, then click “Confirm Transaction” – the sale will be recorded

This feature lets cashiers record and link bank transfer payments already made via the POS terminal directly to a sale on the Moniebook register. It works on the P8 Terminal and, via Moniebook Connect, on non-terminal mobile registers (Android & iOS).

1. Log in to the Moniebook Register and navigate to “Sell”
2. Search for or select the items the customer wants to purchase
3. Add the selected items to the cart
4. Click Checkout, select “Full Payment”, then click “Completed Payments”
5. Select the exact payment received into the Moniepoint POS for this sale
6. Click “Confirm” to complete the payment – the sale will be recorded

Confirm the register version is the latest version. Please update the register from the app store on your P8 if it is not on the latest version.

Sync/Reload the web register to get the update, and an orange banner will be displayed prompting you to sync if there is a newer version.

First, verify there is an active data connection to the device and retry. If the issue persists, reset the register data (Web) or initiate a factory reset (POS terminal), depending on the register type.

How to Reset Register (Web):

1. Click on the business name in the top-left corner of the register
2. Select “Reset Register Data”
3. Click on “Reset Register”

Before a factory reset on a POS terminal, advise the BO to print their End of Day (EOD) report to avoid loss of unsynced transactions, then send the terminal serial number to the support team so the register can be pushed.

How to Print EOD:

1. Click on the Moniepoint feature on the terminal
2. Scroll down and click on Services
3. Scroll down and click on End of Days
4. Select “Summary or Full Details”, filter the date, and print

How to Initiate a Factory Reset on the POS Terminal:

1. Navigate to Appstore
2. Click on “Device Management” in the lower-right corner
3. Select “Factory Reset”

Note: This action should be performed from the Business Owner's Moniebook profile.

1. Log in to the Moniebook web dashboard
2. Navigate to Registers on the side menu
3. Select the register to be unpaired and click on the device type
4. On the pop-up that appears, click the padlock in the upper-right corner to unpair the terminal

Note: P8/M4 terminals are free and can be paired back when deleted. Web registers should NOT be deleted – attempting to pair back after deletion will incur a new fee.

1. Log in to the Moniebook dashboard
2. Click on Registers
3. Click on +Add Register
4. Select the Web device type
5. Select “Open Web Register”
6. Return to the Moniebook setup register page and fill in the requested fields
7. Under “Configurations”, manage specific settings for this register
8. Click “Continue” in the top-right corner to proceed to checkout
9. Click “Proceed” – a 12-digit pairing code and staff PIN will be created; copy and save them
10. Launch the register and select “Pair Register”
11. Enter the pairing code and PIN to sync

1. Log in to the Moniebook dashboard
2. Click on Registers
3. Click on +Add Register
4. Select the device type
5. On the P8 or M4 terminal, open the Moniebook app
6. Click “I have installed the app” – a 4-digit register PIN will be generated
7. Enter the PIN on the terminal and click “Completed” on the dashboard

A register is a point-of-sale terminal that can be connected to branches to sell the products and services the branch offers. It is software for use on a computer, mobile device, or Moniepoint POS terminal to sell and record sales.