SawaAfrik ยท Templates
Free Excel workbooks
Complete, multi-sheet Excel workbooks for a Kenyan business, each with a Start Here guide, a data sheet with dropdowns, a dashboard and live totals, in the SawaAfrik brand. Download, fill in, done. No sign-in.
Money
Cashbook
Every shilling in and out, with M-PESA/receipt reference and category.
Sales register
Invoices raised with VAT, amounts paid and balances, eTIMS-aware.
Expense register
Every cost with input VAT, supplier PIN and the eTIMS invoice reference.
Petty cash book
Small cash out with vouchers and a running float.
Bank reconciliation
Match your books to the bank statement, line by line.
M-PESA reconciliation
Match M-PESA receipts to invoices and expenses.
Receivables ageing
Who owes you, how overdue, and the next follow-up.
Payables ageing
Who you owe, when it's due, and your payment plan.
Debt collection log
Every contact, promise and next step to get paid.
13-week cashflow
Rolling 13-week view of cash in, cash out and closing balance.
Monthly budget
Plan revenue and spend by month, line by line.
Monthly KPIs
The owner's dashboard: revenue, profit, cash, receivables, customers.
Asset depreciation
Depreciation schedule and net book value per asset.
Asset register
Everything you own: cost, custodian, service and insurance.
Customer register
One record per customer: contacts, terms, limit and balance.
Landed cost
True cost of imported stock, per unit, with freight and duties.
Project / job costing
Budget vs actual per job, with billed, collected and margin.
School fees ledger
Fees charged, paid and outstanding per student and term.
Rent roll
Every unit, tenant, rent, arrears and lease dates.
Weekly business health
A five-minute weekly check: cash, sales, risks, actions.
Chama ledger
Member contributions, loans, fines and balances for a group.
People
Employee register
Every employee: IDs, KRA PIN, NSSF/SHA numbers, pay and status.
Payroll register
Monthly pay inputs per employee: basic, allowances, deductions.
Payroll statutory check
PAYE, NSSF, SHA and AHL per employee, reviewed before filing.
Attendance / timesheet
Hours worked per day, feeding payroll and job costing.
Leave register
Leave entitlement, taken and balance per employee.
Employee asset issue
Equipment issued to staff and its return.
OSH incident register
Workplace incidents, DOSH reporting and WIBA claims.
Operations
Inventory register
Stock on hand by SKU: movements, cost, value, reorder, expiry.
Stock count
Physical count vs system, with the variance value.
Supplier register
One record per supplier: contacts, terms, items and rating.
Supplier quote comparison
Compare three suppliers' prices and terms, side by side.
Purchase order register
Every PO raised, approved and matched to a delivery.
Goods received note
What arrived against each PO, with rejects.
Bill of materials
The inputs and standard cost to make one unit.
Production batch record
Each batch: planned vs actual, cost and QC status.
Quality inspection
Inspection against spec, pass/fail and corrective action.
Maintenance register
Service history and next-due per asset or vehicle.
Fuel log
Fuel by vehicle with expected consumption and variance.
Insurance register
Every policy, cover, premium and renewal date.
Contract register
Every contract, its value, renewal date and owner.
Compliance
Tax calendar
Every obligation, its filing and payment date and evidence.
Licence & permit register
Every licence and permit with fee, expiry and renewal start.
Data processing inventory (ROPA)
What personal data you hold, why, and how it's protected (ODPC).
Data breach log
Incidents, ODPC notification and corrective action.
Grow
CRM pipeline
Leads and opportunities by stage, value and next action.
Funding application tracker
Every loan or grant applied for, its status and next step.
Loan readiness pack
The checklist a lender expects, with your gaps and owners.
Tender tracker
Every tender, its fit, go/no-go, and outcome.
Tender document wallet
Compliance documents with expiry, reused across tenders.
Tender requirement checklist
Every mandatory requirement and your evidence.
Tender contract to cash
From award to payment: milestones, invoices and balance.
Want the figures worked out for you? In a free SawaAfrik workspace these fill from your real records, and PAYE, VAT, NSSF and SHA are computed from the current rates with their source.
Create your workspaceNeed one built to your exact workflow, in your branding? We make custom templates, documents and software for your business.
Work with usQuestions
- Are these workbooks free?
- Yes. Download any workbook as a ready-to-use Excel file, no sign-in. Each is a complete, multi-sheet workbook with a Start Here guide, a data sheet, a dashboard and live totals.
- What is inside each workbook?
- A Start Here sheet that explains how to use it, a register sheet with the right columns, dropdowns and live totals, a Dashboard that adds everything up, a Lists sheet for the dropdowns, a Settings sheet, and a Next step sheet. It works in Excel, Google Sheets or WPS, with no macros.
- Do they look professional?
- Every workbook is a SawaAfrik brand document: an indigo header band, the SawaAfrik type system, frozen headers, gold cells to type in and white cells that calculate themselves. No generic grey spreadsheet.
- What is the difference between a workbook and the app?
- A workbook is a file you fill in yourself. Inside a free SawaAfrik workspace the same shapes fill from your real records, and statutory figures (PAYE, VAT, NSSF, SHA) are computed from the current rates with their source and date, not typed by hand.