Reconcile daily money records and produce a decision-ready weekly summary.
A business owner has cash sales, mobile money receipts, supplier payments, transport costs, small expenses, unpaid customers and no clean weekly money record.
Learner role
Records must support owner decision-making and basic loan-readiness review.
Risk: mixing personal and business expenses can invalidate cash-flow interpretation.
Reliable money records are foundational for business sustainability worldwide.
Adapt payment channels and expense categories to local cash and mobile-money realities.
Context documents and tools
Daily sales by channel with missing entries.
Transaction extract with possible duplicates.
Cash-out records needing classification.
Payment list with unmatched items.
Expected reporting format.
Tasks
Inspect all money records and identify missing or duplicated transactions.
Decide classification for income, expenses, debtors and supplier payments.
Produce cash book, mobile reconciliation, expense register and debtor list.
Submit weekly financial summary and missing-entry explanation for owner review.
Common mistakes to avoid
Evidence produced
Assessment rubric
Transactions are recorded and reconciled correctly.
All major money flows are covered with no critical gaps.
Records separate categories and reduce ambiguity.
Summary is easy for non-finance owners to read.
Cash/mobile links are defensible and traceable.
Outputs support decisions on spending, debtors and supplier commitments.
Skill DNA and Proof Passport output
This learner can organize basic business money records, reconcile cash and mobile money, record expenses, identify unpaid balances and prepare a weekly financial summary.
Candidate reconciled fragmented financial records into a usable weekly summary with clear control logic.
One-hour format
Group scoring model
Employer value
Shows finance-record discipline useful for small businesses, finance assistants and growing company admin teams.
Submit Employer MissionPartner and cohort use case
Useful for SME finance bootcamps, lender readiness cohorts and accounting-support initiatives.
Request Partner PilotReality Labs are assessed against visible work, not attendance. Strong submissions can move into Proof Passport and strengthen Skill DNA for employer review.
