Finding Your Way: SA Workspaces
Finding Your Way: SA Workspaces
The localisation groups everything into workspaces you reach from the left sidebar of the desk. Each workspace gathers the transactions, masters and reports for one area.
The workspaces
| Workspace | What's in it | You'll use it for |
|---|---|---|
| SA Overview | Setup shortcuts and links to every SA area | Getting oriented; opening settings |
| SA VAT | VAT settings, VAT201 return, VAT reports, tax templates | Day-to-day VAT and the periodic return |
| SA Payroll | Salary components, payroll entry, salary slips, EMP201, EMP501, IRP5, payroll reports | Running payroll (only if Frappe HR is installed) |
| SA Labour | SETA, bargaining councils, skills (WSP/ATR), Employment Equity, business trips | Skills and EE reporting; staff travel |
| SA COIDA | COIDA settings, workplace injuries, OID claims, annual return | Injury records and the COIDA return |
If you don't see SA Payroll, Frappe HR (HRMS) isn't installed on your site — payroll features are turned off. That's expected on VAT-only sites.
Getting around
- Open a workspace from the sidebar; the cards and shortcuts inside jump to lists, new documents and reports.
- Search with the search bar (or press
Ctrl/Cmd + K) and type a document name like "Sales Invoice", "Payroll Entry" or "VAT201 Return". - Lists show existing records with filters at the top; + Add (or New) creates a new one.
- Reports are listed in each workspace and in the global report view — see Finding & Running Reports.
A typical day
- Sales/finance user: SA VAT workspace → raise Sales Invoices, capture Purchase Invoices, and at period-end build the VAT201 Return.
- Payroll user: SA Payroll workspace → Payroll Entry each month, review and submit slips, then EMP201; IRP5/EMP501 at year-end.
- HR user: SA Labour and SA COIDA workspaces → skills plans, EE reports, injury records.
Next
Confirm the basics are in place before transacting: Before You Begin.
Last updated 1 month ago
Was this helpful?