Dashboard
Recent Invoices
Upcoming Tasks
Invoices
Manage all invoices
| # | Client | Project | Amount | GST | Total | Due Date | Status | Actions |
|---|
Quotes
Manage quotations
| # | Client | Subject | Amount | Valid Until | Status | Actions |
|---|
Payments
All received & outstanding payments
| # | Invoice | Client | Amount | Mode | Date | Ref No | Actions |
|---|
Ledger
Complete financial ledger
| Date | Particulars | Invoice/Ref | Client | Credit (₹) | Debit (₹) | Balance (₹) |
|---|
Clients
Manage client database
| # | Company | Contact | GSTIN | State | Invoices | Balance | Actions |
|---|
Employees
Team management
🔒 Finance details (salary, advance) visible to Admin only.
| # | Employee | Role | Phone | Salary | Advance | Active Projects | Actions |
|---|
Projects
Track all projects
| # | Project | Client | Manager | Budget | Advance | Balance | Deadline | Status | Actions |
|---|
Tasks
Kanban task board
User Access Management
Create and manage user accounts & permissions
Reports
Business analytics & insights
Monthly Revenue (₹)
Invoice Status Breakdown
Team Chat
Internal communication
G
General
All team members
Settings
Company & system configuration
Company
Invoice
Payment Gateway
Notifications
Security
Invoice created — auto email to client
Payment received — email confirmation
3-day overdue reminder
Task assigned — notify employee
SMS alerts via Twilio