⚡ Action Required Today
No urgent actions today
📋 Recent Activity
Activity Feed — What Your Team Did
Chronological log of all actions across all invoices
No activity in the last 30 days
Payment Pipeline — Where is each invoice?
Click any card to open invoice detail and move to next stage
📖 System Help & Maintenance Guide
📌 Core Application Pages
📅 Action Items (Dashboard)
Shows summary cards of Total Billed, Received, and Outstanding. Lists today's scheduled follow-ups and high-priority action alerts generated automatically for pending balances.
📣 Activity Feed
A real-time chronological stream of all client operations including follow-up logs, dispatches, payment arrivals, and invoice stage changes.
📊 Stage Pipeline (Kanban)
Interactive flow showing invoices moving from RAISED, to SUBMITTED, ACKNOWLEDGEMENT, MEASUREMENT_BOOK, BILL_PASSED, and finally RECEIVED.
📄 All Invoices
Lists all active tax invoices. Clicking any row opens details to record payments, upload documents (e.g. completion certificates), schedule follow-up notes, or edit details.
📋 Proforma Invoices
Manage quotes and advance payment drafts. Includes action to Convert to Invoice (which prompts for invoice number and date) once approved.
👥 Clients
Full customer directory. Open client profiles to generate MSME interest demand letters, send template email reminders, review Notesheet entries, or add contacts.
💼 Finance & User Management Guides
👥 Team Management
Allows adding internal users, resetting passwords, and assigning roles (Commercial, Finance, Manager, CEO, Admin). Keep roles aligned to ensure proper Maker-Checker security partitions.
✏️ Maker-Checker Proposed Edits
As a Finance user, when you edit a Client, Invoice, or Payment, your change is saved as a pending proposal. It will not write directly to the active database until an Admin approves it.
⚙️ Admin System Maintenance Guide
🔧 Settings Tab
Configure core settings: RBI Base Interest rate, custom MSME demand letterhead documents, and weekly email alerts.
✔️ Checker Approvals Panel (`Approvals` Tab)
Review, Approve, or Reject pending edits proposed by the finance team. Approving updates the database instantly.
💾 Database Backups & Maintenance
The backend runs automatically on standard SQLite database structure. Every code deployment performs automatic backups stored inside `/opt/` folders on the host Lightsail server.
RBI Base Rate
MSME interest calculated at 3× this rate per MSMED Act 2006
Company Details
Letterhead (.docx)
Upload your Word letterhead file. It will be used as the base for all generated letters. The letter content is appended after the letterhead.
Letter Template Body
Edit the letter body text. Available placeholders:
Weekly Client Email
Sends outstanding dues email to each client's allocated contacts on a fixed schedule.
📧 SMTP Configuration
Required for all outgoing emails — client notices, weekly summaries, inactivity alerts.
📅 Internal Weekly Summary
⚠️ Inactivity Reminder
AI Configuration
📧 Email Notifications
Configure SMTP for weekly summaries and inactivity alerts.
Alert manager if no follow-up on a pending invoice for X days.
Proposed Edits (Maker-Checker Approval Queue)
Review changes proposed by Finance/Commercial users before they are applied to the database.
| Field | Proposed Value |
|---|---|