Welcome, Firm
Filters:
TOTAL BILLED
₹ 0
0 invoices
TOTAL RECEIVED
₹ 0
0 receipts
PENDING BALANCE
₹ 0
0 clients outstanding
PENDING TASKS
0
—
OVERDUE TASKS
0
Tasks past due date
DUE TODAY
0
Tasks due today
COMPLETED (THIS MONTH)
0
Tasks completed
TOTAL CLIENTS
0
0 with outstanding
Staff Performance — Current Month
| Staff Name | Pending | Completed | Overdue | Efficiency |
|---|
Report
Client Master
Client Master
Add / Edit Client
Click to expand
| Client ID | Firm Name | Account Name | PAN | GSTIN | Contact | Mobile | Group | Compliances | Actions |
|---|
Reports
Reports
TOTAL BILLED
₹ 0
TOTAL RECEIVED
₹ 0
PENDING BALANCE
₹ 0
Client Ledger — Select a client above
0 transactions
| Date | Voucher Type | Voucher No. | Client | Particulars | Period | Amount Dr. (₹) | Amount Cr. (₹) | Remarks |
|---|---|---|---|---|---|---|---|---|
|
Click Fetch to load the ledger.
| ||||||||
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Compliance Setup
Add New Compliance
0 compliances
Welcome, !
Your assigned tasks are shown below.
Task Dashboard
Clear
Task Dashboard
You have pending reassignment requests.
Reassignment Requests 0
Manual Task Assignment
Filters
Pending Tasks
| Priority | Compliance | Client Name | Contact Info | Assigned To | Assign Date | Due Date | Reminder | Actions |
|---|
Completed Tasks 0
| Compliance | Client Name | Contact Info | Assigned To | Completed On | Remarks | Actions |
|---|
Out-of-Pocket Expenses
Out-of-Pocket Expenses
Track expenses paid on a client's behalf — stamp papers, notary, government fees, travel — so they can be added to the next invoice as reimbursable Out-of-Pocket Expenses. Unbilled entries show on the client's invoice wizard.
Unbilled Total
₹ 0
0 entries
Billed Total (FY)
₹ 0
0 entries
| Date | Client | Description | Category | Amount | Status | Actions |
|---|---|---|---|---|---|---|
| No expenses recorded yet. Click "Add Expense" above. | ||||||
Add Expense
Unbilled Out-of-Pocket Expenses
Select expenses to add as reimbursable line items in this invoice.
No unbilled expenses for this client.
Finance & Ledger
Finance & Ledger Module
Record Transaction
Select Completed & Unbilled Task
(Only tasks pending billing are shown)
Ledger Transactions
| Date | Client Name | Type | Amount (₹) | Compliance | Task Linked | Remarks | Actions |
|---|
Staff Setup
Add / Edit Staff Member
Create a Login ID for your staff.
Date of joining as Article
Expected completion / actual end date
Leave blank for "until I turn it off"
Client Info Visibility for This Staff
Check which client details this staff member can see on Client Master & Task views. (Privacy-mode clients always hide sensitive info regardless.)
| Name | Mobile (Login) | PIN | Position | DOJ | Status | Module Access | Actions |
|---|
Bulk Operations Centre
Module-wise bulk operations — download templates, upload data, and export reports.
Part A — Bulk Reassignment of Existing Tasks
Download → Modify Staff/Date/Priority → Upload changes
Step 1A — Download Existing Tasks
- Click "Download Existing Tasks" — all active tasks pre-filled in Excel
- Modify Staff Name, Due Date, Priority, Reminder as needed
- Do NOT delete rows — only update values
- Save and upload in Step 2A
Task_ID column is auto-filled. Do NOT edit it.
Step 2A — Upload Reassigned Tasks
- Complete Step 1A — download and modify the Excel
- A Change Summary popup confirms all updates before saving
- Affected staff will be notified automatically
Only rows with Task_ID will be updated. Rows without Task_ID are skipped.
No file selected
Part B — Bulk New Task Assignment
Select Compliance → Download clients sheet → Fill staff/dates → Upload to create tasks
Step 1B — Download Task Assignment Sheet
Preview — Clients to be assigned:
0 client(s)
| # | Client | Contact | Mobile |
|---|---|---|---|
| Select compliance above | |||
Step 2B — Upload Filled Task Sheet
- Fill Staff Name (dropdown), Due Date (DD/MM/YYYY), Priority, Reminder
- Upload the completed sheet below
- Tasks are auto-created and staff notified
Leave Task_ID blank for new tasks. Rows with existing Task_ID will be skipped here.
No file selected
Smart Bulk Client Import — 5-Step Wizard
What this wizard does:
1
Upload any file — CSV or Excel, any format. No template required.
2
Auto column mapping — System matches your columns. Confirm or reassign manually.
3
Live validation preview — Fix errors inline. Auto-fixes PAN/GSTIN case, mobile trim. Duplicate: Skip/Update/Merge per row.
4
Compliance & Privacy — Map compliances per client or apply to all. Toggle privacy. Skippable.
5
Import summary — Only valid rows saved. Error report downloadable as Excel.
Bulk Compliance Upload
- Click "Download Compliance Template"
- Fill: Authority (GST / Income Tax / MCA / Other), Compliance Name, Frequency
- Duplicate compliances (same name + authority) will be auto-skipped
No file selected
Bulk Finance Transactions
- Click "Download Finance Template" — blank Excel template
- Fill: Date (DD/MM/YYYY), Client Name exactly as in system
- Type column dropdown: Invoice or Receipt
- If row is from an assigned task, paste the Task_ID in column G
- Duplicate Protection: If Task_ID already billed, row auto-skipped
Best practice: Use Reports tab — it auto-fills Task_IDs from completed tasks for safe bulk billing.
No file selected
Export Completed Tasks for Billing
- This export takes all completed tasks from your Task Dashboard
- Generates a ready-to-upload Finance Excel with Invoice entries pre-filled
- Open the file and fill in the Amount (₹) column
- Upload via Finance tab → Upload Finance File
Recommended workflow: Complete tasks → Export → Add amounts → Upload to Finance
Download Bulk Error Report
If your last bulk upload had errors, download a detailed error sheet here.
Templates
Templates
WhatsApp Message Templates
Use placeholders:
{{clientName}} {{complianceName}} {{firmName}} {{customMessage}}
Create / Edit WhatsApp Template
Use
{{clientName}} {{complianceName}} {{firmName}} {{customMessage}}
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Email Templates
Use placeholders:
{{clientName}} {{complianceName}} {{firmName}} {{customMessage}}
Create / Edit Email Template
Available placeholders:
{{clientName}} {{complianceName}} {{firmName}} {{customMessage}}
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