๐ด Urgent alerts
โ Most overdue tasks
โฐ Overdue & due this week
| Client | Work type | Due date | Assigned to | Status | Billed | Action |
|---|
| Client | Work type | Period | Assigned | Due date | Status | Billed | Collected | Fee (โน) | Action |
|---|
๐ด Critical โ act now
๐ก This week
๐ข Upcoming (next 2 weeks)
Billing register
| Client | Work type | Fee (โน) | Status | Billed | Collected | Action |
|---|
Staff performance
| Staff member | Active tasks | Overdue | Done (total) | Pending approval | Workload |
|---|
Workload chart
๐ Reports
Download reports as Excel files โ open in Excel or Google Sheets
๐
Select report period
From date
To date
All time
๐ฅ Staff performance
Active tasks, completed, overdue, workload % and billed amount per staff member.
๐ Work register
All tasks with client, work type, assigned staff, due date, status, fee and collection.
๐ฐ Billing & collection
Total billed, collected and outstanding per client with full billing details.
๐ข Client-wise report
All work done for each client โ status, fees billed and collected, pending work.
๐
Compliance report
Filed on time vs late โ GST, IT, Audit returns with delay days for each client.
โ Overdue report
All overdue and pending tasks with delay days, assigned staff and client details.
โ
All reports include today's date in the filename. Open in Microsoft Excel or Google Sheets.
๐ Attendance
Attendance register
| Staff | Date | Status | Time in | Time out | Late | Notes | Action |
|---|
Staff management
| Name | Status | Password | Actions |
|---|
Client master list
| Client name | Type | Contact person | Phone | Action |
|---|