System Settings
đ System Date & Security
Create Service & Packages
| Service Name | Package | Type | Setup Fee | Monthly Fee | Disc% | Action |
|---|
Create Discount Code
| Discount Name | Percentage % | Status | Action |
|---|
Request Client List
| Date | Name | Business | Phone | Service | Pkg (Type) | Code | Spec Req | Status | Type | Remark | Action |
|---|
Accept Client Table
| ID | ReqDate | AccDate | Due Date | Name | Biz Type | Phone | Service | Pkg | Type | Agent | Orig Price | Net Price | Release | Remark | Action |
|---|
Invoices
| Inv ID | Date | Client Name | Total | Paid | Balance | Status | Action |
|---|
Finance Management
| Account Name | Current Balance | Action |
|---|
Transaction History
| Date | Account | Type | Description | Amount | Details | Action |
|---|
Loans & Advances (ááťáąá¸áá˝áą áážááˇáş ááźááŻááŻááşáá˝áą)
Consolidated Ledger (ááąáŤááşá¸ááťáŻááşá áŹáááşá¸)
| Entity / Name | Type | Total Principal | Total Repaid | Balance (Outstanding) |
|---|
Transaction History
| Date | Name | Action Type | Amount | Account | Remark | Action |
|---|
Receivables (Credit List)
| Invoice ID | Client | Total Amount | Paid | Remaining Credit |
|---|
Income & Expense Recorder
| Date | Type | Title | Category (Main > Sub) | Account | Amount | Details | Action |
|---|
Commission Ledger
| Date | Agent | Client / Description | Inv / Ref ID | Amount | Status | Action |
|---|
Generate Payroll & Clear Pending Commissions
Payroll History (áá áŹáážááşá¸áááşá¸ áážááşáááşá¸ááťáŹá¸)
| Pay Date | Payroll Month | Staff Name | Total Earnings | Deduction | Net Paid | Account | Action |
|---|
Capital & Equity (ááááşáááşá¸áážáŽá¸áá˝áą áážááˇáş áážááşááŹáážááşááťáŹá¸)
Shareholder Balances
| Shareholder Name | Total Invested | Total Withdrawn | Net Equity Balance |
|---|
Capital Transaction History
| Date | Shareholder | Type | Amount | Finance Account | Remark | Action |
|---|
Generate Financial Statements
Activity Log & Audit Trail
Tracks deletion and critical actions within the system.
| Date & Time | User Role | Action Performed | Details |
|---|
Employees Directory
| Auto ID | Name | Dept & Position | Phone | Monthly Target | Target Progress | Status | Action |
|---|
Departments
| Department Name | Action |
|---|
Positions (Roles)
| Department | Position | Action |
|---|
Commission Matrix (Effort Levels)
Define commission percentages dynamically based on Service, Package, Department, and Position.
| Rule Name | Service > Package | Dept > Position | Comm % | Action |
|---|