Dashboard
Good morning — here's your firm overview
Total Tickets
0
Open
0
In Progress
0
On Hold
0
Completed
0
Overdue Tasks
0
Click to view
Overdue
0
Total Clients
0
My Clients
0
Recent Tickets
| Title | Client | Status | Due |
|---|
Tickets by Category
Today's Attendance
Pending Leave Requests
⚠️ GST Filing Alerts — Pending After 20th
All Tickets
Manage and track all firm tasks
| Ticket | Client | Category | Assigned | Priority | Status | Due | Actions |
|---|
📋
No tickets found.
My Tickets
Your assigned tasks
Total Assigned
0
In Progress
0
Completed
0
Overdue Tasks
0
Click to view
| Ticket | Client | Category | Priority | Status | Due | Actions |
|---|
🎉
No tickets assigned to you.
Overdue Tasks
Tickets assigned to you that are past their due date
Total Overdue
0
1–7 Days Late
0
7+ Days Late
0
| Ticket | Client | Category | Priority | Status | Due | Days Late | Actions |
|---|
✅
No overdue tasks — you're all caught up!
Self-Transferred Tickets
Tickets you reassigned to another employee — view-only access retained
Total Transferred
0
In Progress
0
Completed
0
| Ticket | Client | Category | Assigned To | Priority | Status | Due | Actions |
|---|
📤
No self-transferred tickets.
Roles & Access
Assign module permissions directly to each employee. Changes apply on employee login within a few seconds.
Select an employee
Choose an employee from the list to manage permissions
🔐
Select an employee from the left panel
Clients
Manage your firm's client records
Total Clients
0
With Active Tickets
0
GST Due This Month
0
0 selected
🏢
No clients yet. Add your first client.
Employees
Manage staff accounts
Active Employees
0
Active Tickets
0
Present Today
0
| Name | Username | Designation | Department | Shift | Status | Date of Exit | Open | Completed | Actions |
|---|
Attendance
Live view — employees mark their own attendance from their login
Present
0
Absent
0
Half Day
0
On Leave
0
Employee Attendance —
🔒 Read-only — employees clock in/out from their own account
| Employee | Shift | Status | Clock In | Clock Out | Hours | Photo | Remarks |
|---|
Monthly Summary
| Employee | Working Days | Present | Absent | Late | Half Day | Leave | Perm | Total Hours |
|---|
My Attendance
Your attendance record
Today —
Clock In: —
Clock Out: —
Hours: —
Remarks: —
Present
0
Absent
0
Late
0
Leaves Taken
0
Permissions
0
My Attendance Log
| Date | Status | Clock In | Clock Out | Hours | Permission | Remarks |
|---|
📅
No attendance records this month.
Leave Management
Apply and manage leave requests
Billing
Closed tickets pending billing — add Zoho invoice number once billed
Pending Billing
0
Closed, not yet billed
Billed
0
Invoice recorded
No Bill
0
Marked no bill
Total Closed
0
| Ticket | Client | Category | Closed | Invoice No | Billed Date | Amount | Type | Status | Actions |
|---|
🧾
No billing records found.
GST Filing Alerts
Filing status for this month — tickets auto-created on 1st (GSTR-1) & 12th (GSTR-3B) of each month
🤖 Tickets are created automatically by the server scheduler
📋 GSTR-1 Due 11th of every month
✅ Filed: 0
❌ Pending: 0
🚫 Cancelled: 0
| Client | GSTIN | Assigned To | Status | Due | Action |
|---|
✅
All GSTR-1 filings done!
📋 GSTR-3B Due 20th of every month
✅ Filed: 0
❌ Pending: 0
🚫 Cancelled: 0
| Client | GSTIN | Assigned To | Status | Due | Action |
|---|
✅
All GSTR-3B filings done!
Overdue Tickets
All tickets that have passed their due date and are still not completed
Total Overdue
0
Click to show all
1–7 Days Late
0
Click to filter
7+ Days Late
0
Click to filter
| Ticket | Client | Category | Assigned To | Priority | Status | Due Date | Days Late | Actions |
|---|
🎉
No overdue tickets — everything is on track!
DSC Tracking
Digital Signature Certificate movement tracker
TOTAL DSCs
0
WITH US
0
WITH CLIENT
0
DSC NEARING EXPIRATION
0
Within 10 days · Click to view
| # | CLIENT NAME | DSC HOLDER | STATUS | DATE | EXPIRY | GIVEN TO / HANDED BY | ACTIONS |
|---|
🔐
No DSC records yet
Click "+ Add DSC" to add your first entry
TDS Filing Alerts
Auto-created: Apr 1 → Jul 15 · Jul 1 → Oct 15 · Oct 1 → Jan 15 · Jan 1 → May 25
📋 TDS Filing — Quarterly
✅ Filed: 0
❌ Pending: 0
🚫 Cancelled: 0
| Client | TAN | Assigned To | Status | Due | Action |
|---|
📋
No TDS applicable clients. Enable TDS Filing in client settings.
Expenses
Track and manage firm expenses and reimbursements
This Month Total
₹0
Pending Approval
0
Approved
0
This Year Total
₹0
| Date | Description | Category | Amount | Mode | Submitted By | Receipt Ref. | Status | Actions |
|---|
💰
No expenses recorded yet.
Master Data
Manage dropdown values, custom client fields and expense categories
🎉 Public Holidays
Used for attendance calculations
👤 Custom Employee Fields
Extra fields shown in employee profiles
📋 Custom Client Fields
These fields appear in Add/Edit Client form
💰 Expense Categories
0 categories
Reports
Analytics & performance
Ticket Status
Category Breakdown
Employee Workload
Attendance This Month