| Kaam | Client | Assigned | Due | Status | Charges |
|---|
| Client | Contact | GSTIN / PAN | DOB / DOI | GST liability | Open kaam | Balance |
|---|
| Bill no. | Date | Branch | Client | Amount | Status |
|---|
| Receipt no. | Date | Branch | Party | Mode | Amount | TDS |
|---|
| Naam | Branch | Role | Phone | Joining / Leaving | Emergency contacts | Open | Done |
|---|
| Client | Opening | Billed | Received (+TDS) | Pending | 0–30 din | 31–60 | 61–90 | 90+ din | Last payment |
|---|
Pending ki umar bill ki date se ginti hai. Payment hamesha sabse purane baaki mein adjust hota hai. Branch filter un bills par lagta hai jo us branch se bane.
| Client | Saved portals | Last update |
|---|
Password sirf “Dikhao” dabane par dikhte hain. Yeh un sab logon ko dikh sakte hain jinhe is page ka Edit access hai.
| Holder | Company | Serial / sequence no. | Valid from | Valid till | Status | DSC mob / email | Kahan rakha hai |
|---|
Daily report
Report bharne ke liye login karein. Sirf-dekhne wale access se report nahi bhari ja sakti.
Meri daily report ·
| Date | Subah ka plan | Kya kiya | Pending | Kal ki priority |
|---|
| Staff | Subah: aaj kya karna hai | Shaam: kya kiya | Pending | Kal ki priority |
|---|
Kisi staff ki report uske naam ke saath tab dikhegi jab uska login Staff list se juda ho (Staff → Edit → Login account). Jo report bhar chuke hain par jude nahi, woh neeche apne login naam se dikhte hain.
Leave
Chutti apply karne ke liye login karein.
Chutti apply karo
| Dates | Type | Wajah | Status | Owner ka remark |
|---|
| Staff | Dates | Din | Type | Wajah | Applied | Status |
|---|
| Trademark | Client | Application no. | Filing date | Status | Last checked | Queries |
|---|
Har trademark ka status hafte mein ek baar check karna hai. 7 din se purana check “Check baaki” dikhata hai. Registered, Refused, Abandoned, Withdrawn aur Removed wale check list se bahar rehte hain.
| Staff | Monthly ₹ | Per din ₹ | Hazri | Sunday | Kamaya ₹ | Extra ₹ | Penalty | Kaam bhoola (ginti) | Adjust ₹ (+/−) | Net salary ₹ |
|---|
Meri attendance ·
Office ke andar ya uske paas (range ke andar) hi attendance lagegi. Phone mein Location on rakhein aur browser poochhe to “Allow” karein.
| Date | Branch | In | Out | Ghante | Status |
|---|
| Staff | Branch | In | Out | Ghante | Status |
|---|
Attendance tab dikhegi jab staff ka login Staff list se juda ho (Staff → Edit → Login account). Office ki location aur range har branch mein set karein (Branches & Settings → Branch Edit).
| Staff | Present | Late | Chutti | Total ghante | Avg / din |
|---|
| Date | Particulars | Ref / UTR | Jama (In) | Nikasi (Out) | Balance | Kahan se |
|---|
Receipt banate waqt jo bank account chuna jaata hai, us account mein entry apne aap ho jaati hai. Month khaali karoge to poori statement dikhegi.
Settings
Saare tabs ka poora data ek Excel file mein (har tab ki alag sheet). Isme clients ke portal passwords bhi hote hain, file sambhal ke rakhein.
Naye, khaali CRM mein dikhane ke liye nakli firm ka data: 2 branch, 12 clients, kaam, bills, receipts, staff, DSC aur passwords. Sab par “demo” ka nishaan rehta hai; “Demo data hatao” se sirf wahi hatega, asli data nahi.
Password badalne ke liye purana password chahiye. Password bhool gaye ho to owner se “Logins” mein naya password set karwa lein.
| Branch | GSTIN | Bill series (agla no.) | Receipt series |
|---|
Bank aur bill edit ka access
Jin staff ko yahan tick karoge, sirf woh (aur aap) Bank tab dekh payenge, bank entry kar payenge aur bana hua bill edit kar payenge. Staff ka login Staff list se juda hona chahiye.