Filter Period
Profit & Loss Statement
Automatic income from collections (Full/Advance Split) less entity expenses.
Payment Mode Breakdown
Distribution between Cash and Bank/UPI collections.
Mode-wise Cash & Bank Balance Summary
Tracks Opening Balance, Inflows, Expenses/Deposits, and Closing Balance by transaction channel.
| Mode / Channel | Opening Balance | Total Inflow (+) | Total Outflow (-) | Closing Balance |
|---|
Department Wise Income & Earnings
Calculated based on Staff Name in Bills matched against Employee Departments.
| Department Entity | Cash Collections | Bank (KVB) | Bank (SBI) | Total Revenue | Department Share % |
|---|
Customer Wise Pending Outstanding
Cumulative unpaid balance outstanding till selected end date.
| Customer Name | Contact Number | Total Billed | Amount Paid | Pending Balance | Status |
|---|
Employee Income & Incentive Scores
Incentive scale based on daily performance score (1/10 = 10%, 10/10 = 100%).
| Employee Name | Assigned Department | Billed Revenue | Gross Incentive | Daily Score (1-10) | Effective Incentive |
|---|
Log Expense
Expenses are logged against your own entity automatically.
Expense Register
| Date | Paying Entity | Mode | Category | Amount | Paid To |
|---|