Dashboard
Login
Register
Total Revenue
$245,680
15%
vs last month
Recent Activity
Transactions
Total Income
$25,480.00
12.5% from last monthTotal Expenses
$18,230.00
8.2% from last monthNet Balance
$7,250.00
15.8% from last month| Date | Transaction ID | Description | Category | Type | Amount | Status | Actions |
|---|---|---|---|---|---|---|---|
| 2024-03-15 | TRX-001 | Product Sales | Sales | Income | +$1,500.00 | Completed | |
| 2024-03-14 | TRX-002 | Office Supplies | Supplies | Expense | -$250.00 | Completed |
Invoices
Total Invoices
245
15% increasePaid Invoices
\$45,280
12% increasePending Invoices
\$12,350
8% decreaseOverdue Invoices
\$5,120
5% increase| Invoice # | Customer | Issue Date | Due Date | Amount | Status | Actions |
|---|---|---|---|---|---|---|
| INV-2024-001 | John Smith | 2024-03-15 | 2024-04-14 | \$1,500.00 | Paid |
|
| INV-2024-002 | Jane Doe | 2024-03-14 | 2024-04-13 | \$2,750.00 | Pending |
|
Financial Reports
Total Revenue
$245,680
15%
vs last month
Total Expenses
$182,350
8%
vs last month
Net Profit
$63,330
12%
vs last month
Cash Flow
$42,890
5%
vs last month
Financial Overview
Chart will be rendered here
Key Metrics
Detailed Report
| Category | Current Period | Previous Period | Variance | Variance % |
|---|---|---|---|---|
| Revenue | $245,680 | $213,450 | +$32,230 | +15.1% |
| Cost of Sales | $147,408 | $134,873 | -$12,535 | -9.3% |
| Gross Profit | $98,272 | $78,577 | +$19,695 | +25.1% |
Tax Management
Total Tax Liability
$24,580
Tax Paid
$18,435
Remaining Balance
$6,145
Deductions
$8,920
Tax Calendar
Quarterly Tax Due
March 31, 2024
Estimated payment: $4,500
Tax Return Filing
April 15, 2024
Annual tax return deadline
Quarterly Tax Due
June 30, 2024
Estimated payment: $4,500
Tax Planning Review
July 15, 2024
Mid-year assessmentTax Entries
| Date | Description | Category | Amount | Tax Rate | Tax Amount | Status | Actions |
|---|---|---|---|---|---|---|---|
| 2024-03-15 | Q1 Income Tax Payment | Quarterly Tax | $45,000 | 25% | $11,250 | Paid |
|
| 2024-02-28 | Business Equipment Deduction | Deduction | $12,000 | -15% | -$1,800 | Processed |
|
Notifications
New
5 unread
Payments
2 pending
Alerts
1 important
System
3 updates
Today
Payment Received
2 hours agoYou received a payment of $1,500 from Client XYZ
Low Balance Alert
4 hours agoYour account balance is below the minimum threshold
Yesterday
Invoice Paid
Yesterday at 3:45 PMInvoice #12345 has been paid by Client ABC
Earlier
System Update
2 days agoSystem maintenance completed successfully
Notifications
OCR Album Viewer
Upload Files
File Viewer
OCR Result & Comments
Settings
Profile Settings
John Doe
Administrator
Company Settings
Billing Settings
Payment Methods
Visa ending in 4242
Expires 12/24Billing History
| Date | Description | Amount | Status |
|---|---|---|---|
| 2024-03-01 | Monthly Subscription | \$49.99 | Paid |
| 2024-02-01 | Monthly Subscription | \$49.99 | Paid |
Notification Settings
Email Notifications
Push Notifications
Security Settings
Change Password
Two-Factor Authentication
Login History
| Date/Time | IP Address | Device | Location |
|---|---|---|---|
| 2024-03-15 10:30 AM | 192.168.1.1 | Chrome on Windows | New York, USA |
Integrations
Google Workspace
Connect your Google account for seamless integration
Slack
Get notifications in your Slack workspace
Dropbox
Sync your files with Dropbox