🔔 Compliance due soon
Workload by employee
⚠ Overdue & alerts
Employee summary
| Employee | Total | Completed | In Progress | Open | Overdue | Completion % |
|---|
| Task ID | Allocated | Employee | Client | Work | Status | Due | Invoice |
|---|
💰 Payment pending — raised, not received
| Invoice | Date | Client | Amount | Age | Actions |
|---|
All invoices
| Invoice | Date | Client | Amount | Payment | Sent | Actions |
|---|
Completed work awaiting invoice
| Task ID | Employee | Client | Work | Completed |
|---|
Profit & Loss Account (T-format)
| Dr. — Expenditure | Amount (₹) | Cr. — Income | Amount (₹) |
|---|
Profit & Loss by month
| Month | Income | Expenses | Surplus |
|---|
Balance Sheet as on 04-08-2026
| Liabilities & Capital | Amount (₹) | Assets | Amount (₹) |
|---|
Bank balances (from statements) and the P&L surplus are filled in automatically. Add your opening capital, fixed assets, loans, debtors/creditors etc. via “Add item” to complete it.
Transactions
| Date | Bank | Particulars | Category (type any head) | Type (P&L / BS) | Receipt | Payment |
|---|
🔔 Office reminders due now
👤 Client reminders due now
| Client | Head | Due | Days | Send |
|---|
📅 Upcoming due dates next 60 days
| Due date | Days left | Head | Category |
|---|
⚙ Compliance calendar
| Head | Cat | Freq | Day | On |
|---|
📨 Reminder recipients
Automatic emails are sent from your firm's email. WhatsApp is one-tap (opens WhatsApp with the message ready — you tap send).
＋ Add sales (outward) invoice
Sales invoices
| Inv No | Date | Buyer | GSTIN | POS | HSN | Taxable | Rate | CGST | SGST | IGST |
|---|
| Client | Type | Phone | Compliances | PAN | Tasks |
|---|
| Employee | Role | PIN set | Total | Completed | Open | Overdue | Completion % |
|---|
Export & Import Workbook
⬇ Download full workbook (.xlsx)
Task Master, Employee Summary, Clients and Invoices sheets — formatted and filter-ready.
Upload reads the same sheets back in bulk (Tasks, Employees, Clients). Existing records are updated by name, so it's safe to re-upload.
Backups
The server also auto-saves timed .xlsx + .json backups into the office-app\\backups folder. The live database lives on the host PC's local disk (off OneDrive).
About
One host PC runs server.py; staff open the host address, sign in with their PIN, and edit the same live data. Every change is attributed and broadcast instantly.