Finance workspace
Dashboard
A consolidated view of billing, collections and receivables.
₱ Philippine Peso
Prototype notice: This first version saves data in this browser only. It is not yet a hosted multi-user database. Do not use it as your sole official accounting record until cloud storage, user access and backups are configured.
Total billed / invoiced
₱0.00
All three accountsTotal collected
₱0.00
Payments recordedOutstanding balance
₱0.00
Unpaid receivablesOverdue balance
₱0.00
Past due dateAccount summary
| Account | Billed / sales | Collected | Outstanding | Open items |
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Recent transactions
Latest 8 records| Date | Account | Customer | Reference | Amount | Status |
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Record billing / sales
Required fields marked *Billing & sales register
| Date | Account | Customer | Type / Ref | Amount | Paid | Balance | Status | Action |
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Record a payment
Payment history
| Date | Account | Customer | Invoice / Billing Ref | Method | OR / Ref | Amount |
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Add customer / branch
Customer directory
| Account | Customer / Branch | Contact | Terms | Action |
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Generate customer statement / SOA
Choose an account and customer, then select Generate SOA.
Receivables report
| Account | Customer | Invoice / Ref | Date | Due date | Original | Paid | Balance | Aging |
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