Financial Dashboard
A simple view of company earnings, spending, profit, and monthly trends
Finance Snapshot
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Revenue
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Expense
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Payroll cost
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Net profit / loss
Financial Overview
Purchase
Sales
Expenses
Expense Breakdown
Where the company is spending money
| Category | Amount | % |
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Money Flow — This Month
See how revenue becomes spending and profit
Revenue
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Money earned
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Spending
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Operating + payroll
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Net Profit / Loss
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Revenue − spending
Monthly Comparison
Purchase, sales, and expenses — last 6 months
Purchase
Sales
Expenses
Current vs Last Month
Quick increase / decrease check
| Metric | This Month | Last Month | Change |
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Recent Payroll Runs
Latest salary payments and deductions
| Month | Employee | Gross | Deductions | Net Pay |
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Detailed Financial Reports
Monthly / yearly P&L, category breakdown, exports to Excel/PDF
Company Settings
Shown on every payslip header
Users & Roles
Control which people can see and use each module
Roles
Create a role first, then select it to configure permissions.
| Role | Description | Users | Status | Action |
|---|
Permissions
Select a role, then decide exactly which modules and actions that role can access.
| Module | View | Create | Edit | Delete | Export |
|---|
Users / Persons
Assign a role to each person. Their sidebar and backend access follow that role.
| Person | Username | Linked Employee | Role | Status | Action |
|---|
Employees
Add staff, bank details and salary structure
| Name | Designation | Rate | Bank / Account | Structure |
|---|
Salary Components
Earnings, deductions, and statutory contributions like PF/CPF/ESI (employee + employer share)
| Name | Type | Calculation | Default Value |
|---|
Attendance
Mark daily attendance — payroll pulls present days automatically from here
Present (click to cycle)
Absent
Paid Leave
Salary Advances
Track advances given to employees and auto-deduct from payroll
| Employee | Date | Amount | Balance | Status | Remarks |
|---|
Generate Payroll
Pulls present days from Attendance automatically
Run Payroll
Payslips
View and print generated payslips
Purchase Entry
Record purchases, vendor details, payment information, and view the complete purchase history
Add Purchase
Purchases entered here automatically update the Dashboard graphs and financial totals.
Purchase History
All recorded purchases with vendor, payment, details, and amount.
| Date | Vendor / Item | Payment | Details | Amount | Action |
|---|
Company Expenses
Track rental, utilities, marketing, purchases, staff & other operating costs
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This month's expenses
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Last month's expenses
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Change vs last month
Top spending category
Add Expense
Manage Categories
Expense Records
| Date | Category | Description | Payment | Amount | Action |
|---|
Sales & Revenue
Track income coming into the company
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This month's revenue
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Last month's revenue
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Change vs last month
Add Sale / Revenue Entry
Revenue Records
| Date | Source | Description | Payment | Amount | Action |
|---|
Financial Reports
Profit & Loss, spending breakdown, and comparisons across periods
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Revenue
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Expenses (incl. payroll)
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Payroll cost
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Net Profit
Month-over-Month Comparison
| This Month | Last Month | Change |
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Revenue vs Expenses vs Profit — Last 6 Months
Expense Breakdown by Category — Selected Month
| Category | Amount | % of Total |
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Profit & Loss Statement —
Reports
Payroll, attendance, statutory contribution & advance reports
Notifications
Send announcements to all employees or one employee visible in their portal
Welcome
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Last payslip — net pay
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Attendance this month
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Pending advance balance
Recent Payslips
| Month | Gross | Deductions | Net Pay |
|---|
My Attendance
Mark today's attendance yourself — contact admin to correct past entries
Mark Today —
Present
Absent
Paid Leave
My Payslips
View and print your payslips
Notifications
Announcements from admin