This Month's Summary
Recent Transactions
Transactions
Employee Search
Read-only lookup by name, phone, or employee ID. Identity resolution honours canonical employees; transaction history is returned exactly as recorded.
Employees
Add New Employee
Create the employee first so manual payment entry and review suggestions can resolve the mobile/employee ID immediately.
Unmatched Messages
Messages the parser could not confidently match to a transaction. Review and mark as resolved.
Pending Accounting Candidates
Money detected by the parser that has not yet been promoted into the immutable ledger. Approve, reject, or reassign — every action is audit-logged. The ledger is never edited.
Sync & Processing Status
Module Health
Create Manual Transaction
Use for cash payments, corrections, or transactions not captured via WhatsApp.
Reverse Transaction
Creates a reversal entry for an existing transaction. The original is NOT deleted.
Operator Submission
Submit a transaction for admin approval. Ledger is NOT affected until approved.
Pending Submissions
Operator submissions awaiting admin approval.
Employee Edit Requests
Profile-field edits submitted by non-admin roles, awaiting admin approval or rejection. Admin/superadmin edits made directly from the Employees tab never appear here.
Cash Transactions
| Date | Employee | Amount (৳) | Sender | Method | Ref | Period | |
|---|---|---|---|---|---|---|---|
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WhatsApp Shorthand Staging
| Date | Employee | Mobile | Amount (৳) | Method | Sender | Status |
|---|---|---|---|---|---|---|
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Income Transactions
New Income Entry
| Date | Employee | Amount (৳) | Reported By | Period | Ref | |
|---|---|---|---|---|---|---|
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Office Attendance
Manual office-staff attendance only — separate from escort/vessel duty attendance. Only manually-entered and admin-approved supervisor-submitted attendance count toward office payroll.
Payroll Eligibility Preview
Read-only — creates no payroll rows. Shows the office-payroll eligibility result for every employee for the selected month.
Admin Console
Admin users can sign in with an API key or with a username and password. API-key resets still work for the legacy flow.
Payroll Salary Baseline
Phase 2 control: keep all employee salaries at one uniform value.
Activity Log
Client Settings
Client billing rates (revenue side) — separate from employee payroll (cost side). Contact Person Mobile must already be authorized in the escort-client phone list.
Generate Bill
Manually generate a client bill for a Completed escort program whose client has an active Client Settings profile. One bill per program (enforced).
Outstanding Balance
Unpaid bills grouped by client (Phase 2B, Commit D).