Menu:

1. Home
2. Dashboard:
2.1 Compliance
2.2 Business
2.3 Employee
2.4 Client
3. Masters:
3.1 Employees
3.2 Clients
3.3 Services
3.4 Compliances
3.5 Financial Year
3.6 Branch
3.7 Department
3.8 Roles
3.9 Designations
3.10 Holidays
4. Task
5. Financial:
5.1 Quotation
5.2 Invoice
5.3 Receipt
5.4 Advance
5.5. Expense
6. Documents
6.1 Document Name Master
6.2 File Location Master
6.3 File Label Master
6.4 Inward
6.5 Outward
7. Reports
8. Settings
1. Home:
2. Dashboard:
2.1 Compliance
2.2 Business
2.3 Employee
2.4 Client
 3. Masters:
3.1 Employess
3.2 Clients
 3.3 Service

3.4 Compliances
3.5 Financial Year

3.6 Branch

3.7 Department
 3.8 Roles

3.9 Designation

3.10 Holidays
 4. Task
4.1 Tasks List and Add Task
5. Financial
5.1 Quotation
5.1.1 List

5.1.2 Add new

5.1.3 Quotation created view
5.1.4 Save and Preview

5.2 Invoice
5.2.1 List
5.2.2 Create Invoice

5.2.3 Invoice Created

 5.3 Receipts
5.3.1 List and Add New receipt
5.3.2 Send Receipt (Email)

5.4 Advance
5.4.1 List and Add New
 6. Documents
6.1 Document Name Master Add New
and List

Values:

1 - Tax Deduction Account No. (TAN)

2 - Certificate of Incorporation

3 - Certificate of Commencement of Business

4 - Shope Act Licence

5 - Labour Licence

6 - Factory Act Licence

7 - Value Added Tax No. (VAT TIN - State)

8 - Value Added Tax No. (VAT TIN - Centre)

 9 - Service Tax Registration No

10 - Excise Registration No

11 - Professional Tax Registration No

12 - Firm Registration No

13 - MSME Registration No

14 - Memorandum of Association

15 - Article of Association

16 - Bye Laws of Association

17 - Trust Deed

18 - 12A Registration

19 - 80 G Registration

20 - Partnership Deed

21 - Registered Office Address Proof

22 - Address Proof

23 - Driving Licence

24 - Passport

25 - Ration Card

26 - Birth Certificate

27 - Marriage Certificate

28 - Identity Proof - others

29 - Election Card

30 - AADHAR Card
 31 - Import Export Code No

32 - EPCG Licence

33 - Trust Registration Certificate

34 - Society Registration Certificate

35 - Co Operative Society Registration Certificate

36 - Application forms

37 - Recovery Notices / Replies

38 - List of Partners

39 - List of Trustees

40 - List of Directors

41 - Notice from Income Tax

42 - Reply to Income Tax

43 - Bank Statements

44 - LIC Receipts and Statements

45 - Mutual Fund Receipts and Statements

46 - Stock Holding Statements

47 - Insurance Policies and Receipts

48 - PF Pass Book

49 - Form No. 16

50 - Form NO. 16 A

51 - Pan Acknowledgement

52 - TAN Acknowledgement
 53 - Computation of Income

54 - Acknowledgement of ITR

55 - Acknowledgement of Service Tax Return

56 - Acknowledgement of Excise Return

57 - Acknowledgement of VAT

58 - Acknowledgement of TDS Return

59 - Intimation of Return - Income Tax

60 - Intimation of Return - Excise

61 - Intimation of Return - Service Tax

62 - Intimation of Return - VAT

63 - Refund Payment Advices

64 - 26AS

65 - Non filing Notices Income Tax

66 - Non filing Notices Service Tax

67 - Non filing Notices Excise

68 - Non filing Notices VAT

69 - Non Receipt Notices Income Tax

70 - Non Receipt Notices Service Tax

71 - Non Receipt Notices Excise

72 - Non Receipt Notices VAT

73 - RTI Applications

74 - Petitions
 75 - Other

76 - Draft Financial Statements

77 - Draft Balance Sheets

78 - Draft Profit and Loss Accounts

79 - Draft Trading Accounts

80 - Draft Ledger Accounts

81 - Audit Notes

82 - Audit Querries

83 - Discussion paper with client

84 - Discussion PPT

85 - Other Working Papers

86 - Checklists

87 - Assessment Order of Service Tax

88 - Assessment Order of Excise

89 - Assessment Order of VAT

90 - Assessment Order of Customs

91 - Appellate Order of Income Tax

92 - Appellate Order of Service Tax

93 - Appellate Order of Excise

94 - Appellate Order of Customs

95 - Appellate Order of VAT

96 - Court Orders
 97 - RTI Orders

98 - Certificates

99 - Other Miscellaneous Reports / Orders

100 - Permanent Account No. (PAN)

101 - Statutory Audit Report

102 - Trust Audit Report

103 - Tax Audit Report

104 - Mat Audit Report

105 - Transfer Pricing Audit Report

106 - Vat Audit Report

107 - Secretarial Compliance Report

108 - Due diligence Report

109 - DRHP

110 - Assessment Order of Income Tax

111 - Project Report

112 - CMA Data

113 - DSC

114 - business

115 - vat return fujairah

6.2 File Location Master

6.3 File label Master
 6.4 Inward
6.4.1 New Inward Document - STEP 1

Inward via: Telephone/ Fax . Letter/Courier, Email, Personal, Client Login

Employee: Multiselect

Date Default: Today's Date

 6.4.2 New Inward Document - STEP 2 (Pop up)

Name - Document Name Master

Format: Original Hard copy, Xerox copy, Soft copy

File location: File location Master

File label: Depending on File location

 6.4.3 Inward Documents List

Inward Type: For Office / For Client

Status: Pending / Verified

Inward Via: same as before

 6.5 Outward
6.5.2 Outward Document Add New

Document Type: Original / Xerox / Soft Copy

By Way: Inward Via same as above

6.5.3 Otward Document List