| Name | Company | Phone | Status | Value | Actions |
|---|
| Project | Client | Due | Status | Priority | Assigned Accountant | Budget | Actions |
|---|
| Task | Project | Assignee | Status | Priority | Due | Files | Actions |
|---|
LIVE TIMER
00:00:00
Ready to track
| Description | Project | Member | Date | Duration | Billable | Actions |
|---|
| Member | Phone | Role | Dept | Status | Actions |
|---|
Run Financial Report
Filter financial entries and group totals by date, Freelancer ID, or Client ID.
| Group | Entries | Income | Expenses | Net |
|---|
| Report Name | Type | Period | Created | Status | Actions |
|---|
| Description | Type | Party | Freelancer ID | Client ID | Amount | Status | Date | Actions |
|---|
Data & Backups
Upload a previously downloaded CRM backup file to replace the current data. Backups must be JSON files created by this CRM.
Accepted format: .json · Uploading a backup replaces the current CRM data.
Preview permissions as
Preview another team role without changing your Super Admin account or removing any team member.
Team Member Permissions
Control which sections each team member can view and edit.
Users
My Profile
Security
System Users
| Name | Role | Dept | Status | Last Login | Actions |
|---|
Change Password
Accounting Team
Head Accountant can manage accountants and assign projects.
| Team Member | Role | Project | Status | Time | Last Update | Action |
|---|
Live Report shows active Accountants and Head Accountants, their current project, timer status, and tracked time. Status syncs across computers via the server every few seconds while this page is open. Super Admin can force logout an accountant's active session from the Action column.
| Item | Type | Deleted By | Date | Actions |
|---|
💬 Groups
Select a group to start chatting