Total Sales (This Month)
—
Step 12
Total Expenses (This Month)
—
Step 12
Net Profit (This Month)
—
Step 12
Cash + Bank
—
Step 12
Total Stock Value
—
Step 12
Accounts Receivable
—
Step 12
Accounts Payable
—
Step 12
Low Stock Alerts
—
Step 12
Top 5 Selling Products
Will populate in Step 12 once Inventory is built
Recent 5 Journal Entries
Will populate in Step 12
Journal Entry
Record business transactions with double-entry bookkeeping
| JV Number | Date | Narration | Reference | Amount | Status | Actions |
|---|
Company Name
General Ledger
Ledger & Reports
General Ledger — full transaction history per account
Filters & Toolbar
▼
| Date | JV Number | Reference | Narration / Description | Debit | Credit | Balance |
|---|---|---|---|---|---|---|
| Pick an account above to view its ledger | ||||||
Chart of Accounts
All accounts
| Code | Account Name | Type | Sub-Category | Status | Actions |
|---|
Inventory — Products
Master list of products with stock levels and valuation
| Code | Product Name | Unit | Stock Qty | Avg Rate (PKR) | Stock Value (PKR) | Status | Actions |
|---|
Parties
Customers & Suppliers register
| Code | Account | Name | Phone | City | Outstanding (PKR) | Status | Actions |
|---|
Users & Access
Manage user accounts and role-based permissions · Admin only
Admin
Full access to all modules including Users & Settings
Accountant
Full accounting & inventory access · No admin panels
Asst. Accountant
Draft JEs · Stock IN/OUT · View reports only
Viewer
Read-only access · Cannot post or modify any data
📋 Permission Matrix
▼ Show
User Accounts
| USER ID | FULL NAME | ROLE | STATUS | CREATED | ACTIONS | |
|---|---|---|---|---|---|---|
| Loading users... | ||||||
STEP 11
Settings
Company info display (read-only from CONFIG), Period management, Backup info. Period close is manual Admin action (D10) — system never auto-closes.
⚙️ Admin-only access · Coming after Users