Overview

Profit & Cost (Monthly)

Companies
{{dashStats.companies||0}}
Documents
{{dashStats.documents||0}}
Staff
{{dashStats.staff||0}}
Revenue
RM {{(dashStats.total_revenue||0).toLocaleString()}}
Expenses
RM {{(dashStats.total_expenses||0).toLocaleString()}}
Net Profit
RM {{(dashStats.net||0).toLocaleString()}}

Companies

NameSSMTypeActions
{{c.name}}{{c.ssm||'-'}}{{c.type||'-'}}EditDelete

Profile

{{(user.name||user.email||'?')[0].toUpperCase()}}
Tap photo to change

My Info

Name: {{user.name||'-'}}
Email: {{user.email}}
Phone: {{user.phone||'-'}}
Role: {{user.role||'admin'}}
Role: {{user.role||'admin'}}

Change Password

{{pwMsg}}

Manage Users

Free: 2 users included. Additional user: RM100/user

{{u.name||u.email}}
{{u.email}} · {{u.role||'staff'}}
Remove You

Staff

NameCompanyRolePhone
{{s.name}}{{getCompanyName(s.company_id)}}{{s.role||'-'}}{{s.phone||'-'}}
No staff added yet

{{currentCompanyName}}

Documents
Accounting
Marketing
SSM
Lesen
Staff

Upload any file — agreements, letters, sewa, receipts, anything

PDF, image, Word, Excel

All Documents

FileDateActions
{{d.filename}}{{d.doc_date||d.created_at||'-'}}DownloadDelete
No documents yet. Upload files above.

Upload invoices, receipts, or bank statements

⚠️ AI scanning temporarily disabled

Scanned Documents

FileVendorAmountCategoryStatus
{{d.filename}}{{d.vendor||'-'}}RM {{Number(d.amount||0).toLocaleString()}}{{d.category||'-'}}{{d.status}}Delete
No accounting documents yet.

Reports

Generating {{reportType}} report...
RevenueRM {{Number(pnlData.total_revenue||0).toLocaleString()}}
{{r.description}}RM {{Number(r.amount||0).toLocaleString()}}
ExpensesRM {{Number(pnlData.total_expenses||0).toLocaleString()}}
{{e.description}}RM {{Number(e.amount||0).toLocaleString()}}
Net ProfitRM {{Number(pnlData.net_profit||0).toLocaleString()}}
DateDescriptionIn (RM)Out (RM)Balance (RM)
{{row.date}}{{row.description}}{{row.cash_in?Number(row.cash_in).toLocaleString():''}}{{row.cash_out?Number(row.cash_out).toLocaleString():''}}{{Number(row.balance||0).toLocaleString()}}
Total In: RM {{Number(pnlData.total_in||0).toLocaleString()}}Total Out: RM {{Number(pnlData.total_out||0).toLocaleString()}}Net: RM {{Number(pnlData.net||0).toLocaleString()}}
AccountDebit (RM)Credit (RM)
{{row.account}}{{row.debit?Number(row.debit).toLocaleString():''}}{{row.credit?Number(row.credit).toLocaleString():''}}
Total Debit: RM {{Number(pnlData.total_debit||0).toLocaleString()}}Total Credit: RM {{Number(pnlData.total_credit||0).toLocaleString()}}
Select report type, period, and click View.

Upload marketing materials — flyers, banners, social media content

Any file format

Marketing Materials

FileDateActions
{{d.filename}}{{d.doc_date||d.created_at||'-'}}DownloadDelete
No marketing materials yet.

Campaigns

CampaignPlatformBudgetStatus
{{c.name}}{{c.platform}}RM {{Number(c.budget||0).toLocaleString()}}{{c.status}}Delete
No campaigns yet.

Upload SSM documents (Form 9, 24, Annual Return)

SSM Documents

FileTypeDateStatus
{{d.filename}}{{d.doc_type||'SSM'}}{{d.doc_date||'-'}}{{d.status}}Delete

Upload business licenses & permits

Licenses & Permits

FileLicenseExpiryStatus
{{d.filename}}{{d.vendor||'-'}}{{d.doc_date||'-'}}{{isExpired(d)?'EXPIRED':'Active'}}Delete

Staff

NameRolePhoneActions
{{s.name}}{{s.role||'-'}}{{s.phone||'-'}} EditDelete
No staff for this company

NAS Storage

Capacity
8 TB
Status
● Standby

NAS Settings

Enable WebDAV on your UGREEN NAS: Settings → File Services → WebDAV → Enable

{{nasPath}}

Loading...
NameSizeAction
📁 📄 {{f.name}} {{f.size}}

Notes & Reminders

URGENT {{n.company||'General'}} ×

{{n.title}}

{{n.content}}

{{isOverdue(n)?'⚠️ OVERDUE':'📅'}} {{n.due}}
No notes yet. Click + Add Note to create one.

Companies

{{c.name}}
{{c.ssm||'No SSM'}}
No companies yet. Add one to get started.
Izzo AI×
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