🔔 Notifications
⚙ General
Enable Notifications
Turn on/off all reminders
Turn on/off all reminders
Browser Popup
OS-level popup notification
OS-level popup notification
Check Interval
How often to check
How often to check
📅 Hari Sebelum Due
📋 Invoice / AR
hari
💸 Bill / AP
hari
✅ Task
hari
🕐 Overdue selepas
hari
🔔 Jenis Notification
📲 Telegram Notification
Hantar ke Telegram
Aktifkan notification ke bot Telegram
Aktifkan notification ke bot Telegram
🧪 Test
⚡ Urgent Tasks
✓ No urgent tasks
🔔 Client Alerts
✓ All clients clear
Sales Overview
Purchasing Overview
Recent Sales
Recent Purchases
Sales Records
| # | Date | Company | Description | Gross | Discount | Net Sales | Cancel | Short/Over | Refund | Final Net | Status | Actions |
|---|
🗂 Filing Cover
Purchasing Records
| # | Date | Company | Supplier | Category | Description | Amount | Tax | Total | Status | Actions |
|---|
Documents
All
Invoice
Receipt
Quotation
Purchase Order
Payment Voucher
| # | Doc No | Date | Type | To | Amount | Status | Actions |
|---|
Client Companies
Company Profiles
Recurring Invoice
Set up monthly/weekly invoices yang auto-generate reminder. Sistem akan alert kau bila masa nak hantar invoice kepada client.
Tiada recurring invoice. Klik "+ Add Recurring" untuk tambah.
💰 Salary Disbursement
Salary Records
| # | Period | Title | Employees | Gross (RM) | Net (RM) | Status | Actions |
|---|
Deadline Calendar
Tiada deadline. Klik "+ Add Deadline" untuk tambah.
Time Tracking
Engagement Tracker
Track status setiap client engagement — onboarding, active, renewal, churned. Pantau contract renewal dan nilai setiap client.
Profile Users
Cipta login berasingan untuk setiap profile. User akan nampak dan boleh edit data profile mereka sahaja — profile lain tersembunyi.
💡 Contoh: User phion_user login → nampak Phion Sdn Bhd sahaja. User mp_user login → nampak MP Freelance sahaja.
Tiada profile user. Klik "+ Add Profile User" untuk tambah.
Client Portal Management
Bagi setiap client access untuk view invoice, receipt, dan dokumen mereka sendiri. Client login dengan username & password yang kau set.
💡 Cara guna: Set username & password → Kongsi dengan client → Mereka login dan view dokumen mereka sahaja.
Tiada client portal account. Klik "+ Add Client Login" untuk tambah.
Reports
Document Dashboard
↓ Incoming (Payment Received)
↑ Outgoing (Issued / Billed)
All Documents
| # | Doc No | Date | Type | Direction | To / From | Subtotal | Discount | Total | Status | Actions |
|---|
Task Dashboard
⏳ PENDING
⚙ IN PROGRESS
✓ DONE
✕ CANCELLED
Tasks by Category
Tasks by Assignee
📅 Upcoming Due (Next 14 Days)
All Tasks
| # | Title | Profile | Client | Assignee | Category | Priority | Start | Due | Status | Actions |
|---|
Tasks & Activities
| # | Title | Profile | Assignee | Category | Priority | Start | Due | Status | Actions |
|---|
Transactions (Cash Book)
0 transactions
| Ref. No. | Date | Type | Category | Company | Description | Notes | Profile | Amount | Actions | |
|---|---|---|---|---|---|---|---|---|---|---|
Invoices & Accounts Receivable
| Invoice No. | Client | Profile | Date | Due Date | Subtotal | SST | Amount | Status | Actions |
|---|
Bills & Accounts Payable
| Supplier | Bill No. | Description | Category | Due Date | Amount | Status | Actions |
|---|
Financial Reports
Profit & Loss
Balance Sheet
Cash Flow
⚖ Bank Reconciliation
Bank Accounts
Quick:
Bank Transactions
✦ AI Financial Analysis
🔑 AI API Keys
Sistem akan guna Groq (utama) → fallback ke Gemini secara automatik. Set sekurang-kurangnya satu key.
⚡ Groq API Key (PERCUMA — Utama)
Dapatkan key percuma di console.groq.com → "Create API Key". Laju & stabil.
🔑 Gemini API Key (PERCUMA — Backup)
Dapatkan key percuma di aistudio.google.com → "Get API key" → "Create API key".
📊 Financial Summary
📋 AR / Invoices
💰 Cash Flow Forecast
🛒 Spending Analysis
❤️ Financial Health
🏥 BK Health Check
🇲🇾 LHDN Advisor
📊 Dashboard Financial Summary
Klik "▶ Analyse" atau "▶ Run Full Analysis" untuk mula.