Select User
Effort
Notifications
Leave Requests
Manage time-off requests and balances
Requests
Calendar
Request Leave
Type
Start Date
End Date
Reason
Contracts
Track consultant contracts, renewals, and documents
| Consultant | Type | Start | End | Status | Actions |
|---|
Add Contract
Consultant
Contract Type
Start Date
End Date
Notes
Attachment
Document Storage
Per-user document vault — NDA, tax forms, certificates, IDs
| User | Document | Category | Uploaded | Actions |
|---|
Upload Document
User
Category
File
Notes
Audit Log
Track all system changes — who did what and when
Log Level:
Retention:
Max Entries:
Timestamp
User
Page
Severity
Action
Details
Salary Payment Summary
NOT Billable
Current Month Effort
Profile
App Info
Theme
Preferences
Currency
Date Format
Timezone
Database Connection
Host
Port
Database
Username
Password
Connected
Changes are UI-only in this version. Reconnecting requires a page refresh with updated credentials.
Payment Fee Rates
Display Options
Show Transfer Column
Crypto: unpaid + fee total
Compact Rows
Reduce table row padding
Data Source Info
Table
Records Loaded
Line Items
Last Updated
Import Data from CSV
Effort / Time Entries
consultant,project,customer,date,hours,billable,notes
Click or drag a CSV file to import effort entries
Rates
consultant,rate_type,rate,currency
Click or drag a CSV file to import rates
Notifications
Invoice RemindersEnd-of-month submission alerts
Timer Idle AlertPrompt after 30min inactivity
Approval UpdatesTimesheet approval status changes
Browser NotificationsRequires browser permission
Working Hours
Invoice Defaults
Default Payment Method
Default Due Date Offset
Default Invoice Notes
Security
Auto-Lock Timeout
Auto-lock will redirect to login after the specified period of inactivity.
Export / Import Data
Export saves all localStorage data as JSON. Import restores from a backup.
Cloud Backups
Auto-backup:
Keep:
No backups yet. Click "Backup Now" or enable auto-backup.
Data Management
These actions are irreversible. Consider exporting a backup first.
Keyboard Shortcuts
Recent Activity Log
Build & Performance
Bug Tracker
Test Runner
Output Log
No test runs yet. Click "Run All" to start.
The deploy script
./deploy.sh runs the full Playwright test suite automatically before deploying. Deploy is blocked if any test fails.
Use ./tests/run_tests.sh to run tests independently.
| Name | Department | Role | Status | Rate | Type | Onboard |
|---|
| Project | Customer | Billable | Status |
|---|
Add Project
Project Name
Customer
Billable
Status
| Customer | Contact | Projects | Status |
|---|
Add Customer
Customer Name
Contact Email
Status
PayPal Connection
Connect your PayPal account to enable payouts
Client ID
Secret
Mode
Payout Settings
Default Currency
Email Subject
Email Message
Payout History
| Date | Recipient | Amount | Status | Batch ID |
|---|
Payoneer Connection
Connect your Payoneer account to enable payouts
Partner ID
Username
API Password
Mode
Payout Settings
Default Currency
Payment Description
Payout History
| Date | Recipient | Amount | Status | Payment ID |
|---|
Office 365 Connection
Configure Microsoft Entra ID (Azure AD) app registration
Tenant ID
Client ID (Application ID)
Client Secret
Domain
API Permissions
Required Microsoft Graph permissions for this integration
User.ReadWrite.All
Create and manage user accounts
Mail.Send
Send emails on behalf of users
Directory.ReadWrite.All
Read and write directory data
Organization.Read.All
Read organization information
License Assignment
Default license to assign to new user accounts
Default License SKU
Email Configuration
Default settings for new mailboxes
Email Format
Usage Location (ISO country code)
Default Password Policy
Provisioned Accounts
| User | License | Status | Provisioned |
|---|
Onboarding Configuration
Configure the onboarding wizard for new consultants
Welcome Message
Required Steps
New Task
Title
Description
Status
Priority
Assignees
Project
Due Date
Tags (comma-separated)
Blocked By
Recurring
Time Logged
hrs
Watchers
Subtasks
Task Templates
Customer Charge Rates
Set the billing rate per consultant that customers pay for services
%
| Consultant | Customer | Project | Charge Rate ($/hr) | Cost Rate ($/hr) | Margin | Effective From |
|---|
Customer Invoices
Generate and manage invoices for customers
| Invoice # | Customer | Period | Issue Date | Due Date | Hours | Amount | Status | Actions |
|---|
Bank Statements
Upload and manage bank statement files (CSV format)
| Date | Description | Credit | Debit | Balance | Category | Actions |
|---|
Expense Categories
Manage categories and categorize bank transactions
Expense Summary by Category
| Category | Transactions | Total Amount | % of Total |
|---|
Profit & Loss Report
Revenue, costs, expenses, and net profit summary
Revenue
| Customer | Hours | Rate | Amount |
|---|
Contractor Costs
| Consultant | Hours | Cost Rate | Amount |
|---|
Operating Expenses
| Category | Transactions | Amount |
|---|
Add User
Full Name
Email
Department
Role
Status
Rate ($)
Rate Type
Payment Method
Payment Address
00:00:00
📋 Entry Templates
✎
Draft
→
Sent
✓
Paid
Invoice Details
No payment method
Change
One-time Charges
Notes & Terms
Charge Templates
Select a conversation or start a new one
New Conversation
Broadcast Announcement
Forward Message
Full Name
Email
Department
Role
Status
Rate
Rate Type
Payment Method
Payment Address / Account
Change Password
Current Password
New Password
Confirm Password