Dashboard Overview
Total Clients
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Active accounts
Total Users
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Registered users
Queries Today
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AI queries processed
Queries This Month
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Total this month
Recent Query Activity
| Time | User | Client | Query | Status |
|---|---|---|---|---|
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Client Management
| Client Name | Subdomain | Database | Plan | Status | Created | Live posting | Actions |
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User Management
| Name | Client | Role | Type | Plan | Queries | Last Login | Actions | |
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Account Corrections
Per-account classification
| Code | Name | Section | Subsection | Line category | Locked | Actions |
|---|---|---|---|---|---|---|
| Select a client to see its accounts. | ||||||
Account Classification Mappings
Total Mappings
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Xero
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QuickBooks
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Classification Mappings
| Source System | Source Type | Source Class | Unified Class | Statement | Section | Order | Actions | |
|---|---|---|---|---|---|---|---|---|
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Field Mapping Manager
🔗
Select a Source System
Choose a system from the sidebar to manage its field mappings
Entity Matching
Review Suggestions 0
Master Records
Unlinked Contacts
Query Logs
| Timestamp | User | Client | Query | Tool | Time (ms) | Status |
|---|---|---|---|---|---|---|
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🔐 Login Audit Log
Last 24 Hours
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Failed (24h)
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Last 7 Days
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| Timestamp | Name | Status | Reason | IP Address | Subdomain | |
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🧾 VAT Configuration
All Clients - VAT Overview
| Client | VAT Registered | VAT Scheme | Period | Cash Basis | Partial Exemption | VAT Number |
|---|---|---|---|---|---|---|
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Select Client
🏛️ Associated Companies
Select Client
📋 Why this matters: Associated companies share Corporation Tax thresholds. If a client has associated companies, the £50,000 small profits threshold and £250,000 upper limit are divided by (1 + number of associated companies).
🏭 Fixed Assets Register
Select Client
👔 Director Details
Select Client
🏠 Property Portfolio
Select Client
📊 Tax Rates Configuration
View and manage UK tax rates used by property tools. Update when HMRC announces rate changes (e.g. Budget).
| Rate Type | Tax Year | Band | From | To | Rate | Flat Amount | Notes | Actions |
|---|---|---|---|---|---|---|---|---|
| Loading tax rates... | ||||||||
🔗 Marketplace Integrations
Select Client
📒 Journal Automation
Select Client
📄 Document Scanning Overview
Enabled Clients
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with scanning active
Documents This Month
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across all clients
Pending Review
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awaiting approval
Published
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sent to accounting
All Clients — Scanning Status
| Client | Status | Usage | Pending | Published | Last Upload | Reminders | Email Address |
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Schema Health
Whether every client database — and the template new clients are copied from — has every table and column the features need. Drift here is invisible until someone opens a screen and finds it empty.
Client databases
| Database | Client | Tables | Columns | Status | Missing |
|---|---|---|---|---|---|
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