| S/N | Customer | Grouping | OE | Request | Status | Remarks | |
|---|---|---|---|---|---|---|---|
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| Month / Year | Total | Settled | Not Settled | Pending | Submitted | Awaiting Client |
|---|---|---|---|---|---|---|
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| S/N | Customer | LD month | LD amount | CN No | OE | LD request date | Approval | CN issued | Related Inv | Related Inv Date | Remarks | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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| Customer | Checkpoint | Current | 1–30 | 31–60 | 61–90 | >90 | Total | Inv Mth | Credit Terms | Remarks | Collection status | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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| S/N | Customer | Site Name | Site Code | Billing Month | Amount | |
|---|---|---|---|---|---|---|
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| S/N | Customer | Amount | Receipt Date | Remarks | |
|---|---|---|---|---|---|
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How access works
- Finance/Editor — full access to everything, including Manage Access (create accounts, set and reset passwords). There must always be at least one.
- Finance — same day-to-day access on every page (add, edit, delete, import, export, statuses, Check Match) except Approve / Hold on LD → CN Approvals. Manages Finance, Approver, Status Updater and Viewer accounts only; cannot assign or change Finance/Editor accounts.
- Approver — views everything; can Approve or Hold a CN on LD → CN Approvals. Nothing else.
- Status Updater — Submission tab only; can switch a submission between Pending and Submitted (either way).
- Viewer — read-only.
- Viewer + Remote tab access — a Viewer (read-only everywhere) who can also use the Remote Site P&L tab fully (HSS): add, edit and delete sites, costs and revenue there. Only a Finance/Editor can give it.
- Passwords — nobody can change their own. Finance/Editor (or Finance, for accounts it manages) sets the first password and resets others. Stored hashed; never viewable.
Team accounts
| Name | Username | Role | Entity Access |
|---|