Upload your trial balance (ميزان المراجعة) Excel to generate IFRS financial statements.
Annual financial report / التقرير المالي السنوي
Comparative: —
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Sales and receivables at a glance.
Total sales0.000 invoices
Collected0.00—
Outstanding0.000 customers
Due (overdue)0.00Not due: 0.00
Sales by rep
Outstanding: due vs not due
Breakdown by sales rep
Sales rep
Customers
Invoices
Sales
Collected
Outstanding
Due
Filters
Orders0
Total value0
Completed00%
Remaining0
Paid (advances)0
Avg progress0%
RFQ
Customer
Rep
Activity
Department
Employee
Items
Date
Done — count—
Done — value—
Pending — count—
Pending — value—
Avg days to ready—
Pending orders
Order
Customer
Rep
Stage
Lifecycle
Value
Duration
Average days per stage
Overdue orders
Order
Customer
Stage
Days in stage
Target
Overview / نظرة عامة
By activity / حسب النشاط
Order
Ref #
Customer
Rep
Activity
Amount
Invoiced
Paid
Balance
Progress
Date
Invoiced total—
Collected—
Outstanding—
Invoices—
Invoice
Customer
Rep
Total
Paid
Balance
Order left
Due
Status
Name
Email
Phone
Sales rep
Total outstanding0.00
Due (overdue)0.00
Not due yet0.00
Customer
Sales rep
Outstanding
Due
Not due
1–30
31–60
61–90
90+
Name
Email
Phone
Annual target
Login
Configure your company, team, workflow, and rules.
Company profile (invoice header & bank)
These details appear on the bilingual proforma invoice. Click your logo box to upload an image.
Bank details
Required customer fields (before an order can be created)
Tick the fields a customer must have filled before any user can create an order for them.
Notification rules
Choose which alerts the system generates, and their thresholds. Alerts appear in the bell icon, targeted by each user's role.
Departments
Name
Order
Activities
Name
Ref code
Annual target
Employees
Give an employee a username + password and they can sign in to see the orders routed to them or their department.
Name
Department
Login
Rate
Workflow stage library
Define reusable stages once, then build each order type’s path from them. Click a stage name (or ✎) to rename it; use ↑↓ to reorder. A stage may map to a department so approving it moves the order there.
Order types & paths
Define each order type and the ordered path of departments it passes through. New orders pick a type, which sets their stages.