Team Tasks — All Outlets

To add new projects or tasks, open that outlet's own Team Tasks page. From here you can view everything, tick tasks done, or edit/delete.

Daily Entry

This date already has a saved entry — only Admin can edit it. Pick a different date to add a new entry.

Add Transaction

Petty Cash Purchase and Petty Cash Other Expenses entered in the Daily Expense Sheet appear here automatically — use this form only for cash top-ups or expenses outside the Daily Expense Sheet.

Opening balance for : Save

Purchase Dashboard

Add Item

Items are shared across all outlets' sections; each section tracks its own opening stock and daily quantities against this list.

Set Opening / Closing Stock

Every month's Opening Stock is now automatic — it's always last month's Stock In Hand (or the previous month's locked Closing Stock, if one was set), carrying forward on its own every month-end. "Starting Balance" only matters for the very first month you ever track an item; after that it has no effect and the Auto figure above is what's actually used. Closing Stock is NOT limited to the current month — change the Month field above to any past month (or use "Edit Previous Month" for a one-click jump) to correct that month's figure after a real physical count, e.g. one done a few days into the next month once actual stock is verified; the correction becomes the locked anchor for every month from then on. The monthly summary below is a read-only rollup of daily entries.

Outlet Transfer →

Move stock already purchased at the From outlet above to the To outlet — pick which outlet to send to using the Section dropdown ("Transfer → ..."). This does not count as a new purchase — Total Purchase for the company stays exactly the same; only each outlet's stock and value shift between them.

Add Vendor

Vendors are per-outlet. Opening balance is what was owed to this vendor as of the date given — everything after is tracked below as debits (new bills) and credits (payments).

Add Client

Opening balance is whatever this client already owed as of the date given — everything after is tracked below as Invoices (Debit) and Payments Received (Credit). Billing address and GSTIN are optional here, but a client needs at least one saved address before a GST Bill can be created for them — fill these in now (or add one later from GST Billing → Billing To — Client & Address Master) so the client is immediately ready to bill.

Billing To — Client & Address Master

Maintain each client's own billing addresses here — a single client (e.g. ABC Hospitality Pvt. Ltd.) can have several addresses (Kochi, Bangalore, Trivandrum...), each carrying its own GSTIN. These are the SAME clients tracked in the Client Ledger above — adding one here also adds it there, and vice versa.

Create GST Bill

Bill No. is generated automatically (financial-year sequenced). Admin can type over it to override when needed — everyone else cannot.

Bills —

Add Item

Items and vendors here are separate from Purchase & Issues and the normal Vendor Ledger — this is its own B2B item and vendor list.

Add Item

Items here are their own list — separate from the B2B Bakery Issue (raw-material purchase) sheet above and from Purchase & Issues. This sheet tracks finished goods actually produced each day: item, price, quantity produced, and total amount.

Add B2B Vendor

These are B2B bakery-supply vendors, kept separate from the normal Vendor Ledger's vendors. Opening balance is what was owed to this vendor as of the date given — everything after is tracked below as debits (new bills) and credits (payments/returns).

Add Event

Add Vacancy

Add Staff

New staff are added to the outlet selected above. Salary can be left blank and filled in later from the table below.

Manage Departments

Click a department name to rename it — this updates every staff member currently in it too. Use ✕ to remove an empty department. New departments show up here immediately, ready for staff to be added into them.

License / Renewal

If Issue Date is left blank, the status colour assumes a 1-year validity window ending at the Expiry Date.

Payment Event

Click any event chip on the calendar to edit or remove it, or add a new one here. Role is the bolded actor shown on the chip (Accounts / OMs / Owners), and is optional for Holiday/Other types.

Add Other Income / Expense

Property Details (printed on the invoice)

Asset Item

Quantity is the expected/book count for this asset. Once added, the team can enter each month's actual physical count directly in the table below.

Data Backup

Download a complete copy of every company's data (all outlets, all months) as one file. Keep it somewhere safe — it is your own independent copy, separate from the cloud database.

Change History

Who added, edited or deleted what, with the old value. Deletions are shaded red. History starts from the day this feature was switched on.

Add User

Admin can edit and delete any saved record. Manager and Staff can add new entries and save, but once something is saved, only Admin can go back and edit or delete it. This is a simple sign-in screen to keep casual access tidy — it runs entirely in this browser with no server, so it isn't real security. Anyone with access to this device/file can still open dev tools and bypass it.

Team Tasks — Consolidated Task Sheet

No projects yet for this outlet. Click "+ New Project" to start one — give it a name and a start/end date, then add tasks below.

Add Task

Pending tasks always stay at the top. Tick "Done" on a task and it automatically moves to the bottom of the list.