Bookkeeper Portal
Welcome, Neha · 6 clients assigned
6
Assigned Clients
1 new this month
4
Pending Tasks
1 overdue
2
Pending Recon
186 transactions
24
Journal Entries
This month
My Tasks
4/8 done todayReconcile HDFC bank — Verma Tech (May)
Done · Jun 14
Enter June salary entries — Khanna & Associates
Done · Jun 14
Generate Q1 P&L — Sharma Textiles
Done · Jun 13
Upload receipts — Khatri Group (May)
Done · Jun 12
File VAT Return-3B — Verma Tech Solutions
Due Jul 20 · Prepare now
Reconcile SBI account — Khanna & Associates
Due Jun 16
Categorize 42 uncategorized transactions
Verma Tech · Bank import
Prepare June balance sheet — Sharma Textiles
Due Jun 20
My Clients
All 6 →VT
Verma Tech Solutions
VAT + Full books · Since Jan 2025
KA
Khanna & Associates
Full bookkeeping · Since Apr 2025
ST
Sharma Textiles
Reports only · Since Feb 2026
MG
Khatri Group
VAT + Payroll · Since Jun 2025
This Month
142
Transactions
24
Journal Entries
6
Reports Sent
18h
Hours Logged
Recent Journal Entries
| Date | Ref # | Description | Client | Debit | Credit | Account |
|---|---|---|---|---|---|---|
| Jun 14 | JE-0142 | Salary expense — June 2026 | Verma Tech | Rs 8,40,000 | – | Payroll |
| Jun 13 | JE-0141 | eSewa receipt — Agarwal Traders | Verma Tech | – | Rs 55,000 | A/R |
| Jun 12 | JE-0140 | Office rent — June 2026 | Khanna & Assoc. | Rs 45,000 | – | Rent |
| Jun 11 | JE-0139 | Google Ads — June campaign | Verma Tech | Rs 84,000 | – | Marketing |
| Jun 10 | JE-0138 | ConnectIPS receipt — Khatri Group | Verma Tech | – | Rs 1,20,000 | A/R |