Today
💰 Received Today: ₹0
📤 Given Today: ₹0
⏳ Pending: 0
📝 Today's entries: 0
👤 —
Total Retailers
0
—
Total Due
₹0
0 retailers pending
Approval Pending
0
₹0 pending
Paid This Month
₹0
0 payments
Refile Due
0
—
⚠️ Top Balance (Highest balances)
⚡ Quick Actions
Add Retailer
Payment Received
Stock Given
Approvals
My Entries
WhatsApp
📅 Recent Activity
📈 Sale vs Receive Graph
📈 Last 7 Days
📸 Recent Screenshots
📦 Stock Given — Retailers
💰 Payments Received — Retailers
🏪 Retailer Directory
💰 Ledger / Balance Overview
📒 Retailer-wise Ledger
| Retailer | Total Given 📤 | Total Received 💰 | Balance ⚠️ | Pending ⏳ | Days Overdue | Actions |
|---|
📜 Ledger — Saari Transactions
Transaction History
| Date | Retailer | Type | Amount | Mode | Entry By | Status | Proof | Notes |
|---|
✅ Approvals — FSE Entries
Field staff have submitted these payment entries. Review the screenshot or cash mention and approve — only approved entries count in the ledger.
🕓 Recent Decisions
📒 My Entries
Your submitted entries — they become final once the admin approves them.
| Date | Retailer | Type | Amount | Mode | Proof | Status |
|---|
👥 Team — Staff & Managers
➕ Create New Field Staff
Share this password with the field staff — they can change it later
💡 A new login will be created and this person will be able to sign in immediately as Field Staff (limited access — no admin settings).
👤 Team Members
🔄 Refile Tracker
🔄 Refile Schedule
| Retailer | Last Refile | Next Refile Due | Days Remaining | Plan | Action |
|---|
📸 Payment Screenshots
Saved Screenshots
💬 WhatsApp Integration
WhatsApp Business API
Status:
Not Configured
API Token / Access Token
⚠️ This token is stored securely in your Firebase account (Firestore), protected by security rules. Never share your login or backup JSON file with anyone.
Phone Number ID
Business Account ID
Sender Number
ℹ️ Use Meta Business Suite → WhatsApp API → Access Tokens. For testing, use Ultramsg/WatiApp tokens.
📨 Message Templates
📤 Manual Send
⏰ Auto Reminders
🔔 Reminder Rules
Due Payment Reminder
Auto send when payment is overdue by set days
days
Refile Due Reminder
Alert before refile date expires
days before
Payment Received Confirmation
Auto send confirmation when payment recorded
Weekly Summary
Send weekly dues summary to self
Balance Low Alert
Alert when balance drops below threshold
₹
📋 Reminder Log
⚠️ This check runs only while this page is open in the browser — if you close the tab or shut down your PC, reminders pause. They will catch up next time you open the app.
⚙️ Settings
Business Info
Default Refile Cycle
Data Management
☁️ Data is stored securely in database — login from any device to see the same data. CSV is for viewing in Excel. JSON backup does not include ledger transactions or screenshots (those live in separate cloud subcollections) — restore always from a JSON backup.