Employee Report

Dashboard

Overview across all employees, all time.

Profit by employee

Employees

Maintain each person's rate and the client address the invoice is emailed to.

Clients

Your client master — name, contact and address. Assign clients to employees (with their rate, VAT & invoice code) on the Employees tab.

Monthly Entries & Invoices

Log days worked per month, generate the invoice, email it, then maintain the settlement figures.

Profit Report

Net profit per entity = (net invoiced − paid − income tax − NI) − business expenses. VAT is excluded (pass-through).

VAT Report

Output VAT charged to clients − input VAT paid on expenses = the net VAT to pay or reclaim. Grouped per entity & currency. Excludes draft invoices.

Expenses

Business expenses per entity (accountant fees, office rent, travel, etc.). These reduce the entity's profit. Attach the receipt/invoice to each.

Legal Entities

Each invoice is issued under one entity (address, VAT default, logo). Bank accounts belong to an entity — an entity can have several.

Bank Master — accounts

Maintain each account's number, IBAN, sort code, SWIFT/BIC and routing. Assign accounts to employees on the Employees tab.

Settings

Company details shown on every invoice, plus invoice numbering and VAT default.

Email sending credentials (SMTP for accounts@herambatech.com) live in the .env file, not here.

Branding

Your logo appears on invoices; the accent colour themes your invoices and this app (set the colour above and Save settings).

Team & logins

Add a second login for your accountant (read-only: they can view and download invoices & expenses, but not change anything).

Account type

Solo contractor = just you, one client, no team. Agency = manage multiple employees and their invoices.

Sign-in & security

Enable Face ID / Touch ID for quick, password-free sign-in on this device. Enroll on each phone or computer you use.

Bank accounts

The accounts you get paid into, each with its currency. Assign one to each client on the Clients tab — it decides the settlement currency.

Appearance

Light, dark, or match your device.

Reminders

A daily push notification for consultants missing last month's invoice, unpaid invoices, and expenses without a receipt. On iPhone, add Finora to your Home Screen first, then enable here.

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