Aeka Finance Dashboard

Sign in with your Microsoft account to continue

Full K/L/Cr Exact
Groups
Dashboards
Unbilled Revenue
Most recent 100 entries
Scheduled background jobs (IST). Sync runs are logged and can’t overlap; the digest is schedule-only.
Hours of day (IST)
Minute

Edit the wording of the outgoing emails. A blank line starts a new paragraph; a single line break becomes a new line. Tables, amounts and the dashboard summary are generated automatically and cannot be edited here.

Subject
Intro (before the invoice table)
Outro (after the invoice table, includes sign-off)
No placeholders — the customer name is added to the subject automatically.
Subject
Intro (before the tables)
Footer
Placeholders: $label (the period), $fy_label, $first_name.
New Invoice Request
Request For
Client Details
Existing Zoho Client
Client's Name *
Address Line 1 *
Address Line 2
City *
State *
State
Zip / PIN Code *
Country *
Contact & Finance Details
Contact Name
Contact Email
Finance Contact Name
Finance Email
GST Registration
Client's PAN *
GSTIN *
Place of Supply *
Currency
Client's PAN
GSTIN
Input Currency *
Output Currency *
Services / Billable Items
OPE
Expected Date of Payment
Client's PO
OPE Details
Description of Services *
OPE *
Credit Note Details
Original Invoice Ref. No. *
CN Amount (Line Item 1)
CN OPE Amount
CN Amount (Line Item 2)
CN Amount (Line Item 3)
Assign To
Team Lead / Manager *
Partner *
My Requests
Review Queue
Most recent 100 changes
Loading…