The Visualizer — Accounts v14

Account Balances

Pending Invoices

Income by Category —

Expense by Category —

Expense by Client

💰 Income by Source Tag —

📊 Salary by Employee —

🏦 TDS Deductions

Recent Transactions

View

Set Balance

Date	Opening	Income	Expense	Closing	Notes	Actions

All

Income

Expense

Transfer

Date	Type	Category	Description	Account	Client	Source	Mode	Amount	Actions

All

Proforma

Sent

Cleared

Invoice #	Date	Client	Description	Base Amt	GST	Total	Status	Paid	Actions

Turnover entries: You give cash to CA + ₹2,000 fixed fee → CA transfers 1,16,000 (example) to account. 2% TDS deducted on the amount received. You give CA: Cash + ₹2,000. CA sends: Amount × (1 + 16%) less 2% TDS.

Date	Cash to CA	CA Fixed Fee	Total Given	Amount Received	TDS (2%)	Net Credit	Account	Notes	Del

Client	Type	Contact	Total Invoiced	Total Received	Total Expense	Net P&L	Actions

Employees

Attendance

Salary Report

Name	Designation	Join Date	Current Salary (₹/mo)	Status	Actions

👥 User Management

Manage team members and their access permissions

ℹ️ User Limit: 1 user (Free Plan) Upgrade →

Team Members

💳 Subscription Management

Current Plan

Available Plans

📦 Export Location Settings

Choose where to store exported files and backups. Files will be organized in a structured folder system.

Export Location

Files will be organized in Google Drive with the same folder structure.

All files are shared as "anyone with the link can view".

📁 Google Drive — File Storage

All uploaded files (purchase bills, invoice PDFs, company logo) are stored in your Google Drive, not in the database. Firestore only stores text values and metadata. Files are shared as "anyone with the link can view."

⚪ Not connected — click Connect to authorise Google Drive access.

Drive Folder ID (loaded from cloud — edit and save to update across all browsers)

Current active folder ID is synced to Firestore — it loads automatically on any browser/device after login.

☁️ Firebase Firestore (Connected)

✅ Firestore active — sharded storage

Project: thevisualizer-accounts-8106b

Data split across 7 shards (transactions, invoices, projects, staff, sales, purchases, core) — no file data stored here.

📤 Export / Import

Import from JSON backup

Set starting balances per account. Transactions after the balance date are applied automatically.

📊 Live Account Balances

🏦 Starting Balance History

Account	Balance Date	Starting Balance	Notes	Actions

Select Client

Date	Description	Type	Invoiced	Received	Expense	Balance	Status

Date	Item / Description	Category	Vendor	Amount	Account	Bill	Actions

Manage your freelancers. Select them when adding freelancer purchases.

Name	Contact	Total Paid	No. of Jobs	Notes	Actions

Invoice Generator

Create, preview and download professional invoices as PDF

Document Type

Proforma Invoice

Tax Invoice

Non-Taxed Invoice

Invoice Details

Invoice / PO Number

Date

Bill To (Client)

Select Existing Client or type new

Company / Client Name

Address

GSTIN

State

Services / Items

#Service / DescriptionHSN CodeQtyRate (₹)Amount (₹)

Taxable Amount ₹0

Total Amount ₹0

GST Settings

GST Rate (%)

GST Type (auto from GSTIN)

Company Logo (one-time upload, saved to cloud)

📷 Click to upload logo

Authorized Signatory (Optional)

✍️ Click to upload signature

Additional Notes / Terms

📄 Live Preview

📋 Created Invoices

🎨 Theme & Appearance

Select Theme

Choose between dark and light themes

🌙 Dark - Default

🌙 Dark - Ocean

☀️ Light - Default

☀️ Light - Blue

🏢 Company Details

Company Name

Phone Number

Email Address

GSTIN

PAN Number

Default GST %

Company Address

📄 Invoice Settings

Invoice Accent Color

Company Logo

No logo uploaded

Define how clients found you. Tags are used on income transactions to track ROI per channel.

Tag Name	Type	Description	Total Income	Total Expense	Net ROI	Actions

Income vs Expense breakdown by acquisition source / channel. Filter by month or view all-time.

This Month

All Time

📊 Monthly P&L —

🏷️ Income vs Expense by Source Tag

📣 The Visualizer — ROI & Business P&L

All

New Leads

Follow Up

Proposal

Onboarded

Lost

Date Added	Name / Business	Service Interest	Contact	Source	Status	Follow-up	Notes	Actions

Reset Password

Dashboard

👥 User Management

💳 Subscription Management

Create Your Account

Welcome Back

Reset Password

Dashboard

👥 User Management

💳 Subscription Management

Add Freelancer

Mark Invoice as Cleared

Convert Proforma to Tax Invoice

Add Bank Account

Set Starting Balance

Edit Client

Edit Reminder

Add Source Tag

Add Purchase

Bill / Receipt

Quick Add Transaction

Add Transaction

New Invoice

Mark Invoice as Cleared

Add Lead / Client

🔒 Change Password

👤 Add New User

Permissions

📋 Manage Income & Expense Categories

💰 Income Categories

💸 Expense Categories

Convert Proforma → Invoice

⚠️ Cleared Invoice — No Transaction Found

New Turnover Entry (CA)

New Project

Add Client

Add Reminder

Add Employee

Pay Salary