BALANCE iT

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Admin
Client/s
Document/s
Task Management
Reports
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Processed

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My Tasks

Total pending

Total Overdue

All Tasks

Total pending

Total Overdue

Total Unassigned

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Team Members List

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Email

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Password

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Is de-active

Is admin

Download rights

Delete rights

Verification rights

Task Management rights

Employee change password

Password

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Client list

Client details

Name

Password

Confirm password

Address

Is active

Contact name

Contact email

Contact mobile no

PAN

PAN user

PAN password

Income Tax Login ID

Income Tax Password

TAN

TAN user

TAN password

TAN Income Tax LoginID

TAN Income Tax Password

TAN Trace LoginID

TAN Trace Password

PT LoginID

PT Password

CIN LoginID

CIN Password

PF LoginID

PF Password

ESIC LoginID

ESIC Password

Name -

Active/De-active -

Address -

Contact name -

Contact email -

Contact mobile no -

PAN -

PAN user -

TAN -

TAN user -

Client change password

Password

Confirm password

GST list-

GST details

State

Description

GSTIN

User id

User password

My document/s

Document save

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Document query list

Document view log

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Download document zip

Delete document/s

Client list

My document/s

Task Management

Sr No.	Task	Action

Create Task

Client And Task Linking

Task *

Frequency *

Type

Client *

Due Date *

Task will be created for 15th and last day of the month

Before Reminder

End Date

Assign To

Narration

Priority

Document

Upload Document

Near Due

View Client And Task Linking

Client

Task

Status

Priority

Client	Task	Narration	Due Date	Priority	Remaining/ Overdue	Assign	Status	Action

Document Name	Action

Task Details

Task

Type

Created By

Created On

Task Documents

Task Name:

Client Name:

Date:

Document Name

Preview

Download

Task Status Report

Date

Status

Report Type

Client Wise Task Wise

Client

Task

Employee Task Pending Report

Employee

Near Due Report

As On Date

Client

Task Overdue Report

As On Date

Client

Upload Documents

Client *

Document Type *

Priority *

Client Name:

Date:

Document No

Preview

Download

Active

Expired

Client	Period	Created On	Status	File Size	Action

Create Backup Request

Client

Financial Year Beginning

From Month

To Month

Document Type Master

Sr No.	Document Name	Action

Create Document Type