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System & admin

Notifications, AI assistant, reports, CEO dashboard and tenant admin.

System & admin

Notifications, the AI Assistant, reports, the CEO dashboard, settings, profile and tenant administration.

Notifications

Notifications (/dashboard/notifications) — the full notification feed:

  • Types: alert, reminder, payment, invoice, client and more.
  • Priorities, tabs and search; unread counts in the sidebar and header.
  • Delivered in real time over the socket connection; also as push (mobile) and email.

AI Assistant

AI Assistant (/dashboard/ai-assistant) — available on plans with ai_assistance:

  • Session-based chat — create, rename and delete sessions with a sidebar.
  • Message attachments.
  • Export a chat response as PDF.
  • AI-assisted task/subtask generation and job-card email composition live under the same APIs.

Reports, KPIs & targets

  • Reports (/dashboard/reports/) — Summary, Profit & Loss, Cash Flow and Balance Sheet pages with charts.
  • KPIs (/dashboard/kpis) — KPI tracking cards for the leadership team.
  • Targets (/dashboard/targets) — organizational targets and progress.

CEO dashboard

CEO Dashboard (/dashboard/ceo-dashboard) — a PIN-protected executive view with its own transaction and category management, separate from the operational screens.

Settings & profile

  • Settings (/dashboard/settings) — General, HR, POS and Financial settings forms that drive attendance, payroll and the till.
  • Profile (/dashboard/profile) — your profile with avatar upload, activity logs and a link to the CEO dashboard.
  • Appearance (/dashboard/appearance) — light, dark and system theme.

Tenant administration

Tenant (/dashboard/tenant/[id]) — the owner/admin control room:

  • Overall — tenant overview and stats.
  • Analysis — usage and behaviour.
  • Organizations — manage organizations and their settings.
  • Users — who belongs to the tenant.
  • Subscription — the plan and plan usage (see Plans & subscription).
  • Logs — activity log and system events.
  • Storage — documents and quota usage.

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