User Manual

lock Access (Login)

Login uses either the company PIN from Settings or, once team users exist, each person’s name + personal access code (see Team users in Settings / sidebar for Admins).

• No team users yet: enter the company PIN only (same as in Settings).
• With team users: choose your name, then enter your personal code. The company PIN alone no longer opens the app.
• Roles: Admin (full access + user management), Manager (can edit data), Viewer (read-only).
• If the company PIN or your personal code changes, sign in again.
• The business name and logo on the login screen come from public settings (no login required to load that text).

insights Main Panel (Dashboard)

Financial summary, charts and transaction table. Open it at /dashboard.html after signing in; the site home page / is the public Racketty Boom landing.

• Date filter: current month, a specific year or full history. The numbers and charts update when the filter changes.
• KPI cards: gross income, total expenses, net profit (with approximate margin) and an estimated tax amount (difference between taxes paid and owed in the data).
• Charts: cash flow trend, expense breakdown by category and top suppliers or payers.
• Records: paginated list; you can delete a record or open it to edit it in Manual Entry.
• Export: open Export Excel report to pick the time period and optional project; the same accountant workbook format is downloaded with the matching rows.
• Quote requests: managers and admins use the sidebar link Quote requests (/quote-requests.html) for the full lead pipeline (filters, detail panel, internal notes). An amber number next to the link shows how many leads the team has not opened yet in the detail panel; opening a request clears it from that count. The public form stays on /quote.html.
• Lock: logs out and returns to the Access screen.

Use the side menu for manual entry, AI scan, projects, quote requests (managers/admins), import, settings, and help.

add_box Manual Entry (Records)

Create or edit an income or expense without uploading a photo.

• Type: Expense or Income. Depending on the type you will see Sales Tax Paid (expense) or Sales Tax Owed (income).
• Key fields: supplier or client, date, total amount, category, project, line item detail, notes.
• Project: two groups — Active projects and Completed projects (suffix “(completed)”); you can still assign a closed job if you need a late correction. Create a new active project with New.
• Location: same pattern as Category and Project — a dropdown lists saved cities/places (seeded defaults plus values from your ledger). Choose one or leave empty. Use New to add a name to the list; it is stored for next time and appears in the select after saving.
• Total: if you fill in subtotal and taxes, the total can be calculated automatically as you type.
• Edit: if you open the page with ?id=number, the data for that record will load; when saved it will update.

After saving, you return to the main panel.

document_scanner Receipt Scanning (AI)

Upload a photo of a receipt or invoice and the app will try to fill in supplier, date, amounts and type.

• Format: images only (for example JPG or PNG). PDF is not supported on the server.
• Step 1: choose a file; it is sent to the server and an AI-extracted draft is shown.
• Step 2: review and correct the fields before confirming.
• Project and category: you can assign them before saving; projects use the same active/completed groups as Manual Entry. The category may match by name with what was detected.
• Location: pick from the dropdown (same as Manual Entry) or add a new place with New before confirming the receipt.
• API keys: if extraction fails, check that OpenAI or Gemini credentials exist on the server in the configuration.

construction Projects

Group income and expenses by job or work.

• Table and KPIs: only transactions that have a project assigned count; you will see income, expenses and margin per project.
• New project: name and status (Active or Completed). On Projects, use tabs Active / Completed / All; completed jobs stay available for reports and can be reopened. In Manual Entry and Receipt Scan, completed projects appear in a separate group if you need to post to a closed job.
• Project details page: click a project row to open a dedicated details screen with metrics, budget vs actual, ledger-based activity signals (averages and ratios computed from your Income/Expense lines), top categories, top vendors, and recent transactions. Revenue is tracked through Income transactions in the ledger (no separate invoicing module).
• AI Insights & Recommendations: the details page includes an AI-driven card that summarizes project performance and suggests actions in plain English.
• AI fallback: if AI is not available (for example missing provider key), the app shows local analytical recommendations automatically.
• Delete: deletes the project; linked transactions may remain without a project depending on the database.
• Chart: top projects by income within the current tab (active, completed, or all).
• Quick close / reopen: checkmark icon marks a project Completed; undo icon sets it back to Active. The project details page has the same actions in the status bar.

request_quote Quote requests (leads)

For Managers and Admins only. Open /quote-requests.html from the sidebar after signing in.

• Source: visitors submit the public form at /quote.html; each submission appears in this module.
• Unseen indicator: in the sidebar, a small amber badge counts requests your team has not opened in the detail view yet. Click a row to open it — that marks the lead as seen and updates the count (the app also refreshes the count periodically).
• Tabs / filters: narrow the list by pipeline status (New, Contacted, Scheduled, Won, Lost).
• Detail: click a row to see the full message, contact details, and project fields; add internal notes visible only to your team.
• Save: update status and notes together; use Refresh to reload the list.
• Deep link: /quote-requests.html?id= opens a specific request after load.

Viewers do not see the sidebar link or the API list.

table_view Import Excel

Bulk upload from spreadsheet.

1. Project: pick which project the imported rows belong to (or leave unassigned for general ledger).
2. Upload: choose a .xlsx or .xls file.
3. Analyze: the server reads rows and shows a preview with status per row (ready to import, warnings, etc.).
4. Preview: navigate through pages if there are many rows.
5. Confirm import: inserts the validated records in bulk; when finished you can return to the panel.

If something fails, check that the database has the tables and migrations applied.

file_download Export Excel report

Open /export-report.html to download the accountant-style workbook (GET /api/export). The layout and columns of the file are fixed; you only choose what data is included.

• Time period: this month, a calendar year, or all time (same idea as the dashboard date filter).
• Project: optional. Choose All projects for company-wide data, or one project to export only that job’s ledger lines in the selected period.
• Download: starts the file download. Project-specific files use a distinct filename suffix (_project{id}) so downloads do not overwrite each other.
• Shortcuts: from the dashboard, Export opens this page with the current date filter pre-selected (?preset=...). You can also open /export-report.html?project_id=... to pre-select a project.

settings Settings

Company data, security and branding. Only Administrators can open the full settings form and save changes; other roles see read-only branding.

• Company name: appears in headers and on the public access screen.
• PIN: company access code when no team users exist; still used as the “master” code for recovery scenarios.
• Team users: link to create people with their own codes and roles (Admin, Manager, Viewer). After the first active user exists, login requires selecting a person.
• Logo and avatar: images shown in the menu and in the panel header.
• Save: after saving, if you changed the PIN the session may ask for the new code.