Dashboard
Overview of all accounts and billing data
Drop any Excel / CSV here or click to browse
Directory sheets, reference data, vault line items — pick the destination, map columns once, auto-links to matching accounts
| Account | Lines | Net Total | Bill(s) | Cost Types |
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Directory
Every phone line and account — search by name, phone, address, extension, or account number
| Phone | Name / Label | Ext | Type | Account # | Company | Address | Notes |
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Bills
Each imported PDF bill is stored separately — new bills never affect previous bills
Drop a Bill PDF here or click to browse
PDF text is extracted → parsed for account numbers & amounts → you review before saving
Also supports .xlsx files
Location Audit
Review all locations — company name, address, phones, contacts, services. Click any row to edit.
| Account # | Group Acct | Company | Address | Phones | Contacts | Services | Net Total | Status | Notes |
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Data Vault
Full data browser — add, edit, or remove any line item
| Bill | Account | Qty | Price | Net Value | Type | Company | Job# | Code | Cost Type | Shop | Tax Code | Tax Val | UOM | Actions |
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