Dashboard
Overview of all accounts and billing data
| Account | Lines | Net Total | Bill(s) | Cost Types |
|---|
Directory
Every phone line and account — search by name, phone, address, extension, or account number
| Phone | Name / Label | Ext | Type | Account # | Company | Address | Notes |
|---|
Bills
Each imported PDF bill is stored separately — new bills never affect previous bills
Drop a Cox 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 |
|---|
Job Codes
Manage ITEM_JINEQWO → ITEM_CODE mappings. Add manually or import from Excel. Overrides apply to all future DIU exports automatically.
| ITEM_JINEQWO | ITEM_CODE | Description | Source | Actions |
|---|
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 |
|---|