Good day, Ge 👋
Here's what's happening across HMB today.
For reference, or to bulk-prep a new client list offline before importing it below.
Upload the existing monthly tracker (.xlsx) to bring its client rows into the portal — safe to run again later too, it only adds rows, it won't remove anything already here.
| Loading… |
| Filing Type | Client | TIN | Period | Status | Remarks |
|---|
🧾 Accounting
Connected to the live BIR Remittance Automation system.
This generator's structure (H/D1/C1 record layout, field count, delimiters, quoting) is now
reverse-engineered directly from a real 1604C.DAT file and verified — the C1 control-total
row's numeric fields were checked to exactly match the sums of the D1 employee rows. However, several
middle fields (the "Other Comp." breakdown columns below) had all-zero values in the sample, so their
exact BIR labels are inferred, not confirmed — this generator only reliably handles employees with
no special non-taxable benefit categories beyond the basics. Always validate the output through
the official BIR Alphalist Validation Module before submitting anything.
One row per employee. "Other Comp." columns are best-guess categories — leave at 0 unless you've confirmed what they represent.
| TIN | Last Name | First Name | Middle Name | Gross Comp. | Taxable Comp. | Other Comp. | Tax Withheld |
|---|---|---|---|---|---|---|---|
| No file uploaded yet. | |||||||
This fills the official BIR Form 2316 (Sep 2021 ENCS) by overlaying text at coordinates anchored to the form's own printed labels. Open a generated certificate and visually check that figures land inside the boxes correctly before using it for anything real — tell me which item numbers look off and I'll adjust the coordinates precisely.
One row per employee. Includes name, address, DOB, and the individual compensation line items — totals (items 38, 52, 19, 23, 26, 28) are computed automatically, don't fill those in.
| Invoice # | Customer | Date | Due Date | Status | Total | Balance |
|---|---|---|---|---|---|---|
| Click "📚 Books Integration" to load… | ||||||
| Journal # | Date | Reference | Notes | Total Debit | Total Credit |
|---|---|---|---|---|---|
| Loading… | |||||
| Account Name | Account Code | Type | Status |
|---|---|---|---|
| Loading… | |||
| Net of VAT (VAT-Exclusive) | ₱0.00 |
| VAT Amount (12%) | ₱0.00 |
| Gross Amount (VAT-Inclusive) | ₱0.00 |
Formulas: Net = Gross ÷ 1.12 | VAT = Gross − Net | Gross = Net × 1.12
Generating the exact official BIR return format (like we did for Form 2316) needs the real blank form as a reference — reconstructing a government form layout from memory risks getting boxes/fields wrong. Share the blank 2550M or 2550Q PDF and I'll build a proper filler for it, the same way we built the 2316 Certificate generator. Until then, use the VAT Summary above as your source data.
🖥️ IT — Ticket Tracker
Live view of tickets logged via Teams (Power Automate) into the weekly Excel report.
| Ticket # | Requestor | Assigned To | Client | Description | Created | Status | Due / Resolved |
|---|---|---|---|---|---|---|---|
| No data yet — click "⇪ Upload Weekly Report" or drop the Excel file above to load tickets. 🎫 | |||||||
| Department | Members | Total | Open | Closed | Overdue | Closure Rate |
|---|---|---|---|---|---|---|
| No data yet. | ||||||
| Ticket # | Requestor | Client | Description | Created | Status | Due / Resolved |
|---|---|---|---|---|---|---|
| Pick a name on the left to see their tickets. | ||||||
- Teams ticketing (#ticket, #closed, #reassign)
- Excel tracker sync
- Audit logs
- Asset inventory
- License management
- Server & network monitoring
- Knowledge base
- M365 / Google Workspace admin
🗂️ Records — HMB eSubmission Automation
BIR SLSP / QAP / SAWT confirmation emails, auto-merge, and filing to Google Drive.
| Client / TIN | Type | Period | Status | Received |
|---|---|---|---|---|
| Loading… | ||||
—
| Sender | Client / TIN | Type | Period | Validation | Status | Received |
|---|---|---|---|---|---|---|
| Loading… | ||||||
Confirmation PDFs are renamed as TIN_TYPE_PERIOD_CONFIRMATION.pdf, matched to the client's submitted SLSP/QAP/SAWT file by TIN + type + period, then merged into one filing packet.
| Client / TIN | Type | Period | Attachment | Status | Actions |
|---|---|---|---|---|---|
| Loading… | |||||
| File Name | Client | Type | Period | Drive Status | |
|---|---|---|---|---|---|
| Loading… | |||||
Drop scanned PDFs here, or click to browse
Single, multiple, or a whole folder. OCR + AI recognition run automatically — nothing is renamed until you confirm.
Processing…
| Original Filename | Agency | Document | Company | TIN | Suggested Filename | Confidence | Status | Actions | |
|---|---|---|---|---|---|---|---|---|---|
| No documents uploaded yet. | |||||||||
Nothing organized yet.
Documents scoring below 80% confidence are highlighted and held for manual verification — nothing gets renamed or filed automatically below that threshold. Every manual correction is logged and used to bias future field detection for the same agency and form.
| Client / TIN | Type | Period | Reference # | Status | Received |
|---|---|---|---|---|---|
| Enter search criteria above. | |||||
| Action | Details | User | When |
|---|---|---|---|
| Loading… | |||
This mailbox is read via Microsoft Graph (app-only auth — no user login required). The actual connection (tenant ID, client ID/secret) is configured as environment variables on the Flask backend, not here; this panel just records the mailbox address and poll cadence for reference. Demo mode is controlled by DEMO_MODE on the backend — flip it to false once Entra ID app credentials are set and admin consent is granted.
💹 Finance
Budget monitoring, disbursements & collections, and cashflow — live from Zoho Books.
Set budget targets per department or client, compared against real actuals from Zoho.
Track payments received from clients and money paid out via bills & expenses.
Run a Zoho Cashflow report for any date range.
| Scope | Name | Period | Budget | Actual | Variance | |
|---|---|---|---|---|---|---|
| Loading… | ||||||
| Date | Customer | Amount | Method |
|---|---|---|---|
| Loading… | |||
| Date | Vendor / Category | Amount | Status |
|---|---|---|---|
| Loading… | |||
📁 HMB Projects Analytics Dashboard ✨ auto-magic
Live from the Projects Department tracker Excel — no manual reporting needed.
| Agency | Projects | Finished | In Process | Avg Days | Success Rate | Revenue |
|---|---|---|---|---|---|---|
| Load or upload data to see agency analytics. | ||||||
Est. revenue: — · based on recent monthly trend
| Year | Total Received | Finished | Completion Rate | Avg Days | Revenue |
|---|---|---|---|---|---|
| No data yet. | |||||
This dashboard reads directly from the Projects Department tracker Excel file on the server — there's nothing to upload. Save your updates to the tracker as usual, then click "🔄 Refresh from Excel" at the top of this page (or just reload) to pull in the latest data.
📣 Marketing
Content calendar, campaigns, leads, SEO, email, and AI content generation.
Plan and track content across platforms.
Track budget, spend, and performance per campaign.
Log and follow up on incoming leads.
Track keyword rankings and traffic over time.
Log opens, clicks, and bounce stats per send.
Generate blog posts, captions, ad copy, or emails on demand.
| Title | Type | Platform | Scheduled | Status | Assigned To | |
|---|---|---|---|---|---|---|
| Loading… | ||||||
| Name | Platform | Budget | Spend | Impressions | Clicks | CTR | Status | |
|---|---|---|---|---|---|---|---|---|
| Loading… | ||||||||
| Name | Company | Source | Status | Assigned To | ||
|---|---|---|---|---|---|---|
| Loading… | ||||||
| Keyword | Target URL | Position | Search Volume | Traffic | Date Logged | |
|---|---|---|---|---|---|---|
| Loading… | ||||||
| Name | Subject | Send Date | Recipients | Opens | Open Rate | Clicks | Click Rate | |
|---|---|---|---|---|---|---|---|---|
| Loading… | ||||||||
📊 Reports
Cross-department reporting — aggregates once more systems connect.
🔔 Notifications
All alerts in one feed.
🛡️ Admin Panel
Manage user accounts and which modules each person can access.
⚙️ Settings
Personal preferences.