Good day, there 👋
Here's what's happening across HMB today.
🧾 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 |
|---|---|---|---|---|---|
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| Account Name | Account Code | Type | Status |
|---|---|---|---|
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| 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.
Auto-generated on the 1st of each month, one checklist per client.
| Client | Status | Documents | Bookkeeper | Reviewer | |
|---|---|---|---|---|---|
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| Client | Period | Days Waiting | Bookkeeper | Reviewer | |
|---|---|---|---|---|---|
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The firm's master client list.
| Client | Retainer Status |
|---|---|
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🖥️ IT — Ticket Tracker
Live view of tickets logged via Teams (Power Automate) into the weekly Excel report.
| Name | Schedule | Assigned To | Priority | Last created | Status | |
|---|---|---|---|---|---|---|
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| Ticket # | Requestor | Assigned To | Client | Subject | Created | Status | Due / Resolved |
|---|---|---|---|---|---|---|---|
| No data yet — drop the Excel file above to load tickets. 🎫 | |||||||
| Ticket # | Assigned To | Client | Subject | Created | Status | Due / Resolved |
|---|---|---|---|---|---|---|
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| Department | Members | Total | Open | Closed | Overdue | Closure Rate |
|---|---|---|---|---|---|---|
| No data yet. | ||||||
| Ticket # | Requestor | Client | Subject | 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 |
|---|---|---|---|---|
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| Sender | Client / TIN | Type | Period | Validation | Status | Received |
|---|---|---|---|---|---|---|
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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 |
|---|---|---|---|---|---|
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| File Name | Client | Type | Period | Drive Status | |
|---|---|---|---|---|---|
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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 |
|---|---|---|---|
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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.
| File | Notes | Uploaded By | Uploaded At | Actions |
|---|---|---|---|---|
| Pick a client folder on the left to view their documents. | ||||
💹 Finance
Remittance management, payment monitoring, and reports.
| Client | Form Type | Amount | Due Date | Status |
|---|---|---|---|---|
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| Client | Form Type | Amount | Due Date | Status | |
|---|---|---|---|---|---|
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Everything not yet Remitted, soonest due date first. Overdue items are highlighted.
| Client | Form Type | Amount | Due Date | Status | |
|---|---|---|---|---|---|
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Google Sheets and Zoho Books sync are manual/pending until those integrations are fully configured.
| Client | Amount Paid | Payment Date | Reference # | Sheets Sync | Zoho Sync |
|---|---|---|---|---|---|
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📁 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 CRM
Leads, pipeline, and follow-up tracking.
| Lead | Company | Source | Stage | Assigned To | Contact | |
|---|---|---|---|---|---|---|
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📊 Reports
Company-wide reporting.
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.
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| Filing Type | Client | TIN | Period | Status | Remarks |
|---|
🔔 Notifications
All alerts in one feed.
📒 Client Registry
Contacts, accounts and sub-accounts of the firm's clients.
| Type | ID | Name / Business Entity | TIN | Contact No. | Location | Parent Account | Services | Status | Actions |
|---|---|---|---|---|---|---|---|---|---|
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🛡️ Admin Panel
Manage user accounts, module access, and client portal links.
📦 Asset Inventory
Company IT equipment and who it's assigned to.
| Asset # | Type | Brand / Model | Serial Number | Assigned To | Status | Purchase Date | Tickets | |
|---|---|---|---|---|---|---|---|---|
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⚙️ Settings
Personal preferences.