Staff Dashboard
Welcome to Vivek K B Gupta & Co. Client Document Management Portal
đ Client Uploaded Documents
| Date | Client | Financial Year | Document | Uploaded By | Status | Action |
|---|---|---|---|---|---|---|
|
24-Oct-2026 10:15 AM |
ABC Private Ltd. | 2026-27 |
GST_Return_Oct.xlsx
Excel âĸ 2.4 MB
|
Client | NEW | |
|
24-Oct-2026 09:48 AM |
Sharma Industries | 2026-27 |
Bank_Statement.pdf
PDF âĸ 5.8 MB
|
Client | PENDING | |
|
23-Oct-2026 04:20 PM |
Gupta Traders | 2025-26 |
Income_Tax_Documents.pdf
PDF âĸ 18.2 MB
|
Client | COMPLETED | |
|
23-Oct-2026 11:32 AM |
K.B. Enterprises | 2026-27 |
Purchase_Bills.pdf
PDF âĸ 12.6 MB
|
Client | NEW |
Client Documents
All documents uploaded by clients.
đ All Client Documents
Use the search and filter options to locate a specific client document.
đ New Client Uploads
Documents recently uploaded by clients.
8 new documents are waiting for review.
Please open the Dashboard to view and process uploaded documents.
âŗ Pending Work
Documents requiring staff action.
Pending documents: 14
Review the uploaded documents and mark them completed after processing.
â Completed Work
Documents already processed by staff.
Completed documents: 36
Completed documents remain available for reference according to your office policy.
đĨ My Clients
Clients assigned to this staff member.
ABC Private Ltd.
Client Code: ABC001
Documents: 18
Pending: 4
Sharma Industries
Client Code: SH002
Documents: 24
Pending: 6
K.B. Enterprises
Client Code: KB003
Documents: 16
Pending: 4
đ Activity Log
Complete record of staff and client activities.
Activity History
đ Notifications
Important updates and client uploads.
ABC Private Ltd. uploaded GST Return.
K.B. Enterprises uploaded Purchase Bills.
Your staff dashboard is working normally.