User Manual

lock Access (Login)

Login uses either the company PIN from Settings or, once team users exist, each person’s name + personal access code (see Team users in Settings / sidebar for Admins).

• No team users yet: enter the company PIN only (same as in Settings).
• With team users: choose your name, then enter your personal code. The company PIN alone no longer opens the app.
• Roles: Admin (full access + user management), Manager (can edit data), Viewer (read-only).
• If the company PIN or your personal code changes, sign in again.
• The business name and logo on the login screen come from public settings (no login required to load that text).

insights Main Panel (Dashboard)

Financial summary, charts and transaction table. Open it at /dashboard.html after signing in; the site home page / is the public Racketty Boom landing.

• Date filter: current month, a specific year or full history. The numbers and charts update when the filter changes.
• KPI cards: gross income, total expenses, net profit (with approximate margin) and an estimated tax amount (difference between taxes paid and owed in the data).
• Charts: cash flow trend, expense breakdown by category and top suppliers or payers.
• Records: paginated list; you can delete a record or open it to edit it in Manual Entry.
• Export: generates an Excel file with the data according to the active date filter.
• Lock: logs out and returns to the Access screen.

Use the side menu to go to manual entry, AI scan, projects, import or settings.

add_box Manual Entry (Records)

Create or edit an income or expense without uploading a photo.

• Type: Expense or Income. Depending on the type you will see Sales Tax Paid (expense) or Sales Tax Owed (income).
• Key fields: supplier or client, date, total amount, category, project, line item detail, notes.
• Project: lists active jobs; completed ones appear disabled. You can create a new one with New.
• Total: if you fill in subtotal and taxes, the total can be calculated automatically as you type.
• Edit: if you open the page with ?id=number, the data for that record will load; when saved it will update.

After saving, you return to the main panel.

document_scanner Receipt Scanning (AI)

Upload a photo of a receipt or invoice and the app will try to fill in supplier, date, amounts and type.

• Format: images only (for example JPG or PNG). PDF is not supported on the server.
• Step 1: choose a file; it is sent to the server and an AI-extracted draft is shown.
• Step 2: review and correct the fields before confirming.
• Project and category: you can assign them before saving; the category may match by name with what was detected.
• API keys: if extraction fails, check that OpenAI or Gemini credentials exist on the server in the configuration.

construction Projects

Group income and expenses by job or work.

• Table and KPIs: only transactions that have a project assigned count; you will see income, expenses and margin per project.
• New project: name and status (Active or Completed). Completed ones are usually not selected in new forms.
• Project details page: click a project row to open a dedicated details screen with metrics, budget vs actual, ledger-based activity signals (averages and ratios computed from your Income/Expense lines), top categories, top vendors, and recent transactions. Revenue is tracked through Income transactions in the ledger (no separate invoicing module).
• AI Insights & Recommendations: the details page includes an AI-driven card that summarizes project performance and suggests actions in plain English.
• AI fallback: if AI is not available (for example missing provider key), the app shows local analytical recommendations automatically.
• Delete: deletes the project; linked transactions may remain without a project depending on the database.
• Chart: shows a comparison of the projects with the highest income.

table_view Import Excel

Bulk upload from spreadsheet.

1. Upload: choose a .xlsx or .xls file.
2. Analyze: the server reads rows and shows a preview with status per row (ready to import, warnings, etc.).
3. Preview: navigate through pages if there are many rows.
4. Confirm import: inserts the validated records in bulk; when finished you can return to the panel.

If something fails, check that the database has the tables and migrations applied.

settings Settings

Company data, security and branding. Only Administrators can open the full settings form and save changes; other roles see read-only branding.

• Company name: appears in headers and on the public access screen.
• PIN: company access code when no team users exist; still used as the “master” code for recovery scenarios.
• Team users: link to create people with their own codes and roles (Admin, Manager, Viewer). After the first active user exists, login requires selecting a person.
• Logo and avatar: images shown in the menu and in the panel header.
• Save: after saving, if you changed the PIN the session may ask for the new code.