Contact person: Business Client

Phone:Show

Email:Show

Location: London, United Kingdom

Budget: Recommended by industry experts

Time to start: As soon as possible

Project description:
"Overview
We need a mobile app (iOS/Android) and a web-based platform for our customers to create invoices, upload expense receipts, and view their account/payment status with us. Currently, receipts are uploaded to Google Drive and customer payment updates are tracked manually in Excel—we want to replace all of this with a streamlined, secure system.
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User Features (Customer Portal)
1. User Login
• Each customer will have their own login ID (primarily email-based).
• Existing customer login IDs may need to be imported.
2. Invoice Upload
• Users can create an invoice record with detailed fields (date, amount, description, etc.).
• Ability to upload attachments (PDFs/images).
3. Expense Receipt Upload
• Users can upload expense receipts via images or PDFs.
• Enter details such as amount, date, category, and description.
4. User Report & History View
• Users can search, view, edit, and delete their own transactions (invoices and receipts).
• Filters: date range, document type, status, etc.
5. Transaction Status Tracking
• Users can see whether each submission is:
o Accepted
o Rejected
o Pending
• If rejected, admin comments should be visible.
6. Customer Payment Status (New Feature)
We want customers to be able to view their accounting fee payment status.
• Admin uploads a file (currently maintained in Excel).
• System updates each customer's:
o Balance
o Paid amounts
o Outstanding amounts
o Payment history
• Each customer can view only their own payment status.
• Optional: notifications when new statements are uploaded.
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Admin Features (Back Office Portal)
1. User Management
• Approve, deactivate, or lock user accounts.
• Reset user passwords.
2. Period Locking
• Admin can lock specific periods (e.g., by month).
• Locked periods prevent users from creating or editing entries.
3. Transaction Management
• Admin can view, edit, or delete any user transaction.
• Approve or reject submissions.
• Add comments/notes on each record.
4. Payment Status Upload
• Admin can upload/update customer payment information.
• Preferably via:
o Excel import (CSV/XLSX)
o OR manual input form
• Data should automatically map to each customer’s profile." (client-provided description)