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. ________________________________________ 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. ________________________________________ 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.