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My Weekly Schedule
Team Schedule
KRA Monthly Scoring Private to you and Admin
KRA Scores and Payout Summary
Schedule Submission Log Who submitted their weekly schedule and when
Client List Manager
Appears as dropdown in everyone's schedule. Add or remove as needed.
Employee Manager
Monthly Visit Report
Travel Reconciliation CSV: Name, Date, Client
My KRA Scores Your monthly scores from your senior
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Schedule Archive
KRA Score History Month-by-month, starting June 2026
My Travel Expenses
Every date this month is listed below — just fill in the client for days you travelled and leave the rest blank (or mark Office/Leave). Travelled twice in a day? Use "+ trip" next to that date to add a second row. Distance-based vehicles auto-calculate the amount; Auto/Cab and Other let you type the actual fare. Picking a client will auto-fill From/To if a default route is saved for it.
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Other Expenses Non-travel: stationery, courier, client entertainment, etc.
Anything that isn't a day-wise client trip goes here — one row per expense.
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Team Expenses Validated view of everyone's submissions
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Expense Rate Card
"Per KM" vehicles auto-calculate amount = rate × distance. "Actual" vehicles let the team member type the fare directly (e.g. Auto/Cab bills).
Client Default Routes Auto-fills From/To on the expenses tab
Set the usual From/To for each client so team members don't retype it every day. Leave blank for clients with no fixed route.
Client Cost-Benefit Analysis Visit cost vs. revenue, by client
Visit cost = number of client visits (from Team Schedule) × each employee's per-day cost. Enter revenue per client (retainer, or the amount billed this month for variable/one-time fee clients) to see margin. Revenue edits save automatically.
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Schedule vs. Expense Reconciliation Weekly Schedule claims vs. Expense trip claims
Compares the client marked on each Mon-Sat day in Team Schedule against what was actually claimed on the Expenses tab for that date. Only days needing a look are listed below (an exact match on an ordinary Office/blank day is left out). Note: Sunday work isn't captured by Weekly Schedule (it only covers Monday-Saturday), so Sunday expense claims are shown separately and can't be cross-checked against a schedule entry.
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