Accounts Rooftop Urja

Company GST Bank Account No

Status Plant_ID Issues Document Type FY Month Posting Mode Party / Ledger Search Rows

Mark ready

GST Breakup Report

Company
GST Registration

Doc Type
Financial Year
Month
Status
GST Rate
Party Search

Total Invoice Value

0.00

Total Taxable Value

0.00

Total CGST

0.00

Total SGST

0.00

Total IGST

0.00

Total GST

0.00

Summary by GST Ledger

GST Ledger	Rows	Invoice Value	Taxable	CGST	SGST	IGST	Total GST

Summary by State / GST Registration

State / GST	Doc Type	GST Ledger	Business Ledger	Rows	Invoice Value	Taxable	CGST	SGST	IGST	Total GST

Invoice / Line Detail

FY	Month	Type	Date	Invoice	Party	Business Ledger	GST Rate	Invoice Value	Taxable	CGST	SGST	IGST	Total GST	Tally Voucher

Cost Center Performance Report

Company
GST Registration
Financial Year
Month
Cost Center

Total Sales

0.00

Total Purchase

0.00

Total Expense

0.00

Net Contribution

0.00

Summary by Cost Center

Cost Center	Sales	Purchase	Expense	Net Contribution	Input GST	Output GST	Net GST	Documents

Document Detail

FY	Month	Type	Date	Invoice	Party	Cost Center	Invoice Value	Taxable	GST	Voucher

TDS Report

TDS Rules / Rates

Company
Section
Category
Nature
Rate %
Threshold
Effective From
Effective To
Ledger / Service Type

TDS rules save to Azure Table TdsRules. FY/effective dates are optional unless rates change.

Company	Section	Category	Nature	Rate %	Threshold	From	To	Ledger	Active

TDS report will use invoice/payment matches and TDS rules after rules table is added.

FY	Month	Cost Center	Party / Ledger	Section	Gross	TDS	Net Paid

Ledger-wise Outstanding

Type

Outstanding report will use invoices, bank matches, partial payments and TDS deductions.

Party / Ledger	Invoice No	Date	Invoice Amount	Paid	TDS	Balance	Age

BOM Analytics / Asset Handover

Placeholder for plant-wise BOM, asset records, serial numbers, warranties, insurance/handover documents, and Excel/PDF export for project handover.

FY
Month
State
Project / Plant
Plant_ID
Asset Type

BOM backend not wired yet. This panel reserves the workflow for insurance and project handover exports.

Asset Type	Category	Specification	Qty	Taxable Amount	Total Amount
Load BOM to view summary.

State	Project	Plant_ID	Asset Type	Category	Specification	Item	Purchaser / Vendor	Make	Model	Serial No	Qty	Status	Action
No BOM data loaded yet.

Filing Status

Company-wise GST, IT/TDS and MCA filing tracker. Surepass/API integration will be wired later.

Company
GST
FY
Month

Placeholder only. API integration pending.

Company	GST	FY	Period	Return / Form	Due Date	Status	Ack / SRN	Remarks
No data loaded yet.

GST IT/TDS

GST portal, Income Tax/TDS status and challan/return checks. API integration pending.

Company
GST
FY
Month

Placeholder only. API integration pending.

Company	GST/PAN/TAN	FY	Period	Type	Amount	Status	Reference	Remarks
No data loaded yet.

MCA

MCA compliance, forms, SRN and company master status. API integration pending.

Company
GST
FY
Month

Placeholder only. API integration pending.

Company	CIN	FY	Form	Due Date	SRN	Status	Remarks
No data loaded yet.

Create Sales / E-Invoice

Invoice Type

Send Email

Invoice Number Plant_ID Unique plant/site ID. Optional for manual invoice, required for consumer/order-linked invoices.

Advanced Location / DigiPIN optional

DigiPIN

Latitude

Longitude

Map Link

Google Earth Link

Invoice Date

Company

GST Registration

Bank Account

Customer Type

Buyer Name

Customer Email

GSTIN

Buyer Address

Buyer City

Buyer Pincode

Place of Supply

Consignee same as Buyer

Consignee Name

Consignee Address

Consignee City

Consignee Pincode

Cost Center

PO / PPA Reference No

Narration / Remarks

Quick Invoice Builder

Invoice Category

Total Invoice Value

Invoice Items

Type	Description	HSN / SAC	Qty	Rate	GST %	GST Amt	Total	Action

Taxable Total0.00

CGST Total0.00

SGST Total0.00

IGST Total0.00

Exempt Total0.00

Round Off0.00

Grand Total0.00

Review Purchase Invoice

Company

GST Registration

Bank

Party Name

GSTIN

Suggested Ledger

Expense Category

Invoice Number

Invoice Date

HSN Codes

Plant_ID for BOM/RMS

State Cost Center

Project

State

Taxable Amount

CGST

SGST

IGST

Round Off

Total Amount

Remarks

Line Items for Mixed GST / Detailed Purchase

Description	HSN	Taxable	GST %	Tax Amount	Total	Action

Required only for mixed GST invoices. Single-rate invoices can be approved from summary fields.

Extraction Confidence

Extraction Method

Status

OCR Text

Add / Update Asset Serial

Manual serial entry. Barcode/QR scanner will be added next.

Asset Type
Serial No / Barcode / QR

Make
Model
Capacity Value
Capacity Unit
Quantity
DISCOM Required?
Plant_ID
Project
Invoice No
RMS Sync
Also update RMS replacement history Status
Replacement Of Serial No
Replacement Date
Replacement Reason
Notes

Nameplate Photo / OCR

Use this for make, model, capacity, manufacturer label and serial extraction. Backend vision/OCR will be wired later.

Optional. Manual fields above can be used when OCR is not available.

Invoice Draft Queue

Batch Upload Review

GST Breakup Report

Summary by GST Ledger

Summary by State / GST Registration

Invoice / Line Detail

Cost Center Performance Report

Summary by Cost Center

Document Detail

TDS Report

TDS Rules / Rates

Ledger-wise Outstanding

BOM Analytics / Asset Handover

Filing Status

GST IT/TDS

MCA

Create Sales / E-Invoice

Review Purchase Invoice

Purchase Invoice PDF

Sales Invoice Items

Add / Update Asset Serial