Dashboard
A real-time ledger of every client task.
Task Status
LiveDepartment-wise Tasks
All timeWorkload by Team Member
All time| Team Member | Pending | In Progress | Completed | Overdue | Total |
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Upcoming Due Dates
Next 14 daysUnbilled Work
Completed, not yet invoiced| Client | Tasks | Oldest | Value |
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Awaiting Payment
Invoiced, not yet received| Client | Invoices | Billed | Outstanding | Oldest |
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Recent Tasks
| Client | Department | Task | Due Date | Assigned To | Status | Expected Fee | Actions |
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Clients
Client master — every entity your firm advises, audits or files for.
| Client Code | Client Name | Status | Actions |
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Add Client
Inactive clients stay on file with all their history, but stop appearing when creating a new task entry.
Firms & Branches
Manage billing entities, branches, and bank details for invoicing.
| Firm Name | Branch | Bank Details | Actions |
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Add Firm
Invoice Branding
Appears on every invoice raised from this firm.
Bank Accounts
Add as many as the firm uses and mark one as default. The default is pre-selected when billing, and any account can be picked on an individual invoice.
Notes, Disclaimers & Payment Terms
Printed on every invoice from this firm. Can be adjusted on an individual invoice before it is issued.
Team Master
Partners, staff, article assistants and team members.
Adding someone here does not create a login. Invite them in Catalyst → Authentication with the same email, and set their role there to Partner or Associate.
| Name & ICAI SRN | Role & Specialization | Contact Info | Articleship / Dates | Workload & Capacity | Status | Actions |
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Add Team Member
Must match exactly the email used for this person in Catalyst Authentication — that is how KRATRACK knows who is signed in.
Reassign Active Tasks
Move 0 active tasks currently assigned to — to another team member.
Attendance
Daily presence register and monthly attendance summary for the team.
Daily Register
| Team Member | Status | Remarks |
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Monthly Summary
| Team Member | Present | Absent | Half Day | Leave | Holiday | Marked Days | Attendance % |
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Departments
Income Tax, GST, ROC, Audit — practice areas work is filed under.
| Code | Department Name | Tasks Using It | Actions |
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Add Department
Tasks
Task master — recurring compliance and work types your firm handles.
| Code | Task Name | Department | Sub Tasks Linked | Actions |
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Add Task
Sub Tasks
Sub task master — each linked to a parent task, which is linked to a department.
| Code | Sub Task Name | Linked Task | Actions |
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Add Sub Task
Task Entry
Assign client work and log every workflow update as it progresses.
| Client | Department | Task | Sub Task | Due Date | Assigned To | Status | Expected Fee | Fee Received | Actions |
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Task Details
Invoices
Bill completed work. Drafts hold their tasks until issued or discarded.
| Invoice No. | Date | Client | Firm | Status | Total | Outstanding | Actions |
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Reports
Pending, completed, overdue and fee-pending — ready to print or export.
Pending Tasks
| Client | Department | Task | Due Date | Assigned To | Status | Expected Fee | Fee Received | Balance |
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Settings
Firm details, appearance, backup/restore, and Google Sheets sync.
Firm Details
Used as the browser tab title. It applies to the whole firm.
🎨 Theme & Visual Customization Studio
1-Click Presets & Custom Fine-TuningBackup & Restore
Restoring replaces every record in the shared database. Export a fresh backup first.
Receipts
Money received from clients, allocated against issued invoices. Internal record — nothing is issued to the client.
| Date | Client | Mode | Reference | Received By | Amount | Unallocated | Actions |
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Activity Log
Append-only record of all additions, edits, and deletions in this system.
| Date & Time | Module | Action | Description | User |
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