Finance operations

Accounts Portal

Accounts workflow

QueuePayment verification

Advisor Handover

Verify payment

Client Lead

Assigned Advisor / LeaderSelect a client lead to view the owner.

Receipt Type Receipt Date / Sales Date Branch Client Name Client Email Client Mobile Current Location Country Applied Program Applied Total Fees Informed To Client Actual Amount Paid Company / Bank Account Amount Mode Of Payment Payment Reference Sender Same As Client? Sender Name Relationship With Client Passport Upload CV Upload National ID Upload Proof Of Payment Upload

Upload files to the client Google Drive folder before submitting. Selected file names will be recorded with the handover.

Special Remarks / Notes

Verified Payments

Cleared history

Search Month

Agreement / SignNow

Contract control

Export Request

Super Admin approval

Approved Exports

Download only if approved

Tickets

Department support

Memos

Announcements