Compliance dashboard
Live picture of outstanding finance audits, missing receipts, high-risk discrepancies and clients flagged for the monthly cycle.
| Client | Month | Sheet | Receipts | Total spend | Findings | Risk | Audit status | Actions |
|---|
Recent uploads & compliance trends
📅 View all entries by month
Pick any month with logged entries to see every Cash and Card expense across every client, plus who logged each one. Read-only.
Service users — Finance Audit Required
Toggle Finance Audit Required per client. Anyone marked Yes appears on the dashboard above and on the staff portal's "clients to audit" list. (Editing this toggle here syncs to the master service user register.)
| Service user | Active | Finance Audit Required | Last expense entry | Last receipt |
|---|
Expense sheet
Cash sheet: opening balance + running balance auto-calculated as each expense is logged.
| Date | Receipt # | Description | Amount (£) | Balance (£) | Initials | Receipt |
|---|
Balance auto-calculates from opening balance minus each amount. Amounts must be > 0. Every change is timestamped and logged.
Receipt uploads
Drop receipts here. Photos, PDFs or scanned files. The OCR runs in your browser and extracts the date, amount, vendor and VAT total automatically — you can edit anything it gets wrong before saving.
You can drop several at once. The AI OCR will scan each one.
AI audit reports
Each report covers one client / month. The AI checks every expense against its receipt, flags discrepancies, missing receipts, duplicate or backdated entries, unusual spend patterns, balance errors and incomplete submissions.
Audit history
| Client | Month | Status | Findings | Auditor | Date | Actions |
|---|