Region Wise Cash Flow — USD
Executive Dashboard
Timeline Breakdown
Imported Transactions (read-only — edit at source and reimport)
| Bank & Account | Made Date | Value Date | Transaction ID | Description | Amount | Flow | Category | Custom Description | US% | EU% | APAC% | TECH% | OTH% | CRP% | Total Split% | ROE to USD | USD Total |
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Import AR Data
Each upload fully replaces the previous snapshot, since an ageing report is a point-in-time export, not an incremental feed. Auto-sync via tenant login and the Microsoft Graph API is planned; for now this is a manual upload.
Drag a CSV or Excel file here, or click to browse
Debtor Ageing Statement
Filter(s)
Condition(s)
Status = All Items except 'paid' · Ageing = (Today − Transaction Date)
Click a column header to sort. Click any value to see the underlying items.
| Customer Name | 00 - 07 Days | 08 - 14 Days | 15 - 30 Days | 31 - 60 Days | 61 - 90 Days | 91 - 180 Days | 180+ Days | Total |
|---|
Import CSV
All data comes from a CSV export of your source of truth — SharePoint or Google Sheet. There is no way to add, edit, or categorise transactions inside this app. Fix the source file and re-import if anything needs correcting.
Drag a CSV file here, or click to browse
Current Data
Shared Distribution
Enter your Secret / API Key. Distribute shares your data with everyone, Clear Shared Data wipes what's shared, and Check for Shared Data pulls in the latest — no separate access step needed, each button uses the key entered below when you click it.
Advanced — Sync Endpoint URL
Required Columns
Your CSV export must use these exact headers (case-insensitive). Columns marked Required must be present and non-blank on every row, or the import is blocked.