Dashboard
Billing, collections and receivables at a glance.
| Invoice | Client | Outstanding | Status |
|---|
| Client | Plan | Next trigger | Amount |
|---|
Clients
Client master records, billing contacts and preferences.
Client
Billing profile
Contacts
Invoices
Invoices, proformas and linked financial documents.
| Invoice | Client | Date | Due | Currency | Total | Paid | Outstanding | Status |
|---|
Create invoice
Line-level SST, flexible charges and immutable issue snapshot.
Invoice details
Line items
Payment instructions
Invoice
Payments
Payment transactions and generated receipts.
| Date | Receipt | Client | Invoice | Method | Reference | Currency | Amount |
|---|
Sales Ledger
Authoritative customer-account movements and receivables.
| Date | Client | Reference | Type | Currency | Debit | Credit | Balance |
|---|
Statements of Account
Customer-facing statement generated from the Sales Ledger.
Reports
Billing, collections, SST and customer-account analysis.
| Invoice | Client | Description | Taxable | SST | SST Amt |
|---|
| Date | Document | Type | Client | Invoice | Total |
|---|
| Client | Currency | Invoiced | Paid | Outstanding |
|---|
All invoices, SST, paid and outstanding.
Current, 1–30, 31–60, 61–90, 90+.
Methods, references, bank accounts and receipts.
Taxable base, SST and adjustment impact.
Credit, debit and refund notes.
Milestone and recurring billing pipeline.
Billing Plans
One-time, installment, milestone and recurring billing structures.
Automation
Payment reminders, recurring billing and account follow-up rules.
| Rule | Trigger | Template / Action | Attachment | Status |
|---|
Agentic AI
Continuous billing, collections, compliance and receivables intelligence with permissioned actions.
Agents continuously inspect billing plans, invoices, payments, SST treatment and client account behavior.
Agents identify risks/opportunities and produce next-best actions with evidence and confidence.
Email reminders and draft preparation may be automated; credits, refunds and destructive actions remain approval-gated.
| Priority | Agent | Finding | Recommended action | Confidence | Status |
|---|
Organization Settings
Company profile, document controls, bank accounts and SST configuration.
Company profile
Document numbering
SST & tax
Bank accounts
Users & Roles
Manage tenant users, access roles and approval responsibilities.
| User | Role | Access | Last active | Status | |
|---|---|---|---|---|---|
| Demo User | user@example.com | Tenant Administrator | Full tenant | Now | Active |
| Finance Manager | finance@aureon.example | Finance Manager | Billing + Receivables | Today | Active |
| Accounts Executive | billing@aureon.example | Accounts Executive | Invoices + Payments | Yesterday | Active |
| Auditor | audit@aureon.example | Read Only | Reports + Audit | 02 Sep 2026 | Active |
Full administration, billing, payment, reporting and user-management permissions.
Issue documents, record payments, manage receivables, reports and adjustments.
Create/send invoices, record payments and send reminders. Restricted administration.
Audit Log
Immutable tenant activity history for financial and administrative actions.
| Date & Time | User | Action | Object | Details |
|---|---|---|---|---|
| 05 Sep 2026 · 20:48 | Demo User | Signed in | Session | Web application |
| 05 Sep 2026 · 20:31 | Collections Agent | Finding created | INV-2026-0202 | Overdue balance prioritized |
| 05 Sep 2026 · 16:02 | Finance Manager | Payment recorded | INV-2026-0208 | RM 7,020.00 · FPX |
| 05 Sep 2026 · 15:42 | Accounts Executive | Payment reminder sent | INV-2026-0202 | Invoice PDF attached |
| 05 Sep 2026 · 14:18 | Finance Manager | Refund Note issued | RN-2026-0005 | Linked to INV-2026-0201 |
| 04 Sep 2026 · 17:55 | Accounts Executive | Debit Note issued | DN-2026-0009 | Linked to INV-2026-0209 |
| 04 Sep 2026 · 11:16 | Finance Manager | Credit Note issued | CN-2026-0013 | Linked to INV-2026-0205 |
| 03 Sep 2026 · 13:02 | Accounts Executive | Invoice sent | INV-2026-0211 | Email delivery initiated |
| 03 Sep 2026 · 09:04 | Payment Reconciliation Agent | Payment matched | RCT-2026-0109 | Matched to INV-2026-0211 |
| 02 Sep 2026 · 10:20 | Accounts Executive | Invoice sent | INV-2026-0210 | Email delivery initiated |
User Settings
Your personal profile, preferences and notification settings.