Screen Index

UI Screen Index

Business Side

Screen Code	Screen Name
B01a	Business Dashboard
B02	Upload History a -Upload History b -Upload Pop Up (on click Add Files Button)
B03	Business Profile b -Business Details (on click Business Details Tab) b -Key Dates (on click Key Dates Tab) c -Users (on click Users Tab)
B04	Integration Data a -Accounting Software Integration (on click Accounting Software Integration Tab) b -Suppliers (on click Suppliers Tab) c -Expense Categories (on click Expense Categories Tab) d -Payment methods (on click Payment methods Tab) e -VAT Rates (on click VAT Rates Tab)
B05	Invoice and Receipts a -All (on click All Tab) b -Processed (on click Processed Tab) c -Approved (on click Approved Tab) d -Exported (on click Exported Tab) e -Reports (on click Reports Tab) f -Edit Pop up (on click document icon in last column on table)
B06	Bank and Card Statements a -Review b -Details (on click document icon in last column on table)
B07	All Documents a -Invoices and Receipts (on click Invoices and Receipts Tab) b -Bank and Card Statements (on click Bank and Card Statements Tab) c -Other Documents (on click Other Documents Tab) d -All Documents (on click All Documents Tab)
B08	Add new Business (popup) a -Entity Info b -Integration Settings (on click Next Button)
B09	Subscription & Billing (Business Level) a -Subscription Details (on click Subscription Details Tab) b -Billing History (on click Billing History Tab) c -Usage (on click Usage Tab) d -Subscribe or Change Plan (popup) (on click Subscribe or Change Plan button) d-1.Pricing Plan (on click Pricing Plan Tab) d-2.Billing Details (on click Billing Details Tab) d-2.1Update Detail (on click Update Detail button) d-3.Payment (on click Payment Tab) e -Update Billing Detailed (popup) (on click Update Billing Detailed button) e-1.Billing Details (on click Billing Details Tab) e-2.Payment (on click Payment Tab)
B10a	Recycle Bin Viewers
F01a	Sign-up
F02a	Login
F03a	User Profile
F05a	App Crash Page
F06a	No Organization Level Access
F06b	Multiple Organization Access
F06c	New Business Organization

Practice Management

Screen Code	Screen Name
A02a	Practice Management Dashboard
A03a	Organization Details
A04b	Practice Staff
	Practice Calendar
	Subscription Billing Org

Management

Screen Code	Screen Name
	Exceptions Management
	Admin Subscription & Billing
	Plan Management
	Chargebee Sync
	Notifications

Data Entity & Supervisor

Screen Code	Screen Name
D00a	Welcome Screen - Bulk Data Entry
D01a	Entity wise pending documents (Admin)
D02a	Invoices/Receipts - Merge & Delete
D02b	Statements - Merge & Delete
D03a	Invoices & Receipt - Bulk Data Entry
D04a	Statements - Bulk Data Entry
D05a	Documents - Bulk Data Entry
D06a	In Process
D07a	External Error Message
D08a	Categorization Help Report
D09a	Integrated Past Data Report
E00a	Welcome Screen - Supervisor Review
E01a	Entity wise pending documents (Supervisor)
E03a	Invoices & Receipt - Supervisor Review
E04a	Statements - Supervisor Review
E04b	Statements - Supervisor Data Entry
E06a	Entity Recycle Bin List - Supervisor Review
E07a	Users Log - Local
E07b	Users Log - International
E08a	User Role List
E09a	Billing & Document Control
E09b	Entity Billing & Document Control

UI Stands

Screen Code	Screen Name
	UI Kit
	Application icon
	Form Validation

2.0 UI Screen Index

Business Side

Screen Code	Screen Name
	Layout
Upload File	Upload File a -Documents Inbox (on click Documents Inbox Tab) b -Email Inbox (on click Email Inbox Tab)
F02a	Login
F01a	Sign-up
	Forgot Password
B08	Add New Business Wzard (on click Add New Business link in Entity Navigation)
F06a	No Organization Level Access
F06b	Multiple Organization Access
F06c	New Business Organization
b03	Business Settings a -Business Profile (on click Business Profile Tab) b -Data Extraction (on click Data Extraction Tab) c -Tasks & Deadlines (on click Tasks & Deadlines Tab) d -Users (on click Users Tab)
b04	Integration Data a -Accounting Software Integration (on click Accounting Software Integration Tab) b -Suppliers & Customers (on click Suppliers & Customers Tab) c -Accounting Categories (on click Accounting Categories Tab) d -Payment Methods (on click Payment Methods Tab) e -VAT Set-up (on click VAT Set-up Tab)
F03a	User Profile a -Credentials (on click Credentials Tab) b -Notification Settings (on click Notification Settings Tab) c -My Businesses (on click My Businesses Tab)
b05	Expense Invoices & Receipts a -All (on click All Tab) b -Processed (on click Processed Tab) c -Approved (on click Approved Tab) d -Exported (on click Exported Tab) e -Reports (on click Reports Tab) f -Edit Pop up (on click document icon in last column on table) Expense Invoices & Receipts Details a -Detail (on click Detail Tab) b -Line Items (on click Line Items Tab) c -Document History (on click Document History Tab) d -Multi Image View (right side section)
b06	Bank & Card Statements Bank & Card Statements Detail
b07	All Documents a -All documents (on click All documents Tab) b -Invoices & Receipts (on click Invoices & Receipts Tab) c -Bank & Card Statement (on click Bank & Card Statement Tab) d -Other Documents (on click Other Documents Tab) e - Other Documents detail (on click Other Documents file name & thumbnail)
b10	Recycle Bin a - Recycle Bin detail (on click Recycle Bin file name & thumbnail)
	App Crash Page

Admin Side

Screen Code	Screen Name
d01	View All Business List
d02	Invoices/Receipts - Merge & Delete
d03	Invoices & Receipt - Bulk Data Entry
d04	Statements - Bulk Data Entry
d05	Documents - Bulk Data Entry
d06	In Process
e10	Invoices & Receipt - Bulk Data Entry
	Admin Subscription & Billing
e07	User Log