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Edit client

Change entity details, reporting format, and partners. Changes apply immediately to new reports — existing uploads are re-classified on the next recompute.

Client details

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Firm identity, tax & contact

Appears on every PDF header (P&L, BS, CF, Tax, Alerts) and drives GST / TDS statutory exports. All fields optional.

Partners

Add partners and set profit-share. The BS and P&L use profit_share_percent to split current-period profit per partner.

How mid-year changes work: Set a Joined or Exited date if a partner wasn't present for the full reporting period. The engine time-weights their profit share per day they were active and redistributes the gap across active partners. E.g. a 20% partner exiting on 30-Sep in an Apr-Mar year gets 20% × (183/365) ≈ 10.03% of full-year PAT; the remaining partners absorb the rest pro-rata. This matches standard India-CA appropriation when a mid-year deed change happens.
Name Profit share % Role Joined Exited Status Actions

Add a partner

Reset transactional data

Wipe uploads + TB + invoices + bank txns + alerts. Keep every classification, entity tag, and partner record — your prior mapping work is preserved. Use this before re-uploading from scratch.

This will wipe (transactional data for this client):
  • 24 periods + all their uploads, trial balances, transactions, receivables, bank transactions, sales/purchase invoices, period snapshots
  • All alerts, alert snapshots, alert outcomes, alert feedback
This will PRESERVE:
  • This client's ledgers + all their 5-D classifications (nature / P&L / BS / CF / WC buckets)
  • Human-confirmed mappings and category overrides (your prior Mapping Review work)
  • Customer / vendor entity tags (Geography, Segment, etc.)
  • Partners, profit shares, joined/exited dates
  • Firm identity (name, PAN, GSTIN, TAN, address, email, phone)
After reset, re-upload TB and registers — the classification cascade will auto-apply your saved mappings to the re-ingested ledger names. Type RESET DATA to confirm:

Danger zone

Permanently delete this client and every dependent row.

This will delete:
  • The client row and its 2 partners
  • 24 periods and all uploaded files, trial balances, transactions, receivables, bank transactions, sales/purchase invoices
  • All ledgers and ledger_mappings
  • All alerts, alert_outcomes, alert_snapshots, entity_tags, dimensions, customer_master
This cannot be undone. To confirm, type the client name: Acuere Consultancy