Bookkeeping Monthly Work Board and Fee Billing

Bookkeeping Monthly Work Board and Fee Billing is an offline app (one HTML file in a zip) for a bookkeeper or small firm that does monthly work for a list of clients on a fixed monthly fee. One tap opens the month's jobs, the board shows where every client's books stand and who has them, and each job holds the hours, the fee, any extras and the invoice number. Billing lists show what is ready to invoice and what is unpaid.

The problem it removes: In a small practice the status of each client's month lives in one person's head: who is waiting for documents, whose books are with review, which reports went out. Fees are invoiced when someone remembers, so delivered work sits unbilled, and nobody knows which fixed-fee client takes the most hours. This app shows every client's month on one board and every fee on one billing list.

What is inside:

• Clients with monthly fee, default person responsible, and status, plus fee earned per hour worked and unpaid fees
• One tap opens last month's job for every active client, with the fee copied from the client and a deadline you set
• Work board by stage with the person on each card, days in the current stage and late jobs marked
• Hours, extras and the invoice number, date and payment status on each job, with rules against an invoice without a number or a payment without a date
• Billing page: ready to invoice, invoiced but unpaid, late jobs and the clients who pay the least per hour
• Printable fee note for a job and a printable work status sheet
• Example data you can load in one click, a Start here guide and an Honest limits panel
• JSON backup and restore, CSV export, and CSV import with a check of every row before anything is added

Who it is for: bookkeepers, accounting practices and tax agents with a list of monthly clients on fixed fees who track work on paper, a shared sheet or chat.

What it is NOT: It does not record any client's accounting entries, store documents, or issue tax invoices. The fee note it prints is an internal note and not a tax invoice. It has no timer, no multi-user login and no payroll. VAT on your fees is handled in your own invoicing system. It is not legal, tax or accounting advice, it is not connected to any government system, bank or messaging service, and it does not file or send anything by itself. UAE e-invoicing is not part of it.

Your data stays on this device in your browser. Back it up with Export; clearing browser data loses it otherwise.

Verified by us: scripted tests in Chromium (107 checks through the real screens: adding, editing and deleting records in every table, required-field messages, backup then clear then restore, CSV export then import, keyboard order, print layouts rendered to PDF, no horizontal scrolling at 375 and 1280 pixels, no network requests) and an independent recalculation by a separately written Python evaluator of 1145 calculated values (25 randomised rows plus the example data) with 0 mismatches. Not tested: Safari and Firefox beyond what is stated here, and no real printer was used (print layouts were checked as PDF).