Upload Payment Request and Quotation / Invoice as separate files (required). Supporting documents are optional. Then run extract & match.
PR form · image or PDF
Bill with charge lines (optional)
Receipt, letter, bank slip…
Upload one or more PDFs and/or photos. The system scans every PDF page, looks for each Payment Request and its continuation pages, then creates a separate set of lines for each request. Photos are treated as single pages.
Drop PDFs or photos here, or choose files · focus this box and Ctrl+V to paste
| No. | Auto Ref # | File No. 1 | File No. 2 | Client's Name | Item (from PR) | Amount (RM) | Reason for Advance | Est. Timeline to Disburse | Advance covered by loan? | Match to Quotation / Invoice | Match note (for Reviewer) | Docs | Actions |
|---|
Submitted by Preparer with supporting documents. Reviewer verifies completeness and accuracy, then clicks Checked by.
| No. | Auto Ref # | File No. 1 | File No. 2 | Client | Item | Amount | Reason | Match | Match note | Submitted by | Submitted at | Voucher | Docs | Action |
|---|
Lines the Reviewer is currently checking. Preparer cannot pull these back until the review is finished or returned.
| No. | Auto Ref # | File No. 1 | File No. 2 | Client | Item | Amount | Reason | File Balance | Voucher | Started by | Started at | Docs | Action |
|---|
Checked by Reviewer. Approver performs the final check and clicks Approve.
| No. | Auto Ref # | File No. 1 | File No. 2 | Client | Item | Amount | Reason | Match | Match note | Checked by | Checked at | Submitted by | Docs | Action |
|---|
| No. | Auto Ref # | File No. 1 | File No. 2 | Client's Name | Item | Amount | Reason for Advance | Advance covered by loan? | Match status | Matched QI item | Match note | Est. disburse | Actual payout date by PR line | Payment received / proof | Verification | Days owing | Submitted by | Saved at | Docs | Chat | Actions |
|---|
Documents grouped by type. Payment Request and Quotation/Invoice are compulsory. Click thumbnail to view.
| Aging (not yet received) | Lines | RM |
|---|
| Client | Owing RM | Oldest (days) | Received RM |
|---|
| Auto Ref # | File No. | Client | Item | Reason for Advance | Amount (RM) | Advance date | Est. disburse | Received | Days owing | Status | Submitted by | Remark | Actions |
|---|
Days owing = today − advance date (the PR date, or the date the line was created if the PR date is missing). Once proof is uploaded the count stops and shows the days taken. A line is "Cleared" only after a Reviewer or Admin verifies the proof.
Admin only. Removes all tracker lines, report lines, supporting documents and quotation data. Users, branding and the reason list are kept. Conversation records are permanent and are not removed.
| User ID | Name | Role | Status | Actions |
|---|
Deleting a user never removes their past messages — the conversation record keeps their name. Prefer setting a user to Inactive when staff leave.