Bookkeeping Dashboard and CSV Export

Use the bookkeeping page to review gross income, expenses, net, outstanding balances, and export filtered records to CSV.

Mankai bookkeeping dashboard — The bookkeeping page is designed to give you a fast read on money in, money out, and what is still outstanding.

Mankai’s bookkeeping page is an admin reporting surface, not a replacement for full accounting software. It is meant to help you understand project and session finances inside the CRM.

High-Level KPIs

Gross income
Expenses
Earned in the current year
Expected monthly
Net income

Portfolio Detail Metrics

Total projects or sessions
Active count
Paid off count
Overdue count
Active payment plans
Total outstanding
Total contracted
Average value
Collection rate

Filtering

You can filter by client and month. This is useful when you want to review only one client’s history or one specific month of work.

CSV Export

The bookkeeping view includes a CSV export button that exports the currently rendered table. That makes it easy to hand filtered results to your accountant or compare numbers against your outside system.

What the Page Calculates

The page reads payment records, completed payment status, balance-affecting flags, totals, outstanding amounts, payment plans, and overdue states to build a clearer picture of portfolio health.

Use It For

Weekly financial review
Checking overdue work
Comparing contracted value to collected revenue
Exporting filtered records

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