Accounting App

Overview

At Voxtus, we partnered with accounting professionals to build a robust, modular, and intelligent Accounting App using Microsoft Power Platform’s Canvas App framework. This enterprise-grade application is tailored for accountants and financial advisors who manage multiple clients and need a centralized digital platform to handle every aspect of their accounting workflows.
The solution replaces traditional spreadsheets and disconnected tools with a modern, cloud-based system that enables client-centric financial management, real-time transaction tracking, chart of accounts, GST compliance, customer/vendor handling, and fiscal year control — all embedded in a consistent, user-friendly experience.

Dashboard Screen (Landing Page):

The landing screen features a modern layout with a left-side navigation menu consisting of three key sections: Dashboard (default), Clients, and GST Management. The main area displays recent clients and recent transactions, along with summary cards showing total clients and active vendors for a quick overview.

Client Screen:

When the user navigates to the Client module, they can:

• View all clients in a scrollable, searchable gallery
• Use a Search Bar to quickly locate clients by Client Name or Company

• Click "Add Client" to open a popup form for adding a new client
• Use the "View" option for any client to access their complete profile and financial setup

Client Details Screen:

Upon clicking “View” on any client, the app navigates to the Client Details Screen, which features a tabbed interface. Each tab corresponds to a core accounting module for that specific client:

Client Tab:

• Displays client’s core data: company name, address, GST number, status, fiscal year, and more
• Edit icon at the top right to update data inline
• Client form updates reflect throughout the system in real-time

Chart of Accounts Tab:

• Displays a gallery of all financial accounts linked to the selected client
• A dropdown filter allows users to search accounts by type (e.g., Assets, Expenses)

• Users can Add Account using a popup form

• Edit – Opens a popup to modify account data
• View Transactions – Displays a transaction gallery filtered by the selected account
• When viewing transactions:

• A Transaction Type filter enables narrowing results
• Top-right account info displays Account Name, Type, and Balance
• Clicking on a transaction navigates to a Transaction Details screen

Transaction Tab:

• Shows all transactions linked to the client, regardless of account

• Top bar includes a New Transaction button that opens a data entry form

• Fields include Date, transaction No., Client, Vendor, Account Involved, Type (Credit/Debit), Amount, Currency, and Description
• Each transaction can be viewed in detail via a dedicated Transaction Details Screen

Customer Tab:

• Gallery of all customers tied to the selected client
• Includes both Active and Inactive customers
• Add Customer button and edit functionality

Vendor Tab:

• Similar layout and features as Customer Tab
• Manage vendor-specific data, including status and updates

GST Tab:

• Display and manage GST data and compliance information

Fiscal Year Tab Tab:

• Lists all fiscal years associated with the client
• Each entry includes a status: Active or Inactive
• When a new fiscal year is added, the app:

• Automatically deactivates the previous year
• Marks the new year as Active
• Reflects the active year in client forms and transactions

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This is just one of the many solutions we’ve developed on the Microsoft Power Platform. If you're looking to digitize operations, improve data control, and simplify complex workflows — we can help.

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