Project Proposal: Monthly Reporting System for Multi-Company Access and Analysis
Budget: $250 – $750 USD
Project Proposal: Monthly Reporting System for Multi-Company Access and Analysis
Objective:
We are seeking skilled developers to build a secure and user-friendly web platform for managing and analyzing monthly financial reports submitted by 40+ companies across different countries. The system must ensure controlled access, report accuracy, and centralized oversight.
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System Requirements:
1. User Access & Security
• Each company will have a dedicated login and individual dashboard.
• Users can only access and view their own company’s reports.
• Each company can assign multiple authorized users to input data.
• Once a report is submitted, it is locked for further editing.
• Only system admins can return reports for correction.
2. Reports & Data Entry
Each company must complete the following four reports monthly:
1. Accounts Receivable (AR)
2. Accounts Payable (AP)
3. Inventory
4. Board Summary Report (based on predefined KPIs)
• Data is entered directly into the web interface as numerical fields only – no file uploads.
• Input forms will reflect the structure of each report (based on provided templates).
• All reports are submitted in the company’s local currency.
• The system will automatically convert all values into Omani Rial (OMR) using exchange rates defined by the admin.
3. Admin Control & Notifications
• Admin can configure monthly deadlines for report submissions.
• The dashboard will show a real-time submission status for all companies.
• Admin can click on any company name to send automatic email reminders to relevant users.
• Admin can also unlock a report if correction is needed, and assign it back to a specific user.
4. Data Management & Archiving
• All submitted data will be stored and categorized by company, report type, and month.
• Reports will be permanently accessible for viewing and comparisons.
5. Data Aggregation & Reporting
• Admin can generate consolidated reports that include:
o Total receivables
o Aged receivables (>1 year, >2 years)
o Monthly and year-on-year comparisons (e.g., March 2024 vs March 2025)
• Reports can be downloaded in Excel or PDF formats.
6. Board Reporting Integration
• Certain board-approved reports must be automatically generated from the data entered.
• These formats will be shared later with developers to implement customized outputs.
________________________________________
Technical Requirements:
• Secure login system with roles (admin / company users)
• Web-based responsive UI with clear numeric data entry forms
• Admin dashboard with filters, report tracking, email triggers
• Multi-currency support with automated OMR conversion
• Report locking and audit trail
• Export options (PDF / Excel)
• Backend database and cloud hosting
• Optional: API-ready for ERP/data warehouse integration
________________________________________
Next Steps for Developers:
Kindly provide:
• Your proposed development stack and approach
• Timeline and cost estimate
• Examples of previous similar projects (if any)
Objective:
We are seeking skilled developers to build a secure and user-friendly web platform for managing and analyzing monthly financial reports submitted by 40+ companies across different countries. The system must ensure controlled access, report accuracy, and centralized oversight.
________________________________________
System Requirements:
1. User Access & Security
• Each company will have a dedicated login and individual dashboard.
• Users can only access and view their own company’s reports.
• Each company can assign multiple authorized users to input data.
• Once a report is submitted, it is locked for further editing.
• Only system admins can return reports for correction.
2. Reports & Data Entry
Each company must complete the following four reports monthly:
1. Accounts Receivable (AR)
2. Accounts Payable (AP)
3. Inventory
4. Board Summary Report (based on predefined KPIs)
• Data is entered directly into the web interface as numerical fields only – no file uploads.
• Input forms will reflect the structure of each report (based on provided templates).
• All reports are submitted in the company’s local currency.
• The system will automatically convert all values into Omani Rial (OMR) using exchange rates defined by the admin.
3. Admin Control & Notifications
• Admin can configure monthly deadlines for report submissions.
• The dashboard will show a real-time submission status for all companies.
• Admin can click on any company name to send automatic email reminders to relevant users.
• Admin can also unlock a report if correction is needed, and assign it back to a specific user.
4. Data Management & Archiving
• All submitted data will be stored and categorized by company, report type, and month.
• Reports will be permanently accessible for viewing and comparisons.
5. Data Aggregation & Reporting
• Admin can generate consolidated reports that include:
o Total receivables
o Aged receivables (>1 year, >2 years)
o Monthly and year-on-year comparisons (e.g., March 2024 vs March 2025)
• Reports can be downloaded in Excel or PDF formats.
6. Board Reporting Integration
• Certain board-approved reports must be automatically generated from the data entered.
• These formats will be shared later with developers to implement customized outputs.
________________________________________
Technical Requirements:
• Secure login system with roles (admin / company users)
• Web-based responsive UI with clear numeric data entry forms
• Admin dashboard with filters, report tracking, email triggers
• Multi-currency support with automated OMR conversion
• Report locking and audit trail
• Export options (PDF / Excel)
• Backend database and cloud hosting
• Optional: API-ready for ERP/data warehouse integration
________________________________________
Next Steps for Developers:
Kindly provide:
• Your proposed development stack and approach
• Timeline and cost estimate
• Examples of previous similar projects (if any)