📋 Panel de Seguimiento — Bookkeeping Express
¿Qué hace?
Panel interno de operación para monitorear clientes activos, estado de libros y entregas pendientes del servicio Bookkeeping Express.
Cómo usar
- Ver lista de clientes activos y su estado actual
- Verificar qué clientes tienen documentos pendientes de procesar
- Revisar libros entregados vs. pendientes por cliente
- Gestionar el flujo de trabajo del equipo de bookkeeping
- Marcar entregas como completadas
- Acceder al historial de uploads por cliente
Flujo
Cliente sube docs → aparece en panel como pendiente → Luna procesa → se marca entregado
ℹ️ Panel interno. Solo accesible con credenciales de operador.
📋 Tracking Panel — Bookkeeping Express
What it does:
Internal operations panel to monitor active clients, book status, and pending deliveries for the Bookkeeping Express service.
How to use
- View list of active clients and current status
- Check which clients have documents pending processing
- Review delivered vs. pending books per client
- Manage bookkeeping team workflow
- Mark deliveries as completed
- Access upload history per client
Flow
Client uploads docs → appears in panel as pending → Luna processes → marked as delivered
ℹ️ Internal panel. Accessible with operator credentials only.