Project Overview We require a custom-built financial management platform, similar in flexibility to Microsoft Excel, but structured, automated, secure, and purpose-built for our business operations. The system must handle: Sales income Non-sales income Expenses VAT calculations Running balances Monthly summaries Client invoicing This is a bespoke internal accounting system, not linked to Xero, QuickBooks, or Sage. Key Objective To replace complex spreadsheets with a controlled, formula-driven financial system that: Automatically calculates totals, VAT, balances Prevents accidental formula changes Allows structured data entry Generates reports and invoices Provides month-by-month financial visibility Core Modules & Features 1. -Sales / Income Entry Module Excel-style table with formulas, containing the following fields: Date Inflow Type (Sale / Non-Sale) Client Name Invoice Number Security Box Number Box Size Duration of Box Rental Payment Method Gross Amount VAT (auto-calculated if applicable) Net Amount Key Deposit Sale Amount (excluding key deposit) Non-Income Amount (if applicable) Automatic Calculations Running balance Total sales Total non-income VAT per transaction Total VAT Total key deposits 3- Expenses Module Separate structured table for expenses: Date Financial Month Invoice Number Payee Payee Category (dropdown) Payment Method Receipt (Yes / No) Receipt Number (if Yes) VAT Applicable (Yes / No) Gross Amount VAT Amount (auto) Net Amount Automatic Calculations Running balance by category Total expenses VAT totals on expenses Monthly expense totals 4-Running Balances & Controls Continuous running balance across: Sales Expenses Key deposits Locked formulas (users cannot overwrite calculations) Editable entries only in permitted columns Optional role-based permissions (Admin vs Staff) 5- Summary & Reporting Dashboard A Summary Page showing: Month-by-Month Breakdown Total Sales Total Expenses Gross Income Net Income VAT Collected VAT Paid Total VAT Liability Total Key Deposits Held Filters By month By client By payment method By category 5- Invoice Generation for Clients Generate printable client invoices from sales entries Auto-populate: Client name Invoice number Box number & size Rental duration Sale amount VAT Total payable PDF export Invoice numbering logic required Technical Expectations Spreadsheet-like interface with formulas Cloud-based Secure data storage Export to PDF / Excel Print-friendly reports Backup & restore facility Audit trail preferred Important Notes This is not standard accounting software Must be custom-built around our workflow Accuracy and reliability are critical VAT logic must be correct and adjustable System must be scalable What to Include in Your Proposal Experience building financial or accounting systems Example dashboards or spreadsheet-style systems Suggested tech stack Timeline and milestones Fixed cost or phased pricing Support & maintenance options Budget Open to discussion based on experience and solution quality. Next Steps Shortlisted developers will be invited to discuss: Exact formulas VAT rules Invoice layout Permissions and controls PLEASE NOTE : Submit your one time best quote only- Do not submit a lower quote to attract attention and then increase it later. Your enquiry will be ignored completely .