DNA
DNA PROFESSIONAL INVESTIGATION AGENCY
PAYMENT MANAGEMENT
AAdmin
⚠ Pending 45+ Days
Dashboard
Cases
Investigators
Monthly
Finance & TDS
Salary
Yearly
Documents
Form Match
Reports
Intelligence BETA
Settings
TA Approvals
Profit Intelligence
SLA Engine
Company Analytics
Collection by Company
Payment Status
🏆 Top Investigators Leaderboard
Need Attention / Critical Cases
Company Wise
CompanyCasesPayableReceived
Case Type Wise
TypeCasesPayableReceived
📡 Live Activity Center
All Cases 0
Doc Code ⇅ Status Date ⇅ SLA Company ⇅ Type Claim No ⇅ Insured ⇅ Hospital Location Invoice No ⇅ Invoice Amt ⇅ INV1 INV2 Fee1 Fee2 TA1 TA2 Payable ⇅ Received Profit Margin INV1 St. INV2 St. Hard Copy Outcome ⇅ Close Date ⇅
Showing 0 of 0
Page 1 / 1
Select Month
Monthly Report
🔍
InvestigatorTotal CasesPaidPendingCase PayableVouchers / CourierNet PayablePaid ₹Pending ₹Actions

TDS Receivable Ledger

Total Invoiced (Selected FY)
₹0
Total Received
₹0
TDS Deducted (Receivable)
₹0
TDS Ledger by Company
Company Name Financial Year Total Billed (Inv Amt) Total Received TDS Deducted Pending/Loss
Salaried Staff Management
Monthly Salary & Productivity
Investigator Monthly Salary Cases (Productivity) Total Salary Expense
📅 Yearly Summary

Full financial year totals — useful for accounting and tax filing. Switch years using the selector above.

Company Wise — Full Year
CompanyCasesPayableReceived
Investigator Wise — Full Year
InvestigatorCasesPayablePaidPending
Month by Month Breakdown
MonthCasesPayableReceivedProfit
📁 Hard Copy Document & Dispatch Control

Every case gets a unique document code (e.g. INV-APR26-001). Write this code on the physical file/folder from the investigator. Type the code below to instantly pull up that case — no need to dig through paper.

All Document Codes 0
Doc CodeDateCompanyClaim TypeClaim NoInsuredInvestigator(s)Hard Copy
0 1 / 1
🔍 Google Form Data Match

Paste rows copied from your Google Form or Excel sheet below. You MUST include the Header row. The system will auto-detect columns like Claim, Company, Invoice, Amount.
This checks each row against existing cases and flags matches. You can then instantly bulk-update missing Invoices or Amounts.

Supports headers: Claim, Company, Invoice No, Inv Date, Fee, TAT, Inv Amount, Received
📊 Generate Reports
💳 Generate Payment Slip
💬 Send All Slips — Bulk WhatsApp Queue

Opens one WhatsApp chat per investigator (who has both a saved number and cases this month), one after another. You confirm and attach the PDF for each before moving to the next — this still can't send automatically, but saves you looking up numbers one by one.

Fraud Heatmap & Intelligence Analytics

Real-time analysis of fraud patterns based on hospital risk profiling.

Top High-Risk Hospitals (Fraud %)

Overall Investigation Outcomes

Hospital Risk Database

Hospital Name Total Cases Genuine Fraud / Suspicious Pending / Unset Risk Score Status
⚙️

Settings & Agency Control Center

Manage branding, staff security, case fields & dropdowns, permissions, and cloud backups

🏢 Agency Branding & Identity

🏢 Agency Branding

This branding information automatically appears on generated investigator payment slips, monthly reports, and billing records.

✓ Changes save automatically on edit
📷 Agency Logo (PDF Slips & Reports)

Upload a high-resolution PNG or JPG logo. It will be positioned at the header of all investigator payment slips and audit reports.

📷
Click to upload agency logo
Recommended: 400x120px transparent PNG (Used on payment slips & reports)
Embedded as Base64

🧾 Agency Legal, GST & Banking Details

🏛️ Agency GST & Tax Details

Official GSTIN and PAN printed on all generated client tax invoices and statutory vouchers.

✓ Auto-saves to Supabase
🏦 Bank Account Details (For Client Remittances)

Bank details printed in the footer of Tax Invoices for insurance company NEFT/RTGS payments.

🏛️ Insurance Companies & State Branches Master

Register state-wise regional branches, GSTIN, and billing addresses for automated CGST/SGST & IGST billing.
Filter Company:
Loading branches from Supabase...

👥 Team Access & Account Security

🔐 My Account
Signed in as:
—
👥 Staff Access
Invite a staff member — they'll get an email to set their own password.
👥 Manage Staff Roles
Assign roles directly by their email address.
Loading roles...

📋 Companies, Case Types & Custom Fields

🏢 Insurance Companies

Manage standard dropdown options. Bulk Paste will reject unknown values.

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📂 Case Types

Pre-defined investigation classifications.

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🛠️ Custom Fields (Dynamic)

Add custom fields to cases (e.g. Claim Amount, Allocation Date). They appear in forms and mapping.

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🛡️ Role-Based Field Permissions

🛠️ Advanced Field Permissions

Control which user roles can Edit, Read, or are Hidden from specific case form fields. These rules apply instantly.

✏️ Edit 🔒 Read-Only 🚫 Hidden
Field Group Senior Junior Accounts Company

☁️ Automated Cloud Snapshots & Data Management

☁️ Data & Automated Cloud Backups

Data syncs live to Supabase. Automated disaster-recovery snapshots protect your database continuously on Free Tier.

Automated Server Backup
Active (Daily Interval)
Checking latest snapshot...
📊 Manual Export & Spreadsheets

Instant client-ready exports formatted for Google Sheets, Excel, or PDF archives.

🔧 System Maintenance & Cloud Sync

Direct tools for doc code alignment, batch rollback undo, and restore.

🔌 Integrations, Plugins & Danger Zone

📁 Google Drive Integration

Connect your Google account to automatically store and organize case documents in Google Drive.

🧩 Workspace Plugins Store
Customize your workspace (Dark mode, Privacy, Zen focus mode, etc.)
⚠ Danger Zone
Caution: Permanent data operations cannot be undone unless you have a recent server snapshot or JSON export backup.

Purge test cases or reset the database. Strictly protected by Admin role verification and verified Email OTP.

🧩 System Plugins (App Store)

Enable or disable optional features to customize your workspace.

🛡️ Automated Server Backups (14-Day Rolling History)

These automated snapshots are captured continuously by the server directly from Supabase, ensuring full recovery protection even on the Supabase Free Tier.

Timestamp Filename Cases Size Download
Loading snapshots...
🚨

Danger Zone: Purge Database

Strict Admin Role + Verified OTP Required
Permanent & Irreversible: This will permanently wipe all cases, investigators, audit logs, expenses, transfers, and uploaded documents from Supabase.
🛡️ A safety backup JSON will be automatically downloaded to your computer before any data is deleted.
Loading admin identity...
Click "Send OTP to Email" to receive your one-time verification code.
Code: New | Type: — | Payable: ₹0 | Received: ₹0 | Profit: ₹0
📋 Case & Policy Details
Step 1 of 5
📌 Case count rule: Investigator 1 only = 0.5 case. Investigator 1 + Investigator 2 = 1 case each.
👥 Investigator Allocation
Step 2 of 5
💰 Fees, Invoicing & Financials
Step 3 of 5
🧾 Client Tax Invoicing (Insurance Company)
Intra-State: CGST (9%) + SGST (9%)
📦 Pay Status, Hard Copies & Dispatch
Step 4 of 5
📑 Outcome, Remarks & Custom Data
Step 5 of 5
📲

Dispatch Case Assignment

Send instant assignment details directly to investigator's WhatsApp or Email with pre-filled case specs, SLA target, and investigation guidelines.

📋 Message Preview
🏢

Company Outstanding & Recovery Hub

Export recovery Excel sheets, filter unpaid/rejected claims & record remittance
Target Cases
0
Total Billed (Invoice)
₹0
Already Received
₹0
Outstanding Due
₹0
Cases List 0 Cases
Billed: ₹0 Recv: ₹0 Due: ₹0
Doc Code Claim No Company Insured Name Hospital / Location Date Invoice No Billed (₹) Received (₹) Balance (₹) Outcome Status / Logic Action
💡 Exported Excel contains company-ready remittance columns (UTR, Payment Date, Region, Deductions).

⚡ Record Company Remittance & Region Details

Update received payment, UTR number, Region/Branch, and remarks for selected cases
Updates the location / branch field on selected cases if entered.

🧾 Generate Bulk Tax Invoice (Insurance Company)

Consolidate selected cases into an official GST Master Tax Invoice + Annexure Statement
Insurance Company:
STAR HEALTH
0 Cases Selected
Taxable Base Amount: ₹0.00
GST Amount: ₹0.00
Grand Total (Billed to Company): ₹0.00

Add Insurance Company Branch

+ Add New Company
Official Corporate Name
⚡

Quick Receive (Email Payment Portal)

Instant single-claim update or multi-claim remittance advice paste
💡 Speed Workflow: Email se Claim No copy karke paste karein. System case match karke amount suggest karega. Press Enter to save & next. Alt + R
Changes auto-sync with Supabase and activity logs.

📋 Universal Bulk Paste & Smart Merge

✨ Universal Smart Match: Paste any Excel data. If headers are included (Claim No, Outcome, Fraud Reason, Invoice No, Invoice Amount, Received), columns are auto-detected.
• Existing Cases: Matching Claim No rows will automatically enrich blank fields (Outcome, Fraud, Invoice, Received) without duplicate errors.
• New Cases: Brand new claims will be added with next Doc Code automatically.

Import Preview — Review Before Adding

📦 Bulk Document & Dispatch Manager

Showing cases where Hard Copy is currently Not Received.
Doc Code Date Claim No Insured Role Status
0 Cases Selected

Mark Case as Exception

Add New Investigator

This adds the name to all dropdowns (Investigator 1 / 2, filters, reports, slips). It will show up in the Investigator Report once at least one case is assigned to them.

Bulk Payment Entry

0 Cases Selected

Bulk Edit Selected Cases

Select a field, enter the new value, then click Apply. Only the selected cases will be updated.
0 Cases Selected

Rename Investigator

This updates the name everywhere — all past and future cases, reports, and slips will show the new name. Use this for spelling fixes only.

Merge Investigator

Use this when the same person appears under two different names (e.g. "DR. NEETIRAJ SINGH" and "NEETIRAJ SINGH"). All cases under the source name move to the target name, then the source name is removed from the investigator list. This cannot be undone — download a backup first if unsure.

⚠ Duplicate Claim No Detected

A case with this Claim No already exists for the same company. Details below:

Do you want to save anyway (create new case) or cancel?

🏦 Smart Reconciliation — Bank Statement Import

Matches bank entries to cases by: amount (±0.5%), company name (fuzzy), and date (±10 days). Unmatched transactions are listed for manual review. Amount column should contain the payment received value.

Unmatched Transactions

📊 Investigator Performance Scorecard

Metrics: cases completed, avg days-to-paid, hardcopy on-time %, fee accuracy, disputes. Each weighted. Higher score = better.

Investigator Detail

💵 Add Expense / Voucher

📋 Agency Expense & Voucher Ledger

Date Type Payee / Investigator Category Remarks / Ref Amount (₹) Status Actions

💳 Confirm Monthly Settlement

↩ Batch Operations & 1-Click Rollback Log

Every bulk edit, import, reconciliation, payment, and deletion is recorded. Rollback any accidental batch in 1 click.

Time Action & Summary User DB Status Rollback Action
⚖️

Verify Form 26AS / AIS TDS

Compare Income Tax Portal TDS credit against your agency ledger
💡 How it works: Agar portal ka TDS amount aur agency software ka amount match karega toh 🟢 26AS Matched badge aayega. Agar kam jama hua hai toh red short deposit warning aayegi.