HGS secure login

Sign in to HGS Accounts & Invoicing

Email
Password

Use the email & password you created in Supabase.

Dashboard
Outstanding
£0.00
0 invoices
Overdue
£0.00
0 invoices
Active Customers
0
in database
Quick sales note

Use this for cash sales that don't need a full customer record.

Today at a glance

Simple snapshot based on invoices.

No data yet.
Profit summary

Simple profit: invoice income minus transaction expenses.

Monthly profit bars (last 12 months)
📈 Invoice Status

Quick breakdown of all invoices.

Customer database

Add customers once, then reuse them on invoices (like QuickBooks customer centre).

Name Business Phone Email Address
Parts & labour rates

Store part numbers and labour items once – pull them straight into invoices.

Name SKU Unit £ VAT %
Invoices auto-calculate totals – VAT is only applied if "VAT registered" is ticked.
New invoice
Pick a customer, add line items from your parts list, and save.
Part Description Qty Unit £ VAT % Line total
Tip: break multi-visit jobs into separate labour lines and use Notes for the story.
Net: £0.00
VAT: £0.00
Total: £0.00
Invoices list

Click "Load" to view/edit an invoice; set "Paid" when money received.

# Date Customer Status Total £
Open invoices to match

Select an invoice on the left and a bank transaction on the right, then click Match selected payment.

Date Invoice # Customer Total £ Status
Unmatched income transactions

These are income Transactions not yet linked to an invoice. Pick one to match or mark it as non-invoice income.

Date Amount £ Account Counterparty Notes Category
Match / reconcile

For now, matching is one invoice to one transaction. When matched, the invoice is marked Paid and the transaction is categorised as Invoice Payment and linked to that invoice number.

Manual transactions

Use this for expenses and extra income that are not part of invoices (fuel, parts, etc.).

Import bank CSV

Upload a .csv bank statement. It looks for columns like Date, Description, Amount or Debit/Credit and creates income/expense transactions.

Tip: Works best with standard UK bank exports. You can delete or edit any imported line afterwards.

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Date Type Account Counterparty Category Receipt # Notes Amount £
Price Book
Bradford base prices with zone uplift + optional callout. Saved in your app data and synced via Cloud Sync.
Common jobs
Manage (zones, callout, import/export, uplift)
Zones
Callout defaults
Import / export
CSV columns: category,job_name,base_price
Increase everything
Profit summary

Simple view: Paid invoices (income) minus expenses (transactions marked as expense).

Year-to-date monthly profit (rough, based on paid invoices and transactions).

Income vs expenses
Expenses by category
Detailed report (pick any period, or click a month on the bars)
Tip: click a month bar to auto-fill the date range and show what you made/spent in that month.
Data Sync

Your data syncs automatically with the cloud. Use the main Reconciliation app for backups and data management.

Cloud login (Supabase)

Secure login and sync with your HGS Supabase project.

Status: Not connected

Logged in as: -

To change your login, update the user in Supabase Auth, then sign in again here.

☁️ Cloud Sync

Sync your data between this device and cloud storage

Sync Options:
  • 🔀 Merge: Combines local + cloud data (recommended - nothing is lost)
  • ⬆️ Push: Upload local → cloud (overwrites cloud)
  • ⬇️ Pull: Download cloud → local (overwrites local)
Local Customers: 0
Cloud Customers: 0
Local Invoices: 0
Cloud Invoices: 0
Local Transactions: 0
Cloud Transactions: 0
Local Parts: 0
Cloud Parts: 0
Last Sync: Never
💡 Tip: Use Merge to safely combine data from multiple devices. New items are added, existing items keep the most recent version.
Auto-categorisation rules

When a transaction description (from CSV or manual) contains one of these keywords, the app will automatically set the category for you.

Example: keyword SHELL + type Expense → category Fuel and Oil.

Keyword Type Category
Invoice / company details

Set the next invoice number if you are migrating from Excel (e.g. 0099).

These details appear on printable invoices. Edit once and reuse across all jobs.

📋 Invoice Number Counter

Tip: If your invoice numbers aren't saving, click "Auto-detect" to sync with your existing invoices, or "Set manually" to enter a specific starting number (e.g., 109 if your last invoice was 108).