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Ranlanka CRM documentation — pre-release, subject to change.
Changelog2026-07-26

2026-07-26

  • Company Statistics — new page for reporting over any custom date range: KPI tiles, a per-staff bar chart, fee category and invoice status pie charts, and an Export to Excel button. Grouped alongside Payments, Financial Dashboard, and Accounting under a new expandable Finance sidebar item.
  • Accounting — new Payments Due tab (unpaid/ partial invoices, always shown regardless of period), a service column added to Payments Collected, and a Monthly/Yearly switcher added to both the Financial Dashboard and Accounting pages (Yearly adds a Jan–Dec per-month breakdown table). The P&L report now also breaks Total Invoiced down by Visa Fees, Consulting Fees, Flight Revenue, Other Fees, Tax, and Discount.
  • Accounting: how Profit is calculated — documented the profit model everywhere Profit is shown: visa invoice profit is the Consulting Fee line item only (Visa Fee is a pass-through cost to the embassy/vendor), flight/ticket invoice profit is Total Amount minus Cost Amount.
  • Finance & InvoicingCost Amount is now ticket/flight-only; it’s hidden on visa invoices and defaults to 0.
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