About this prototype

First interactive design for Group Finance. The finance system remains authoritative for records, permissions, approvals and accounting.

Working in the prototype

Overview, My work, Invoices, Invoice review, Banking, Reports, Director pack, Entities, Projects, Documents and Receipt upload screens
Invoice review actions change local demo state: correction requests, review, commercial approval, accounting referral, bank-detail verification, duplicates, field corrections
Work queue views, search, sort, type filter, saved views, drawer, single and bulk assignment
Report generation for 12 templates from one engine; all totals computed in integer cents from the same dataset
Plain-English report requests for a small documented set of phrases; anything else is declined
Saved report configurations, favourites, duplicates and snapshots (kept in this browser only)
CSV export of the displayed rows; print / save as PDF; director pack with ordering and commentary
Screen state simulator (loading, empty, error, permission denied, stale, incomplete) and persona switch

All companies, people, invoices, bank lines, ledger figures and documents are fictional
No connection to the finance system (Frappe/ERPNext); no data leaves the browser
Persona switch is a role preview, not access control
Document previews are drawn, not real PDFs; receipt uploads are simulated
Accounting posting references and payment runs are simulated
Recurring report schedules are drafts and never send
Cash-basis reporting shows accrual figures with a notice

Integration requirements and open questions are in docs/INTEGRATION.md in the repository.