We have multiple clients that we need to get approvals from on a weekly basis to pay bills. We want to be able to send them an email or an alert saying the data is ready, they could log in and see a "notes" area with 10 data points (these can be fixed for each client), then they would "approve bills" which would show them all of the bills that they have due that we have uploaded to the app that week.
We would have to have user/password so that clients only see their data and not anyone else's. Our team could upload information for any client, but it would need to be private on the client side.
We would want to type data into a form on the admin panel that would show key indicators like "Cash", "Accounts Receivable", etc for each client. This would show up on their notes page.
We would want to be able to upload a file like the one attached for each client so that they would be able to "click" approve on the bills they want us to pay. This would then send an email to a fixed email address for every partner with the bills they approved. A blank space at the bottom for them to write in their own custom bills to pay would be nice as well. We only need to collect the Date, Name, Date Due, Num and Amount due from this excel sheet. Once they click "approve" all the unpaid bills (including the ones they didn't pick) would disappear.
Our color codes are attached.