GATMS V12 — Executive Work Centre

My Management Schedule

VJG · Effective 16 October 2026 · Asia/Kolkata (IST)

Monday–Friday 9:30 AM–6:30 PM · Saturday 9:30 AM–3:30 PM · Sunday off

View day

Daily management time blocks
Time (IST)	Management focus	Review / outcome

Daily priorities: top 10 outstanding payments, priority billing approvals, urgent service escalations and one meaningful new-business opportunity.

GA - E-OFFICETask & Document Management System

My Dashboard

Total Tasks Assigned

Pending

Under Review

Completed

Ownerwise Assignment

Owner	Total Assigned	Pending	Under Review	Completed

My Document Completion Work

Review the required document on each assigned task, then upload the matching PDF.

Welcome Back,

V12 User 👋

Here's what's happening with your EXIM operations today.

Indian Exports.
Global Opportunities.Your Compliance Partner

——Executive Control

₹

₹0Total Pending (Incl. GST)0 pending jobs

↗

₹0Expected RevenuePending incl. GST + outstanding

▥ Revenue Summary (Pending)

By Category⌄

₹0High Pending
(0 jobs)

₹0Medium Pending
(0 jobs)

₹0Low Pending
(0 jobs)

♟ Task Status

Total 0

0Tasks

ϟ Quick Actions

▤ Outstanding Payment – Invoice Register Balance

Total Receivables as on —

● Payment Received – Task Summary

◷ Upcoming Follow-ups

▤ Recent Invoices

Invoice No.	Client Name	Amount	Date	Status

☷ Recent Tasks

Task ID	Client Name	Service	Due Date	Status

From India
to the WorldCompliance | Advisory | Execution

28+ Years Experience500+ Clients5000+ Licences₹1000+ Cr Duty Benefits“Your EXIM Success is Our Business.”

OPERATIONS

Work Centre

HUMAN CONTROL

Approval Queue

V12 only

Open Email Approvals to review the current authorised V12 proposal queue.

AI recommends. Your team always approves.

⚡LIVE

DSC Instant Lead Centre

Open the DSC centre to view the current V12 lead queue.

0Unassigned0Payment due0Processing

ACQUISITION

Growth Centre

V12 standalone

GoogleIndiaMARTJustdialLinkedIn

0 new leads

External connectors remain disabled.

PRIORITIES

Needs Attention

Historical import remains isolatedNew operational work is entered directly in standalone V12.
→

OPERATIONS

Tasks

V12-only task lifecycle with preserved Query/DL cycles and full event history.

Live V12

New Task No.	Old Task No. / Assigned	Open	Client / Service / Licence	Status	Cycle	Priority	Follow-up

▦

Select a task

Review assignment, current status and the complete V12 event timeline.

V12 Daily Control

GLOBAL SEARCH

Client · Service · Licence · Invoice · SB · BE · Authority · Notes

Search saved V12 records, notes and document references. File contents are not indexed.

WHAT NEEDS MY ATTENTION TODAY?

Live operational control from V12 records

Follow-up Register

Current authorised V12 records

Status / OptionsOwnerSearch client, job, invoice or licence

Immediate Job Actions

Financial YearClientServiceOwner

Year selection filters this screen. Automatic reminders include all outstanding years for the client.

Alert	Job	Client	Service	Assigned	Target / Follow-up	Portal Status	Note / Collection	Action

Invoices & Collections

Total Receivable —

Invoice / Client	Due Date	Balance ₹	Action

CONTROLLED CHASING

EXIM Follow-up Control Centre

Task-linked client, authority, payment and internal follow-ups with controlled completion and ownership.

0 open

EXIM FOLLOW-UP & ALERTS

Follow-up Register

Quick Search Status Type Owner Due From Due To

Status	Job / Task	Client	Service	Owner	Type	Due	Note / Next Action	Action

CONTROLLED FOLLOW-UP

Schedule authorised follow-up

Record-level task access is enforced by the API. Executives can only act on their assigned tasks.

INSTANT REVENUE

DSC Instant Lead Centre

Lead → allocation → KYC → quotation/payment → processing → issue → invoice → renewal.

Payment links not connected

LEADS

DSC SLA queue

MARKETING

Growth Centre

Unified lead attribution, qualification, follow-up and campaign economics.

External connectors disabled

PIPELINE

Growth leads

CAMPAIGNS

Connector-ready campaigns

STAFF CONTROL

Staff Workload & Reassignment

Active task load, priority pressure, follow-ups, projected revenue and controlled task reassignment by user.

V12 assignments only

WORKLOAD

Current Staff Workload

SERVICE COMMERCE

Service Master

Search and manage service codes, names and status.

V12 service master

＋ Add Service

Create Service Master

Current Services

QUOTATIONS

Professional fee proposals

REMINDERS

Notifications Centre

Task, follow-up, DSC, payment and compliance reminders scoped to the signed-in user.

In-app V12

YOUR BUSINESS MAILBOX

My Email

Read and reply using your assigned GoDaddy Titan mailbox.

Loading your mailbox assignment…

DRAFT · REVIEW · APPROVAL

Email Approval Centre

Prepare client emails, review recipients and approve each message before manual use.

V12 stores drafts and review history. Use your mailbox to attach files and send an approved message.

New email draft

Drafts & review history

0 pending

SearchStatus

✉

Select an email draft

Create a draft or select one from the queue to review its recipients and message.

EXIM PORTALS

EXIM Portals

New applications and existing-task status checks.

OFFICIAL PORTALS

EXIM Work Shortcuts

Use reviewed V12 portal links

Loading reviewed V12 portal directory…

RELATIONSHIPS

Client 360

Client profile, tasks, compliance vault, service history and authorised finance visibility.

V12 client master

NEW CLIENT

Create Client Master

CLIENT REGISTER

Current Clients

Search client code, name, IEC or GSTIN / ग्राहक शोधा

◎

Select a client

Review V12-only client relationships and compliance metadata.

FINANCE

Billing & Payments

GST, reimbursements, TDS, deductions, part payments and allocation-aware outstanding.

PostgreSQL ledger

INVOICES

Invoice recovery queue

PAYMENTS

Payment allocations

ADMIN CONTROLS

Admin Settings

Occasional workbook validation and financial review controls.

Excel Match Check

Review invoice and payment mismatches from staged Excel workbooks. Use this during data intake; daily billing and collections remain in Finance.

Existing Accounts and authorised admin access applies. Review decisions preserve the original workbook and operational records.

Excel Intake

Stage and validate a workbook before any authorised import. The production import gate remains locked.

DOCUMENT CONTROL

AA/EPCG Document Completion

Restricted assignment, verification, and licence document audit.

Assign Document Completion

Managers can assign one or more tasks in one submission. Confirm the actual licence-document requirement; task ownership remains unchanged. Production assignment is separately gated.

1. Search task (number / client / service) Select a matching task. Use Add task to build a batch across searches.

2. Assign to associate

Eligible associates are loaded when Admin Settings opens. If missing, select Refresh associates. 3. Required documents Select one or more documents. Hold Ctrl on Windows or Command on Mac to select additional options. 4. Source-backed reason / document requirement Absence of a PDF alone does not prove a licence has been issued.

I verified that each selected task needs the selected document types, reviewed available documents, and checked that there is no active duplicate completion assignment.

Production assignments remain controlled by the separate server-side feature gate.

MAKER–CHECKER CONTROL

Financial Reconciliation Resolution Centre

Review financially blocked intake issues with evidence and approval without rewriting the authoritative workbook.

Import gate remains authoritative

EXCEPTION QUEUE

Financial validation cases

Accounts proposes · authorised checker reviews

CONTROL

Report Centre

Generate, filter, print and export management reports.

V12 staging analytics

AUDIT

Recent audit history

V12 INTAKE

Excel Validation Centre

Stage the original workbook, profile worksheets and surface validation issues before any operational import is possible.

Import locked

PARSE + VALIDATE WORKBOOK

Original workbook control

V12 now reads the workbook directly. It auto-detects Tasks, Invoices, Payments and Payment Allocations, maps supported columns, validates dates/amounts, detects duplicates/unmatched references and reconciles part/multi-invoice payments. The original binary is preserved first; operational import remains locked.

BATCHES

Parsed intake review

LEAST PRIVILEGE

Team & Access

V12-only user administration. Passwords are hashed before storage and never returned by the API.

Fresh V12 roles

USERS

Authorised V12 accounts

CREATE V12 USER

New V12 account

Production users receive a one-time temporary password, must enrol individual MFA, and must change the password before using V12.

Sign in to V12

My Management Schedule

My Dashboard

Ownerwise Assignment

My Document Completion Work

V12 User 👋

▥ Revenue Summary (Pending)

♟ Task Status

ϟ Quick Actions

▤ Outstanding Payment – Invoice Register Balance

● Payment Received – Task Summary

◷ Upcoming Follow-ups

▤ Recent Invoices

☷ Recent Tasks

Work Centre

Approval Queue

DSC Instant Lead Centre

Growth Centre

Needs Attention

Tasks

Application Work Register

Select a task

V12 Daily Control

GLOBAL SEARCH

WHAT NEEDS MY ATTENTION TODAY?

Follow-up Register

Submitted — Fresh Submission + Query/DL Replied + Authority Follow-up

Query/DL Raised

Immediate Job Actions

Invoices & Collections

EXIM Follow-up Control Centre

Follow-up Register

Schedule authorised follow-up

DSC Instant Lead Centre

DSC SLA queue

Growth Centre

Growth leads

Connector-ready campaigns

Staff Workload & Reassignment

Current Staff Workload

Service Master

Create Service Master

Current Services

Professional fee proposals

Notifications Centre

My Email

Email Approval Centre

Drafts & review history

Select an email draft

EXIM Portals

EXIM Work Shortcuts

Client 360

Create Client Master

Current Clients

Select a client

Billing & Payments

Invoice recovery queue

Payment allocations

Admin Settings

Excel Match Check

Excel Intake

AA/EPCG Document Completion

Document Completion — Admin Report

Assign Document Completion

Licence Document Manager Review

AA/EPCG Licence Document Audit

Financial Reconciliation Resolution Centre

Financial validation cases

Report Centre

Recent audit history

Excel Validation Centre

Original workbook control

Parsed intake review

Team & Access

Authorised V12 accounts

New V12 account