Real Estate Studio WEB

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Receipt Details

Sr No Date Credit Debit Chq No/Trans ID Bank Remark if Any

Booking Lifecycle

Current Snapshot

Booking Timeline

Booking Cycle History

Cycle No Customer Status Booking Amount Paid Amount Refund Pending Refunded Is Current Actions

Unit Details

Members (0)

Primary: -

Documents

Activity Log

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Unit data, payments, members, and document status are available for the selected unit.

Upload Master Data Excel

Members

Developer-level customer and member master for the selected developer.

NameMobileEmailPANAadhaarProject

Payments Overview

Developer-level receipts, refunds, and collection summary for the selected developer.

DateProjectUnitBookingTypeModeRef No.Amount

Developer Documents

Developer-level document status summary for the selected developer.

ProjectUnitDocumentStatusVersionGenerated

Document Configuration

Configure document templates, output settings, filename mapping and tags for this project.

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Document Templates

Manage document templates, default file name mapping and enable/disable documents for this project.

Generated documents will be saved in the selected Output Document Folder.

Partners

Manage partners, required collections, deposits, and partner settlements.

1. Add Required Collection (Capital Call)

This amount will be required from partners based on their share %.

2. Add Partner Deposit

Partner deposits will be adjusted against their required amount.

Partner Summary (All Collections)

Partner Name Share % Total Required (₹) Total Deposited (₹) Due Amount (₹) Excess Amount (₹) Status Actions

Required Collection History

Date Ref No. Total Collection Required (₹) Reason / Remark Total Deposited (₹) Due (₹) Excess (₹) Status

Settings

Project and template settings will appear here.

Display Settings

Currency and locale used for amount formatting across dashboards, ledgers, reports, and summaries.

Developers

Manage developers, authorised signatories, and legal signing authority.

Developer Name Type of Firm GST No. PAN No. Projects Status Actions

Developer Details

Basic Details

Contact Details

Address

Developer Documents

Company/legal documents only. RERA is managed project-wise.
Document Name Type Upload Soft Copy Status Action

Authorised Partners / Signing Authority

Set the signing rule here. Partners can be added later.

Add New Template

Create a project-level document template configuration.

Add Payment

Create Project

Projects

Switch projects or create a new one.

Add Partner

Total Share: 0.00% Remaining: 100.00%

Partner details are tracked at the developer level. You can add more partners later, but total active share must be 100% before financial processing.

Optional Bank Details

Record Partner Payment

Record developer payout or settlement against the selected partner.

Year End Processing

Post Interest, Remuneration, and Profit & Loss entries for all active partners.

Partner Entries

Update year-end amounts and dates partner-wise.

Partner Ledger

Generate audit-ready partner capital account ledger.

Developers

Select a developer to load its default project.

New Booking

Cancel Booking

Add Transaction

Payment Details

Project-level payment breakdown.

Add Payment

Create a project-level payment transaction for a selected booking.

REPORT BUILDER

Generate Report

Choose the report scope, output and reporting period.

1

Report scope

Select the project and report you want to generate.

2

Output & period

Set the file format and date range.

Report Preview

Preview generated report rows.

Change Status

Update unit status and booking lifecycle dates here. Sold status requires Unit Amount and Booking Date.

Configure Fields

Select columns for filters, unit details, member details, and payments.

Unit Filters

Unit Details

Member Details

Payment Details

Project Members

Master member list for the loaded project.

Name Gender Mobile Email PAN Aadhaar Address Action

Member Details

Member profile, KYC documents, and attached properties.

Attach Member

Select a project member to attach with this unit.

Document Tags

Simple tags, loop tags, and raw config for the selected document.

Simple Tags

Tag Source Sample Required Formatter / Default

Loop Tags

Loop Collection Source Child Tags

Raw Config