Verluma
Features

What Verluma Entry actually does.

Every item below is implemented and working today — nothing on this page is a roadmap promise.

Quick Entry

  • Keyboard-first, spreadsheet-speed row entry — no receipt required
  • Vendor autocomplete, ranked by your own transaction history
  • Category suggestions based on previous entries for that vendor
  • GST/HST-aware arithmetic — exclusive, inclusive, or manual entry modes
  • Every entry lands in the same structured Transaction record as a receipt upload

Receipts

  • Private, authenticated receipt upload — image or PDF
  • OCR-assisted field extraction, suggestion-only
  • Secure in-browser preview, no public URLs
  • Archive and restore, never a silent delete

Transaction entry

  • Basic entry for routine transactions
  • Advanced entry: classification, subtype, tax treatment, ITC eligibility, business-use %
  • Exact decimal tax calculation — exclusive, inclusive, or manual entry modes
  • Receipt-linked or standalone, depending on how you entered it

Organization

  • Category classification with parent/child hierarchy
  • Client tax profiles — GST/HST registration, filing frequency, entity type
  • Effective-dated tax presets, never silently recalculated after the fact
  • Deterministic duplicate-suspicion detection

Review workflow

  • Draft → Ready for Review → In Review → Needs Information → Approved / Rejected
  • A dedicated Reviewer role — self-review is never permitted
  • Append-only review history for every status change
  • A material edit to an approved transaction returns it to review automatically

Reporting & export

  • Transaction Detail, Income/Expense/COGS summaries, GST/HST preparation summary
  • Missing Documents and Review Exceptions reports
  • CSV and XLSX export for every report
  • A Complete Accountant Package — every report plus authorized source receipts, in one download

Team & governance

  • Owner, Admin, Staff, and Reviewer roles, enforced server-side
  • Append-only audit log of every meaningful action
  • Temporary-password onboarding with forced first-login change
  • English and Turkish localization