Firms
{{ health.total }}
Ready
{{ health.ready }}
Incomplete
{{ health.incomplete }}
No Branch
{{ health.missing_branch }}
No FY
{{ health.missing_fy }}
No Services
{{ health.missing_services }}

Firm Setup Health Checklist

A firm is ready when Branch, Firm Admin, FY, selected services and users are available.

{% for firm in health.rows %} {% else %} {% endfor %}
FirmBranchAdminFYServicesUsersBrandingBillingStatusMissing
{{ firm.name }}
{{ firm.code }}
 {% if firm.branch_ok %}Done{% else %}Missing{% endif %}
{{ firm.branch_count }}
 {% if firm.admin_ok %}Done{% else %}Missing{% endif %}
{{ firm.primary_admin }}
 {% if firm.fy_ok %}Done{% else %}Missing{% endif %}
{{ firm.fy_count }} FY{% if firm.current_fy_ok %} / current set{% endif %}
 {% if firm.services_ok %}Done{% else %}Missing{% endif %}
{{ firm.selected_service_count }}
 {% if firm.users_ok %}Done{% else %}Missing{% endif %}
{{ firm.user_count }}
 {% if firm.branding_ok %}Started{% else %}Pending{% endif %} {% if firm.billing_ok %}Ready{% else %}Pending{% endif %} {{ firm.status }} {{ firm.score }}/{{ firm.score_total }} {{ firm.missing_text }}
No firms found.