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Immigration case desk

Follow each application from enquiry to post-landing — document checklists, embassy and VFS appointments, fee instalments, receivables, direct costs and gross margin, plus an attributed audit trail. Fictional sample cases; USD base with display-currency switching.

Active cases
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Lodged this month
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Decision rate
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Fees outstanding
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Documents expiring · 30 days
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Cases —
Sample pipeline
Applicant Visa Stage Consultant / branch Documents Fees Next step Actions
— USD base · display currency only
Pipeline by stage
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Open cases onlySample
Appointments & reminders
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Embassy · consulate · VFS centreSample
Audit trail who changed what
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Illustrative compliance logSample
Sample workspace. Fictional applicants, consultants and cases — not legal advice, and no real clients, applications or approvals. Sample data · display currency only · fees quoted in USD.
Accounting & finance service fees · government disbursements · gross margin
Invoiced · service fees
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Receipts recorded
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Direct costs
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Gross margin
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Client invoices service fee · receipts · balance
CaseClientInvoicedReceivedBalanceDueStatus
Direct costs disbursements paid for applicants
CaseDateTypeVendorAmount
Profit & loss sample ledger
Cash & controls
Branch contribution revenue · direct costs · margin
BranchCasesInvoicedCostsMarginMargin %
Payments & reconciliation
Accounting notes & controls
Month-end closeInvoices matched to bank feed · 2 lines to review
Tax treatmentGovernment fees are pass-through disbursements
Refund & credit3% of service fees held as refund reserve
CurrencyUSD base · local receipts translated at month-end rate
Payment approvalAbove $500 requires two-step approval
Document trailReceipt, invoice and disbursement voucher linked per case
USD base · illustrative ledger · no real paymentsSample