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Add or Edit Document Type
Add Document Type Go to Settings, and Open “Document Types”. Click on “+New” button and enter the Document Type name. Click the Save button Edit Document Type To edit this document, click Edit (✎) button next to the document name. Click the Save ...
Upload the Client’s Documents
Open the Client dashboard. Search or click on the client’s name. Open the Document tab. You can drop or upload client Documents such as GST Return, ITR File, Audit reports etc.
Upload the Task Documents
Open the Task dashboard. Click on the Serivce name. Open the Document tab. You can drop or upload the Documents such as GST Acknowledgement, ITR Submission file, Audit reports etc.
Export Data to Tally (Import Data in Tally)
Go to Settings and click on “Export Data to Tally” Select the date range for downloading the receipts, invoices, clients, and services for import into Tally. Note: The date range should be within 1 year. Download the zipped file that contains the ...
Renewals Management
Manage all your client renewals like DSC, Food License, Insurance, Agreements, and more—efficiently from one place. Automate task creation and never miss an expiry again. Note: DSC has been moved under Renewals. How to Add Renewals Go to Renewals and ...