Clients
Import Clients (Add Clients in Bulk)
• Go to Clients and click on the Import button (Top Right corner). • Click on the 'sample excel file' link, highlighted in blue. • Download the Excel file. • Open the file. • Enter the Client Name in Column A. • Select the Client Type from the ...
Create New Client
Log in to the Dashboard Open the client panel, click on (+ New) button or just click (+) marker next to the clients menu. Enter all basic details of the client (Name, Type, Mobile number, Email, Address, PAN, GSTIN, etc). Select a Group (if any ...
Clients Recurring Service
After adding clients to the dashboard you can add recurring services for clients like GST Returns, ITR, Accounting, Audit, etc. Also, you can set the price of tasks as per clients. Open the Client dashboard. Search and click on the client’s name. ...
Add or Edit Client Custom Fields
Add New Client Custom Filed Go to Settings and open “Client Custom Fields.” Click on the “+New” button and enter the Field Name. (Eg. DIN, CIN, TAN, Father Name, etc.) Select the Field Type (input for a text field or select for a dropdown). If you ...
Add or Edit Client Group Name
Add Client Group Name Go to Settings, and open “Groups”. Click on “+New” button and type the Group Name. Click the Save button. Edit Client Group Name To edit the group name, click Edit (✎) button next to the group name. Change the name and click on ...
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.
Save Client's Password
Go to Clients, and open a client. Go to Password tab, and Click “+New” button. Select the Portal (+Add New if not available) Enter Username and Password, and click the Save button.
Popular Articles
Add Expenses to Invoice
Go to the Invoice and click the +New button. Enter all details, including the client's name. Scroll down, you see a box. Click on the +Add Expenses button. A pop-up will open; select the expenses you want to add to the invoice. Enter the description, ...
Clients Recurring Service
After adding clients to the dashboard you can add recurring services for clients like GST Returns, ITR, Accounting, Audit, etc. Also, you can set the price of tasks as per clients. Open the Client dashboard. Search and click on the client’s name. ...
User Roles Settings (Permission Settings)
Go to Settings and open User Roles'. Click on the +New Button or click on the role name to edit. Client Create Client: You can select the checkbox to enable/disable permission for this action. Edit Client: You can select the checkbox to ...
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 ...
Save Client's Password
Go to Clients, and open a client. Go to Password tab, and Click “+New” button. Select the Portal (+Add New if not available) Enter Username and Password, and click the Save button.