Data and Documents
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 ...
Mark Doc In-Out Entry
Go to Doc In-Out, and Click on “+New” button. Enter the Date, and select the category (Received/Given). Select document type (if not available click “+Add New” and save). Search and Select the Client. Enter Doc. location (where this document is ...
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 ...
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 ...