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 ...
Popular Articles
How to Add a WhatsApp Template in Practive
Practive allows you to create and manage WhatsApp message templates directly within the software. These templates can be used to send both automated and manual messages to your clients. This guide explains the step-by-step process to add a WhatsApp ...
Checklist
What is a Checklist? A checklist is a set of predefined steps or processes required to complete a task. It provides clear, step-by-step instructions to assist your users in completing their tasks efficiently. Example: For a task like Accounting, 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 ...
Subtask
What is a Subtask? A subtask is a smaller, manageable task that is part of a larger primary task. Subtasks help break down complex tasks into actionable steps, making it easier to track progress, assign responsibility, and meet deadlines. Each ...
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, ...