Services
Packages and Client Packages
What are Packages? Packages are groups of services offered to clients in bulk. The creation date and due date of all the services under the package will remain the same as the date specified in the services. You can assign the package to clients with ...
Import Services (Add Services in Bulk)
• Go to Services and click on Imort Button. • Click on the 'sample excel file' link, highlighted in blue. • Download the Excel file. • Open the downloaded file. • Column A: Enter the service name. • Column B: Select 'Yes' or 'No' to enable the ...
Create Recurring Service
Go to settings and open Services. + New or edit a service. Enter the service name Enable the toggle ‘Is Enabled?’ Enable Recurring using the toggle button. Set Auto Task Creation Frequency - Monthly/Quarterly/Yearly. For Monthly: • Creation Date: ...
Create a Service
Open the Main dashboard. Go to Setting and open Services. Click on “+New” button. Provided Service Name Like GST, ITR, Audit, etc. Click the Next button. Enable the service (is enabled?) or (Is Recurring?) Select user(s) and fill in billing details. ...
Create a Checklist in the Service
Go to Setting and open Services. Select a service. Click on the Checklist tab. Click “+ Add Step” button and fill in (click again for adding more steps).
Create a Custom Field in Service
Go to Setting and open Services. Select a specific service. Go to the Custom Fields tab. Click on “New Custom Fields” button. Fill required custom field and select Field type. Input option for filling details and Select option for an objective. ...
Enable, Disable or Change Recurring Service
Go to Setting and open Services. Open the service Click to enable or disable the toggle button next to “Is Recurring?” Select Auto Task Creation Frequency (Monthly, Quarterly, Yearly)
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.