Help & FAQ
A business is like a folder. Inside it you keep many books (for example Shop Cash Book, Home Kharcha, Staff Salary). Switch businesses from the menu at the top-left. Create new ones from Books → Businesses / folders.
Open a book and tap Cash In (money received) or Cash Out (money spent). Only the amount and remark are required. Date and time are filled in for you, and party, category and payment mode are optional. Use Save & add new to enter many quickly.
On a book, use the filter bar: Duration, Types, Parties, Members, Payment Modes, Categories. Search by remark or amount (press / on a computer). The Cash In, Cash Out and Net Balance boxes update with your filters.
Go to Team → Add team member. A Partner sees everything. Staff only see the books you tick, and for each book you choose exactly what they can do: View, Add, Edit, Delete, Download. You can also give staff the Parties, Reminders or Reports module. If you give access to one book they only see that one, and adding another book lets them see that too.
Turn on alerts in My Profile → My alerts, or the owner can set them for each member in Team. You'll get an email or SMS when someone adds, edits or deletes an entry in a book you can see.
Open Reminders → I have to pay or I will receive. Set the amount, due date, how often it repeats (monthly EMI, yearly insurance…) and how many days before to alert you. You'll get alerts before the due date, on the day, and while it's overdue. Tap Done to record it in a book. Repeating reminders move to the next date automatically. For money you'll receive, you can also remind the client by SMS or email.
Parties are your customers, suppliers and contacts. Type a new name while adding an entry and it's saved automatically. Open a party to see all entries with them and the net balance, or to call or WhatsApp them.
Reports shows Cash In vs Cash Out by day or month, and breakdowns by category, book, party, payment mode and team member. Download it as Excel.
Each book can be downloaded as Excel or CSV (download icon at the top). For a full backup, go to Business Settings → Backup. If the admin has enabled it, connect Google Drive for one-tap or automatic daily/weekly backups.
In Business Settings upload your logo, add your address and GSTIN, and manage your own categories and payment modes.
If plans are enabled, go to Subscription, choose a plan, pay with any UPI app (scan the QR or tap Pay), then enter the UTR / transaction ID. Your plan is activated once the payment is checked.
On the login screen tap Forgot password?, enter your email and use the link we send (valid 1 hour). No email on your account? Ask the business owner or contact support.
Deleting your account
Open My Profile → Delete my account and enter your password. This deletes your account and every business you own, with all books, entries, parties and reminders. Entries you added to someone else's business stay there without your name. If you can't log in, email us from your registered email and we'll delete it within 7 days.
Contact
Your Business Name, Your City, Punjab, India
Email: support@yourdomain.com
Phone / WhatsApp: +91 00000 00000