Use your GST workspace with confidence.

Purpose: Save your business identity for documents. Where: Configuration → Company & Branding.

1. Enter company legal name, address, contact details, GSTIN and PAN where applicable.
2. Upload an image under Company Logo if you want it on documents.
3. Save the details.

Purpose: Maintain payment-bank details and workspace preferences. Where: Configuration → Bank Accounts and App Settings.

1. Add a bank account and enter bank name, account number, IFSC and account holder details.
2. Mark the correct account as default when prompted.
3. Use App Settings for workspace defaults and review choices before saving.

Purpose: Prepare your chart, GST rules and financial-year opening setup. Where: Configuration → Accounting & GST, then Accounting → Periods & Opening.

1. Review accounting and GST defaults before recording transactions.
2. Create or update financial periods with their start and end dates.
3. Enter opening balances or opening stock through the matching controlled screens.

Purpose: Reuse standard business information. Where: Masters.

1. Create Items & Services with an item code, unit, HSN/SAC, price and tax details.
2. Maintain HSN/SAC Master, Units (UOM), Branches, Expense Categories and Tax Configuration as needed.
3. Use a master record in transaction forms instead of typing the same details again.

Purpose: Export a full workspace backup or import supported JSON data. Where: Configuration → Data & Backup.

1. Review the backup summary.
2. Select the full backup download option and keep the file in a safe location.
3. For restore/import, choose the correct JSON file and confirm only after checking its contents.

1. Select Add Customer.
2. Enter the business/person name, contact details, address and GSTIN when applicable.
3. Save, then use the customer in a quotation or invoice.

1. Select Add Vendor.
2. Enter business name, code, GSTIN/PAN if applicable, contact and address.
3. Save the vendor. Use View/Statement to review activity and current payable.

Purpose: Prepare estimates, reduce a prior sale, or schedule repeat invoices. Where: Sales & Invoices.

1. Create a Quotation with customer, date, due date and supply type. Use Convert when accepted.
2. Create a Credit Note and select the original invoice to reduce receivable, sales and output GST.
3. Create a Recurring Invoice schedule with customer, start date, next run, frequency and amount; use Generate when it is due.

Purpose: Record money received and monitor unpaid invoices. Where: Sales & Invoices → Customer Payments; Receivables reports.

1. Choose the invoice and customer.
2. Enter payment date, amount, mode and bank/UPI/cheque reference.
3. Save the payment, then review Payment History, Customer Ledger or Outstanding Invoices.

Purpose: Issue a supplier order, then record its bill with input GST. Where: Purchases → Purchase Orders and Purchase Bills.

1. Create a Purchase Order using vendor, date, due date and supply type. Convert it when a bill is received.
2. For a Purchase Bill, select the vendor and enter vendor invoice number, dates, items and tax values.
3. Optionally attach the supplier GST bill as a PDF or image up to 6 MB when Drive is connected.
4. Use Post when the details are correct.

Purpose: Settle supplier bills or record a purchase reduction/return. Where: Purchases.

1. Create a Vendor Payment and select vendor plus Purchase Bill.
2. Enter amount, date, payment mode and reference/UTR, then post it.
3. For a Debit Note, choose vendor and original Purchase Bill, enter the reason/value and post it.

Purpose: Capture operating costs and repeat expense schedules. Where: Expenses.

1. Create Expense Categories first when required.
2. Add an Expense with date, category, payee, amount, payment mode and notes.
3. Post it to record the cost against cash or bank.
4. For repeating costs, create a Recurring Expense schedule and generate the next draft when due.

Purpose: Keep items/services and stock quantities organised. Where: Inventory and Masters → Items & Services.

1. Create an item/service with name, code, unit, HSN/SAC, GST rate and price.
2. Use Stock Adjustments for counted gains/losses; enter signed quantity, value and reason, then post.
3. Use Opening Stock for first-time quantities and value.
4. Review Stock Ledger, Low Stock and Inventory Valuation under Inventory.

Purpose: Review or maintain the accounting structure and journal entries. Where: Accounting.

1. Open Chart of Accounts to create, edit or review account records.
2. Open Journal Entries to record and view controlled journal entries.
3. Use General Ledger, Day Book, Cash Book and Bank Book to review postings.
4. Use Trial Balance, Profit & Loss, Balance Sheet and Cash Flow to understand the financial position.

Purpose: Keep supplier GST bills attached to the correct financial-year folder. Where: Purchases → Purchase Bills, after Drive connection is set up.

1. Record the Purchase Bill with the correct invoice date.
2. Attach a PDF/image GST bill (maximum 6 MB).
3. Save or post the bill.
4. The application uses the document date to place the upload in the matching financial-year folder; create the folder first if needed.

Purpose: Prepare/validate invoice and transport information. Where: GST → E-Invoice and E-Way Bill.

1. Select the sales invoice and review supply details.
2. For E-Way Bill, enter transporter, vehicle number and distance where required.
3. Save the request or review its readiness.

Purpose: Narrow a list or find a record across the workspace. Where: Search boxes on list pages and Configuration → Global Search.

1. Type part of a name, code, GSTIN, invoice number or reference in the list search box.
2. Use status filters where available.
3. Use From/To date fields in reports to limit the period.
4. Use Global Search to find supported records across your workspace.

Purpose: Keep records accurate. Where: List and form pages across the workspace.

1. Select Add, Create or the plus button to make a new record.
2. Use the edit icon/button to change a saved record.
3. Use View to inspect document or statement details.
4. Use Post, Generate, Convert or Cancel only when that action matches the document’s workflow.
5. Use Delete only after confirming the record is no longer required.

Purpose: Save or share invoices and report output. Where: Invoice preview and reports where an export action is available.

1. Open the invoice or report you want to share.
2. Select the available PDF, print, download or export action.
3. In the browser, choose the folder/download location. On mobile, use the device share/save options when shown.

Purpose: Understand what needs attention. Where: Save messages on forms, Configuration → Notifications, and GST Validation Center.

1. Read red error messages; they explain what must be corrected.
2. Read green success messages; they confirm the record was saved/updated.
3. Open Notifications for operational follow-up tasks.
4. Use GST Validation Center for record-level GST checks.