How to create a chat group?

Follow the below steps to create a chat group. In the App Dashboard, Go to Chat.  Select the second tab ‘Groups’. Click on Add icon from the bottom right corner of the screen. Enter the chat group name and description. Click on Save Note: By default, all society members will be part […]

How Can I Add a Flat?

To add a new Flat, follow the below steps. Go to Dashboard click on Flats. Click on plus button at the bottom right corner of the screen to add a flat. Add the Flat number and other optional details Block, Sq Feet, Extension number, members etc. Click on Save button […]

How to Close Financial Year

Closing the Financial year is a mandatory step when the financial year is ended. This will ensure the Opening Balances of the subsequent financial year are initialized properly. This will also ensure no account changes can be done on a closed financial year. Our system automatically sends a notification when […]

How to Add Society Bank Account?

You can add society bank accounts to the system. We will also add a corresponding bank account ledger which will be used to make accounting entries related to a bank account. Here are the steps to add a Society Bank Account Select Accounts from the Main Menu Go to the […]

How To Set Ledger Opening Balances

You need to set ledger opening balances if you are migrating from another accounting system. This is an important step to ensure financial statements generated by the system are accurate. For example, the balance sheet won’t show the correct amount for cash and bank accounts if the corresponding ledger balance […]

How to Add Vendor in the Society?

Vendor can be added by society management only 1. In the App Dashboard, Click on Members . 2. In the Directory select the Vendor Tab. 3. click on Add icon from the bottom right corner of the screen. 4. Add the Vendor details. 5. Click on Save icon once done.

How to Assign Helpdesk Ticket to Vendor?

1. In the App Dashboard, Go to Tickets. 2. Select the ticket from the list which needs to be assigned to the Vendor. 3. Open the ticket and in the Assigned To section, select the vendor from the list. 4. Click on the Save button from the top header. 5. […]

How to Add Comments to the Helpdesk Ticket?

To add a comment to the helpdesk ticket, follow the below steps: 1. In the App Dashboard, Go to Tickets. 2. Select the ticket from the list. 3. Open the ticket. In the Add Comment section, add a comment and click Ok. 4. A comment is now visible in the ticket […]