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Knowledge base
General
Getting started
17
How can I start using Open?
What are the benefits associated with Open?
What is an Open Business Account?
How is an Open business account different from that of a regular bank account?
I’ve signed up to the open.money platform. What should I do next?
View all 17
Banking
14
How to apply for a Current Account through Open?
What are the transaction charges when using a connected account?
Can I add a bank account from a non partner bank?
How to connect a bank account from a non-partner bank?
What are the functionalities that I can perform by linking my existing bank account to Open?
View all 14
Payments - Collect
19
What are the different payment modes available for collecting payments?
What is the maximum limit to which we can collect the payments?
Can I collect international payments using Open?
How many days does it take for money to be settled in the bank account/Open account?
What is a payment link and how do we create payment links?
View all 19
Payments - Payouts
30
What are the different payment modes available for sending payouts?
What is the maximum limit upto which we can send payouts?
How long does it take for the payments to be processed/settled?
Can I send money if my KYC is not complete?
How to add money to the Open account?
View all 30
Sales
25
What is an estimate and how do I create one?
Will an approved estimate be converted into an invoice automatically?
How can clients accept/decline an estimate?
What is a sales order and how do you create it?
What is a delivery challan and how to create one?
View all 25
Purchases
22
What is a purchase order and how do you create it?
Can you convert a purchase order into an invoice?
What is a receipt note and how do you create a receipt note?
Can you convert a receipt note into a bill?
What is a bill and how do you create a bill?
View all 22
Accounting
17
What is an accounting transaction?
How do accounting transactions take place with Open?
How to manually record a transaction?
What is the use of a journal entries?
Can I view transactions of a particular bank account?
View all 17
Reports
7
Where can I see the reports?
What is the importance of reports?
Can reports be downloaded?
In which formats can you export reports?
Can you customize your reports with Open?
View all 7
Expenses
3
Where do you see the status of all the expenses on our platform?
How to submit an expense?
How to manually submit an expense?
Teams
8
What is ‘Team’?
Why should I add team members on Open?
How to add a team member on Open?
Can you delete a team member?
Can you deactivate a team member?
View all 8
Contacts
9
What is contact on Open?
How do I create a single vendor?
How do I create a single customer?
How do I create contacts in bulk?
How do I edit contact details?
View all 9
Account Opening Document Checklist
7
Current Account Opening for Sole Proprietorships
Current Account Opening for Partnership Firms
Current Account Opening for Limited Liability Partnership Firms
Current Account Opening for Private/ Public Limited Company/ One Person Company
Current Account Opening for Trusts
View all 7
Apps - Hub
10
How do I start listing products on Open Hub?
Why do I have to create a separate profile for Open hub?
Why is the “About the company” section needed?
Can I add products and services both?
Why is the product category important?
View all 10
Apps - Tally Plugin
5
What are the steps to configure Tally
How to map Bank account?
Where can I view my mapped accounts?
How to sync Collection/Payout to Tally?
If my current accounts are incorrectly mapped on OPEN, can I edit it?
Documents Required for Various Entities
0
Payment Gateway
1
How to integrate payment gateway into my website?
General
0
Profile and Settings
0
Open Payment Account
0
Expense Management
0
SmartCheque
0
QR
0
API Integration
0
Taxes
12
What is TDS?
What is TDS at the Open platform?
Do I need to input the TAN and address for each tax payment?
Can I access my TDS challans later?
Can I make my TDS payments through Open?
View all 12
Documents required for KYC completion
6
What are the documents required for KYC completion of Public/ Private Limited
What are the documents required for the KYC completion of Partnership?
What are the documents required for the KYC completion of Trust/ NGO/ Societies?
What are the documents required for the KYC completion of LLP
What are the documents required for the KYC completion of Sole Proprietorship?
View all 6
Entity specific onboarding completion videos
7
Onboarding journey of a sole proprietorship
Onboarding journey of a Public/Private Limited
Onboarding journey of an Individual/Freelancer
Onboarding journey of a company yet to register
Onboarding journey of a LLP
View all 7
Lending
19
What is the minimum and maximum loan amount I can apply?
What are the loan tenure options available?
What are the interest rates for Business Loan?
Is the interest rate, fixed or floating?
How is business loan EMI calculated?
View all 19
API credentials for e-Invoicing
3
What are APIs in e-Invoicing?
Why does a merchant need to create API credentials?
Steps to create new API username and password on e-Invoice/e-Way bill portal
Current Account
0
E-Invoicing
11
What is an e-Invoice?
How does e-Invoicing work?
Which businesses are applicable for e-Invoicing under GST?
Is the e-Invoice format the same for all the B2B businesses?
Can one invoice be registered for more than one e-Invoices?
View all 11
Connected Banking
5
What is Connected Banking?
Which are the partnered banks that support connected banking on OPEN?
What are payment Modes available for Connected Current Account?
What are the transaction charges when using a connected account?
Which Business Types are supported for Connected Banking?
ICICI Bank
7
How can I link my existing ICICI Current Account?
Where can I get my ICICI Corporate ID and User ID?
I have recently changed my ICICI Bank login ID. Do I need to reconnect my current account to Open Money? What is the process?
I have one Corporate ID and multiple accounts under it. Can I link them all?
If I have a beneficiary added in my Current Account, can I make a Payout instantly from Open.Money?
View all 7
SBI
11
How can I link my existing SBI Current Account?
Where can I find ERP Unique ID?
Where can I find API Banking in SBI Yono Business with Admin’s Login?
How can I select Admin for the linking process?
What is the cool off period?
View all 11
YES Bank
5
How can I link my existing Yes Current Account?
What is the cool off period?
Will I be able to view all my statements in OPEN
Can I make Bulk Payout via Yes Bank Current Account?
If I have a beneficiary added in my Current Account, can I make a Payout instantly from Open.Money?
AXIS Bank
5
How can I link my existing Axis Current Account?
Can I make a bulk payout with my linked Axis Current Account?
What is the cool off period?
If I have a beneficiary added in my Current Account, can I make a Payout instantly from Open.Money?
If I add a beneficiary on Open.Money, will it reflect in my Current Account?
Standard Chartered Bank
6
How can I link my existing Standard Chartered Current Account?
What is the cool off period?
Will I be able to view all my statements in OPEN?
Do I need to add a beneficiary to make payout from my connected Standard Chartered Current Account on OPEN?
Can I make Bulk Payout via Standard Chartered Bank Current Account?
View all 6
CashFlow Analytics
27
What is “Combined Bank Balance from connected banks”?
What is “Combined Bank Balance from accounting software”?
What is “Cash Burn"?
What is the “Cash and Bank Summary Graph"?
What is an “Outstanding Amount” under Account Receivables?
View all 27
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