CashFlow Analytics
When you delete the Mock Data, all the values that you see on the dashboard will become 0. Once you import your data it will start reflecting it on the Dash...
Wed, 3 Apr, 2024 at 4:21 PM
You can import your data from Accounting Software like Tally, ZohoBooks, and Microsoft Dynamics. You can also import data from any of your Accounting Softwa...
Wed, 3 Apr, 2024 at 4:22 PM
Once you link your Accounting Software, you will be able to sync contacts, stock items, payouts, collections, bills, and invoices from your accounting softw...
Wed, 3 Apr, 2024 at 4:22 PM
By linking your Current Account, you will be able to do the following in case of a partnered bank: Check Balance View Recent Transaction Initiate T...
Wed, 3 Apr, 2024 at 4:25 PM
Yes, you will be able to map your Bank Accounts on Tally with linked Accounts in Open.money. In case you have mistakenly mapped an incorrect account you wil...
Wed, 3 Apr, 2024 at 4:26 PM
Yes, you will be able to view mapped accounts. Please follow the steps mentioned below: Navigate to Integrations Click on Tally Click on Enabled Tw...
Wed, 3 Apr, 2024 at 4:26 PM
Yes, you can edit the incorrectly mapped Current Accounts with Tally’s Bank Account. Please follow the steps below: Navigate to Integrations Click on ...
Wed, 3 Apr, 2024 at 4:27 PM
It depends upon the amount of data that is being synced.
Wed, 3 Apr, 2024 at 4:29 PM
Yes, you can customize the Dashboard. Please follow the steps below: Navigate to the Dashboard Click on Edit Drag and rearrange. Click on Done.
Wed, 3 Apr, 2024 at 4:30 PM
Sync in Progress on the Dashboard means that your data from the Accounting software is syncing. This can happen when you are syncing large amounts of data.
Wed, 3 Apr, 2024 at 4:30 PM