CashFlow Insights
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...
Thu, 19 Sep, 2024 at 12:33 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...
Thu, 19 Sep, 2024 at 12:34 PM
By linking your Current Account, you will be able to do the following in the case of a partnered bank: Check Balance View Recent Transaction Initiate Tr...
Thu, 19 Sep, 2024 at 12:35 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...
Thu, 19 Sep, 2024 at 12:35 PM
Yes, you will be able to view mapped accounts. Please follow the steps mentioned below: Navigate to Integrations Click on Tally Click on Bank Account Ma...
Thu, 19 Sep, 2024 at 12:37 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 Tal...
Thu, 19 Sep, 2024 at 12:38 PM
It depends upon the amount of data that is being synced.
Thu, 19 Sep, 2024 at 12:39 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.
Thu, 19 Sep, 2024 at 12:40 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.
Thu, 19 Sep, 2024 at 12:41 PM
You can get the Invoice details of your aged receivables by clicking on the graph below, you will be redirected to the list of invoices from where you can d...
Thu, 19 Sep, 2024 at 12:41 PM