CashFlow Insights

What data can I import?
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
What can I do by linking my Accounting Software?
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
What can I do by Linking my Current Account?
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
Is it possible to map my Bank accounts on tally to linked accounts in OPEN?
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
Where can I view my mapped accounts?
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
If my current accounts are incorrectly mapped on OPEN, can I edit them?
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
How much time does it take to Sync my data from Accounting Software to OPEN?
It depends upon the amount of data that is being synced.
Thu, 19 Sep, 2024 at 12:39 PM
Can I rearrange the dashboard view?
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
What does Sync in Progress mean?
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
How can I get the Invoice details of my aged receivables?
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