CashFlow Insights

How can I get the list of bills for my aged payables?
You can get the Bill details of your aged payables by clicking on the graph below, you will be redirected to the list of invoices from where you can do acti...
Thu, 19 Sep, 2024 at 12:43 PM
Which accounting software is supported for the Cash Flow Dashboard?
Currently, Tally and Zoho are active. However, going forward Cash Flow Dashboard will also support other software like Microsoft Dynamics, Excel bulk upload...
Thu, 19 Sep, 2024 at 12:44 PM
Where can I download Tally Plug-in?
You can download Tally Plug-in by following the below steps Navigate to Integration Click on Tally Click on “Download the Tally Plugin” in the right top...
Thu, 19 Sep, 2024 at 12:47 PM
Where can I check my last sync date and time?
To check the last sync date and time, follow the steps below: Navigate to the Dashboard Hover your mouse on the Sync sign
Thu, 19 Sep, 2024 at 12:49 PM
If I link my accounting software, will it reflect my data on the dashboard without deleting Sample Data?
Yes, Sample data will be deleted and replaced with Tally/Zoho data if you have integrated Tally/Zoho.
Thu, 19 Sep, 2024 at 12:50 PM
How do I check numbers for my expense breakdown instead of percentages?
You can check numbers for your expense breakdown by hovering your mouse over the mentioned percentage.
Thu, 19 Sep, 2024 at 12:50 PM
Can I unlink my Tally account?
No. Once a user links their Tally data with an Open account, it is not possible to delink/unlink it.
Thu, 19 Sep, 2024 at 12:51 PM