Help Desk

MyBusiness Digital Banking Platform 11

• What is MyBusiness Digital Banking Platform?
• What does the Dashboard consist of in MyBusiness Digital Banking Platform?
• Can I view multiple Cust IDs?
• Will I be able to view all my current accounts mapped with one Cust ID on the Dashboard?
• Where can I view my Credit Cards linked with my account?

View all 11

Finance Hub 0

Onboarding 6

• How can a customer Onboard on the Finance Hub?
• What information is required to Complete the onboarding Journey on Finance Hub?
• Can a customer access MyBusiness Digital Banking Platform without having netbanking credentials?
• Does the customer need to do KYC for getting onboarded on Finance Hub?
• What are the benefits of a MyBusiness Digital Banking Platform and Finance Hub?

View all 6

Dashboard 3

• What does “Bill due to pay” signify?
• What does "Invoices yet to be paid” signify?
• What does the Cash Flow Graph highlight?

Cashflow Insights Dashboard 20

• 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 20

Accounting Software Integration: Tally Integration 6

• What can I do by linking my Accounting Software?
• What can I do by Linking my Current Account?
• What does Sync in Progress mean?
• Where can I download Tally Plug-in?
• What are the steps to configure Tally?

View all 6

Receivables - Customer 3

• How can I add a Customer?
• Where can I find the list of Customers?
• Can I add Customer details in bulk?

Receivables - Invoices 11

• Where can I add my business details on the invoice?
• How can I create a Service Invoice?
• How can I create an Item Invoice?
• Can I give a discount at Item level?
• Can I give a discount in percentage?

View all 11

Receivables - Payment Links 8

• What are the modes of payment available for customers while paying through payment links?
• Do all the collections made via payment link get automatically reconciled?
• Where can I see the overall amount collected via payment link?
• What is the settlement time for the amount that I have collected via payment link?
• Can I send Recurring Payment Links?

View all 8

Receivables - Bulk Payment Links 4

• Is there a specific format to process Bulk Payment Link?
• Where can I find the template for Bulk Payment Link?
• If I process a Bulk File, do I get an entry -wise status update?
• Does each payment get automatically reconciled?

Receivables - e-Invoice 14

• What is an e-invoice?
• What all activities can I do when it comes to e-invoicing?
• How can I generate e-Invoice against an invoice created on OPEN?
• How can I create API Credentials on e-Invoice/e-Way bill portal for generating E-invoice on OPEN?
• What is an e-Invoice report?

View all 14

Receivables - e-Way bill 3

• What is an E-waybill?
• Who is required to generate an e-Way Bill?
• How long is an e-Way Bill valid?

Receivables - Reconcile 2

• Can I reconcile manually against transactions in my current account?
• If I reconcile part amount against one statement, will the dashboard keep track of the remaining amount?

Payables - Vendor 3

• How can I add a vendor?
• If I add a vendor on OPEN, will it reflect on my Current Account?
• Will my beneficiary in the Current Account automatically reflect on the OPEN?

Payables - To be reviewed bills 2

• Which bills reflect under "To be reviewed bills”?
• Does all bills reflect under "To be reviewed”?

Payables - Bills 5

• When the To be reviewed Bill reflects under the Bill section?
• How can I make a payment against an approved bill?
• Who can pay the bill?
• Can we edit the bill once it has been approved?
• Can I pay multiple bills in one go?

Payables - Pay in Bulk 1

• How can I get access to Bulk Payout?

Payables - Debit Note 1

• What is a Debit Note?

Payables - Reconcile 2

• What is the Reconcile page for?
• When do I need to manually reconcile?

Report - Aged Receivables 4

• What is an Aged Receivables report?
• What information is included in an aged receivables report?
• How does an aged receivables report help my business?
• Why is an aged receivables report important?

Report - Aged Payables 4

• What is an aged payables report?
• What information is included in an aged payables report?
• How does an aged payables report help my business?
• Why is an aged payables report important?

Report - General Ledger 3

• What is a General Ledger?
• What information is included in a General Ledger?
• How does a General Ledger help my business?

Banking - All Transactions 1

• What does the “All Transactions” consist of?

Banking - Uncategorized Transactions 1

• What are uncategorised transactions?

Banking - Chart of Account 3

• What is the Chart of accounts?
• Can I customise the Chart of Accounts?
• How can I add an account under the Chart of Accounts?

Apps - Business Tools 22

• What is OPEN Payroll?
• What can I do in OPEN Payroll?
• What is the pricing for OPEN Payroll?
• What activities of GST can I manage on the OPEN?
• Can I do GSTR -1 filing on the OPEN?

View all 22

Apps - Third Party Apps 3

• What is Amazon Insights?
• Which files are required for reconciliation?
• What are the benefits of Amazon Insights?