Help Desk

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...

You can import your data from Accounting Software like Tally, ZohoBooks, etc. You can also import data from any of your Accounting Software in the given Exc...

Yes, you can customise the Dashboard. Please follow the steps below: Navigate to the Dashboard Click on Edit Drag and rearrange. Click on Done.

An aged receivables report, also known as an accounts receivable ageing report, is a financial document that categorises a company's accounts receivable...

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...

An aged payables report is a financial document that categorises a company's accounts payable based on the length of time an invoice has been outstandin...

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...

Currently, Tally is active. However, going forward Cash Flow Dashboard will also support other software like Microsoft Dynamics, ZohoBooks etc

Yes, Mock data will be deleted and will be replaced with Tally data if you have integrated tally by following the steps below: Navigate to Integration und...

You can check numbers for your expense breakdown by hovering your mouse over the mentioned percentage.