Step 1
Select Business
Choose a business before loading clients, invoices, payments, e-FIRC drafts, settings, and compliance data.
Financial Year View
April to March summary
Current business
Business identity, clients, and default bank account.
Attention queue
What needs follow-up right now.
Monthly receipts
Track invoiced vs received amounts through the year.
Month-by-month ledger view
Useful for GST return prep and annual tax review.
Client Master
Saved clients and yearly totals
Add client
Save clients once and reuse them across invoices.
Client summary
Current financial-year totals by client.
Saved clients
Client master data under this business.
Sales Records
Create invoices
New invoice
Choose a saved client and invoice under that client.
Invoice preview
Ready to print using selected business and client details.
Saved invoices
Track invoices for this business by client.
Remittances
Maintain payment records
Record payment
Pick the client first, then the invoice, deposit account, and remittance bank.
Monthly totals
Quick visibility for return preparation.
Payment ledger
Every payment record tied back to invoices and bank accounts.
Bank Requests
Draft e-FIRC request emails
Draft inputs
Select the remittance bank and payment records, then generate the draft using saved bank contact details.
Email draft
Copy this into your bank email.
Operating Notes
Compliance checklist
Checklist
Track GST and tax readiness for the selected business.
Working assumptions
These can be refined per business over time.
- Clients, invoices, and payments belong to the selected business only.
- Invoices are linked to saved clients for yearly client-wise reporting.
- Businesses can hold multiple bank accounts.
- Payments and e-FIRC drafts can reference the relevant bank account.
Business Profile
Business settings, bank accounts, and new business setup
Bank accounts
Multiple bank accounts can be stored under this business.
Add bank account
Add another remittance account under this business.
Remittance banks
Save the banks or remittance desks from which payments are received.
Add remittance bank
Used in payment records and e-FIRC email drafts.
Create another business
Add a second business and switch between business records.