Document✕
| Date ▼ | Details | Amount | Balance |
|---|
| N | New entry |
| Enter | Save the open entry |
| Ctrl+Enter | Save & add another |
| Esc | Close the open screen / go back |
| Tab | Move to the next field |
| / | Jump to Search |
| B · L · G · R | Book · Ledgers · Graphs (Dashboard) · Reports |
| ‹ arrow | The back arrow (top-left) always steps back one level |
Give each person their own login (Users & Access). Their role decides what they can see and do — the rules below are enforced by the server, not just hidden.
| Owner / Admin | Everything: add / edit / delete entries directly, see all balances, dashboard & reports, manage users & settings, and give the final approval on new heads/names, edits, deletes and documents. |
| Accountant | Adds same-day entries on an existing head directly. A new head, an edit, a back-dated entry or a delete → goes to admin approval. Sees balances, dashboard & reports. Can give a provisional OK on a document (admin still finalises). Can't manage users. |
| Staff | Adds entries only. A new head OR a new name → admin approval. Sees only their own entries — no one else's, no balances, and no dashboard / reports / ledgers. Any document they upload waits for approval. |
Your passbook — every entry in date order with a running balance. Tap the balance chips at the top to see just one account. Use the period bar (This month / FY / All / custom) and the search box to narrow down. Tap a column header to sort. 🖨 Print makes a letterhead PDF; ⬇ CSV downloads what you see.
Tap ➕ (or press N). Choose Money out or Money in, type the amount, pick the Head and Name (type to search, or pick from the list), the Account, the Date, and an optional note. You can 📎 Attach one or many files (bills/receipts, any type). Press Enter to save. The one-line box at the top ("pintu vehicle 500 diesel from sbi") fills the form for you.
See balances grouped By Head or By Name. Tap any one to open its own statement with its own running balance. In manage mode you can rename or merge duplicates, with an Undo. A person who appears under several heads shows a "By head" breakdown.
The picture: money in vs out, month-by-month bars, a donut of where money went by head, and loans by person. Everything is tappable — tap a bar, slice or tile to open those entries.
Totals for the period: money in, out, net, closing balance; month-by-month; and breakdowns by head and by party. The party list shows the top 12 — type a name in the search to find any other. 🖨 prints a letterhead report.
Store receipts, bills, statements — any file (PDF, Word, Excel, images). Use 📁 Upload file or 📷 Camera, rename it, and it saves with today's date and your initials automatically. Non-image files download when you open them.
Add many entries at once. Download the template (an Excel file) — the Head, Account and Type columns have dropdowns; Type includes Transfer (for a transfer, put the destination account in the Name column). Fill one row per entry, upload it back, review the green/amber/red check, fix any flagged rows, then approve — valid rows import, duplicates are skipped.
Every entry gets a reference built from its date, the initials of whoever entered it, and the time it was entered — e.g. 190626CHI1535 (19 Jun 2026, "Chi", 3:35 pm). It shows on each row and in the entry, and you can search it in the Book.
If two entries share the same date, amount, head and name, both are flagged with a "dup" tag. Tap ⚠ Duplicates in the Book toolbar to see only those, decide which to keep, and delete the extra.
Staff (non-admin) can add today's entries on existing heads directly. Anything riskier — a new head, an edit, a back-dated entry, or a delete — waits in Approvals for an admin to approve or reject.
A record of who did what and when. Tap any line to open the exact entry it refers to.
Add staff logins, set their display name, choose their role, reset a password, or switch an account off. Roles decide who can do what.
Settings holds your company letterhead (used on printouts), your password, and the delete PIN. Full Settings & Profile opens the complete profile — logo, PAN/GST, bank details, staff & roles, invoice/tax setup — right here, admin only.