User Guide

checklist 1. First-time setup checklist The order to set a new society up in, from bank accounts to the first bills. waving_hand 2. Welcome and tour What the system does, who uses it, signing in, and finding your way around.

domain 3. Society profile and logo Your society's registered details, tax numbers and sidebar logo. apartment 4. Towers, floors and flats Building the property structure, flat types, and archiving or restoring units. group 5. Residents Owners, co-owners, tenants, family members, documents, moving out and resident history. upload_file 6. Bulk import Loading towers, flats and residents from a spreadsheet, and fixing rows that fail.

account_balance 7. Bank accounts Recording the society's bank accounts and choosing the primary one. format_list_bulleted 8. Ledger Ledger accounts, the ledger book, and per-account statements. menu_book 9. Journal vouchers Drafting, posting, reversing and cancelling vouchers, and signed copies.

tune 10. Billing settings Financial year, waiver switches, fee types, billing frequencies and payment ledgers. receipt_long 11. Billing rules Defining what each flat is charged, how often, with what penalty and GST. play_circle 12. Generating bills Previewing and running bill generation, and raising a one-off additional bill. description 13. Invoices and payments Invoice statuses, recording payments, cheques, receipts, overdue and penalties. account_balance_wallet 14. Advance payments Money received before a bill: recording it, clearing cheques, the flat wallet, refunds and opening balances. percent 15. Waivers Requesting, approving and rejecting a waiver on an invoice. credit_card 16. Online payments (Razorpay) Connecting the society's own Razorpay account so residents can pay online.

payments 17. Petty cash Setting up the vault, top-ups, expenses, approvals and closing a period. storefront 18. Vendors Vendor records, contracts and renewals, and vendor expenses. paid 19. Other income Recording hall bookings, shop rent and other non-maintenance income. inventory_2 20. Assets The asset register, warranty and contract expiry, and the service log.

assessment 21. Reports What each of the ten reports shows, its filters, and exporting to PDF or Excel.

admin_panel_settings 22. Roles and permissions Creating staff logins and deciding what each one can see and do. person 23. What residents see The resident login: My Invoices, paying online and My Ledger. help 24. Troubleshooting and glossary Common problems, the emails the system sends, and accounting terms.