Get your workspace ready
Verify your phone number with the code sent on WhatsApp and set up your company. You can add optional authenticator verification in your account settings. Review the legal name, GST registration and financial year with your accountant before creating live documents.
Work through everyday transactions
When a record or action is unavailable
- Check the selected company, date range, filters and your permissions.
- Check whether the document is a draft or has already been posted.
- For an online action, confirm connectivity and retry only after checking its status.
- On desktop, keep the existing data and review the synchronization status. Do not reset local storage to resolve missing records.
- If a record may already have been saved, search for it before creating another one.
Give support enough context
Select Product support in the inquiry form. Include the screen name, action, approximate time, browser or desktop platform, and the visible error message. Explain what you expected and what happened. Redact any screenshot before sharing it through an agreed support channel; the inquiry form does not accept attachments.
Never share your password, one-time code, recovery codes, GST credentials or unredacted financial documents in a support request.