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Setup Guide

Welcome Guide, Signing Up & login Create- Master, first company, multiple companies, keyboard shortcuts

Account Settings

Settings related to your account like company info, taxes, language, country, currency, number system, tags, FY, role type, etc.

Subscription Plans

Various pricing plans of Giddh, check all about subscription, your current plan, how to upgrade, etc.

Profile Settings

Know all about your profile like Auth Key, Mobile number updation, active sessions, 2-way authentication, reset password, switch companies, etc.

Dashboard

An overview of total overdue, total P&L, weekly stats., ratio analysis, top creditors & debtors, closing balances of all banks linked

Customer Management

All about customers like add new, edit/delete old ones, send SMS/ Email, download reports, check overdues, send payment reminders, etc.

Invoice Management

All about invoices from generating/ editing various vouchers like sales, cash, Cr., Dr. notes, to adjusting receipts and exporting PDFs

Vendor Management

Add vendors, send Emails, download reports, all about purchase bills

Migrate to Giddh

Import all your data to Giddh in easy ways whether it be Trial balances, entries, groups, accounts, inventory

Integration

Integrate payment gateways, banks, Email providers, etc.

Branch Management

Create/ switch Branch, edit addresses, transfer inventory

Inventory Management

Add/ create/ edit/ transfer inventory in stocks, units, groups, check manufacturing stats.

Reports

Cash flow statement, sales & purchase register, trial balance, p&l, ageing report, etc.

Expense Management

Create expense ledger, record cash/bank expenses, record credit expense

Tax Management

CESS, TDS, TCS, VAT, GST, E-way bill

Roles and Permission

Assign roles, share limited data to people with special permissions

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