Back Office

Organizations Provision Connect ERP ERP changes Tally connectors

Back Office

Provision a customer

Creates the organization, its first admin, and assigns a plan (status defaults to active; pick pending/trial if payment isn't confirmed yet).

Organization name

Admin first name

Admin last name

Admin email (their login)

Plan

Status

Valid until (optional)

Trials default to 14 days.

Customer stage

GSTIN (optional)

Billing email (optional)

Compliance setup

Deducts TDS (on bills and vendor payments)

Registered for GSTGST is already set up in their accounting software

Their ERP will refuse taxed documents until GST is enabled there, so invoices would go out untaxed. Worth confirming at onboarding.

GST returns

Default GST rate %

PF / ESI applies (reminder on the 15th)

Morning digest on Telegram for admins & accountants

A temporary password is generated and shown once on success.