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Expert articles on finance, compliance, product guidance, and business operations.

Drive search: find any document fast by name, tag or 'pdf invoices last month'

November 2, 2026 • 6 min read • Product Guides

Drive search: find any document fast by name, tag or 'pdf invoices last month'

Learn how Drive search works across Company, My and Shared documents, how smart phrases become filters, and how to share a filtered view.

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Upload files to Drive: the 500 MB limit and blocked files

November 1, 2026 • 6 min read • Product Guides

Upload files to Drive: the 500 MB limit and blocked files

How to upload files to Aicountly Drive, the 500 MB per-file limit, which files are blocked and how to cancel, skip and retry failed uploads.

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Batch status in Inventory: quarantine, recall and expiry

November 1, 2026 • 6 min read • Inventory & Stock

Batch status in Inventory: quarantine, recall and expiry

What active, quarantine, recalled, expired and closed batches mean in Inventory, what each one stops, and how to change status for many batches at once.

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Key persons in Manage: keep directors, partners and your auditor's contacts in one list

November 1, 2026 • 6 min read • Product Guides

Key persons in Manage: keep directors, partners and your auditor's contacts in one list

Add directors, partners, an auditor and a company secretary to each company in Manage, so the right contact is one search away at filing time.

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Reminders in Notes: due dates, repeats and snooze for recurring work

November 1, 2026 • 5 min read • Productivity & Collaboration

Reminders in Notes: due dates, repeats and snooze for recurring work

How reminders work in Aicountly Notes: set a due date on a note, repeat it, snooze it, and what to do since notifications are not sent yet.

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Money received in Billing: record a payment, settle invoices

November 1, 2026 • 6 min read • Billing & Invoicing

Money received in Billing: record a payment, settle invoices

How Billing's Money received screen works: pick the customer, choose the payment mode, then settle the oldest bills, selected invoices or keep it as an advance.

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Missed the ITR due date? How a belated return under section 139(4) works and what it costs

November 1, 2026 • 5 min read • Income Tax

Missed the ITR due date? How a belated return under section 139(4) works and what it costs

Missed the ITR due date? Learn how a belated return under section 139(4) works, the late fee and interest you may pay, and how to file it step by step.

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Recurring bills in Billing: set the rule, then raise each invoice yourself

October 31, 2026 • 6 min read • Product Guides

Recurring bills in Billing: set the rule, then raise each invoice yourself

How Billing's Recurring bills screen lists due rules, what Raise it posts to Smart Books, and why nothing is ever billed unattended.

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Batch and expiry tracking in Inventory: sell short-dated stock first with FEFO

October 31, 2026 • 6 min read • Inventory & Stock

Batch and expiry tracking in Inventory: sell short-dated stock first with FEFO

Set up batches, read the Near expiry report and turn on FEFO picking in Aicountly Inventory so the stock closest to its date goes out first.

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