Product Guides
Articles in the Product Guides category.
October 30, 2026 • 6 min read • Product Guides
Send a note to your CA: export from Notes as a file or save it as PDF
How to export a note from Notes as Markdown, a web page or plain text, or print it to PDF, and what to check before you send it to your CA.
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October 30, 2026 • 5 min read • Product Guides
Revenue & Expense Registers in Smart Books: Trace P&L Entries
Trace any Profit & Loss figure back to its vouchers with the Revenue and Expense Registers in Smart Books, with a tie-out check and Excel, PDF and print export.
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October 30, 2026 • 6 min read • Product Guides
Workspace team vs Company users in Manage: who opens every company and who opens just one
Manage splits people into a Workspace team and Company users. Learn who opens what, how to move people between groups and what each removal ends.
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October 29, 2026 • 5 min read • Product Guides
Entering a GSTIN in Manage: what the 15 characters mean and why a number is refused
A GSTIN has a state code, 13 characters and a check character. See what Manage checks in the company form and Business ID, and what to do when a number is...
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October 28, 2026 • 6 min read • Product Guides
Drive Audit Trail: see who viewed, shared or deleted your company's documents
How to use the Audit Trail in Aicountly Drive: filter by date, action and person, read an entry, export a CSV and control who can see the log.
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October 28, 2026 • 5 min read • Product Guides
Smart folders in Notes: build overdue, open-work and CA-review views for compliance
Learn to save three compliance views in Notes with smart folders: overdue reminders, open actions by tag, and recently updated shared notes.
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October 27, 2026 • 6 min read • Product Guides
Financial years and branches in Manage: add a branch, set Head Office, open the next year
How to add branches, choose a Head Office and create the next or a prior financial year in Manage, with the rules the screens enforce.
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October 27, 2026 • 6 min read • Product Guides
Share a document with your CA in Drive: view, download or edit access, and how to take it back
How to share a file in Drive with your CA or a colleague, choose between view, download and edit access, review who has access and what happens in Archive...
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October 26, 2026 • 5 min read • Product Guides
Money to Collect in Billing: age your receivables and chase overdue bills
How to read ageing buckets in Aicountly Billing's Money to Collect screen, draft a reminder, record a receipt and export the list for a weekly review.
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