Latest Insights
Expert articles on finance, compliance, product guidance, and business operations.
October 31, 2026 • 6 min read • Product Guides
Print Assets in Manage: upload a signature, stamp or UPI QR once and use it on every invoice
Keep your signature, company stamp and static UPI QR in one library in Manage, then pick them in Smart Books. Learn the file limits, who can upload and how...
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October 30, 2026 • 5 min read • Product Guides
Drive Admin Reports: check legal holds and import jobs in one place
Read Drive's Admin Reports page: which documents are on legal hold, who can see the report, and how to follow your import jobs.
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October 30, 2026 • 5 min read • Product Guides
Notes version history and Trash: restore an earlier version or recover a deleted note
How to read and restore earlier versions of a note in Aicountly Notes, and how Trash lets you recover a deleted note before it is removed for good.
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October 30, 2026 • 6 min read • Product Guides
Document retention in Drive: retention rules and legal hold for records you must keep
How to set a retention class, a Retain until date and a legal hold on documents in Drive, and what protects them in Trash.
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October 30, 2026 • 5 min read • Product Guides
Packing lists in Inventory: pack goods for a consignee, then lock, unlock or unpack
How a packing list in Aicountly Inventory holds boxed goods apart from available stock, and how its Open, Locked, Consumed and Unpacked states work.
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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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