Finance
🤖
🔑
🔒
📊
Dashboard
⚡
Tools & Actions
Quick Actions
⚙️
⚙️ Configure Quick Actions
Tap to select/deselect. Max 6. Shown on home screen.
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Finance
🔄
⚙️
🤖
🔑
🔒
💼
Operations
Record payments, handovers, top-ups & more
Account Balances
Recent Transactions
Expense Claims
📋 Review & Reimburse →
🏠
Dashboard
💵
Cash
💸
New Entry
📒
Ledger
📤
Tally
💼
Salary
←
New Transaction
Transaction Type
— Select type —
Cash Payment (to vendor/employee)
UPI Payment
Bank Transfer / NEFT / IMPS
Credit Card Charge
Fund Received (from party/client)
Credit Card Bill Payment
Account to Account Transfer
Petty Cash Handover
Impress Account Top-Up
Expense Reimbursement
Salary Payment
Salary Advance
Impress Settlement (post approval)
Date
Amount (₹)
From Account
— Select —
To Account
— Select —
Party (Vendor / Employee)
— Select or type below —
New Party Name (if not in list)
Payment Method
Cash
UPI
NEFT
IMPS
Cheque
Card Swipe
Reference (UPI ID / Cheque No / Bank Ref)
Narration
Expense Sheet ID (if settling)
🚀 Pay via UPI →
💾 Save Transaction
←
UPI Payment
Select app and launch
Amount
Date
From Account
Payee Name
Payee UPI ID (VPA)
Select UPI App
Selection saved per device
🚀 Pay via Paytm
A draft will be saved. Return here to confirm after payment.
←
Confirm Payment
Upload screenshot to auto-fill details
Amount
Paid to
VPA
From
Date
Payment Screenshot
📷 Tap to upload payment screenshot
Tesseract + AI will auto-extract details
⏳ Still extracting… this is taking longer than expected.
Wait
Fill Manually
⏳ Extracting details…
UPI Ref / Transaction ID
Narration
✅ Confirm & Save
✕ Cancel / Payment Failed
←
UPI Direct Pay
Date
Amount (₹)
From Account
— Select Account —
To Party (Vendor / Employee)
Saved Virtual Addresses
UPI ID / Phone Number
Save this VPA for future payments
UPI App
⚠️ Ensure the selected app is installed and linked to the paying account on this device.
Narration
(optional)
🚀 Pay via UPI
Complete the payment in the UPI app, then return here to confirm.
Payment Proof
(optional)
📷 Capture / Upload Screenshot
UPI Ref / Transaction ID
(optional)
💾 Save Transaction
✕ Cancel / Payment Failed
🤖 AI Config — Screenshot Extraction
Tesseract OCR (on-device)
Enabled (recommended)
Disabled — AI only
AI Fallback
Enabled
Disabled — manual only
AI Model (primary)
Haiku — fast & cheap
Sonnet — smarter, higher cost
Ollama — local / free
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Save
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Actions
Select action to record
Payments Out
💰
Cash Handover
Petty cash / walking cash
🏦
Bank Transfer
NEFT / IMPS / UPI
💵
Cash Payment
Direct cash to vendor
💳
Credit Card
Card charge
Employee Payments
📥
Impress Top-Up
Rakesh / Harish
⏩
Salary Advance
To employee
👷
Salary Payment
Monthly salary
📤
Expense Reimburse
Approved sheets
Money In / Settlements
📨
Fund Received
From client / party
✅
Card Settlement
Pay credit card bill
🔄
Account Transfer
Internal move
←
Ledger
Select Account
— Select account —
Transactions
📒
Select an account
←
Tally Export
Export un-exported transactions as Tally XML. Import the file into Tally via
Gateway → Import → Vouchers
.
From Date
To Date
Tally Company Name
Only unexported transactions
👁 Preview
📥 Download Tally XML
←
Admin
Accounts
+ Add Account
Vendors & Clients
+ Add
Tools
🔄 Recalculate Account Balances
Cash Desk
Petty Cash Fund
🔄
—
Month In
—
Month Out
💰 Cash In
💸 Cash Out
🤝 Handover
Expense Check Queue
Cash Ledger
Dedicated Account
📥 Account In
Account Ledger
💸 Cash Out — Petty Cash
Date
Amount (₹)
Paid To
— Select —
New Vendor / Person Name
Narration
Cancel
Save
💰 Cash In — Petty Cash
🤖 Scan payment image / message
Date
Amount (₹)
Received From
🏢 Within Firm
🌐 Outside
⚠️ Pramod & Harish will be notified about this outside receipt.
Narration
Cancel
Save
📥 Account In — Dedicated Account
Date
Amount (₹)
Received From
🏢 Within Firm
🌐 Outside
⚠️ Pramod & Harish will be notified about this outside receipt.
Payment Method
NEFT / IMPS
UPI
Cash Deposit
Cheque
Reference
Narration
Cancel
Save
🤝 Petty Cash Handover
New Custodian
Amount Counted (₹)
Note
Cancel
Confirm Handover
←
Expense Claims
Approved · awaiting reimbursement
🔄
💵 Reimburse Expense
Payment Method
💵 Cash Payment
👤 Via Impress
From Account
Date
Method
Cash
UPI
NEFT
IMPS
Cheque
Reference
Settlement deducts from the employee's impress account. No cash needed.
Cancel
Confirm Payment
←
Salary Register
+ Add Salary Entry
💼 Salary Entry
Employee
Gross Salary (₹)
Deductions (₹)
Net Salary
₹0
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Save
💰 Pay Salary
Amount Paying Now (₹)
Pay From Account
Payment Date
Method
Cash
UPI
NEFT
IMPS
Cheque
Reference (UPI ref / cheque no)
Cancel
Pay
+ Add Vendor / Client
Name
*
Type
Vendor
Client
Internal
Phone
UPI ID
Tally Ledger Name
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Save Party
🔑 Change Your PIN
Current PIN
New PIN
Confirm New PIN
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Save