CA ka view clinic wali screen ka hi read-only roop hai ("Reconciliation of the bank statement and RGHS files the clinic uploaded… Read-only; the clinic uploads the files."). Koi file kam ho to CA ko "What to do next" me dikhta hai kaunsi chahiye — wo clinic se kahega. CA login dene ka kaam Billing → Expenses & GST → GST & CA me "CA Access (add your CA)" se hota hai. RGHS ka kata TDS CA portal ke "TDS / 26AS" tab me alag milta hai.
CA ko RGHS bank milaan ka hisaab kaise dikhaye?
Do tareeke: (1) CA ko CA login do — CA portal ke "Bank reconciliation" tab me wahi numbers read-only dikhte hain aur CA wahan se Excel bhi le sakta hai; (2) khud Bank reconciliation me "Excel (for CA)" dabakar file bhejo. Files clinic hi upload karta hai — CA upload, jodna ya data hatana nahi kar sakta.
Where in ORALZY: Billing → Insurance & RGHS → Bank reconciliation → Bank milaan · Billing → Expenses & GST → GST & CA → GST Filing Hub · CA login → CA portal → Bank reconciliation
Quick steps
- Billing → Expenses & GST → GST & CA → "CA Access (add your CA)" se CA jodo
- Bank reconciliation me saari files upload karo
- CA ko bolo CA portal ka "Bank reconciliation" tab dekhe
- Ya "Excel (for CA)" download karke bhejo