Money (traceable) sirf owner / admin ke liye hai. "Scheme / Govt Billed" tile tabhi dikhta hai jab chune period (Today, This month, This FY…) me koi scheme bill ho; click par "Scheme / government bills" ki list khulti hai. Bank reconciliation ka Excel app ke bills se nahi, upload kiye bank statement + Payment Tracker + TmsBisTrack se banta hai (claim-wise billed, RGHS approved, TDS, bank me mila). Scheme A/c me "All" filter laga kar poori list screen par dekh sakte ho; har bill ka print Billing → Bills se hota hai.
Scheme A/c ki list print ya Excel me kaise nikale?
Scheme A/c page par print ya Excel ka button nahi hai. Kisi period ke scheme bills ka jod aur list chahiye to owner / admin Insights ka "Money (traceable)" page → period chuno → "Scheme / Govt Billed" tile dabaye. RGHS portal ki files se claim-wise Excel chahiye to Billing → Insurance & RGHS → Bank reconciliation → "Excel (for CA)".
Where in ORALZY: Billing → Insurance & RGHS → Scheme A/c → Scheme / Govt Account · Insights → Money (traceable) · Billing → Insurance & RGHS → Bank reconciliation → Bank milaan
Quick steps
- Insights → Money (traceable) kholo
- Period chuno (jaise "This month")
- "Scheme / Govt Billed" tile dabao — bills ki list khulegi
- Claim-wise Excel ke liye Bank reconciliation → "Excel (for CA)"