Billing hub → Bank milaan → upar "Excel (CA ke liye)" (web download "Bank-milaan-<date>"; mobile par "Excel (CA ke liye)" button → share/save). Sheets: (1) Summary — kitna mila, usme TDS, "approve ke baad kata (penalty etc.)", approve nahi hua, saath me niyam ki lines ("Approve ke baad kata = approve hone ke baad ka cut, jaise 72 ghante baad submit karne par 50%", "TDS 10% hai aur Form 26AS me dikhta hai"). (2) RGHS claims — claim-wise: patient, TID, type, dates, bill amount, RGHS approve, "Approve NAHI hua (₹)", "Approve ke baad kata (₹)", "TDS (₹)", mila, UTR, bank date, haal, remark. (3) RGHS bank entries — bank ki wo RGHS entry jinka claim pata nahi. (4) Patient entries — patient payments wali bank entry aur unka matched payment. (5) Bank me nahi mila — app me payment darj hai par bank me nahi dikha. Jo screen par filter/search ho wo Excel par nahi lagta — poora data jaata hai. Jitna data upload hua hai utna hi Excel me hoga, to pehle "Aage kya karein" ki missing files daal do.
CA ke liye RGHS bank milaan ka Excel kaise nikalu?
Bank milaan me "Excel (CA ke liye)" button — ek file, 5 sheet: Summary, RGHS claims (claim-wise bill / approve / approve NAHI hua / approve ke baad kata / TDS / paid / UTR), RGHS bank entries jinka claim pata nahi, Patient entries, aur "Bank me nahi mila". Mobile par share sheet se.
Where in ORALZY: Billing hub → Bank milaan → "Excel (CA ke liye)" (web + mobile)
Quick steps
- Saare mahino ka statement + Tracker + TmsBisTrack upload ho jaye
- "Excel (CA ke liye)" dabao
- Summary sheet CA ko, RGHS claims sheet ITR/26AS milaan ke liye