Web: Settings → Billing → "🧾 CA Access (apna CA jodo)"; Tax & Compliance → "CA Access (apna CA jodo)" tab bhi wahi panel. Mobile: Settings → 💰 Finance → "🧾 CA Access (apna CA jodo)". Sirf owner/admin. "Naya CA jodo" form: CA ka naam *, Mobile * (10 digit), Firm (optional), Email (optional) → "CA ko access do". Phir "Aapke CA" list me har CA ke saath Status (Active / Paused), "Aakhri login" (kab, kitni baar) aur buttons — "WhatsApp" (CA ke number par taiyaar message: link, "Sign in with Mobile OTP" dabao, apna mobile daalo, OTP daalo; kai clinics ke CA ho to login ke baad clinic chun lo), "Copy" (wahi message SMS/email ke liye), "Pause" / "Resume", "Remove". Pause ya Remove karte hi CA ke chalu session bhi kat jaate hain — agle click par bahar. Panel me hi likha hai CA ko kya dikhega (GST Filing, GSTR-1/3B, bills + Excel, GSTR-2) aur kya nahi (patient file, X-ray, staff, settings). Login page par alag "CA Login" button jaan-boojh kar nahi — CA usi "Sign in with Mobile OTP" se aata hai, taaki bahar se na dikhe ki yahan clinic ka finance hai.
Apna CA kaise jodu — CA ko GST ka login kaise du?
Settings → Billing → "🧾 CA Access (apna CA jodo)" → CA ka naam + mobile → "CA ko access do" → row par "WhatsApp" dabakar login details bhejo. Sirf owner/admin. Pause / Resume / Remove ek click — Pause karte hi CA ka login agle click par ruk jaata hai.
Where in ORALZY: Web: Settings → Billing → "🧾 CA Access (apna CA jodo)" (ya Tax & Compliance → "CA Access (apna CA jodo)" tab; Cmd+K "CA") · Mobile: Settings → 💰 Finance → "🧾 CA Access (apna CA jodo)"
Quick steps
- Settings → Billing → "🧾 CA Access (apna CA jodo)"
- CA ka naam + 10-digit mobile → "CA ko access do"
- Row par "WhatsApp" — login details CA ko
- Zaroorat par "Pause" / "Resume" / "Remove"