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Invoicing
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46
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How to create a new invoice template?
What is the process for adding a new invoice item and configuring charges for invoicing on MyGate?
How to rearrange the order of Invoice items appearing in an invoice template?
How to create new invoice sequence series ?
How to create a new "Item account" in invoice template?
What is the difference between Item types such as Amount-based, Area-based and Meter-based, in an invoice template?
How to add invoicing rules for Auto Invoicing in Mygate ?
How to update the Invoice Description for an already generated invoice?
How to change the Bill Period of a manually generated invoice in MyGate ?
How to change the due date for the already-generated invoices?
What is "Applicable Members" section in an invoice template?
How to add GST number of residents or Non-Members for invoices in Mygate?
How do I update the society name, address, etc. appearing in invoices and receipts?
What is the difference between consolidated arrears, bifurcated arrears and bill plan arrears?
How to add or edit a penalty settings?
What is GST exemption in invoice template and how does it work?
What is the difference between selecting a due date, invoice date, or current date under the "Auto settlement from advance" section in an invoice template?
How I can add an additional field in the Invoice header?
What are the steps to input different amount for different flats while raising the Invoice?
What do the Invoice period, Invoice date, and due date refer to?
What is “Publish now” and “Publish later” in invoice generation? How does it help?
We want to add an additional description to the invoice line item for all flats separately. How to do it?
Is it possible to edit the Penalty settings of a published invoice?
How to add/remove GST in the invoice template?
What is invoice level GST exemption and item level GST exemption?
How to add an amount if the item type is selected as Meter-based in the invoice template?
How to raise Maintenance Invoice for all flats in bulk?
How to add a new non member to Mygate?
How to raise a recurring invoice for a selected few flats together?
Can I use the same Invoice template I have created previously multiple times?
What are the steps to cancel individual and bulk invoices?
What are the steps to input amount to an invoice template and generate the invoice?
How to check cancelled invoice details?
What are the different ways to input amount into an invoicing template?
What does "Add Discount" mean in the invoice amount input page?
How can I add or update the Sqft & BHK field for all flats?
If I delete a template will it delete all the invoices generated using that template to flats?
How to edit HSN code in the invoice?
How to raise invoices for a selected few flats together?
How to download invoice for all flats at once?
Is there a way to view the total amount of an invoice item and number of houses it's getting calculated for?
How to raise invoices for non-members?
How to disable auto advance settlement for next invoice?
How to configure penalty to an invoice while generation?
How to send dues reminder to individual flats?
How to check which bank is enabled for payment in mygate?
Dues & Receipts
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18
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How to settle the outstanding dues of a flat against it's advance balance?
How to bulk settle the outstanding dues of all flats against their advance balance?
How to delete a wrongly settled receipt?
How to enable automatic dues reminders for all flats?
How to delete a credit note?
What are the steps to remove penalty charges from the entire invoice Batch for all the flats?
How can we create receipt for payment done by residents outside mygate?
How to raise a maintenance invoice for a single flat?
How to modify the owner/tenant name on the invoice ?
For a flat the total overdue amount is more than the total dues of the flat. How to fix this issue?
How to settle the dues of all the flats together?
How to reduce the advance balance of a flat?
How to collect advance?
How to pass an entry to refund the advance amount of a flat?
How to record TDS receivable?
How to delete penalty amount for an individual flat?
How to record the receipt where the resident has made payment deducting TDS?
What is payment intimation?
Bank Reconciliation
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9
)
What is Bank Reconciliation?
How does bank reconciliation work in Mygate?
How to do Manual bank reconciliation in mygate?
How is the uploaded bank statement for Auto Reconciliation being validated against transactions?
I am receiving an error while doing Auto Reconciliation. What could the issue be?
How to check the bank balance as per the bank dates added?
How to do Automatic Bank Reconciliation in mygate?
Why is there a difference in the UTR number shown by mygate and in our bank statement?
Is it possible to view flat numbers along with the transaction description in our bank statement?
Other Income
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3
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How to record small petty cash expenses without vendor name or vendor invoice ?
How to record small cash income without vendor name or vendor invoice ?
How to record an Income for Bank Interest received?
Communication
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26
)
How to conduct a survey or an election poll?
How can I check who has deleted a notice?
How do I schedule a notice for a future date?
How can I send a notice to a specific building?
How to send notices to residents on email?
Can a society admin check how many users have viewed a notice?
Is it possible to add a document that is visible to all the residents of society?
How can I edit or delete a file/folder?
Is there a provision on mygate to control the number of people who can cast vote in an election poll?
How to download poll result?
Can we conduct an election poll through mygate for multiple posts together?
How can I map individual files to a folder?
What is a secret poll and how to create one?
Is it possible to schedule a poll for a future date?
How to setup meeting reminder?
How to download survey result ?
Is there an option to stop defaulters from using certain app modules?
Is there an option to mygate to record meeting minutes and send it to all participants?
Is it possible to send email to a specific group of people through mygate together?
Is it possible to view reply of users to the group email sent through mygate?
How to create a notice using admin dashboard?
How to raise discussion from the admin dashboard ?
How to create a custom group of users in mygate?
Is it possible to turn off communication feature?
Can we have a approval mechanism for communication?
Due to an internal conflict between residents and management committee we want to stop residents from posting anything on mygate platform.
Helpdesk
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15
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Who and how can I add Helpdesk Categories ?
How to view tickets raised with Urgent tag from the admin dashboard?
How to set escalation for Helpdesk requests ?
What is Helpdesk Weekly SLA Summary?
We want to restrict the residents from re-opening any tickets after a specified period of time. Is this possible?
How to check the status and escalation level of a helpdesk ticket?
Can we set up a system in mygate using which the helpdesk manager is informed whenever there is an update on the Helpdesk tickets?
Is it possible to automatically assign helpdesk tickets to staff according to their shift timing and category of issue they handle?
How to raise a helpdesk ticket from the Admin dashboard?
What are the steps to manually assign helpdesk tickets to staff?
How to add comment to a helpdesk ticket from admin dashboard ?
How to upload key personnel and member details on mygate ?
How to delete helpdesk category and sub-category ?
How to mark a helpdesk ticket as resolved?
Can I see the age of a Helpdesk ticket on admin dashboard?
Saarthi App
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7
)
What is Mygate's Saarthi App and how does it address the needs of the Helpdesk staff?
What are the key features provided by the Saarthi App?
How does the Saarthi App benefit the Helpdesk Managers?
How does the Saarthi App help Helpdesk Staff to prioritize the tickets?
Can managers view the updates made by staff on their dashboard?
Can the staff 'Reopen' a ticket or mark the ticket as 'Resolved' or 'On Hold' from the Saarthi App?
What type of tickets are not accessible to society staff on the Saarthi App?
Amenities
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29
)
Can an admin/staff book a facility on behalf of a Resident ?
How can Admin cancel a booked facility?
How can Admin set up email notifications for the facility being made/cancelled by the residents ?
How to add an amenity?
What is complete booking and partial booking section under edit amenity?
How can I add different time slots in an amenity for the residents to book?
How to set-up amenity cancellation charges and how does this function work?
We want to receive all payments for amenity in a separate account. Can this be done through mygate?
How to configure auto cancellation of amenity in cases where residents have selected the "I will pay later" option?
We have an amenity that is currently under maintenance. How do we stop the residents from booking this amenity for this duration?
We want to add rules and regulations to be followed for each amenity. Can this be added in mygate?
We want the residents to declare beforehand if they are bringing any guest along with them to use the amenity. Can this be streamlined through mygate?
We want the residents to be able to cancel amenity for a fixed set hour before the booking start time. Can this be done?
We want to block access for certain residents from accessing amenities. Can this be done?
We want to receive email notification whenever any booking is done? Can this be done through mygate?
We want to levy cancellation charges on amenity. Is this possible?
Is it possible to charge different rates for tenants for amenity booking?
We have specific days of the year where all amenities are closed. Can we stop the residents from booking any amenities for these dates?
What is the Amenity Grouping Feature?
How can I stop the residents from misusing the amenity?
We want to charge different amount for all different slots added in the amenity. Can this be done?
We want the residents to be able to book amenity 24hrs before the slot opening time. How to configure this?
How can we configure Bulk booking slots for amenity?
What is the block single booking option under the edit amenity section?
How to stop residents from booking multiple slots together?
How to configure add ons for amenity?
How to refund the security deposit collected from resident while booking amenity?
How to collect security deposit for an amenity?
How can the society admin book an amenity for management purposes?
E-Invoicing
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3
)
What is B2B E-Invoicing and how is an E-Invoice different from a normal invoice?
Which societies should generate E-Invoices?
How to activate the E-invoice system?
Accounts
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12
)
How to check the new Audit Logs for accounting?
What is an Audit Log?
How is the process of adding a new bank account on mygate?
How to waive off dues of a flat?
How to create a Credit note for a flat?
What is the Security Deposit Module and how can we add Security deposit for flats?
what is expense tag?
what are multiple advances and how does it help?
How to check pending dues of a flat?
How to download reports for security deposit?
How to record vendor payments?
How to create credit note for all the flats?
Society
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21
)
How can I update the vehicle limit for all the flats together?
How can I bulk upload or download vehicles from the dashboard?
What is the procedure for adding new guard patrolling checkpoints & Route?
How can I verify if the guard is completing patrols on schedule?
What is guest parking, and how does it work?
How can I upload meter number in the Utility Meter section?
What is Society Charges?
How to process recharge through mygate if a resident is complaining that their recharge is failed?
How can I add a flat from the mygate dashboard?
How to update sq.ft. data of a flat?
How to change the parking slot name for a flat?
What is the use of parcel report and how to downloadit?
How to Edit vehicle limit for a single flat?
What is Incident report and how to download it?
How to track Vehicle entry-exit report for residents ?
How can we verify if the residents have received the email or SMS?
How to view the list of non members?
How to upload vehicle details in Bulk?
What is Active and inactive flat? How to get the Active and inactive flat details?
How to add vehicle for an individual flat?
How to update vehicle details for individual flats?
People Hub
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29
)
How to download the entry/exit report for last 6 months?
How can I add a resident?
How do I create admin dashboard access for another user?
How do I approve a Move-in request if it has expired already?
How to configure Move-In charges and add a bank account for this?
How can I view who has approved a visitor entry?
How to delete a resident using admin dashboard?
How to change the occupancy status of a flat?
How to view the list of users who have not downloaded the app?
There is a user who is internally shifting to a different flat within the society? Is there an option in mygate for the society admin to move the resident to another flat as an active user?
How to view the list of user registration requests we have rejected from the admin dashboard ?
if we remove the resident, will the invoice and payment done by them also be deleted?
How to download entry exit report for one day?
How to create service provider profile?
How to delete or suspend a service provider profile?
How to add or remove emergency contacts?
We want to track the In/Out movement of residents within our society. What is the process for this?
What is inactive service provider?
What is visitor validation report ?
How can I make an inactive resident active ?
How does mygate ensure all society staff entries are verified to avoid any proxies?
How to add Vendor?
How to download the attendance report of service provider?
How to download Pet report ?
What is Tenant Management? How to approve a rental agreement uploaded by a tenant?
How I can add rental agreement for a tenant from Admin dashboard?
How to download the Tenant Management report?
Is there any option available to edit resident details on dashboard?
How to view security guard contact details?
Settings
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6
)
How can I restrict owners and tenants from adding family members?
Is there any way for the guards to be notified if a visitor stays inside the society premise beyond a specific period of time?
How can I restrict guards from creating service provider profiles?
How to add department?
How to receive email notification of all online payment done through Mygate app?
How to process financial year?
Fixed Deposit
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7
)
What is fixed Deposit and where can I see this option on the dashboard?
How to add a new fixed deposit?
How to make the entry of interest collection for Fixed Deposit?
How to make the entry of fixed deposit maturity?
How to make the entry of a Premature fixed deposit?
How to migrate the ongoing fixed deposit data into Mygate’s new fixed deposit module?
How to pass the interest collection entry for Fixed deposit along with the TDS deduction?
