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Invoicing
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54
)
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?
How to configure invoice item type and 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 Invoice 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 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?
Is it possible to use the same Invoice template 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 Sq.ft. & 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?
We have raised 2 different invoices for all residents and we want to receive payment for both these invoices in different bank account. How to configure this on mygate?
How to check which bank is enabled for payment in mygate?
How to update an Invoice Template?
How to raise an invoice in previous financial year?
How to raise one time fund collection or ad hoc invoice?
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Dues & Receipts
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22
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How to settle the 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?
What are the steps to remove penalty charges from the entire invoice Batch for all the flats?
How to cancel a credit note?
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 settle dues of an Individual flat?
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?
How to Input receipt against security deposit payments?
How to refund the security deposit to the resident?
How to change the date of scheduled dues reminder?
Chart of account
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5
)
How to create a bank or cash account ledger?
How to create a new Ledger?
How to add additional grouping of ledgers in Balance Sheet, Income and Expense, Trial Balance, etc?
How to create an expense ledger?
How to create an Income ledger?
Bank Reconciliation
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11
)
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?
While uploading my bank statement for auto reconciliation, I am observing few errors. 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?
We are unable to see the flat number in our bank statement for payments done through mygate. How do we identify which flat has made the payment?
Why is our bank balance not matching with the balance on mygate?
How can I view reconciled and unreconciled transactions in Mygate?
Accounts
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48
)
How to check the new Audit Logs for accounting?
How to search for a specific invoice with invoice number?
How can we download bank statement from mygate?
What is an Audit Log?
How is the process of adding a new bank account on mygate?
How to delete dues of a flat?
What is the Security Deposit Module and how can we add Security deposit for flats?
How to create a Credit note for a flat?
what is expense tag?
what are multiple advances and how does it help?
How to download reports for security deposit?
How to check pending dues of a flat?
How to record vendor expense?
How to create credit note for all the flats?
How to download Account statement?
How can I cancel a journal Voucher and where can I find the all the cancelled vouchers?
I am only able to see the financial data on mygate since April. How to view the data of all years?
How to check the advance balance of an individual flat?
How to settled an invoice half through EFT and half through flat advance?
What is Journal Voucher and how to create a new journal voucher?
How to bulk upload the journal vouchers?
How to download the journal vouchers report?
How to create a opening balance journal voucher?
How can I edit an existing Journal voucher?
How to check the details of cancelled credit notes and who cancelled them?
How to download credit note report?
What is a Receipt Register, and what types of receipts are included in it?
How to add or create a debit note?
What is Vendor expenses and how to book a vendor expense?
How to track all the cancelled receipt details for a particular flat?
How to create payment for Booking Expense?
What is vendor payment and how can I edit amount for a settled vendor expense?
How to track cancelled vendor payment voucher?
How to create a duplicate vendor expense?
How to create Create Cash Bank Transfer?
What is purchase request and how to create a purchase request for the society?
How to delete or reject a purchase request?
How to create request for quotation from the vendors?
What is purchase order and how to create a purchase order for the society?
How do you mark a purchase order as received after accepting delivery from the vendor?
How to create a book expense once the purchase order is delivered?
How to settle a vendor expense from advance, cheques/EFT, or cash?
What is Vendor Expenses Report and how to download the Vendor Expenses Report?
How to delete or cancel a journal voucher?
How to edit a vendor expense record?
If a resident paid the maintenance wrongly for a different flat, how to settle the amount for the correct flat?
How to delete a General payment?
If a resident has made a payment to the incorrect flat, how can their money be refunded?
Financial Reports
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26
)
How to take backup of an entire financial year data ?
What is MIS report and how to download it?
What is dues report and how to download it?
What is Dues Ageing Report and how to download it?
What is Collection Report and how to download it?
What is Advance Collection and how to download it?
What is Dues Collection by Bill and how to download it?
What is Dues Collection by Account and how to download it?
What is Dues & Collection Consolidated by bill and how to download it?
What is Proforma Dues and how to download it?
What is Proforma Collection and how to download it?
What is Security Deposits report and how to download it?
What is Dues and Advance Account Balance and how to download it?
What is Advance Account Balance and how to download it?
What is Receipt and Payment Statement and how to download it?
What is Cash/bank statement and how to download it?
What is Income and how to download it?
What is Expense and how to download it?
What is Trial Balance and how to download it?
What is Income and Expense Report and how to download it?
What is Balance Sheet and how to download it?
What is Detailed Balance Sheet and how to download it?
What is Ledger Reports and how to download it?
What is Day book and how to download it?
What is Uploads and Downloads and how to use it?
Why is a resident’s payment is not reflecting in the mygate's Collection Report?
Communication
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30
)
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 per flat 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 in mygate to record Minutes of meetings and send it to all participants?
Is it possible to send email to a specific group of people through mygate together?
What is delivery report section?
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 a discussion from the admin dashboard ?
How to create a custom group of users in mygate?
Is it possible to turn off communication feature?
Due to an internal conflict between residents and management committee we want to stop residents from posting anything on mygate platform.
How can we view the list of residents who have not participated in poll?
How to delete an opinion poll?
How to create a opinion Poll?
How can I edit and delete a notice?
Helpdesk
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19
)
What is Helpdesk module and how does it work?
How can I add Helpdesk Categories?
How to set escalation matrix for Helpdesk requests ?
How to view tickets raised with Urgent tag from the admin dashboard?
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?
I can see a few tickets under helpdesk highlighted in a blue colour. What does this mean?
What is the purpose of setting Turnaround Time while creating category under helpdesk?
Why is owner getting email of helpdesk tickets raised by the tenant?
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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36
)
How can a society admin book a facility on behalf of a Resident ?
How can Society Admin cancel a booked amenity?
How can Admin set up email notifications for the facility being create/cancelled by the residents ?
How to create an amenity from the society admin dashboard?
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?
We have an amenity that is currently under maintenance. How do we stop the residents from booking this amenity for this duration?
How to configure auto cancellation of amenity in cases where residents have selected the "I will pay later" option?
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 collect security deposit for an amenity?
How can the society admin book an amenity for management purposes?
What is the Amenities module and how does it work?
How to download amenity booking history report?
Can we set up an approval mechanism for amenity?
How can we manage resident access for entry and exit at the clubhouse using Mygate guard devices?
How can we reschedule an amenity?
How to cancel or reschedule amenity booking for resident app and dashboard?
How to edit an amenity name from the dashboard?
How can we deactivate an amenity?
Society
(
20
)
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 guest parking, and how does it work?
What is Society Charges?
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?
How to Edit vehicle limit for a single flat?
How to track Vehicle entry-exit for residents ?
How to view the list of non members?
How to upload vehicle details in Bulk?
How to add vehicle for an individual flat?
What is Active and inactive flat? How to get the Active and inactive flat details?
How to update vehicle details for individual flats?
How to add parking slot name for an individual flat?
How can we change the status of a flat from inactive to active?
How to download the flat list for the society?
How to delete a Task?
What is task module and how it works in Mygate?
How to edit a flat number from the Admin Dashboard?
People Hub
(
47
)
How can I add a new resident from admin dashboard?
How do I create new society admin role and other 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 can we view and download the entry/exit report of our society?
How to create service provider profile?
How to edit owner or tenant details on mygate?
How to delete or suspend a service provider profile?
How to add or remove emergency contacts?
How to edit society admin details on mygate?
How can we check which society admin has approved a user registration request?
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?
Registration has been done by the resident, why is the approval request not visible to residents on the Admin dashboard?
How to setup Move-in from the admin dashboard?
How to edit society admin email ID?
How to add Vendor?
How to download the attendance report of service provider?
How to setup Move-Out process from the admin dashboard?
How to download Pet report ?
What documents are required to be submitted by residents during registration?
What is Tenant Management and how does it work?
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?
How to Download resident data?
What are the different types of admin roles available on the dashboard?
Which all admin roles can access the admin console section on resident app?
How to delete a key personnel for the society?
How to delete a Non-member?
How to add, edit and delete a committee member?
The resident has raised an account deletion request, how to approve the request?
How to edit a Service provider profile?
I have added a new service provider profile, but why is it not visible in the Mygate application for hiring?
How to check list of all admins roles created for the society?
How can you check who deleted admin access from admin dashboard?
Security and Patrolling
(
7
)
What is the Guard Patrolling feature and how does it work?
What is the use of parcel report and how to download it?
What is Incident report and how to download it?
What is Gate pass report and how to download it?
Once the parcels are collected by the residents, how we can change it's status?
How to download guard patrolling report?
How can we view the details of alerts and messages sent by residents to security guards?
Other Income
(
3
)
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?
E-Invoicing
(
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?
Fixed Deposit
(
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?
Assets & Inventory
(
16
)
How to download, view, and print an inventory's Log?
How to add usage to an inventory?
How to edit/update the details of an inventory?
How to delete an inventory?
How to delete an asset?
What is an Asset/Inventory Category and how to manage it?
How to add depreciation to an asset?
How to view assets depreciation history?
How to view asset category wise?
How to add an asset's service history?
How does asset tagging and QR code feature works?
How do I set up AMC renewal reminders for my assets added in mygate?
Can I add multiple assets under the same sub-ledger?
Can I add multiple inventory items under the same sub-ledger?
What is an Asset? How to add an Asset from the admin dashboard?
What is Inventory? How to add an Inventory from the admin dashboard?
Settings
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17
)
How can I restrict owners and tenants from adding family members?
Why are dues appearing under flats when there are no pending invoices to settle?
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 download reports for the previous Financial year?
Why I am seeing an error on the dashboard under Financial year?
How to process financial year?
How can we have admin access on my mobile phone?
Can I do Financial year end process on admin console on mygate app?
Why does the closing balance of the previous year and the opening balance of the current year of a flat not match? How to resolve this mismatch?
As the new financial year approaches, is there any process that needs to be done from the society admin's side?
Can the Financial Year-End Processing (FYEP) occur automatically whenever a new entry is made in previous years?
Experiencing issues when running Financial Year-End Processing (FYEP) multiple times or simultaneously? How to fix this?
How can you record an accounting entry for a previous financial year?
Is it mandatory to complete the Financial Year-End Processing (FYEP) before generating invoices for the next financial year?
Utility Meter
(
9
)
How can I upload meter number in the Utility Meter section on Mygate Dashboard?
How to process recharge through mygate if a resident is complaining that their recharge is failed?
A resident has recharged through the mygate app, but their meter balance has not been updated on mygate. What could be the issue?
Residents are unable to recharge through mygate. What is the issue?
Where can we find the receipts for prepaid meter payments made through the app?
How can we view the recharge history for a specific flat?
How to see the pending prepaid meter recharges?
How society admin can recharge for a particular flat?
How can I download prepaid meter recharge report?
