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Submission: On September 06 via automatic, source certstream-suspicious
Effective URL: https://help.bankopen.co/support/home
Submission: On September 06 via automatic, source certstream-suspicious
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SUPPORT PORTAL Welcome Login Sign up Home Solutions HOW CAN WE HELP YOU TODAY? Enter your search term here... Search New support ticket Check ticket status KNOWLEDGE BASE GENERAL Getting started 17 * How can I start using Open? * What are the benefits associated with Open? * What is an Open Business Account? * How is an Open business account different form that of a regular bank account? * I’ve signed up to the open.money platform. What should I do next? See all 17 articles Banking 19 * How to apply for a Current Account through Open? * How long will it take to open a current account through Open? * What are the transaction charges when using a connected account? * What is the minimum balance required to be maintained in the connected account? * What are the banks you are partnered with for your current account? See all 19 articles Payments - Collect 20 * What are the different payment modes available for collecting payments? * What is the maximum limit to which we can collect the payments? * Can I collect international payments using Open? * How many days does it take for money to be settled in the bank account/Open account? * What is a payment link and how do we create payment links? See all 20 articles Payments - Payouts 29 * What are the different payment modes available for sending payouts? * What is the maximum limit upto which we can send payouts? * How long does it take for the payments to be processed/settled? * Can I send money if my KYC is not complete? * How to add money to the Open account? See all 29 articles Sales 25 * What is an estimate and how do I create one? * Will an approved estimate be converted into an invoice automatically? * How can clients accept/decline an estimate? * What is a sales order and how do you create it? * What is a delivery challan and how to create one? See all 25 articles Purchases 22 * What is a purchase order and how do you create it? * Can you convert a purchase order into an invoice? * What is a receipt note and how do you create a receipt note? * Can you convert a receipt note into a bill? * What is a bill and how do you create a bill? See all 22 articles Accounting 17 * What is an accounting transaction? * How do accounting transactions take place with Open? * How to manually record a transaction? * What is the use of a journal entries? * Can I view transactions of a particular bank account? See all 17 articles Reports 7 * Where can I see the reports? * What is the importance of reports? * Can reports be downloaded? * In which formats can you export reports? * Can you customize your reports with Open? See all 7 articles Cards 16 * What is an Open card? * Where can I use the card? * What is the cost of a new card? * Are there any shipping charges? * How do I add a new card and assign it to a teammate? See all 16 articles Finance - Expenses 3 * How do I file an expense? * How do I submit an expense? * Where can I see all my submitted/approved expenses? Teams 9 * What is ‘Team’? * Can I add all the employees of my company to ‘Team’, irrespective of their departments? * Why should I add team members on Open? * How to add a team member on Open? * Can you delete a team member? See all 9 articles Contacts 9 * What is contact on Open? * How do I create a single vendor? * How do I create a single customer? * How do I create contacts in bulk? * How do I edit contact details? See all 9 articles Account Opening Document Checklist 7 * Account Opening for Sole Proprietorships * Account Opening for Partnership Firms * Account Opening for Limited Liability Partnership Firms * Account Opening for Private/ Public Limited Company/ One Person Company * Account Opening for Trusts See all 7 articles Open Credit 6 * What kind of loans can I get through Open? * What is the Open’s Line of Credit? * How do I apply for a Loan? * How much loan amount can I get? * What is the duration of the loans offered? See all 6 articles Apps - Hub 10 * How do I start listing products on Open Hub? * Why do I have to create a separate profile for Open hub? * Why is the “About the company” section needed? * Can I add products and services both? * Why is the product category important? See all 10 articles Apps - Tally Plugin 14 * What are the steps to login Bankopen Credentials? * I have installed the Tally plugin but 'BankOpen login' and 'BankOpen sync' buttons on Tally are disabled. What to do now? * How to Sync data from Tally to Bankopen? * What happens when we first login with Tally? * What is the sequence of Tally sync? See all 14 articles Payment Gateway 1 * How to integrate payment gateway into my website? Home Solutions Cookie policy <p>We use cookies to try and give you a better experience in Freshdesk Support Desk. </p> <p>You can learn more about what kind of cookies we use, why, and how from our <a href="http://freshdesk.com/privacy/" target="_blank">Privacy Policy</a>. If you hate cookies, or are just on a diet, you can disable them altogether too. Just note that the Freshdesk Support Desk service is pretty big on some cookies (we love the choco-chip ones), and some portions of Freshdesk Support Desk may not work properly if you disable cookies.</p> <p>We’ll also assume you agree to the way we use cookies and are ok with it as described in our <a href="http://freshdesk.com/privacy/" target="_blank">Privacy Policy</a>, unless you choose to disable them altogether through your browser.</p> Help Desk Software by Freshdesk Support Desk