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PRAGATI
FINANCE HUB
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PRAGATI
FINANCE HUB
📱 WA Briefing
📄 Export
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Add Expense
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Add Invoice
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Add Recurring Task
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📥 Import from Tally CSV
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Bank Account (for ledger import)
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Bank Ledger Entries
Expense Records
Paste Tally Day Book CSV (or upload file below)
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✅ Import All
📱 WhatsApp Briefing
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Add Bank Account
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🔄 Inter-Entity Transfer
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🧾 Add Cheque
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📑 Add TDS Entry
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🔖 Add GST Entry
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📥 Add Receivable
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🏛 Add Deposit / EMD
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🏦 Add Loan
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New Payment Request
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Vendor / Party *
Amount *
Currency
INR
USD
EUR
GBP
CHF
AED
SGD
JPY
AUD
CAD
Payment Deadline / Due Date *
Category
Vendor Payment
Salary
Rent
Utility
EMI
Tax / TDS
GST
Petty Cash
Other
Bank Account *
— Select Bank —
Invoice / Ref No.
Description / Notes
🔴 Mark as
URGENT
— same-day payment needed
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✅ Approve Payment
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Approval Note (optional)
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✅ Confirm Approval
✕ Reject Payment
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Reason for Rejection *
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💳 Mark Payment Processed
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Payment Date
(date in bank ledger)
Payment Mode
UTR / Ref Number *
Notes
Payment Screenshot / Proof
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💳 Confirm Processed
📗 Confirm Tally Entry
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Tally Journal / Voucher No.
(Optional)
Notes
💡 UTR / transaction reference was captured at the Processed stage. Enter a Tally voucher number here only if applicable.
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📗 Confirm Tally Done
📲 WhatsApp Approval
✕
Pending requests that can be approved via WhatsApp:
📋 Paste your WhatsApp reply here:
Format:
APPROVE APR-XXXXXX
or
REJECT APR-XXXXXX reason
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📲 Process Reply
Add User
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Add Customer
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New Cash Entry
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⚙ Cash Opening Balance
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Set the physical cash amount on hand at the start of your tracking period.
Opening Balance (₹)
As of Date
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