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01. I am uploading GSTR1 or GSTR3B but getting Message shows “API access is not available. I have mentioned the GST Username in respective field, what should I do?
The message displayed shows due to two reasons
1. Wrong GST Username mentioned in Alignbooks which does not match with the associated GST Number.
2. The Access to 3rd Party Application is either not enabled or the period of 30 days access is expired. Visit the GST Portal gst.gov.in and Login with Username and password. On Dashboard Under GST Number, click option “View Profile”, then in Quick links select MANAGE API Access. Now on Enable API Request select radio button “Yes” and select Duration to “6hrs” if want to restrict usage or “30days” to allow access for 30 days and click Confirm. Then Logout from GST Portal if not need further. Now in Alignbooks you can upload the GSTR1 Or GSTR3B with OTP request from GST Portal and data will be uploaded
1. Wrong GST Username mentioned in Alignbooks which does not match with the associated GST Number.
2. The Access to 3rd Party Application is either not enabled or the period of 30 days access is expired. Visit the GST Portal gst.gov.in and Login with Username and password. On Dashboard Under GST Number, click option “View Profile”, then in Quick links select MANAGE API Access. Now on Enable API Request select radio button “Yes” and select Duration to “6hrs” if want to restrict usage or “30days” to allow access for 30 days and click Confirm. Then Logout from GST Portal if not need further. Now in Alignbooks you can upload the GSTR1 Or GSTR3B with OTP request from GST Portal and data will be uploaded
02. How to delete or edit HSN Number / Code?
Go to Configuration, Select Miscellaneous Master. In Type,
Select Master GST Classification (HSN Code) and click OK. All
HSN codes will be listed, and the user can either Edit HSN
Code or Delete or Create new HSN Code.
03. How to create a Support Ticket?
Login in to Alignbooks and click on Call Icon on the top strip
which will show the option “Raise Support Ticket”. Specify the
Subject, Support Type, Application for which the query is
raised (Web/Desktop/Mobile), Description, and Preferred Date
Time for your availability. You can also attach
Document/Screenshot of Error in this Support Ticket.
04. How to modify / edit an existing voucher / Invoice?
There are two ways to modify the voucher:
1. Go to Sales Menu and Click Sales Invoice, click on Open button, Use filters to get existing invoices list, select the invoice which needs to be modified. Make necessary changes to the invoice as desired and Save the voucher.
2. You can open the voucher from reports like Sales Invoice Register or Party Ledger and make changes in the Invoice and click save.
1. Go to Sales Menu and Click Sales Invoice, click on Open button, Use filters to get existing invoices list, select the invoice which needs to be modified. Make necessary changes to the invoice as desired and Save the voucher.
2. You can open the voucher from reports like Sales Invoice Register or Party Ledger and make changes in the Invoice and click save.
05. How to export a document in PDF?
Go to Sales Menu and Click Sales Invoice, click on Open
button, Use filters to get existing invoices list, In grid,
Enable check box against the particular invoice and click on
the Arrow to select Export option. Select the format and click
the export button.
06. From Where can I enter edit remarks in any voucher?
The edit remarks field is active under the Remarks field in
Transaction when the voucher is opened in Edit mode.
07. How to check print format - (Select Different Print format)?
Go to Any Transaction -> Click the arrow near the Print Button
and select Configuration. In this configuration -> click on
Preview preconfigured Format -> From Arrow keys scroll through
the Predefined formats and check the preview. Click on “Set As
Default” to make the selected format as your Default print
format for this Transaction.
08. How to export document in pdf?
For this Go to Sales Menu and Click Sales Invoice, click on
Open button, Use filters to get existing invoices list, In
grid, Enable check box against the particular invoice and
click on Arrow to select Export option. Select the format and
click export button.
09. From Where I can enter edit remarks in any voucher?
Edit remarks field is active under Remarks field in
Transaction when the voucher is opened in Edit mode.
10. How to check print format - (Select Different Print format)
Go to Any Transaction -> Click arrow near Print Button and
select Configuration. In this configuration -> click on
Preview preconfigured Format -> From Arrow keys scroll through
the Predefined formats and check the preview. Click on “Set As
Default” to make the selected format as your Default print
format for this Transaction.