# Pragma Chartered Help

- [Welcome to Pragma](https://help.pragmachartered.com/index.md): Find your way from a client's invoice to a reviewed handoff to its books, and find help when you need it.
- [Sign in for the first time](https://help.pragmachartered.com/getting-started/first-sign-in.md): Use your issued mobile number and password, update an initial password, and choose whether to use two-factor sign-in.
- [Accept an invitation to a firm](https://help.pragmachartered.com/getting-started/accept-invite.md): Open the invite link you were sent, sign in with the invited mobile number and join the firm with the role it chose.
- [Find your way around](https://help.pragmachartered.com/getting-started/find-your-way.md): Use the Dashboard, getting-started checklist, sidebar, firm switcher, account menu and Help & support.
- [Manage your profile, password and two-factor sign-in](https://help.pragmachartered.com/getting-started/profile-and-security.md): Check your account details, change your sign-in mobile number or password, and turn two-factor sign-in on or off.
- [Upload an invoice](https://help.pragmachartered.com/invoices/upload.md): Choose the right client and invoice direction, upload a supported file, and check its result.
- [Receive bills on WhatsApp](https://help.pragmachartered.com/invoices/whatsapp-intake.md): Link your firm's WhatsApp number, bind each client's sending number, and assign bills from unknown senders.
- [Review and approve an invoice](https://help.pragmachartered.com/invoices/review-and-approve.md): Filter the queue, compare extracted fields with the original, save corrections, then make a decision.
- [Understand the Tally handoff](https://help.pragmachartered.com/invoices/tally-handoff.md): See what approval queues for Tally, check every connector's heartbeat, and enroll or replace a client's connector.
- [Post approved invoices to Zoho Books](https://help.pragmachartered.com/invoices/zoho-books.md): Connect the firm's Zoho Books, bind a client to its Zoho organization and map, then follow approved vouchers into Zoho.
- [Manage clients](https://help.pragmachartered.com/clients/manage-clients.md): Find and add a client, find your way around its page, keep its profile, contacts and Tally map current, and control who can see it.
- [Request documents from clients](https://help.pragmachartered.com/clients/document-requests.md): Message a client, send an individual request or a campaign, then track open requests, reminders and the files that arrive.
- [Import and classify a bank statement](https://help.pragmachartered.com/books/bank-import.md): Import a client's bank statement, give each line a ledger or match it to a bill, and approve the lines for the client's books.
- [Import a sales or purchase register](https://help.pragmachartered.com/books/register-import.md): Turn a client's Excel or CSV invoice register into draft vouchers for review, and bring in its Tally ledger list.
- [Key in a manual voucher](https://help.pragmachartered.com/books/manual-vouchers.md): Enter a journal, payment, receipt, contra or note by hand, correct it in review, and get it approved for the client's books.
- [Close a client's books](https://help.pragmachartered.com/books/close-books.md): Lock a client's books through a date once the year's accounts are final, and reopen them when a correction is needed.
- [Prepare and check a GSTR-1 draft](https://help.pragmachartered.com/gst/gstr1-draft.md): Build a client's GSTR-1 or IFF from approved sales, clear its checks, export the tables for the offline tool and sign the draft off.
- [Check a filed GSTR-1 and draft amendments](https://help.pragmachartered.com/gst/gstr1-filed-and-amendments.md): Import the GSTR-1 a client filed, compare it with the sales approved in Pragma, and draft the amendments to file in a later return.
- [Prepare a GSTR-3B draft and a PMT-06 working paper](https://help.pragmachartered.com/gst/gstr3b-and-pmt06.md): Check a client's GSTR-3B tables and input tax credit, decide how unmatched 2B documents are treated, and work out a quarterly client's monthly deposit.
- [Reconcile a GSTR-2B](https://help.pragmachartered.com/gst/gstr2b-reconciliation.md): Bring a client's GSTR-2B into Pragma, match it against approved purchases for a month or the whole year, and follow up GSTR-2A and IMS.
- [Use GST reports and the GST portal view](https://help.pragmachartered.com/gst/reports-and-portal.md): Report a client's eligible ITC and mark Sec 17(5) blocks, review its GST year, sign periods off, and read what the GST portal says about its filings and notices.
- [Use the compliance calendar](https://help.pragmachartered.com/compliance/calendar.md): Find client filing dates, switch between the agenda and list, and record a filed return.
- [Record a GST notice](https://help.pragmachartered.com/compliance/gst-notices.md): Capture a notice or order, check its dates, and keep related documents together.
- [Read GST health](https://help.pragmachartered.com/compliance/gst-health.md): Understand the firm-wide issue list and open the client view where an issue can be resolved.
- [Prepare a client's TDS return](https://help.pragmachartered.com/compliance/tds.md): Keep deductees, record deductions and challans, clear the quarter's checks, export the FVU input file and record the filing.
- [Keep the board and prepare ROC forms](https://help.pragmachartered.com/compliance/roc-and-directors.md): Record a client's directors or designated partners for DIR-3 KYC, then prepare each year's MCA form data on the ROC tab.
- [Run a client's monthly payroll](https://help.pragmachartered.com/compliance/payroll.md): Keep the employee list, compute and finalise each month's payslips, record salary TDS deposits, and export the quarter's working papers.
- [Set up firm automation](https://help.pragmachartered.com/firm/automation.md): Understand Autopilot, Assist and Manual modes and where to inspect agent decisions.
- [Check and confirm the agent's work](https://help.pragmachartered.com/automation/agent.md): See what the agent prepared for you, what it did on its own and why, then confirm or dismiss each waiting action.
- [Ask the assistant about your clients' records](https://help.pragmachartered.com/automation/assistant.md): Ask read-only questions about the clients you work on, check each answer against its sources, and review the firm's questions and usage as an Owner.
- [Keep your firm profile up to date](https://help.pragmachartered.com/firm/profile.md): Edit the firm's legal details, address, financial year and daily compliance reminders, and turn the AI assistant on or off.
- [Invite members and understand roles](https://help.pragmachartered.com/firm/members-and-roles.md): Invite a colleague using their mobile number, check role permissions and arrange client assignments.
- [Give a client portal access](https://help.pragmachartered.com/firm/client-portal-seats.md): Issue a client portal seat pinned to one client company, deliver the invite link, and revoke the seat when it is no longer needed.
- [Reword the messages your firm sends](https://help.pragmachartered.com/firm/message-templates.md): Write your own wording for client messages Pragma has opened to your firm, preview it and go back to Pragma's wording.
- [Can't sign in?](https://help.pragmachartered.com/troubleshooting/cant-sign-in.md): Reset a mobile-number password, replace an issued temporary password, handle a missing WhatsApp code, or contact support without an account session.
- [Fix invoice upload problems](https://help.pragmachartered.com/troubleshooting/upload-problems.md): Check file type, size, duplicates, scan state and extracted fields when intake does not finish as expected.
- [Submit a support case](https://help.pragmachartered.com/support/submit-a-case.md): Ask the Pragma team for help from your workspace, or reach them while signed out.
- [Book a walkthrough](https://help.pragmachartered.com/support/book-a-walkthrough.md): Ask the Pragma team to walk you or your firm through Pragma on a call.
- [Get started with your client portal](https://help.pragmachartered.com/portal/getting-started.md): Accept your accountant's invitation, sign in, and find your way around the page that shows your invoices.
- [Send an invoice to your accountant](https://help.pragmachartered.com/portal/send-an-invoice.md): Upload your purchase bills or sales invoices from the portal and check that each one reached your accountant.
- [Answer your accountant's requests](https://help.pragmachartered.com/portal/document-requests.md): See which documents your accountant has asked for, and send each one from your portal.
- [Connect the GST portal for your accountant](https://help.pragmachartered.com/portal/gst-portal.md): Give your accountant read-only access to your GST portal records by confirming an OTP, and disconnect it when you want.
- [Ask about your invoices](https://help.pragmachartered.com/portal/ask.md): Ask questions in plain words about the invoices you have sent and the documents your accountant has asked for.


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