> For the complete documentation index, see [llms.txt](https://payvance-innovation.gitbook.io/finlyticz-help-center/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://payvance-innovation.gitbook.io/finlyticz-help-center/mobile-app-guide.md).

# Mobile App Guide

## Mobile App Guide

The FinlyticZ mobile app gives you real-time access to your Tally data — view reports, manage parties, track inventory, create vouchers, and more, all from your phone.

### Download

* **Android:** [Google Play Store ↗](https://play.google.com/store/apps/details?id=com.payvance.finlyticz)
* **iOS:** [Apple App Store ↗](https://apps.apple.com/in/app/finlyticz/id6761351637)

### Dashboard

<figure><img src="/files/nf6yLwPyyB4LTZuTe6yR" alt="" width="188"><figcaption><p>Dashboard</p></figcaption></figure>

The Dashboard is your home screen after login. It shows:

* **Accounting Overview** — Key financial metrics at a glance
* **Outstanding Summary** — Receivables and payables status
* **Recent Transactions** — Latest voucher entries
* **Sales Insights** — Sales report preview with charts
* **Reminders** — Pending tasks and follow-ups

#### Bottom Navigation

| Tab           | Function                          |
| ------------- | --------------------------------- |
| **Dashboard** | Home screen with overview         |
| **Items**     | Inventory and stock management    |
| **Parties**   | Customers and suppliers           |
| **Reports**   | Financial reports                 |
| **More**      | Side menu with additional options |

### Items & Inventory

#### View Items

* Browse all stock items synced from Tally
* Search and filter by category, group, or status
* View item details: code, name, quantity, unit, value

#### Add Items

1. Tap the **+** button on the Items screen
2. Fill in: Item Name, Code, Unit, Category, Group
3. Add HSN/SAC code for GST compliance
4. Set tax rate
5. Tap **Save**

#### Categories & Groups

* Create and manage item categories
* Organize items into groups
* View category/group-wise summaries

#### Inventory Graph

* Visual trend charts of your inventory data
* Track stock movement over time

### Parties (Customers & Suppliers)

#### View Parties

* Browse all customers and suppliers synced from Tally
* Search and filter by name or type
* View outstanding balances

#### Add Party

1. Tap **+** on the Parties screen
2. Fill in: Name, Contact, Address
3. Assign a Ledger Group
4. Classify as Customer, Supplier, or Both
5. Tap **Save**

#### Party Details

* View full contact and address information
* Check outstanding balance
* See transaction history

### Reports

<figure><img src="/files/1qoNJhHZfFabzos9JDWy" alt="" width="188"><figcaption><p>Reports</p></figcaption></figure>

Access all your financial reports from the Reports tab:

| Report                     | Description                        |
| -------------------------- | ---------------------------------- |
| **Day Book**               | Daily transaction summary          |
| **Balance Sheet**          | Assets, liabilities, and equity    |
| **Profit & Loss**          | Income vs. expenses analysis       |
| **Trial Balance**          | Debit and credit summary           |
| **Sales Report**           | Sales data with charts and filters |
| **Outstanding Receivable** | Aging analysis of receivables      |
| **Stock Inventory**        | Stock levels and valuation         |
| **Cash/Bank Summary**      | Bank and cash account balances     |
| **Voucher Details**        | Individual invoice/voucher view    |

#### Export Reports

* Download any report as **PDF**
* Share via WhatsApp, Email, or other apps

For detailed report usage, see Reports & Analytics.

### Vouchers

<figure><img src="/files/cayD5UKRKMC8QrJmsOi2" alt="" width="188"><figcaption><p>Vouchers</p></figcaption></figure>

#### Create Voucher

1. Tap **Voucher** from the Dashboard or Menu
2. Select voucher type (Sales, Purchase, Journal, etc.)
3. **Step 1 - Details:** Enter date, party, amount
4. **Step 2 - Items:** Add line items
5. **Step 3 - Review:** Confirm and submit

#### Writeback to Tally

Vouchers created in the app can be written back to Tally via the Connector.

### Side Menu (More Options)

| Option            | Description                             |
| ----------------- | --------------------------------------- |
| **Companies**     | Switch between multiple Tally companies |
| **Users**         | Manage team members (admin only)        |
| **Wallet**        | View wallet balance and transactions    |
| **Refer & Earn**  | Share referral code and earn rewards    |
| **Purchase Plan** | Upgrade subscription                    |
| **Settings**      | App preferences and security            |
| **Help Center**   | FAQs and support                        |
| **Sign Out**      | Log out of the app                      |

### Multi-Company Support

* Switch between companies from the side menu > **Companies**
* Each company has its own data, reports, and settings
* Data is isolated per company

### Settings

* **Profile:** Edit your personal details
* **Notifications:** Configure push notification preferences
* **Biometric Lock:** Enable fingerprint/face ID for app security
* **Theme:** Light/Dark mode

### Offline Support

* The app caches recent data locally
* You can view previously loaded reports and data without internet
* New data syncs automatically when connectivity is restored


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