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Knowledge base
Getting Started (17)
- Why choose WeGoFin?
- How can my business benefit from WeGoFin?
- What should I do after signing up with WeGoFin?
- What is a personal KYC?
- How does Business KYC work?
- Can I use WeGoFin without purchasing a plan?
- Is KYC mandatory?
- Why is my KYC pending?
- How much time does it take to do KYC verification?
- What does “KYC on hold” mean?
- What should I do if my KYC documents get rejected?
- What documents are required for KYC?
- Is withdrawal bank account mandatory to activate my account? What if I don't have a bank account?
- Do WeGoFin have an authorized banking license?
- Does WeGoFin support unregistered businesses?
- How to create a Profile or register with WeGoFin?
- How to change Passwords in WeGoFin? View All 17
Banking (11)
- How do I open a current account through WeGoFin?
- What are the transaction charges while using a connected account?
- Can I add multiple accounts to WeGoFin?
- Is it possible to add a bank account from a non-partner bank?
- How do I link a bank account from a non-partner bank?
- What happens when I link my existing bank account with WeGoFin?
- What’s the difference between a checker and maker accounts?
- Are there possibilities to connect the checker and maker accounts?
- For my checking account, would the partner bank give me a debit card and a chequebook?
- If I don't have a current account, can I add my savings account instead?
- How do I find out what my ICICI Corporate ID and User ID are? View All 11
Payments-Collect (14)
- What kinds of payment methods are there for getting paid?
- What is the maximum limit to which we can collect the payments?
- By using WeGoFin, can I get payments from international customers?
- What is the duration in days for funds to be deposited into the bank account?
- How payment links are generated and used within the WeGoFin platform for collecting payments?
- Can we schedule recurring payments using payment links, and if so, what is the procedure for this?
- When should we use an invoice, and when should we send a payment link?
- How do I add new clients to WeGoFin?
- What is meant by the bulk payments link in WeGoFin? How can I create it?
- What is a payment link? How do we generate a payment link?
- What should we do if payment was made in cash? How do you document a financial transaction using WeGoFin?
- In what ways do payment links and payment collection via invoices differ?
- What are the benefits of utilising WeGoFin's invoices for payment collection?
- What causes an account to be blocked, and what happens to the funds I have accumulated? View All 14
Payments-Payouts (21)
- What kinds of payment methods are there for providing payouts?
- What is the limit of sending payouts?
- Is there any possibility to send money if my KYC is incomplete?
- What is the time period for the payment to be processed?
- How does adding money to WeGoFin work?
- What are the fees for making a payout?
- Where can I find the outgoing payments and transaction status?
- What if I started the transaction by mistake?
- What is the meaning of ‘pending for processing”?
- What is the meaning of “initiated transaction"?
- How to create a new vendor?
- What is meant by “Payouts”?
- What are “Payouts” and a”Payout link”?
- Can I cancel the payout link I created?
- Do we have an expiration date for payout links?
- What are bulk payouts and how to create one?
- How long does a bulk payment transfer take?
- Can I cancel the bulk payout file once it is uploaded?
- What happens if there is an error in file during bulk payouts?
- Is there a limit for fund transfers in WeGoFin?
- What happens when there are external disputes or chargebacks? View All 21
Sales (16)
- What is the Sales order?
- How to create a sales order in WeGoFin?
- Is it possible to collect partial payments using the WeGoFin platform?
- How to create a delivery Challan?
- What is a Cash Memo?
- How to create a Cash Memo?
- What is the use of Cash Memo?
- What is a credit note?
- What is the procedure to create a credit note?
- What does the term “Reconcile” mean?
- How can I create a reconciled report?
- How to create an estimate in WeGoFin?
- Is an approved estimate transformed into an invoice?
- Why is a sales invoice important?
- What is the difference between a sales invoice and service invoice?
- Can I create GST-compliant invoices? View All 16
Purchases (15)
- Can I convert a purchase order into an invoice?
- What is meant by “Purchase order”?
- How to create a purchase order?
- What is meant by ‘Debit Note’?
- What is the procedure to create a debit note?
- What is the meaning of the term “Receipt note”?
- How can I create a receipt note?
- What is purchase reconciliation?
- What is the difference between a purchase bill and a sales bill?
- What’s the difference between a debit note and a receipt note?
- How to add a vendor to a purchase dashboard?
- What is the TDS-Compliance bill and how does it help?
- How to create TDS-compliant bills?
- What is the purpose of the account transaction option in creating bills?
- What is the difference between a receipt and a receipt note? View All 15
Team (7)
- Define the ‘Team’
- How to add a team member on WeGoFin?
- Can you remove a team member on WeGoFin?
- Is it possible to deactivate a team member on WeGoFin?
- Can you edit team member information?
- Could we activate deactivated accounts?
- What should I do if I want to delete or turn off a teammate's card that has money on it? View All 7
Contacts (9)
- What does it mean to contact WeGoFin?
- What is the procedure to set up a single vendor?
- How can I create a single client on WeGoFin?
- What are the steps to establish contacts in bulk?
- Can I update my contact list in WeGoFin?
- What is the procedure to remove an existing contact?
- Am I able to download the list of contacts? If so, in what way?
- Is it possible to add the same bank account to numerous contacts at the same time?
- When adding a client or vendor, is it possible to add further details? View All 9
Accounting & Taxes (12)
- What is an accounting transaction?
- What is GSTR-1?
- What is the difference between GST and GSTR-1?
- Why should I create an e-invoice?
- What is an e-way bill?
- What is TDS?
- Can I download the transaction history in pdf format?
- Can I sync data from any accounting software to WeGoFin?
- Can I push transactions to the GSTN portal using WeGoFin?
- Can I file tax returns using WeGoFin?
- What is a journal entry in accounting?
- Can I make my TDS payments via WeGoFin? View All 12
Apps-Tally Plugin (8)
- What is “Bank Reco” in Tally?
- At times the newly created transactions or the altered ones are not synced? What should I do?
- What does “Not Responding” mode mean when syncing?
- Do all vouchers sync with Tally?
- What happens when we log into Tally?
- What is the Tally sync sequence?
- I have a lot of bills in payables and receivable. Will all the data sync properly?
- What kind of transactions can I upload from Tally? View All 8
Documents required for KYC completion (6)
- What documents do public/private limited companies need for KYC?
- What documents are needed for Partnership KYC?
- What documents are needed for Trust/NGO/Society KYC?
- What documents are needed for LLP KYC?
- What documents are needed for sole proprietorship KYC?
- For Individual/Freelancer/Company yet to Register KYC, what documents are needed? View All 6
Account Opening Document Checklist (7)
- What are the documents required for opening a current account for Sole Proprietorships?
- What documents are required for opening a current account for Limited Liability Partnership Firms?
- What are the documents required for opening a Current account for Partnership Firms?
- What documents are required for opening a current account for a Private/ Public Limited Company/ One Person Company?
- What are the documents required for opening a Current account for Trusts ?
- What documents are required for opening a current account for Societies/ Clubs/ Associations?
- What are the documents required for opening a Current account for Individuals? View All 7
E-Invoicing (10)
- What is an e-invoice used for?
- What is the process of e-invoicing?
- Who is eligible for e-invoicing under GST?
- Is e-invoicing applicable for B2B?
- Is the e-invoice format the same for all B2B businesses?
- Can a single invoice be associated with multiple e-invoice registrations?
- Who does not qualify for e-invoicing?
- What advantages does e-invoicing offer?
- How can an e-invoice be generated using WeGoFin?
- Is it possible to fully or partially cancel an e-invoice using WeGoFin? View All 10
Connected Banking (7)
- What is meant by “Connected Banking”?
- Can I add multiple accounts to WeGoFin?Does ‘Connected Banking’ come under ‘BaaS’ or ‘WeGofin Banking’?
- Is WeGoFin providing a connected banking service?
- Which are the banks that support connected banking in WeGoFin?
- What happens when I link my existing bank account with WeGoFin?
- What are payment modes available for ‘Connected Banking’ in WeGoFin? (*)
- Which Business Types are supported for Connected Banking? View All 7
AXIS Bank (6)
- What does the cool-off period in AXIS bank mean?
- How can I link two Axis Bank accounts?
- How can I initiate a bulk payout using my Axis Current Account?
- How much amount can we transfer through the Axis Bank app?
- Is there a prepayment penalty for closing a loan early?
- Does Axis Bank have a cool-off period for investment transactions? View All 6
Standard Chartered Bank (6)
- Can I customise the alerts for payments and account activities with Standard Chartered Bank?
- Can I download my Standard Chartered Bank statements in PDF format?
- How can I access my Standard Chartered Bank statements online?
- How can I dispute a transaction on my Standard Chartered Bank statement?
- What are the available methods for making payments with Standard Chartered Bank?
- Can I link multiple accounts under one login for Standard Chartered Bank online banking? View All 6
ICICI Bank (7)
- How can I link my existing ICICI Current Account with WeGoFin?
- Where can I get my ICICI Corporate ID and User ID?
- Should I reconnect my existing account to WeGoFin when I update my ICICI Bank login ID?
- Can I connect Multiple accounts under one Corporate ID?
- Can I pay a beneficiary in my Current Account instantaneously using WeGoFin?
- Is it essential to add a beneficiary to my ICICI current account to use WeGoFin?
- What is the cool-off period for adding a new beneficiary? View All 7
SBI (8)
- How do I enable API Banking functionality as an admin in SBI Yono Business?
- What is the limit of SBI to other bank transfers without adding a beneficiary?
- Are there any possibilities to link the SBI current account(CA) without an SBI Yono Business?
- Can I access and view all my statements within the WeGoFin platform?
- Is there any option that I can make a bulk payout using SBI current account via WeGoFin?
- Is Yono Business accessible to clients of the individual (Personal Banking) category?
- Why should I register in SBI Yono Business ?
- I have been running a single man enterprise. Can I avail yono Business? View All 8