User Guide

User Guide

Welcome to mKhata. This guide will help you understand how to use the platform effectively.

1. Dashboard

The Dashboard provides a quick overview of your business records, including customer count, total debit balance, total credit amount, and net balance.

2. Customers

Use the Customers section to add, edit, and manage customer information. Each customer will have an individual khata account.

3. Khata Entries

Khata Entries allow you to record customer transactions.

• Debit (DR): Money given or amount due from customer.
• Credit (CR): Money received from customer.

4. Customer Ledger

Each customer has a complete transaction history showing all debit and credit entries along with the running balance.

5. Reports

Generate reports to analyze customer balances, collections, and outstanding amounts.

6. Shop Calculators

Use built-in calculators for profit, margin, GST, discount, EMI, FD, SIP, and other business calculations.

7. Business Settings

Update your business information, account preferences, and other system settings from the settings section.

8. Best Practices

• Record transactions immediately.
• Regularly review customer balances.
• Keep customer contact information updated.
• Generate reports periodically.
• Use strong passwords to secure your account.

Need Help?

If you need assistance, please contact the administrator or support team.