Help · Board: board packs
How to prepare a board pack
Generate this month's pack from your books.
Who can do this: Admins and Accountants. Viewers can open it but not change anything.
Steps
Step by step
- Board → Prepare a pack → choose the Month → Generate from my books.
- The pack opens in Draft with all figures filled in.
- Add commentary and actions (next guide), then mark it Final.
- Download the PDF or share with Viewers.
Need a hand?
WhatsApp +91 97111 87655 or email siba@bebaak.co with your organisation name and a screenshot.
Contact support