Help · Settings
How to set up simple automation
Simple workflow rules, scheduled reports and payment reminders.
Who can do this: Organisation admins (Client Admin).
Steps
Step by step
- Open Settings and choose the section (or search settings by name).
- Settings → Automation.
- Add a rule (when X happens, notify or assign Y).
- Schedule reports by email and set payment reminders for overdue invoices.
- Click Save. Sensitive values — GSTINs, number series, security — still go through approvals if your organisation has approval rules for settings.
Related guides
Need a hand?
WhatsApp +91 97111 87655 or email siba@bebaak.co with your organisation name and a screenshot.
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