FAQs and how-to guides for GST, PDF, Excel workflows, subscriptions, and payments.

Excel Workflow

Which columns does Excel Mapping update?

For CAMS files, the invoice number is read from column E and the filename is written to column L. For KFINTECH files, invoice number is column H and filename is column J.

FAQs

How do I reset my password?

Click "Forgot password?" on the sign-in page and enter your registered email. You will receive a reset link valid for a limited time.

How do I upgrade my subscription plan?

Go to My Subscription and choose a plan, or contact an administrator — they can also assign a plan directly from User Subscriptions.

GST Workflow

How does PDF signing work?

Open MFD GST & PDF Signing, save your signatory details once, then upload a single commission PDF or a ZIP of PDFs from CAMS/KFINTECH. Everything is signed in your browser — no file is uploaded to the server.

Why is Excel Mapping locked?

Excel Mapping fills in the signed PDF filenames next to each invoice number, so it only makes sense after you have generated signed PDFs in the same session. Generate your signed PDFs first, then Excel Mapping unlocks automatically.

Payment Guide

What payment methods are supported?

Payments are currently collected via UPI. Submit your UPI reference number on the Pay page and an administrator will confirm it — your invoice becomes available once confirmed.

PDF Workflow

Which PDF templates are supported?

CAMS and KFINTECH commission statement templates are supported today, with automatic invoice-number extraction for both.

Subscription Guide

What happens when my free trial ends?

Every new account gets a 30-day free trial of the Advanced plan. When it ends, your account automatically reverts to the free Basic plan — nothing is deleted, and you can upgrade again at any time from My Subscription.

Troubleshooting

A module I should have access to is locked

Locked modules mean the module is not included in your current plan, not that something is broken. Click the locked tile to see which plans include it, or raise a Subscription Issue ticket if you believe this is an error.

Video tutorials — coming soon.

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