This guide is in English for now. The tool itself works in your language.
My data › Help
My data: help and how-to
My data (my.niveshsahayak.in, also Settings and saved data inside the App) is where your saved details live. Type a business, a customer or an item here once, and every Nivesh Sahayak tool offers it as you type.
Businesses, parties and items
The details you type once and use everywhere.
What My data isMy data is the one shared data home of all Nivesh Sahayak tools: its sections, the Get set up checklist, and why details typed once appear everywhere.My businessesAdd or edit your business in My data: GSTIN and GST registration, address, bank and UPI for the QR code, logo, signature, type of business and partners.Customers and suppliersAdd customers and suppliers once in My data: GSTIN and state, ship-to address, group, price type, credit limit and credit days used by dues and reminders.Items and servicesAdd items and services in My data: HSN/SAC, unit, retail and wholesale rate, MRP, purchase price, GST, batch, expiry or serial tracking and a second unit.Groups of parties and itemsMake groups and sub-groups of customers, suppliers and items in My data: rename, merge, delete, and how groups reach reports, stock and Tally.Saved documentsSee every document saved by any Nivesh Sahayak tool in My data: search, open it in its maker, see its changes, export CSV or registers in Excel.Import from ExcelBring items, customers and suppliers, and opening balances into Nivesh Sahayak from one Excel file: download the blank file, fill it, check every row, import.
Numbering and settings
Number series of each document, defaults and other settings.
Number series of each documentSet the invoice number series and every other document's prefix in My data or from each maker, with financial-year restart and the GST 16-character rule.SettingsAll My data settings: default business, backup reminder, new invoice defaults, PIN lock, godowns, salesmen, custom fields, stock valuation and final accounts format.Recycle bin and edit historyGet back a deleted bill or party from the Nivesh Sahayak recycle bin, and see every change in the edit history: when, what and the old value.
Backup, auto save and moving
Keep your data safe and take it to another computer or phone.
Backup and restoreSave one backup file of everything in Nivesh Sahayak, keep it safe, restore it on any computer or phone, and use a locked (password) backup.One auto save (computer only)Choose a folder once on my.niveshsahayak.in and every save in any Nivesh Sahayak tool updates one backup file thereMove to a new computer or phoneTake all your bills, customers and accounts to another computer or phone: save a backup, copy it, restore on the new device, and switch on auto save there.Send to your accountantMake one file for your accountant from My data: registers in Excel, Tally files and your documents for a month, quarter or year, ready to send.
Something not clear, or a button that does not match what you see? Press Report it at the bottom of any page and tell us. Help for the whole software is at app.niveshsahayak.in/help, and for saved data at my.niveshsahayak.in/help.