X

Manage Teams

Ca Portal

Chartered Accountant Portal

Generate and share reports with your CAs and maintain financial data using RazorpayX CA Portal.

Most companies rely on a Chartered Accountant (CA) or an internal finance team to work on their financial data for filing taxes, payment and compliance.

Usually, this data is maintained in an accounting tool or structured folders for bookkeeping, auditing and tax filing and periodically sent via email or uploaded into shared folders (like Google Drive or Dropbox) for stakeholders to access.

With the

RazorpayX Chartered Accountant Portal

, you can access and download a host of reports that you would need to maintain financial data.

Chartered Account Portal

The CA Portal in RazorpayX is a user role using which you can invite your CA to your X team. The special permissions the CA role has are listed below:

ActionsCA
Create Contactx
Create Fund Accountx
Create Payoutsx
Approve-Reject Payoutsx
View Payoutsx
View Transactionsx
Download Reports✓
Developer Controlsx
Manage Teamx
View Billing (invoices)✓
Create Payout Linksx
View Payout Linksx

Explore

what other user roles are available in RazorpayX

.

Your CA can primarily view and download reports. You can share the reports to your CA in the following 2 ways:

CA Portal Actions

Generate Reports

You can generate reports and send them via email to your CA. To do so:

  1. Log in to your

    RazorpayX Dashboard

    .
  2. Navigate to Menu → Reports as shown below:
    Reports section in the left nav menu on RazorpayX Dashboard.
  3. Select a report type from the drop-down list and period for which report must be generated, and format of the report. Click DOWNLOAD to download a copy of the report as shown below:
    Selecting report type from the Reports Dashboard on RazorpayX.
  4. Enter the email address to which report must be sent, or select email address from the list as shown below:
    Enter email id or select from email ids present.
  5. Click EMAIL REPORT.

A copy of the report is emailed to the specified email ids.

Steps for the CA/Finance Team

You can enable the Chartered Accountant (CA), finance in-charge, or the Finance team to access the CA Portal to view and analyze financial data. This reduces the wait times and eliminates the need to email reports manually.

To provide access to your CA/Finance team:

  1. The owner/founder/admin must click INVITE CA in the banner or pop-up page.
    Invite CA pop-up/banner.
  2. Enter the email address, choose role, and click SEND INVITE.
    Send Invite to CA after entering the email id.

The CA/Finance team has to do the following:

  1. Click ACCEPT INVITE in the email invitation as shown below.
    Accept Invite email
  2. Enter email address, and create a password. Click ACCEPT INVITE.
  3. Enter name, and firm name and click GET STARTED as shown below.
    Get Started with CA Portal after entering Your Name and Your Firm.

The CA/Finance team will now have access to the CA Portal.

Handy Tips

If multiple RazorpayX users have invited CA to the Portal, the CA can switch merchants from within the RazorpayX Dashboard.

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