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Additional changes include prepaid meter integration, pet report downloads, and new email templates for invoices, dues, and receipts.",{"@graph":14,"@context":73},[15,34,56],{"@type":16,"itemListElement":17},"BreadcrumbList",[18,23,27,31],{"item":19,"name":20,"@type":21,"position":22},"https://docshare.wps.com","Home","ListItem",1,{"item":24,"name":25,"@type":21,"position":26},"https://docshare.wps.com/template/","Template",2,{"item":28,"name":29,"@type":21,"position":30},"https://docshare.wps.com/template/presentations/","Presentations",3,{"item":32,"name":10,"@type":21,"position":33},"https://docshare.wps.com/template/society-dashboard-updates-nov-2024-simplified-invoice-generation-flow/338128/",4,{"url":32,"name":10,"@type":35,"image":36,"author":41,"headline":10,"publisher":44,"fileFormat":47,"inLanguage":8,"description":12,"dateModified":48,"datePublished":49,"encodingFormat":47,"isAccessibleForFree":50,"interactionStatistic":51},"DigitalDocument",{"url":37,"@type":38,"width":39,"height":40},"https://docshare.wps.com/thumbnails/society-dashboard-updates-nov-2024-simplified-invoice-generation-flow/338128.png","ImageObject",442,249,{"name":42,"@type":43},"Berry Peter","Person",{"url":19,"name":45,"@type":46},"DocShare","Organization","application/pdf","2026-09-29","2026-09-21",true,{"@type":52,"interactionType":53,"userInteractionCount":55},"InteractionCounter",{"@type":54},"ViewAction",7,{"@type":57,"mainEntity":58},"FAQPage",[59,65,69],{"name":60,"@type":61,"acceptedAnswer":62},"What are the four steps in the new society invoice generation workflow?","Question",{"text":63,"@type":64},"The steps are: Confirm Template, Date & Amount Input, Invoice Preview, and Generate & Publish.","Answer",{"name":66,"@type":61,"acceptedAnswer":67},"How does the milestone based approach help accountants and admins?",{"text":68,"@type":64},"It provides a self-guided experience that reduces the need for extensive training, and it links template creation with invoice generation as a unified journey while streamlining the “Edit Amount” workflow.",{"name":70,"@type":61,"acceptedAnswer":71},"What does the Helpdesk integration add to the Saarthi app?",{"text":72,"@type":64},"It introduces a dedicated interface for helpdesk staff, including a complaint overview widget, complaint listing and detail pages, “Mark as Done” actions, and improved communication through comments and attachments.","https://schema.org",{"og:url":32,"og:type":75,"og:title":10,"og:site_name":45,"og:description":12},"article",{"robots":77,"canonical":32},"index,follow",{"doc_id":79,"site_id":7},338128,1790382731,{"code":4,"msg":82,"data":83},"success",[84,88,93,98,103,108,113,118,123],{"id":85,"doc_module":22,"doc_module_name":25,"category_name":29,"show_sort_weight":86,"slug":87},11,90,"presentations",{"id":89,"doc_module":22,"doc_module_name":25,"category_name":90,"show_sort_weight":91,"slug":92},12,"Resumes",80,"resumes",{"id":94,"doc_module":22,"doc_module_name":25,"category_name":95,"show_sort_weight":96,"slug":97},14,"Invoices",70,"invoices",{"id":99,"doc_module":22,"doc_module_name":25,"category_name":100,"show_sort_weight":101,"slug":102},15,"Posters",60,"posters",{"id":104,"doc_module":22,"doc_module_name":25,"category_name":105,"show_sort_weight":106,"slug":107},16,"Social Media",50,"social-media",{"id":109,"doc_module":22,"doc_module_name":25,"category_name":110,"show_sort_weight":111,"slug":112},17,"Forms",40,"forms",{"id":114,"doc_module":22,"doc_module_name":25,"category_name":115,"show_sort_weight":116,"slug":117},18,"Letters",30,"letters",{"id":119,"doc_module":22,"doc_module_name":25,"category_name":120,"show_sort_weight":121,"slug":122},21,"Paper Templates",5,"papers-templates",{"id":124,"doc_module":22,"doc_module_name":25,"category_name":125,"show_sort_weight":4,"slug":126},158,"General","general-158",{"code":4,"msg":82,"data":128},{"doc_id":79,"user_id":129,"nickname":42,"user_avatar":130,"doc_module":22,"category_id":85,"category_name":29,"doc_title":10,"doc_description":12,"doc_content":131,"file_id":132,"file_url":133,"file_type":134,"file_size":135,"view_count":55,"is_deleted":4,"is_public":22,"is_downloadable":22,"audit_status":22,"page_count":89,"language":136,"language_code":8,"site_id":7,"html_lang":8,"table_of_contents":137,"faqs":138,"seo_title":139,"seo_description":12,"update_tm":140,"read_time":33},1374402524268,"https://ap-avatar.wpscdn.com/davatar_3d24733baf745e90a7e4bdd5f77d97b2","Society Dashboard Updates (Nov’ 2024)  \nSimplified Invoice Generation Flow  \nPath : Dashboard >>Accounts >> Invoicing >> Raise Invoices >> Use this template  \nGeneration of invoices is key to collection of the required funds in any society. Mygate has provided this flow since 2018 through a template based billing system. The existing model has gone through a series of improvements every year since its launch. The introduction of revamped template listing, new template form, e-invoicing, choice of generation method, etc. to name a few. However, the whole process from the lens of a user’s billing journey still appeared to be disconnected.  \nThe new milestone based approach for accountants and admins offers a self-guided experience, reducing the need for extensive training and support intervention. This provides the following benefits :  \n1. Links template creation with invoice generation, enabling users to experience the two flows as aunified journey.  \n2. Simplifies existing features like  \na. Selection of previous invoice batches in the Mumbai penalty system  \nb. Easy setup of amounts/rates for all houses through upload or Quick Fill features  \n3. Optimizes the \"Edit Amount\" page to streamline and accelerate accountant workflows.  \nAdmins/accountants now go through the following 4 steps to generate society invoices-  \n1. Confirm Template-Check the existing configurations of the template using a side by side preview of the invoice. The user can quickly choose to edit the template as well before continuing further.  \n2. Date & Amount Input-All the data input for invoicing can be done at this step. With features such as Quick Fill, Excel upload and house filters, it becomes super easy to manage a large number of houses.  \n3. Invoice Preview-Check the side by side preview of the invoices going to be generated in a house-wise manner. Actual amounts of items and penalty are also filled in for a clear calculation.  \n4. Generate & Publish-Verify the final billing configurations along with a summary of amounts set for different items. Choose to publish right away after generation or later depending on your comfort.  \nSimplified Invoice Generation Flow  \nTutorial Video  \nSaarthi App revamp to new colour scheme  \nThe Saarthi app has been fully revamped to follow the updated colour scheme of the Mygate ecosystem. Along with this UI level change, the structure has also been improved to accommodate new types of users on the platform..  \nWhile the earlier version focused solely on supporting “Daily Help” within societies, the updated app introduces a new onboarding flow and is designed to benefit all blue-collar workers in the community, including technicians, plumbers, electricians, and daily help.  \nThe primary aim of this update is to address the core challenges faced by these workers-  \n1. For daily help, the Saarthi app offers a platform to discover new job opportunities within the society and apply directly, providing all relevant details to aid in informed decision-making.  \n2. With the new Helpdesk integration, the app introduces a refreshed interface for Helpdesk staff, ensuring a more efficient and streamlined complaint resolution process. This update reinforces the Saarthi app's role as a comprehensive tool for the betterment of both workers and the community.(explained in another section below)  \nOn-boarding flow of the revamped Saarthi App  \nRevamped Saarthi App for Daily Help  \nSaarthi AppX Helpdesk Integration  \nThe Saarthi app has also been enhanced with a dedicated interface for Helpdesk staff. This integration aims to provide an efficient and streamlined system for resolving assigned tickets and tasks.  \nKey features introduced with this new interface include:  \n1. Complaint Overview Widget: Counts of Open, Job Done and On Hold tickets are displayed on the app’s home page itself helping the staff be aware about new assignments and status updates.  \n2. Complaint Listing Page: Displays all assigned tickets with essential details such as Subje","cbCaipSjLspxH5zb","https://ap.wps.com/l/cbCaipSjLspxH5zb","pdf",608638,"English","# Simplified Invoice Generation Flow\n## Milestone-based invoice workflow (4 steps)\n# Saarthi App revamp\n## Onboarding flow for blue-collar workers\n## Revamped app for daily help\n## Saarthi AppX helpdesk integration\n# New Prepaid Meters Integrated\n## HPL meter setup and requirements\n# Pet Management - Report Download\n# New Email Templates - Invoice, Dues & Receipts","[{\"question\":\"What are the four steps in the new society invoice generation workflow?\",\"answer\":\"The steps are: Confirm Template, Date \\u0026 Amount Input, Invoice Preview, and Generate \\u0026 Publish.\"},{\"question\":\"How does the milestone based approach help accountants and admins?\",\"answer\":\"It provides a self-guided experience that reduces the need for extensive training, and it links template creation with invoice generation as a unified journey while streamlining the “Edit Amount” workflow.\"},{\"question\":\"What does the Helpdesk integration add to the Saarthi app?\",\"answer\":\"It introduces a dedicated interface for helpdesk staff, including a complaint overview widget, complaint listing and detail pages, “Mark as Done” actions, and improved communication through comments and attachments.\"}]","Society Dashboard Updates - Nov 2024 - Simplified Invoice Generation Flow | PDF",1790022059]