Help & Support
Data management, settings, troubleshooting guides, and contact information to help you get the most out of Practicore.
Data Management#
Import, export, and manage your data with powerful tools and automation.
Import Data#
Bulk import clients, tasks, and compliance items from Excel or CSV files.
Client Import
- Download the Excel template
- Fill in client details (name, PAN, GSTIN, etc.)
- Upload the completed file
- Review validation results
- Confirm import
Filing Import
- Select filing type (GSTR, ITR, ROC, etc.)
- Download the type-specific template
- Fill in filing details
- Upload and validate
- Review duplicate detection
The import system automatically detects duplicates based on PAN, GSTIN, or unique identifiers. Review the duplicate report before confirming the import.
Export Data#
Export your data to Excel, CSV, or PDF for backup, analysis, or reporting.
Export Formats#
Excel
.xlsx
CSV
.csv
Backup & Recovery#
Protect your data with automated backups, point-in-time recovery, and disaster recovery options.
Automated Backups
Daily automated backups with 30-day retention
Point-in-Time Recovery
Restore data to any point within retention period
Manual Backups
Create on-demand backups before major changes
Restore Options
Full restore or selective data recovery
Backup Schedule#
Full workspace recovery typically takes 15-30 minutes depending on data size. Plan accordingly and inform team members before initiating a restore.
Financial Year Management#
Configure financial years, filter data by FY, and manage year-end transitions seamlessly.
FY Configuration
Set financial year start date (default: April 1)
FY Filtering
Filter all reports and dashboards by financial year
Year-End Transition
Automated setup for new financial year
FY Comparisons
Compare metrics across multiple financial years
Financial Year Selector#
The FY selector is available in the header across all pages. Select a financial year to filter:
Notifications#
Stay informed with real-time notifications for tasks, compliance work, and team activity.
In-App Notifications
Real-time alerts in the notification center
Email Notifications
Important updates sent to your inbox
Push Notifications
Mobile alerts for critical deadlines
Preferences
Customize which notifications you receive
Notification Types#
Critical
Overdue compliance work, failed automations
Warning
Upcoming deadlines, pending approvals
Info
Task updates, team activity
Client Portal#
Provide clients with a secure self-service portal to view their compliance work, invoices, and documents without accessing your main workspace.
Compliance Status
Clients view real-time status of their compliance work
Invoice History
Download invoices and track payments
Document Access
Secure document sharing and downloads
Communication
Message center for client-CA communication
Setting Up Portal Access#
Navigate to the client profile
Click "Portal Access" in settings
Enter client email address
Set viewing permissions
Send invitation email
Client receives login credentials
Generate unique portal links for each client. They can view their data without needing a full account. Access is completely isolated from other clients.
Keyboard Shortcuts#
Navigate efficiently with keyboard shortcuts.
Global Shortcuts
Work Board Shortcuts
Settings & Configuration#
Configure organization settings, manage team members, and customize automation rules.
Organization
- • Name, logo, contact details
- • GST registration
- • Financial year config
- • Invoice prefix/suffix
Team
- • Add/remove members
- • Assign roles
- • Set permissions
- • Invite via email
- • SMTP settings
- • Templates
- • Delivery monitoring
- • Sender configuration
Security
- • Two-factor auth
- • Session timeout
- • IP allowlist
- • Password policy
Billing
- • Rate cards
- • Tax configuration
- • Invoice templates
- • Payment reminders
Notifications
- • Email preferences
- • In-app notifications
- • Deadline reminders
- • Team alerts
Troubleshooting#
Common issues and their solutions.
Cannot receive 2FA codes
Ensure your phone's time is synced automatically. If using a new device, you may need backup codes to regain access.
Email notifications not arriving
Check your spam folder. Verify your email address in Settings. Contact support if emails are still blocked.
Cannot import clients
Ensure your Excel file matches the template format. Check for duplicate PAN/GSTIN entries. Required fields must not be empty.
Invoice calculations incorrect
Verify GST rates in organization settings. Check client's state code for IGST vs CGST/SGST calculations.
Tasks not syncing in real-time
Check your internet connection. Try refreshing the page. If the Live indicator is red, the WebSocket connection may be blocked.
PDF download failing
Disable pop-up blockers for this site. Ensure you have sufficient browser permissions. Try a different browser.