Vitta

Vitta user guide

How to use the Vitta apps, task by task. Button names are shown in bold exactly as they appear on the screen.

1 The Vitta apps

  1. 1.1 Vitta Fin keeps an organisation's books: invoices, donation receipts, payments, ledgers and reports.
  2. 1.2 Vitta Filer is for the auditor or accountant who prepares the year-end returns of clients.
  3. 1.3 Vitta CS is for the company secretary: legal form, key persons, meetings, resolutions and filings.
  4. 1.4 Vitta Me is one person's own income-tax return: a few questions, your papers, and the cheaper regime.
  5. 1.5 The Records Vault keeps the organisation's papers by year: deeds, registrations, licences and statements.
  6. 1.6 Vitta prepares returns and drafts. You check them, sign them and file them on the government portal.

2 Open Vitta Fin

  1. 2.1 Open vittabooks.in in the browser on your phone or computer.
  2. 2.2 To keep it on your phone like an app, go to Settings → Install the app.

3 Sign in

  1. 3.1 Type your email address and tap Send code.
  2. 3.2 A 6-digit code comes to that email. Type it, and you are signed in.
  3. 3.3 If this device has a passkey for you, tap Use passkey and use your fingerprint, face or screen lock. Email me a code always works too.
  4. 3.4 New here? On the front page, tap New here? Sign up to start the 30-day trial.
  5. 3.5 If your email is on no account yet but an organisation gave you a join code, type the code and tap Join with this code.

4 Choose the organisation

  1. 4.1 After signing in you see Select Organisation. Tap the organisation whose books you want.
  2. 4.2 To change organisation later, go to Settings → All my organisations.
  3. 4.3 The round picture at the top right shows who is signed in, the organisation and your role.

5 The four tabs

  1. 5.1 Every set of books has four tabs: Sales, Payments, Accounts and Settings. On a phone they are at the bottom; on a computer, at the left.
  2. 5.2 Sales: invoices, donation receipts, customers, donors and cheques received.
  3. 5.3 Payments: bills, expenses, cheques issued and vendors.
  4. 5.4 Accounts: ledger books, reports, the bank, filing and the Records Vault.
  5. 5.5 Settings: the organisation profile, numbering, bank accounts, team, text size, language and help.

6 The organisation profile (once)

  1. 6.1 Go to Settings → Organisation profile.
  2. 6.2 Tap Fill from documents. Vitta reads the papers in your Records Vault and shows what it found, and in which document.
  3. 6.3 Tick what is right and tap Use ticked, or tap Not these. Nothing changes until you do.
  4. 6.4 Type only what no document holds, then tap Save. Every invoice and receipt is printed from this profile.

7 Numbering (confirmed once)

  1. 7.1 Before the first invoice or receipt of a series, Vitta shows its prefix and the next number.
  2. 7.2 If it is right, tap Confirm. If not, type the next number first, then tap Confirm.
  3. 7.3 A series that starts again each financial year is confirmed again for the new year.
  4. 7.4 To see every series, go to Settings → Receipt and invoice numbering.

8 Make an invoice

  1. 8.1 Go to Sales → New invoice.
  2. 8.2 Type the customer's name, GSTIN or phone and pick the customer, or add a new one.
  3. 8.3 Tap Add item from inventory, choose the item and enter the quantity. Prices are final amounts; GST is worked out inside them.
  4. 8.4 Tap Save invoice. The invoice number is given when you save.
  5. 8.5 Open the invoice and tap Send invoice to email it to the customer, or Download or share PDF.
  6. 8.6 When the money comes, tap Mark paid. The sale and the payment both go into the books.

9 Issue a donation receipt

  1. 9.1 Go to Sales → New donation receipt.
  2. 9.2 Tap Choose or add donor. Record the donor's PAN; it is needed for 80G.
  3. 9.3 Enter the amount, how it was received and the date, then tap Issue receipt.
  4. 9.4 On the receipt, tap Email to donor. If the donor has no email yet, type it once; it is kept for next time.
  5. 9.5 To send it another way, such as WhatsApp, tap Download or share PDF.

10 Payments

  1. 10.1 Go to Payments and choose Pay a bill, Record an expense or Issue a cheque.
  2. 10.2 Photograph a bill: the figures are read on your phone, and you check each one before it is recorded.
  3. 10.3 Every payment goes into the books by itself. Nothing is typed twice.

11 Ledger books and reports

  1. 11.1 Go to Accounts → Ledger Books: every ledger with its balance, built from the entries themselves.
  2. 11.2 Day Book and Cash Book are under the same heading.
  3. 11.3 Reports: Trial Balance, Income & Expenditure or Profit & Loss, Receipts & Payments and Balance Sheet, for any date or period.
  4. 11.4 Export for the auditor gives an Excel workbook of the books.
  5. 11.5 For the bank: Import a bank statement, check the Review queue, then Reconcile with the bank statement.

12 Vitta Filer and Vitta CS

  1. 12.1 In Vitta Fin, go to Accounts and look under Filing.
  2. 12.2 Set the Legal form first. The registers and the filing calendar follow from it.
  3. 12.3 Vitta Filer: Prepare returns — GST, TDS, 10BD, FC-4 builds each return from the books (India).
  4. 12.4 Vitta CS: Governance keeps directors, trustees and officers; Meetings and resolutions keeps notices, minutes and resolutions.
  5. 12.5 Statutory filings shows what is due and when. Record each one once it is filed.
  6. 12.6 Vitta Filer and Vitta CS are also phone apps, for an auditor with many clients and for approvals. They are not yet in the app stores.

13 Vitta Me

  1. 13.1 Vitta Me is a phone app for your own income-tax return. It is not yet in the app stores.
  2. 13.2 Tap Start with yourself, then Open this year’s return. The questions begin.
  3. 13.3 The Checklist names each paper you need. Mark I have it or Not for me, then Scan it or Choose a file.
  4. 13.4 See both regimes side by side shows which tax regime costs you less.
  5. 13.5 Vitta Me prepares the return. You file it yourself on the income-tax portal.

14 The Records Vault

  1. 14.1 Go to Accounts → Records Vault and tap Upload.
  2. 14.2 Choose the Kind of record and the Financial year, pick a PDF, JPEG or PNG (up to 60 MB), and tap Save to vault.
  3. 14.3 Take your own copy downloads every original as one ZIP file.

15 Ask Jalpa

  1. 15.1 Tap the Jalpa button at the bottom left.
  2. 15.2 Type or say what you want, for example "balance sheet" or "new receipt", and Jalpa opens that page. Jalpa speaks English, Hindi, Telugu and Kannada.
  3. 15.3 Tell Jalpa about a problem or give feedback. You get a ticket number and an email.
  4. 15.4 For voice, go to Settings → Interactive voice and Read replies aloud.

16 Text size and language

  1. 16.1 Settings → Text size: Normal, Large, Larger or Largest, on every screen of this device.
  2. 16.2 Settings → Language: English, తెలుగు, हिन्दी, ಕನ್ನಡ or मराठी, for the screens and Jalpa.
  3. 16.3 In a browser you can also pinch with two fingers to zoom.

17 Passkeys and join codes

  1. 17.1 Settings → Passkeys → Add a passkey on this device. Next time, sign in with your fingerprint or face.
  2. 17.2 To let someone work in these books: Settings → Join codes → Make a join code, choose Their role, and give them the code.
  3. 17.3 They sign in with their own email and enter the code. A code works 20 times for 7 days and never makes an owner.
  4. 17.4 Already signed in and given a code? Tap your round picture → Join with a code.

18 Help and signing out

  1. 18.1 Settings → Report an issue, or write to tech@dharmaposhanam.in.
  2. 18.2 To sign out, go to Settings → Sign out.