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Answers on every page, setting and feature in Margin, for founders, finance teams and the CAs who work with them.
Popular articles
- How do I start?Getting started
- What should I set up first?Getting started
- How do I enter a bill or an expense?Expenses and bills
- What is the Review inbox?Books and the ledger
- How does bank matching work?Books and the ledger
- How does Margin work out GST and TDS?GST and TDS
- How do I run payroll?Payroll
- How do I export to Tally?Tally
Browse by topic
- Getting startedYour trial, finding your way round, and setting up your books.7 articles
- Your team and your CAWho can use the finance pages, permissions, and working with your CA.4 articles
- Expenses and billsEntering bills and claims, approvals, and paying people back. Part of Margin Books.10 articles
- Payments and banksBank accounts, paying vendors, statements and cards. Part of Margin Books.6 articles
- Books and the ledgerYour ledger, bank matching, invoices and the monthly close. Part of Margin Books.13 articles
- GST and TDSWorking out GST and TDS, challans, returns and deadlines. Part of Margin Books.7 articles
- Reports and the board packBoard packs, P&L, cash flow, budgets and your own reports. Part of Margin Books.7 articles
- TallySending your books to Tally, and mapping ledgers. Part of Margin Books.2 articles
- PayrollRunning payroll, payslips, PF, ESI and PT. Part of Margin Payroll.11 articles
- Salaries and income taxSalary structures, TDS on salary, declarations and Form 16. Part of Margin Payroll.5 articles
- Salary bands and incrementsPay ranges, increment cycles and fairness checks. Part of Margin Payroll.3 articles
- SettingsMasters, your company's details, approval rules and automation.6 articles
- PlansWhat each plan includes, and Margin with Masthead.4 articles
- Privacy and securityWho sees what, AI, and sensitive details.5 articles
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