Why does a document say "Not sent yet"?
Margin sends a document once there's something in it. Until then, Settings → Galley says why:
- Debt schedule: there are no active loans in Margin.
- Registrations: none of the company's registration numbers are in Margin. Add them in Settings → Companies.
- GST and TDS returns: no return from the last 12 months is recorded as filed. Record what the CA filed to start it.
- Bank statements summary: there are no bank statements from the last 12 months in Margin.
Monthly accounts appear once you lock a month. Bank statements go only with the PDF from the bank: a line says how many statements from the last 12 months have none, with a link to the bank statements page to add them.