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.

Still stuck? Write to hello@1936ai.com and a person will answer.