Khanal Group

K-Finance

Connect K-Finance to K-Projects, K-Logistics, K-HR and K-Tender

Other Khanal apps send their documents into a K-Finance review queue. Nothing reaches the books until a person accepts it. Each link is made by an owner or admin.

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What you need

  • Owner or admin role in K-Finance
  • The K-Finance organisation linked to its Khanal ID organisation
  • The company (entity) added in K-Finance
  • Admin access in the other app (K-Projects, K-Logistics, K-HR or K-Tender)

Link K-Projects or K-Logistics

  1. Open https://finance.khanals.in/api/v1/link/finance while signed in to K-Finance.
  2. Open the tab Links, choose the app and the company, and click Make link token. Copy the token; it is shown once.
  3. In K-Projects or K-Logistics, open Settings → K-Finance and paste the token.
  4. Back in K-Finance, open the tab Mapping and choose the bank, cash and imprest ledgers. Documents that need one wait until it is mapped.
  5. Open To review and click Accept and post on each document, or Accept and post all ready.

Link K-HR to payroll

  1. Open https://finance.khanals.in/api/v1/link/hr while signed in to K-Finance.
  2. Click Make K-HR link token for the company and paste the token in K-HR.
  3. Review the employees and attendance that arrive before the payroll run. K-HR sends no salary, PAN, UAN or bank details.

Pull receivables and bank guarantees from K-Tender

  1. In K-Tender, create a key under Settings → API keys with scope finance.
  2. In K-Finance, open Settings and click K-Tender connector.
  3. Paste the key, save it, and click Test connection.
  4. Switch the connector on and choose the sync interval (every 6 hours by default).

Good to know

  • K-Projects sends approved contractor bills, goods received, site expenses and paid payment-sheet lines. K-Logistics sends invoices with credit days and payments. They arrive every 15 minutes.
  • If a document changes after posting, it waits as changed: choose Reverse and post again or Keep as posted. Bank account numbers never move between apps.
  • Someone with the right permission can switch on automatic posting for documents a second person already approved in the source app.
  • K-Secretarial and K-IPO are part of the same application. Use the Khanal Group home button to switch. See K-Secretarial help and K-IPO help. Files can live in your own drive: connect Google Drive or OneDrive.

Common errors

"Create the company in K-Finance first (Settings → Companies)."

Add the company under Settings → Entities (the menu calls them entities), then make the token.

"No app is linked yet. Ask an owner or admin to link K-Projects or K-Logistics."

Only an owner or admin can make a link token. Ask one of them.

A document stays held

Read the reason on the document. Usually a bank or cash ledger is not mapped, the GST split is unknown, or the party needs a pick. Fix it on the Mapping tab or on the document.

"Posting documents from other apps needs the books, which this plan does not include."

Your plan has no books. Move to a plan with books on Plan & usage.

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Still stuck?

Email hello@khanals.in with the app name, what you clicked and the exact message you saw. Do not send passwords, PINs or authenticator codes. You can also use the contact page.