Khanal Group

K-Finance

Add your team and choose roles in K-Finance

Owners and admins add people under Team & roles. Each person gets one role, and you can limit them to some companies or GSTINs.

Last updated

Open K-FinanceAll K-Finance guides

What you need

  • Owner or admin role in the organisation
  • The person’s name and the e-mail of their Khanal ID
  • A decision on which role fits their work

Add a member

  1. Open Settings → Team & roles. You can also click Team in the left menu under Workspace.
  2. Click Add member.
  3. Type the Name and Email.
  4. Choose the Role. The hint under the field says what the role can do.
  5. Click Add member. The person shows Not signed in yet until their first sign-in.
  6. Tell them to open https://finance.khanals.in/ and sign in with their Khanal ID using the same e-mail.

Limit a person to some companies

  1. Open the person’s row in Team & roles.
  2. Tick the entities or GSTIN registrations they may work on and save.
  3. Check that the row now shows Limited access.

When someone leaves

  1. Open the person’s row in Team & roles.
  2. Click Suspend access to pause them. Their role is kept so you can reactivate them later.
  3. Or click Remove from organisation. Everything they did stays in the audit trail.
  4. Click Sign out of every device if you need their open sessions closed at once.

Good to know

  • Roles: Owner and Admin manage everything, including numbering series and section rates. Finance Manager posts and reverses vouchers and closes months. Accountant prepares entries and issues invoices; an accountant’s voucher goes for approval. GST User and Treasury User work on GST and bank work. Viewer reads. Auditor reads and downloads exports. Payroll User is the only non-admin role that sees salary data. Client is for a CA firm’s client portal.
  • Full bank account numbers and full PANs are masked for most roles; every reveal is written to the audit trail.
  • K-Finance has no field-staff PIN login. Every person signs in with a Khanal ID.
  • Your plan sets how many team members you can add; see Plan & usage.

Common errors

I cannot see the Add member button

Only an owner or admin can add people. Ask one of them, or check your own role in Team & roles.

"You have used … of … — Team members on the … plan."

Your plan’s member limit is reached. Remove someone who no longer needs access, or move to a higher plan. See Plans and limits.

"Only an owner or admin of the Khanal organisation can invite people to it. Sign in again if you just became one."

The invite also goes to the Khanal ID organisation, and you are not its owner or admin there. Ask the Khanal ID owner, or sign out and in again if your role was just changed.

The person signed in but sees another organisation or nothing

They used a different e-mail on their Khanal ID. Add them again with that e-mail, or ask them to sign in with the e-mail you added.

Related articles

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.