K-Secretarial
How K-Secretarial works with K-IPO and K-Finance
K-Secretarial is part of the K-Finance application. It shares one sign-in and one organisation with K-Finance and K-IPO, and passes company data to K-IPO.
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What you need
- A role that opens each app (Accountant or higher for full use)
- Companies already set up in K-Secretarial
Switch between apps
- Use the switcher at the top: K-Finance, K-Secretarial and K-IPO.
- Or open your name at the top right and click Open K-IPO or Open K-Finance.
Use a company in K-IPO
- Open K-IPO and click + New IPO project.
- Choose the company under Company. K-IPO now uses its company master, directors and KMP, and share register.
- Make changes to directors and shares in K-Secretarial. K-IPO reads them from there.
- Set up the company's Drive folder in the Documents tab. K-IPO can use the same Drive.
Raise a fee invoice in K-Finance
- Open Fees & billing.
- Tick the unbilled fee lines and click Copy lines for invoice.
- Click Open K-Finance invoice ↗ and raise the tax invoice there.
- Come back, click Mark invoiced… and enter the invoice number.
Good to know
- There is nothing to switch on. The links work as soon as a person has a role that opens both apps.
- Every CS plan includes the free version of K-Finance.
- K-Secretarial has no link yet to K-MailSign, K-Tender or the other Khanal apps, and it does not use Drive Connect.
Common errors
K-IPO says "No access"
Your role does not include K-IPO. Ask the owner or an admin to change your role in K-Finance → Settings → Team & roles.
K-IPO asks me to set up the company's Drive first
Open the company in K-Secretarial, go to Documents and create the folder. Or choose a separate Google Drive in the K-IPO project's Settings.
A director's change in K-IPO did not reach K-Secretarial
Directors and KMP are added and changed in K-Secretarial. K-IPO only keeps the extra DRHP details for each person.
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.