How to Respond to Balance Confirmation and Share Outstanding Items (with balance)

How to Respond to Balance Confirmation and Share Outstanding Items (with balance)

Step 1 - Confirm Balance

Step 1.1 - Open the email sent to your registered company email ID, perform the following steps:

Step 1.2 - Click to Respond



This redirects you to the Firmway Portal where you will see balance confirmation details. 

Step 1.3 - Confirm the balance by Selecting "Amount is correct" or "Amount is Incorrect"



Step 1.4 - If you click on "Amount is Incorrect", select currency and enter the amount as on the requested date.




Step 2- Upload Statement

Step 2.1 - Click on "Browse file" to upload the statements

Click here for detailed steps -> Upload Statement for Outstanding Item
 

Idea
Upload Outstanding/Open Item Statement - Provide the list of Invoice, Credit Note, Debit Notes which are outstanding as on requested date. i.e. 31 March 2023

Upload Ledger (ONLY IF REQUESTED) - Attach a ledger for the requested period. Ledger should have opening balance, during the year transaction and closing balance. 

Step 2.2 - (Optional) - Attached Additional document and provide remarks if any.

Step 2.3 - Click on Confirm


Step 3 - Complete Email Verification

Click here for detailed steps  -> Email Verification