Unity – Delayed Payment Tracker

A Step-by-Step help Guide

The Login Page

Visit Unity – Login Page and fill in the Username & Password already share with you on your eMail ID submitted during the registration proccess. 

Your Home Screen

After successful login you will land on your Home Sreen. This is a simple layout with Outstandings in the top menu on the right of the Magenta Bi Logo. 

Just below that you have an upload section from where you can upload your outstanding. Below the upload section is the outstanding table. If it is not already populated, it will be as soon as you upload your outstanding – which is explained in the next step. 

Uploading Your Outstanding

Fill in the details of your delayed payments in the excel formal shared with you on the mail. Make sure you have entered the GSTIN no correctly.

Once your excel is ready click on the ‘Choose File’ button. A dialog box will open where you can select your excel file and click ‘Choose’ to upload.

Reading the Table

Once you have uploaded the outstanding successfully the table will be populated with the updated delayed payments. Headers are explained below

Party Name – Name of the party whose payment is delayed
GSTIN – GST no of the party
Mobile No – Mobile No of the contact person with an alternate no of available.
My Outstanding – Amount that the party owes you.
Total Outstanding – Amount that the party owes to your entire group [including your amount]

Your Profile Page – 1

On the right top of the page you will find your name with a drop down button. 

Click on the button to see the menu with two action menu items of ‘Profile’ & ‘Logout’. Click on the profile action menu to view your basic profile.

Your Profile Page – 2

On your profile page you can view your login information, Role, First Name, Last Name & your email ID. All these information is non editable at this moment.

However, you can click on the ‘Reset my password’ button to change your password.

Reset your Password

Once you click on the ‘Reset my password’ button, on the previous step, you will land on a form that asks you for your new password. 

Type your desired password twice and click on save to change your password.

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