Product Release 3 | Feb 2024

Professional Users
 Contents
01 Dashboard: A New Look

02 Compliance Management

03 Notifications

04 User Activity Log under Settings

05 Client Management

Private & Confidential

1 Dashboard: A New Look

Private & Confidential

Dashboard: A New Look

1. Compliance Score in a dial

for better view
2. Dropdown has a new option
of selecting Legal Entity
3. Dropdown has a new option
of
- User
- Client Partner
- Client Manager
- Client Group
- Client Legal Entity
4. Period, now you can
generate report by Financial
Year, Month, Quarter also.
By default, it will show from
Last Quarter
5. Radio buttons for Critical,
Non-critical, Compliant &
Non-compliant now in drop
down
2 Compliance Management

Private & Confidential

Compliance Management

1. Manual Compliance
renamed to Governance
Compliance because
these are mainly for
internal control &
governance
2. Post Compliance
renamed to Update
Compliance, to reflect
enter data on due /
overdue

There is no change in
functionalities or features
3 Notifications

Private & Confidential

Notifications

1. Go to Profile and Select

Manage Notifications
2. Select Laws for which
you wish to receive
Notifications along-with
Analysis by ticking
check box.
You can select
maximum 3 laws for
which you want to
receive update emails
3. Selected laws shall be
displayed here, you can
delete and add new
law, maximum 3 laws
allowed for each user
4 User Activity Log under Settings

Private & Confidential

User Activity Log under Settings

If you have Access Rights,

you can see activities of
users.
1. Go to Settings (last
main menu) and select
User Activity Log
2. Details of all the users
will be displayed, you
can also filter the data
with various filters
available
5 Client Management

Private & Confidential

Client Management

1. Now Client management

has all options related to
clients i.e.
- Client
- Client Group (New)
- Client Partner (earlier
Client Group)
- Client Manager (earlier
Client sub-group)

All new have been explained

in subsequent slides
Client: New Fields

1. Client Group Name: In

case of multiple entities,
firms, Individuals under
one group, you can use
Client Group name for
consolidating reports.
2. Client Legal Entity Name:
Enter Client's real legal
name as per Registration
Certificate viz. XYZ Pvt.
Ltd.
3. Client Legal Entity No.:
Enter legal entity
registration number of
Client, CIN, PAN or
License Number
Client: New Fields

4. Client GST/VAT/Sales Tax

No: In case a client is
registered in multiple States,
multiple GST no.s can be
added by clicking “+New”.
GST State will be auto-
populated. Based on GST
no., the system will create
various clients along with
the state name like
ABC Pvt. Ltd. – Delhi,
ABC Pvt. Ltd. – Haryana,
ABC Pvt. Ltd. – Maharashtra

You do not need to enter

state name, it will be auto-
populated based on GST
number
This will facilitate faster
creation of client data with
multiple state operations
Client: Reminders

5. Client Reminders: if you

wish send reminders or
escalations to your clients,
choose Yes, otherwise No.

E-mail will be sent to Client’s

Contact Person Email ID,
please ensure you have
correct email ID in Client
Master.
 CONTACT SUPPORT
Rohit R Khurana
Head of Compliance

https://ComplyAny.com

Rohit. Khurana@complyany.com
Support@complyany.com

+91 97160 00058

+91 99902 32800

Office no. 123, DLF Tower A , Dtec, Dubai Silicon Oasis,

Jasola , New Delhi, India Dubai, UAE
1800 309 8089 / Sales @complyany.com +971 56 329 6400