What you can do on a phone
Why you need this
The mobile app covers what comes up away from the office: issuing an invoice next to the customer, showing a payment link, signing a document. Full bookkeeping — warehouse, payroll, reports — stays on the computer.
What you need
- A Payda account with a connected company — see Sign-up and sign-in.
- An EDS key to sign documents.
Step by step
Home screen
Four tabs at the bottom: Главная, Сделки, ЭДО, Профиль.
Quick tiles on the home screen:
| Tile | What it opens |
|---|---|
| Продажи | Invoices, sales and powers of attorney |
| Покупки | Goods received from suppliers |
| Товары и услуги | The goods and services catalogue |
| Финансы | Bank and cash payments |
Besides the tiles, the home screen shows:
- Общий баланс (total balance) for the current month and a Посмотреть дашборды link to business activity;
- Проверьте контрагента — tax status, debts and risks by IIN/BIN;
- Последние сделки — recent activity per customer.
Documents
Open Продажи or Покупки and create a document: an invoice, a sale, a goods receipt or a power of attorney. The form is shorter than on the computer but the data is the same — the document shows up in the web version immediately. See Documents on a phone.
EDO
The ЭДО tab holds documents awaiting signature. EDO (ЭДО) is electronic document exchange.
- Tabs at the top: Все (all), К выполнению (to do) and Готово (done) — each shows how many documents it holds.
- The filter button next to the search opens the direction chips — Исходящие (outgoing) and Входящие (incoming). Tapping an active chip again clears the filter.
- Search by Поиск по БИН/ИИН.
- Tick several documents and sign them at once. Documents that need your signature are marked Требуется ваша подпись.
Finance
The tab shows bank and cash payments. Tap a payment to see the counterparty, amount and purpose.
Profile
The company and your role, password change, theme and support — see Profile in the app. The subscription opens from there too.
Market
The Маркет tab holds partner offers: services for your business.
How to check it worked
A document created on the phone appears in the same section of the web version — it is one database, not two separate apps.
Common problems
| What you see | Why | What to do |
|---|---|---|
| «Нет документов на подпись» | No documents match the current EDO filter | Switch between К выполнению and Готово |
| «Выбранные документы нельзя подписать» | Some ticked documents are in the wrong state | Untick them and sign one by one |
| «Не удалось подписать» | An EDS error | Retry; on a computer check NCALayer |
| «Не удалось переключиться на компанию» | No access to the selected organisation | Check access in the web version — Company, access, plan |
| Some sections are unavailable | The full feature set is only on the computer | Open pro.payda.kz |
What next
- Working with deals — deals work on both phone and computer.
- Issue and send an ESF — how an ESF reaches the state system.