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Oris Work

CRM, projects, communication, and client portal - unified in one workspace by Oris Work.

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Getting Started

  • Quick Start Guide
  • Inviting & Managing Team Members
  • Your First-Day Checklist
  • Roles and Permissions
  • Custom Roles
  • Switching Between Organisations
  • Sessions and Staying Signed In

Clients & Contacts

  • Adding a Client
  • Importing Clients from a CSV
  • Merging Duplicate Records
  • Client Groups
  • Client Services Card and Turning a Service On
  • Do Not Chase: Pausing Automated Reminders

CRM

  • Contacts & Companies
  • Deals & Sales Pipeline
  • Lead Management

Invoicing & Money

  • Invoicing
  • Payments & Receipts
  • Setting Invoice Due Dates
  • Estimates and Proposals
  • Payment Links
  • Overdue Reminders and Dunning
  • Recurring Invoices and Retainers
  • Vendor Bills
  • E-way Bills
  • GST Basics in Oris Work

Practice Management

  • Client Engagements
  • Client Portal
  • Tasks: Create, Assign and Track Work
  • Timesheets: Submit, Approve and Lock
  • Time Budgets Report
  • Notices and the Notice Reply Service
  • Compliance Calendar
  • Document Requests
  • Sign-off Pipeline: Partner, Client, Filed

Communication

  • WhatsApp inbox setup
  • Linking a WhatsApp line by QR code
  • WhatsApp logged out or disconnected
  • Auto-link WhatsApp numbers to clients
  • Email setup
  • Team chat basics
  • Threads, mentions and reactions in chat
  • Files, search, pins and saved messages in chat
  • Messaging AI bots in chat
  • Client chat

Reputation

  • Requesting reviews
  • How review ratings are routed

Growth

  • Lead routing and the first-response SLA
  • Segments
  • Campaigns basics

AI

  • Oris AI assistant
  • AI bots and their approval gate

Projects

  • Project Management

Modules

  • Payroll with PeopleOS
  • Books Module (ThynkBooks)
  • Tax Module (ThynkTax)
  • Audit Module (ThynkAudit)
  • Filings Module (ThynkFile)

Integrations & API

  • Accounting Connectors
  • REST API Overview

Security & Privacy

  • Data Encryption and PAN Handling
  • DPDP Consent and the PII Access Log
  • How Workspaces Are Kept Separate
  • Exporting Your Data

Troubleshooting & FAQ

  • "Too many requests" or "Rate limit exceeded"
  • "Reset token is invalid or expired"
  • "Your session expired"
  • WhatsApp Messages Are Not Coming In
  • Review Link Shows "404 Not Found"
  • "This may already exist" Duplicate Warnings

For your clients

  • Signing in to your client portal
  • Setting a password from your link
  • Messages with attachments
  • Paying your invoices online
  • Signing documents online
  • Leaving a review
Docs/Modules/Filings Module (ThynkFile)

Filings Module (ThynkFile)

Prepare financial statements and ROC filings for company and LLP clients in ThynkFile.


What it is

ThynkFile is the statutory filings module. It prepares Schedule III financial statements from the trial balance, AOC-4 and MGT-7 packages, and tracks ROC due dates. It opens inside Oris Work and signs you in automatically. It appears in the sidebar as Filings and on each client page as the Filings tab.

Set up a client

  • Open the client's page and choose the Filings tab.
  • On the setup card (headed 'Set up' followed by the client's name and 'in ThynkFile'), choose the Entity type, for example Private limited company, LLP or Proprietorship. The suggested type comes from the client record.
  • Choose the Accounting standard: Indian GAAP (AS) or Ind AS.
  • For an LLP enter the LLPIN, or for a company the CIN, if it is not already on file. Both are optional.
  • Click 'Set up filings'. Setup needs the manager role or above.
  • Individuals and HUFs have no statutory accounts to file, so choose an entity type only if the client is one of the listed kinds.

Work the filings

After setup, the Filings tab shows the entity type, standard and the next ROC due date. A table lists each financial year with Financial statements status (for example Draft, Generated, Finalized), ROC filings (such as AOC-4 and MGT-7, with statuses like Ready or Filed) and the next Due date. If no year exists yet, the page says 'No financial year yet — upload the trial balance in ThynkFile below to start.' ThynkFile is embedded underneath for the actual work. Finished documents are listed with a Download button.

Who can open it

By default every role can open Filings. Setting up a client needs manager or admin. Members on a custom role need the 'Filings (ThynkFile)' read permission under Settings → Roles → Client modules. There is no separate turn-on switch per client beyond the setup form.

If the module is not enabled

If Filings is not on for your organisation, it is not in the sidebar, and opening the page shows 'ThynkFile isn't switched on for your workspace'. An admin can add a note and click 'Request ThynkFile'. A lapsed subscription is explained and your data is kept.

Common problems

  • 'Could not set up filings': the message under it explains why, for example a missing permission.
  • 'Could not open the document': try Download again; if it fails, reload the tab.
  • The module takes a long time to open on first load. If you see 'Failed to load ThynkFile', click Retry.
  • 'Session expired': sign in to Oris Work again.

Related guides

Audit Module (ThynkAudit)

Start and run audit engagements for clients in ThynkAudit, opened inside Oris Work.

Tax Module (ThynkTax)

Prepare and track client returns in ThynkTax, opened inside Oris Work.

Compliance Calendar

Track recurring statutory deadlines across all clients, mark them filed, and open engagements from them.

Books Module (ThynkBooks)

Keep your own books and each client books in ThynkBooks, opened inside Oris Work.