Manage Company

Create companies, set PAN and depreciation method, and manage branches, financial years, and exports from the company grid.

Prerequisites

• Service configuration completed (Configuration → Service)
• User logged into FinAuto Client

Steps

Step 1: Open the company grid

1. Click Company in the main menu (or open Company → Manage Companies).
2. Review the Manage Company page header and company selector in the top bar.

Step 2: Add a company

1. Click Add (or the add icon) in the grid toolbar.
2. Enter company details:
3. Display name and legal company name
4. Income tax number (PAN) — required for Tally import
5. Depreciation method (SLM or WDV)
6. CA profile (optional; create under CA Profiles)
7. Save the record.

Deleting a company

Deleting a company removes all data (ledgers, stock, etc.) for all financial years. Confirm carefully before delete.

Step 3: Select active company and FY

Use the company and financial year dropdowns in the top bar before importing or generating reports.

Screenshot: FinAuto Client v9.0 — Manage Company grid

Related links

• Branches
• Financial years
• Export
• Balance sheet
• CA profiles

Troubleshooting

Symptom	Likely cause	Resolution
Duplicate branch after Tally re-import	PAN or branch name changed	Keep PAN consistent; see note on unique branch + PAN on this page
PAN missing in Tally import	PAN not set in Tally	Set PAN under Tally F11 → Features → More Details
Cannot delete company	Active sessions or locked FY	Close other users; unlock FY if needed

See also Common issues.

Need more help? Contact support@finautoindia.com. Do not share API keys or PAN in email.