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🛠️ Installation Process – Finauto

This guide walks you through the complete installation process of the Finauto Client Software, from registration to setting up Tally integration.

🔐 1. Create Your Login Profile

To get started:

  • Visit: 🔗 https://www.finautoindia.com
  • Click on the Try Now tab to register and create your login credentials.
  • Once registered, your login profile will be created and activated.

🔑 2. Existing Users – Direct Login

If you already have a login profile:

💾 3. Download & Install the Client Software

  • After logging in, go to the Downloads section.
  • Download the latest .exe installer.
  • Run the installer. After installation, you'll see a desktop icon:
    🖥️ Finauto Client

📁 4. Dashboard Features After Login

Once logged in, your dashboard will display:

  • Current Subscription
    Track your plan, activation status, and eligible entities.

  • Demo Data (Excel)
    A ZIP file to test the software with sample Excel imports.

  • Demo Data (Tally)
    For testing Tally integration with vouchers, ledgers, etc.

  • Templates Section
    Download templates for accounting policies and notes.
    These can be imported into the client software via:
    Reports → Customise → Import.

🔌 5. Setup Tally Plugin (tcodes.tcp)

Before starting, add the Finauto plugin in Tally:

  1. Open Tally and go to Help → F4: Add-Ons.
  2. Add the plugin path:
    C:\Users\Win10\AppData\Local\Programs\Finauto Client\tcodes.tcp

✅ A screenshot is provided below to guide plugin placement.

tallyhelpf4 Tab Screenshot

tallytdlconfig Tab Screenshot

🔌6. Set Up the ODBC Settings in Tally

a. Open Tally.

b. Navigate to:
Help → Settings → Connectivity → Client/Server Configuration

c. Under Client/Server Configuration, select "Both" as the mode.

d. Press Enter repeatedly to exit and save the configuration.

🟢 You should see the message:
"Restart Tally to apply the changes."

✅ A screenshot is provided below to guide you through the ODBC setup in Tally.

ODBCSet Tab Screenshot odbcopt Tab Screenshot optionchoose Tab Screenshot odbcclose Tab Screenshot

🚀 7. You're Ready to Use the Software

The Finauto Client is now installed and connected with Tally.

Each feature inside the client software is guided with a 🛈 Help icon, linking directly to this documentation for step-by-step guidance.

Enjoy seamless automation and simplified financial reporting with Finauto.

🧩 Step 8: Manual Ledger Code Assignment (If Carry Code / Auto Code not used)

After the software is ready to use and installed successfully, you must ensure that all ledgers in Tally have proper codes assigned for accurate financial statement generation.

📝 Instructions:

  1. Login to Finauto client portal at 🔗 https://www.finautoindia.com/user/login
  2. Download the file named tally_codes under your login dashboard.
  3. Open Tally and go to the custom code field (activated via plugin) under ledger configuration.
  4. Manually enter the codes as shown in the tally_codes file.

📌 Note: This step is only required if: - 🛑 You are not using the Carry Code feature. - 🛑 You are not using the Auto Code feature.

🧠 Additional Features for Tally users:

  • 🗂️ Codes can also be assigned at the group level — specifically the last level group (i.e., the group just above the ledger).

  • ✅ If a code is assigned at the group level, all ledgers under that group will automatically inherit the group code.

  • ⭐ Special Treatment Ledgers:
    Users can assign special codes for ledgers that require custom presentation or grouping treatment in the generated financial statements.

  • 🔁 Auto Group-Level Code Assignment:

  • If the Tally plugin (tcodes.tcp) is installed and remains active, any new ledger created under an already-coded group will automatically receive the group’s code.
  • Similarly, when a ledger is moved from one group to another, the ledger’s code is automatically updated based on the new group code.

⚠️ Warning:

If any ledger with an opening or closing balance is not assigned a code, an error will appear in the Finauto client during Balance Sheet generation, indicating unclassified ledgers.

📸 Refer to the screenshots below for:

  • Group/Ledger code entry screen in Tally. grouplevelcode Screenshot ledgerlevelcode Screenshot

  • Error prompt shown in the Finauto client if codes are missing.