Customize reports

Configure company-specific report labels, accounting policy text, and disclosure notes used when generating financial statements.

Prerequisites

• Company selected in the top bar
• Report format chosen on Manage company

Steps

Step 1: Open customization grid

1. Go to Reports → Customize (or Accounting Policies per legacy menu).
2. Review existing customization rows for the company.

Step 2: Add or edit entries

1. Click Add or edit an existing note.
2. Enter section key, display text, and ordering as required by your balance sheet format.
3. Save changes before generating Balance sheet.

Step 3: Verify in output

1. Generate balance sheet for the FY.
2. Confirm custom notes appear in the exported report package.

Related links

• Balance sheet
• Manage company
• Fixed asset register

Troubleshooting

Symptom	Likely cause	Resolution
Note not in BS	Wrong company or format	Verify company bar and report format
Duplicate sections	Overlapping keys	Remove or merge duplicate customization rows

See also Common issues.

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