Ledgers

View and edit ledger accounts for the selected company and financial year, run auto-code, and export trial balance data.

Prerequisites

• Company and financial year selected
• Trial balance data imported (Excel or Tally)

Steps

Step 1: Open ledgers

1. Go to Trial Balance → Ledgers.
2. Review balances in the grid; use search and sort as needed.

Step 2: Auto-code (optional)

1. If ledgers lack schedule codes, use the Auto Code action in the page header (when enabled in service metadata).
2. Review mapped codes before generating reports.

Step 3: Export

1. Use grid export actions to download ledger data for review or Excel round-trips.
2. Re-import changes via Import Excel when applicable.

Screenshot: FinAuto Client v9.0 — Trial Balance → Ledgers

Related links

• Import from Tally
• Import Excel
• Coding rules
• Balance sheet

Troubleshooting

Symptom	Likely cause	Resolution
Unclassified ledger on balance sheet	Missing code	Run auto-code or assign codes manually / in Tally
Empty grid	Wrong FY or no import	Confirm FY; re-import trial balance
Auto-code disabled	Metadata not refreshed	Configuration → Service → Update

See also Common issues.

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