Configuration

Service connection, client updates, Tally integration, and coding rules used across all companies.

• Updates — check and install client updates
• CA Profiles — chart templates per firm
• Service — API key and cloud mode
• Coding — ledger grouping rules
• Cache Cleanup — clear local cache
• Tally — ODBC port and TDL

Start with Service on a new installation, then configure Tally if you import from Tally.