CA Profiles

The CA Profiles tab allows you to create and manage Chartered Accountant (CA) profiles used across the system.

🧾 Purpose CA profiles are used to assign a practicing Chartered Accountant to companies. The assigned CA’s details will be printed in the Balance Sheet salutation when the statement is generated.

🛠️ How to Create a CA Profile Go to Configuration → CA Profiles.

Click on "Add New" or the ➕ button.

Enter the required details:

Name of the CA

Firm Name

Membership Number

Address / Contact details (optional)

Click Save.

🔗 Linking with Company Master After a CA profile is created, go to Company Master.

Select the company to which the CA is to be assigned.

Choose the desired CA from the CA Profile dropdown.

Save the changes.

📄 Where It Appears The selected CA’s name and firm will appear at the bottom of the Balance Sheet, under the salutation or certification section.