CA profiles

Create and manage Chartered Accountant profiles printed on balance sheet salutations.

Prerequisites

• Access to Configuration → CA Profiles

Steps

Step 1: Create a profile

1. Open Configuration → CA Profiles.
2. Click Add and enter:

• CA name
• Firm name
• Membership number
• Address (optional)
• Save.

Step 2: Assign to company

1. Open Manage company.
2. Edit the company and select the CA profile from the dropdown.
3. Save.

Related links

• Balance sheet
• Manage company

Troubleshooting

Symptom	Likely cause	Resolution
CA not on balance sheet	Profile not assigned	Set CA on company record
Wrong CA printed	Multiple branches	Set profile on correct company entity

See also Common issues.

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