Coding rules

Refresh classification and coding rules from the FinAuto server for auto-code and report mapping.

Prerequisites

• Valid service configuration

Steps

Step 1: Open coding settings

1. Go to Configuration → Coding.
2. Review available sync options on the form.

Step 2: Sync rules

1. Submit the form to pull the latest coding rules from the server.
2. Confirm success message.

When to sync

Sync after server-side rule updates or when auto-code produces unexpected mappings.

Related links

• Service configuration
• Ledgers

Troubleshooting

Symptom	Likely cause	Resolution
Sync fails	API key or network	Update service settings; retry
Rules unchanged	Already current	Contact support if mappings still wrong

See also Common issues.

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