Settings

⚙️ Settings Tab

The Settings Tab includes various configuration options that help the user control data access, report generation behavior, and integration settings.

🔑 API Key

This option allows users to update their API key every 30 days.

The key is generated through the Finauto client login.

Steps: Visit: Login to Finauto Client

Login with your credentials.

Generate a new API key.

📅 Enable Quarterly or Half-Yearly Balance Sheets:

Tick this checkbox if you want to generate Balance Sheets on a Quarterly or Half-Yearly basis.

Once enabled, reporting options will allow period-specific balance sheet views.

☁️ Generate Reports in Cloud

Enable this option to generate reports on the cloud for:

Faster performance

Easier troubleshooting

Quicker resolution of balance sheet errors

Recommended for larger files or users needing remote support.

🤖 Enable Auto Code Feature

Use this to auto-code your Trial Balance:

Automatically maps ledgers using preset logic.

Saves time during Excel imports or when codes are missing in Tally.

Use Cases:

No manual code entry in Tally required.

Avoid manual punching in Excel Trial Balances.

📁 Tally Settings

Tally Install Location

Specify the folder where Tally is installed.

Example: C:\Program Files\TallyPrime

Tally ODBC Port:

This must be set to 9000, which is Tally's default ODBC port.

Required for Tally-to-software connectivity.