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Common Issues

❓ Frequently Asked Questions (FAQ)

1. What does the issue

"Tally Connection Error: Ensure that Tally is running ODBC server on port: 9000" mean?

Answer:
This error indicates that:

  • The Tally software is not running, or
  • The ODBC setting (port 9000) is not enabled in Tally, or
  • The Finauto plugin (tcodes.tcp) has not been installed correctly in Tally.

📌 To resolve this: - Ensure Tally is open and the ODBC port (9000) is active.
- Check if the plugin is added in Tally via Help → F4 Add-Ons.

2 What does

"Finauto username and/or password is not valid. Please configure from Configuration → Settings" mean?

Answer:
This means:

  • Your Finauto API key has expired, or
  • It has been regenerated by another user in your organization.

📌 To resolve this: - Generate a new API key from your login at
🔗 https://www.finautoindia.com/user/login
- Go to Configuration → Settings in the client software. - Paste the new API key and click the "Update" button under Service Settings.

3. Does Fianuto have Rounding off feature to convert the Balance Sheet values into denominations like Hundreds, Thousands, Lakhs, or Millions?

Ans: ✅ Yes, Finauto facilitates this feature conveniently.

After generating the Balance Sheet in Excel format, you will find a file named:

📄 MASTER SHEET

Inside the MASTER SHEET:

  • Cell F1 displays the label: Convert To
  • Cell F2 provides a dropdown menu to select your preferred denomination:
    • Hundreds
    • Thousands
    • Lakhs
    • Millions

This allows you to instantly convert the entire balance sheet figures to a desired scale for reporting or presentation purposes.

💡 No need to modify formulas manually — the conversion is automated based on your selection!

4. What does the issue "Income tax number not set" mean?

Ans: ⚠️ This error occurs when the PAN (Permanent Account Number) is not configured in Tally.

To resolve this:

  1. Open Tally.
  2. Navigate to F11 → Features.
  3. Go to More Details.
  4. Ensure the PAN field is correctly filled in.

🔍 PAN is a mandatory field required by Finauto to fetch or validate income tax-related data from Tally.

5. What is the purpose of the tcodes.tcp plugin in Tally?

→ Enables integration between Tally and Finauto for auto-import and API sync.

6. How to import share capital data?

→ Use Excel template under Share Capital → Import → Excel Import, then update holder type and transfer logs.

7. What if vouchers aren't showing in the aging report?

→ Ensure "Import data for aging" is checked or use the Excel template under Ageing → Vouchers.

8. How is depreciation method (SLM or WDV) selected in Finauto?

→ This is selected in the Company Master (Edit/Create) using a dropdown.

9. How often should I update the API key?

→ Every 30 days via the login portal and updated under Configuration → Settings.

10.What is 'Enable Auto Code Feature' used for?

→ Automatically assigns codes to trial balance lines for classification, avoiding manual mapping.

11.What is the "Carry Code" feature and how does it work?

The Carry Code feature in Finauto ensures consistency in ledger classification year-on-year.

It performs the following actions:

  • ✅ Auto-applies the same ledger codes from the previous financial year to current year ledgers if the ledger names match.
  • 🔄 Tracks changes in debit and credit balances and adjusts mapping accordingly.
  • 🧠 Saves users time by avoiding repeated manual classification of ledgers each year.

💡 Tip: Ensure the previous year's trial balance is properly imported and classified so that the Carry Code feature

12.What does 'Generate Reports in Cloud' do?

→ Improves speed and error tracing when troubleshooting or generating reports.