Common Issues · FinAuto Help
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Frequently asked questions

Symptom-indexed troubleshooting for FinAuto Client. Search this page or use the site search bar.

Escalation template

Contact support when:

  • Steps in the module article and FAQ do not resolve the issue
  • You see data loss, license, or security concerns
  • Cloud generation fails repeatedly after cache cleanup and re-import

Contact: support@finautoindia.com

Do not send secrets

Do not email or chat API keys, passwords, or PAN numbers. Configure API keys only inside Configuration → Service in the client.

Tally connection error (port 9000)

Symptom: Tally Connection Error: Ensure that Tally is running ODBC server on port: 9000

Cause: Tally not running, ODBC disabled, or tcodes.tcp plugin missing.

Resolution:

  1. Open Tally and enable ODBC on port 9000 (Installation).
  2. Verify plugin under Help → F4: Add-Ons.
  3. Confirm Tally configuration.

Invalid API key / service login

Symptom: Finauto username and/or password is not valid

Cause: Expired or regenerated API key.

Resolution:

  1. Generate a new key at finautoindia.com/user/login.
  2. Configuration → Service → paste key → Update.

Income tax number not set

Symptom: Error referencing income tax / PAN during Tally import.

Cause: PAN not configured in Tally company.

Resolution: Tally F11 → Features → More Details → set PAN.

Unclassified ledgers on balance sheet

Symptom: Balance sheet generation lists unclassified ledgers.

Resolution: Code ledgers in Ledgers or Tally; run auto-code.

Balance sheet denomination (lakhs / millions)

After Excel export, open MASTER SHEET → cell Convert To (F1/F2) to scale figures.

Auto-code and carry code

  • Auto-code: Enabled via service metadata; sync rules under Coding.
  • Carry code: Applies prior-year codes when ledger names match; requires prior FY classified.

Aging vouchers missing

Ensure Import data for aging was selected in Tally import or import vouchers via Excel templates.

Aging report download fails

Symptom: Generate Aging Report button errors or Excel is empty.

Cause: Vouchers not imported, Calculate not run, or wrong FY/period.

Resolution:

  1. Import vouchers with Import data for aging enabled (Tally import).
  2. Run Calculate on Trade receivables and Trade payables.
  3. Open Aging report and generate again for the selected period.

Client update failed

Symptom: Configuration → Updates reports download or install failure.

Resolution:

  1. Confirm internet access and service connection (Service).
  2. Retry update from Updates.
  3. Reinstall client from cloud dashboard if the installer is corrupt (Installation).

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

FinAuto Help · support@finautoindia.com