Import retry guidance
The source needs a correction
Review the validation message, correct the source file or Tally data, and import it again.
- Check
- File format and source structure
- Next
- Correct the source, then import again
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Move a Tally, Excel or CSV Trial Balance through human-approved mapping, NCE workings, notes, review and evidence-bound financial statements—with guidance when the source needs attention.
Review the validation message before trying again.
Review import guideGuidance for correcting the source and importing again.From source data to an evidence-bound statement pack for eligible NCEs.
Add an eligible NCE, financial year and engagement team.
Read guidanceBring in Tally, Excel or CSV data and review validation messages.
Read guidanceReview suggested NCE heads and approve mapping decisions.
Read guidancePrepare applicable schedules, adjustments and supporting figures.
Read guidanceComplete policies, notes and NCE-specific disclosures.
Read guidanceResolve validation findings and complete professional review.
Read guidanceAttach evidence, record the user-obtained UDIN and issue the pack.
Read guidanceUse the product-specific guidance that matches the work in front of you.
Each state points to guidance; none represents live engagement or service status.
Review the validation message, correct the source file or Tally data, and import it again.
Review unmapped or low-confidence items before moving into NCE workings.
Complete workings, notes, evidence and review findings before finalisation.
Every card below links to a live AutoFS page.
Follow the full preparation journey with practical guidance.
Browse guidanceReferenceProduct documentationRead detailed product scope and workflow documentation.
Read documentationWorkflowHow it worksSee how Trial Balance data moves into a controlled statement pack.
Explore the workflowControlsSecurity controlsUnderstand access, evidence, validation and data-handling controls.
Review securityUpdatesRelease notesSee shipped improvements and current capability status.
View releasesSupport is organised around the preparation journey, so your question reaches the team with a clear step, expected result and enough non-sensitive context to investigate.
Understand eligible NCE scope, engagement setup, roles and the first import.
Work through import validation, mapping decisions, workings and note preparation.
Understand validation findings, evidence expectations and controlled finalisation.
Share the workflow step and the result you expected.
Request access to the pilot or see the complete preparation journey.