{% extends "ui/templates/base/layout.html" %} {% block content %}
Tools · Accounting · Phase 5
Uses synced Tally purchase history as evidence. No voucher is created or altered in this phase.
Select the workstation that holds this client's synced .act data. The agent returns neutral ledger-history facts; classification stays on the ERP server.
| Created | Company | Status | Rows | Error |
|---|---|---|---|---|
| {{ r.created_at_utc }} | {{ r.company_name or r.tally_guid }} | {{ r.status }} | {{ r.evidence_rows }} | {{ r.error_message or '' }} |
| No historical learning run yet. | ||||
Map the client's actual Tally ledger names to the canonical Phase 4 accounting taxonomy. This mapping is client and Tally-company specific.
| Ledger | Parent | Historical vouchers | Amount evidence | Accounting nature |
|---|---|---|---|---|
| {{ row.ledger_name }} | {{ row.parent_group }} | {{ row.voucher_count }} | {{ '%.2f'|format(row.amount) }} | |
| Collect historical evidence first. | ||||
Confidence is the share of mapped historical purchase vouchers for that party that resolve to the leading accounting nature.
| Party | Suggested nature | Confidence | Evidence | Ledgers |
|---|---|---|---|---|
| {{ s.party_ledger_name }} | {{ s.nature.name }} | {{ s.confidence }}% | {{ s.voucher_count }} / {{ s.mapped_voucher_count }} mapped vouchers | {{ s.ledgers|join(', ') }} |
| Map historical Tally ledgers to accounting natures to generate party suggestions. | ||||
| Party | Counter ledger | Group | Vouchers | First | Last |
|---|---|---|---|---|---|
| {{ e.party_ledger_name }} | {{ e.counter_ledger_name }} | {{ e.counter_parent_group }} | {{ e.voucher_count }} | {{ e.first_voucher_date or '' }} | {{ e.last_voucher_date or '' }} |
| No evidence collected. | |||||