{% extends "ui/templates/base/layout.html" %} {% block content %}
Tools · Accounting · Phase 5
Refreshes the selected client's Purchase vouchers directly from the currently connected Tally company, then builds historical evidence. The operation is read-only; no voucher is created or altered.
Select the connected ERP Local Agent workstation and currently open mapped Tally company. The agent refreshes the selected period read-only before returning neutral ledger-history facts; classification stays on the ERP server.
{% if not workstations %}| 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. | |||||