Expenses, projects, bank accounts and bank statement import

Expenses

Fundraising → Expenses (or the Expenses tab on a project).

• "Cannot record expenses against a closed project." / "...an archived project.": edit the project and set its status back to Active, or record it as a general expense.
• "Only JPG, PNG, WebP images or PDF files are allowed for receipts".
• "FY X is closed...": see the "Accounting books and year-end close" guide.
• Imports: up to 5,000 rows ("Maximum 5000 rows per import. Split file.").
• Project budgets are not enforced: spending above budget is shown but not blocked.

Bank accounts (including FCRA)

Settings → Bank accounts. Add your domestic accounts and your designated FCRA account.

• Foreign-funded grants and reimbursements need an active FCRA account here, otherwise they are refused.
• "Cannot delete a fund account with non-zero balance...": move the balance or deactivate the account instead.
• "This is the default ... account. Make another account the default..." before deleting it.
• Opening balances are set in Accounting books → Opening balances, not by editing the balance.

Bank statement import

Accounting books → Bank reconciliation → Import.

• CSV works on every plan. PDF/scan reading uses AI and needs the Growth plan (max 20 MB).
• "Claude could not extract transactions...": upload a clearer scan or the bank's CSV export.
• Auto-apply only handles interest, charges and refunds. For donations, expenses or transfers, use the line's link to create the record, then mark the line applied.
• "This line has already been applied or ignored."

TDS and GST registers

Rows created from an expense, purchase order, payroll run or service income cannot be edited in the register. Edit or delete the original record instead. The GST register needs the Growth plan.

Vendors and fixed assets

• "Cannot delete: vendor linked to N record(s). Blacklist instead."
• "Disposal date cannot be before the purchase date". The "owned before this year" choice is fixed once an asset is added; delete and re-add the asset to change it.

CSR proposals and utilization certificates

• "This proposal has no budget amount (₹0)...": add budget lines.
• A foreign/FCRA proposal must show the FCRA account under "Bank account on PDF".
• "Cannot delete a sent, negotiating, or accepted proposal."
• UCs: "Only draft certificates can be edited/deleted".
• "No CA email. Add CA firm details in Settings → NGO profile."