Tally import for CA firms
From client bills to Tally vouchers without retyping
Your team already has the bills in Docflo. Now the data comes out as a file Tally imports directly: purchase and sales vouchers with CGST, SGST and IGST, payments and receipts from the bank statement, and the ledgers to go with them.
All the voucher types you need
Purchase, Sales, Payment, Receipt, Contra and Journal vouchers, with bill-wise references so outstanding works in Tally.
Ledgers the way the client keeps them
Map parties and bank narrations to the client's own ledger names once. Docflo remembers, and suggests ledgers for anything new.
Checked before you download
Every voucher is balanced to the paisa, dates and ledger names are validated, and you see a preview before the file is created.
TallyPrime and ERP 9
Choose the version. Ledger masters can be created in the same step so imports don't fail on a missing ledger.
How it works
- 1Pick the client and the month, quarter or date range.
- 2Check the preview and correct any ledger once.
- 3Download the XML and import it in Tally.
Questions
Which documents can be exported?
Purchase bills, expense bills, sales invoices, credit and debit notes, and bank statements that Docflo has read.
Does it work with my existing ledgers?
Yes. Set the company name and ledger names per client — Purchases, Input CGST, the bank ledger and so on — and every export uses them.
Stop chasing documents this month.
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