Organize & Centralize all your commercial documents in Tally data with our smart Document Management module in Tally!
Your documents in your control & remain secured with you only….It won’t be shared or uploaded on TallyDrive.
With this Tally add-on you can scan and attach any types of documents in your Tally vouchers and masters and retrieve them easily whenever required by your customers, suppliers, management, auditor, chartered accountants and so on.
Top Features!
✅ Scan & Attach upto 15 Locally Stored documents in each vouchers
✅ Scan & Attach upto 15 Cloud Stored documents like Google Drive, Dropbox, OneDrive, etc in each vouchers
Complete Saleman module in Tally to generate Salesman wise Sales, Collection, Outstandings, Target achievement reports within Tally, accurately & effortlessly in a click of button.
Key features of Salesman Module in Tally
Seperate master to create Salesman
Seperate master to assign Salesman wise Targets
Set targets based on Turnover
Set targets based on Stock Items
Set targets based on Stock Groups
Option to pre-define Salesman at customer master level or select manually for each sales bills
Get Salesman selection option in Sales vouchers & Receipt vouchers
If Salesman is assigned at party master then it will auto captured in the voucher and if not defined at party master then you can choose the salesman from the list during voucher entry.
Generate following salesman wise reports
Salesman wise bill wise sales
Salesman wise item wise sales
Salesmn wise collection report
Salesman wise outstanding report
Salesman wise items sold summary
Salesman wise customer list
Salesman wise Target vs Actual sales comparision with variations
Optionally Salesman name can be printed on Tally Invoice by enabling it from F12 configuration
User wise security controls to show/hide salesman module
Configurable printing of Salesman name on outstanding report
New field City/Area introduced under customer master and that will be shown as a column in report
Watch Salesman module in Tally Demo Before You Buy!
A must have Tally add-on for every business having multiple Tally users and departments with approval flow.
With this TDL add-on admin can assign user roles like Authorizer | Checker | Maker in Tally with or without value limits.
A user with Authorizer role will have facility to create and authorize the vouchers. Once the voucher is authorized then only it will be posted to the regular books of accounts.
A user with Checker role will have facility to create and check the vouchers. At this stage voucher will be flagged a checked but it won’t be posted in the books until it is authorized by Authorizer.
A user with Maker role will have facility to create vouchers and they will be flagged a pending and won’t posted in the books until it will be authorized.
At all above levels, users can view the status of vouchers.
In our latest update, admin can now define limits/values for checkers and authrorizers.
For e.g if user checker and authorizer have assigned a voucher checking limit value to 50,000 then that user will able to check or authorize vouchers having value of 50,000 or less only.
It is an very useful add-on for the organization who wish to bring financial control and approval workflow in Tally and accounts.
Watch the demo below and the Screenshot’s before you purchase the add-on
Doing stamp & signatures on each and every invoices and vouchers consuming lot of managerial time and increase dependencies?
This simple yet powerful Tally TDL add-on will solve your problem and automate the repetitive task, save time and dependencies.
Simply take photo/image of your signature with or without rubber stamp and configure the signature path in the required voucher type, You can define different or same signatures in the vouchers depending upon your authorized signatory requirements.
Recommended signature image size 200px width and 65px height or above
It’s done! and you can now start printing your signature on Tally Invoice and other vouchers.
This is an must have and highly recommended add-on for any organization selling products. With this Tally add-on, you can generate following MIS reports on a click of button;
Sales MIS
Item wise Month Wise Sales
Item Wise Party Wise Sales
Item Wise Stock Group wise Sales
Party Wise Month wise Sales
Party Wise Item Wise Sales
Party Wise Group Wise Sales
Purchase MIS
Item wise Month Wise Purchase
Item Wise Party Wise Purchase
Item Wise Stock Group wise Purchase
Party Wise Month wise Purchase
Party Wise Item Wise Purchase
Party Wise Group Wise Purchase
Apply filters by Item, by Party, by Stock Group, by Ledger Group
Pivot Analyses
2 New reports Sales Pivot and Purchase Pivot is also available!
This report will display customer and it’s 3 level grouping + Products and it’s 3 level grouping + 3 level product categories as a columns, so that you can export the report and do a pivot analyses the way you want in Excel.
No. 1 Tally to WhatsApp Sender TDL add-on Powered by official META Cloud API + WhatsApp CRM Panel.
You can now send Invoices, Orders, Ledgers, Ledger Confirmations, Outstanding Reminders and lot more at a click of button at just 0.30/paisa per WhatsApp business message billed directly by META.
Simply setup your META account, link your Business Mobile or Landline Number, Connect with our WhatsApp CRM Panel and you are ready to send messages from Tally to WhatsApp.
What You Will Get?
Lifetime Validity Tally to WhatsApp Tally TCP file
With this TDL add-on you can print your Company Name, Addres, Contact details, PAN No, GST No, Logo, etc in the Top Center of following printouts that looks more professional!
Sales Invoice
Sales Order
Delivery Note
Credit Note
Purchase
Purchase Order
Receipt Note / GRN
Debit Note
You will find option to Enable/Disable Custom Header printing under Voucher Type Alter.
Restrict Critical Financial Information among your users.
With this TDL add-on, the admin can restrict selected Groups, Ledgers & Voucher Types for the users. Admin can create multiple levels and assign the levels to the users to enable the restrictions.
Once the admin has assigned restrictions to the users, users will not able to see the details of that groups, ledgers & voucher types across the Tally.
For e.g. you can restrict groups and ledgers like Salary, Loans, Investments, Bank accounts, etc
Please refer screenshots below to understand how it works.
Complete Accounting & Billing solution for Housing Societies in TallyPrime.
Following are the key features of Housing Society Billing in TallyPrime.
Create Society Member masters with complete member details like Flat No, Wing, Floor, Flat Configuration, Tenant Information, Family Members, Adhaar No, PAN No, etc
Bulk Import Members via Excel template
Bulk update Maintenance charges to all members with a single click
Create & assign Parking Lots and view parking register
Assign Share Certificates to members and view share certificate register
One Click Monthly/Bi-Monthly/Quarterly/Half Yearly/ Yearly Bill generation of all or selected members
Configurable Interest Calculation on Daily, Yearly, Bill Date, Due Date basis
Configurable Late Payment Charges on Daily and Monthly basis
One Click Bulk Bill Printing with Receipts
Option to print Principle Arrears and Interest Arrears on Bill
With this TDL add-on you can easily send Bulk Emails, Ledger Confirmations, Outstanding Reminders, Bulk Invoices, Broadcast Messages to all your Customers & Suppliers with a click of a button.
Collect payment faster with timely and automated outstanding reminders right from your TallyPrime.
✅Email Outstanding Reminders
Automate Outstanding reminders with following schedule options
Send outstanding reminders daily for “xx” days prior to bill due date
Send outstanding reminders on every “xx” days
Send outstanding remidners on every “xx” date of the month
Manual/on-demand bulk outstanding reminders to Single Customer, Group of Customers and multiple selection based customers
On/Off option available to exclude customers sending reminders
Option to send as “Ledger” format or as “Reminder Letter” format
✅Email Ledger Confirmations
Send ledger confirmations at a click of a button to Single Ledger, Group of Ledgers and multiple selection based ledgers
Send as “Ledger” format or as “Confirmation of Account” format
✅Email Invoices
Email Invoices automatically after every voucher save
Email bulk Invoices from Sales Register
✅Broadcast Emails
Send Announcements, Offers, Information, Product Launch emails to all your customers from Tally at a click of a button
More features and configuration for Bulk emails from Tally
You can predefine Subject and Message for Outstanding, Ledger Confirmation and Sales Invoices
You can predefine email settings of your outgoing emails server
Seperate report to identify Ledgers without Email ID’s
Send emails to CC address as well as entered in party master
Option to Import emails in party masters via excel file
On/Off Company Signature in all emails sent from Tally
Note:
Please check your daily email sending limit, if you have a large number of customers