TallykeepingBusiness overview
Sales, purchases, amounts to collect and pay, cash and bank in one overview.
EXPLORE TALLYKEEPING
Everyday work.
A little more connected.
Explore the current product by task. Then try the actual interface with sample books.
OVERVIEW
Know your business
Sales, purchases and your next question, together.
App & Tally views
Switch between the app overview and supported Tally report views.
Company switching
Move between companies authorised for your account.
Sync Tally
Request current books and follow the connector’s sync status.
Saved books
Review previously saved books when offline. Refresh while connected.
REPORTS
Find the detail
25 named report views. Useful questions, clear answers.
Sales & purchase analysis
Analyse by party, party group, month, item, stock group, godown or batch.
Period comparison
Compare equal-length periods.
Receipts, payments & Day Book
Open receipt and payment registers and date-ordered vouchers.
Cash & bank
Review opening, movement and closing balances.
Trial balance
Review debits and credits at the selected date.
Income & expenses
See posted ledger movement.
Customer & item rankings
Find top and bottom customers and products.
Inactive & never-sold items
Review customer inactivity, inactive items and products with no recorded sales.
Order & note registers
Sales orders, purchase orders, delivery notes and receipt notes.
PDF, CSV & Excel
Prepare supported reports for sharing and further analysis.
COLLECTIONS
Make the next follow-up count
Know the balance before starting the conversation.
Party ledgers
Customer and supplier statements and voucher details.
Receivable & payable ageing
Review balances in configurable overdue buckets.
Collection performance
Review matched collections and bill payment days.
Payment reminders
Prepare a message for WhatsApp, SMS or email. Review and send it yourself in your phone’s app.
Follow-ups
Record a next date, edit tasks and mark them complete or reopen them.
INVENTORY
Have the answer ready
Stock context, from the counter to the customer.
Stock list & item details
Search items and review permitted quantities, values and movement.
Stock by location
Review available godown and batch details.
Reorder stock
Find items at or below configured reorder levels.
Staff stock visibility
Owners choose exact stock, in/out-of-stock only, or hidden availability for each member.
ENTRIES
Take the next step
Prepare the entry while the conversation is fresh.
13 entry types
Sales, purchases, credit notes, debit notes, receipts, payments, journals, contra, sales orders, purchase orders, delivery notes, receipt notes and quotations.
Sales orders & quotations
Choose a party, products, quantities and rates. Quotations remain in the app.
Drafts & My entries
Retain work and review entry status. A saved draft is separate from a confirmed Tally import.
Controlled release
Eligible entries pass through the connector’s configured import workflow.
Party & item creation
Prepare permitted masters for the connector’s supported creation workflow.
Business documents
Prepare supported invoices, orders and quotations with company document preferences.
TEAM
Keep the team connected
Useful visibility for owners and people in the field.
Customer visits
Assigned customer check-in and checkout, notes and visit history.
Captured visit location
Foreground GPS capture when visit actions are used; continuous tracking is not provided.
Visit attachments
Permitted photos and PDFs associated with customer visits.
Team & entry permissions
Existing-account roles, allowed voucher types, backdating and master creation.
Routes & performance
Review available route, visit and performance views with appropriate access.
Permission boundaries
Visit assignments and entry controls do not provide customer-scoped access to financial books.
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SEE IT FOR YOUR BUSINESS
Bring your everyday task.
We’ll show you the way.
Reports, orders, collections or your team’s working day.