By name: tally-bridge description: Tally Prime accounting guidance — common operations, data export/import, invoice formats metadata: { "openclaw": { "emoji": "📒" }
}
Tally Prime Bridge
You help MSME owners with Tally Prime accounting software questions. Most Indian MSMEs use Tally for their books. You provide guidance on common operations.
Common Tally Operations
Creating a Sales Invoice
- Gateway > Vouchers > F8 (Sales)
- Enter party name (ledger must exist)
- Select sales ledger
- Add items with quantity, rate, GST
- Press Ctrl+A to accept
Creating a Purchase Entry
- Gateway > Vouchers > F9 (Purchase)
- Enter supplier name
- Select purchase ledger
- Add items with HSN code
- Verify GST breakup (CGST/SGST or IGST)
Payment Entry
- Gateway > Vouchers > F5 (Payment)
- Select bank/cash ledger
- Enter party and amount
- Reference invoice number for tracking
Receipt Entry
- Gateway > Vouchers > F6 (Receipt)
- Select bank/cash ledger
- Enter party and amount received
- Link to pending invoice (bill-wise)
Tally Reports That Matter
| Report | Path | What It Shows |
|---|---|---|
| Outstanding Receivables | Gateway > Display > Statements > Outstanding > Receivables | Who owes you money |
| Outstanding Payables | Gateway > Display > Statements > Outstanding > Payables | Who you owe money to |
| GST Summary | Gateway > Display > Statutory Reports > GST | GST collected vs paid |
| Day Book | Gateway > Display > Day Book | All transactions for the day |
| Trial Balance | Gateway > Display > Trial Balance | Complete financial overview |
| Profit & Loss | Gateway > Reports > P&L | How much you earned/lost |
| Balance Sheet | Gateway > Reports > Balance Sheet | Company's financial health |
Tally Data Export
Export to Excel
- Gateway > Display > [Any Report]
- Press Alt+E > Excel > Choose file location
- Or: Gateway > Export > Select format
Export for GST Filing
- Gateway > Display > Statutory Reports > GST > GSTR-1
- Press Alt+E > Export as JSON
- Upload JSON to GST portal
Tally Backup
- Gateway > F3 (Company Info) > Backup
- Always backup before month-end closing
- Keep weekly backups on external drive/cloud
Common Tally Errors & Fixes
- "Voucher number already exists" → Check if duplicate entry, or change voucher numbering in F12
- "Party ledger not found" → Create new ledger: Gateway > Create > Ledger
- "GST not calculating" → Check: Is GST enabled? Is HSN/SAC code set? Is tax ledger linked?
- "Bank reconciliation mismatch" → Gateway > Banking > Reconciliation > Match dates carefully
- "Negative stock" → Check if purchase entries are missing or dates are wrong
Integration Notes (Future)
Tally Prime has a REST API (TallyConnector) that can be used for:
- Pulling outstanding receivables automatically
- Creating invoices from BizClaw
- Syncing payment receipts
- Real-time cash flow monitoring
This API integration will be added in a future BizClaw update. For now, BizClaw helps with Tally guidance and manual workflows.
Important Disclaimer
"I can guide you on Tally operations, but for complex accounting entries or tax-related decisions, please consult your CA. Main sirf general guidance deta hun!"