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Docs by Ira in TallyPrime for Voucher Creation

Docs by Ira is an AI-driven plug-in that helps you convert your transaction documents in PDF and images into vouchers in TallyPrime.

How it works

Register for Docs by Ira > Get a freemium subscription of 100 pages for document import for two months, so that you can try the feature.

Once you import more than 100 pages of transaction documents, you can upgrade your plan on the Tally Solutions portal.

Thereafter, you can:

1. Start importing transaction documents stored in your computer to TallyPrime.
2. Install TallyIra app available on Android Playstore and iOS App Store.
   Thereafter, start sending the documents from your mobile to TallyPrime.

Voucher creation from the transaction documents takes just a few clicks.

If there are any exceptions, then Docs by Ira assists you in resolving them and then creating vouchers.

Docs by Ira Quick Setup

You need to register on the Docs by Ira webpage on the Tally Ira webpage on the Tally Solutions website.

To try the feature for a period of two months, you get a freemium subscription of 100 pages for PDF or image import. Once you use the 100 pages, you can then choose from the Docs by Ira plans available on the plug-in’s web page.

Once registered, you can accept the terms and conditions and privacy policy in TallyPrime when you import the transaction documents for the first time.

To install the TallyIra app, you need to add your mobile number from Security in TallyPrime and enable the app access.

You can enable TallyIra app access for other users, too.

TallyIra App for Voucher Creation

With mobile phones becoming a primary mode of business communication, you likely receive transaction documents through e‑mail, WhatsApp, and other apps. Over time, these documents accumulate on your phone or mobile device. With the TallyIra app, you can effortlessly send these PDF and image documents to TallyPrime, where they appear in the Draft Transactions report. From there, creating vouchers from the imported documents takes just a few clicks.

Document Import for Voucher Creation

Docs by Ira helps you import transaction documents from your computer into TallyPrime. These transactions appear in the Draft Transactions report, from where you can easily create vouchers based on the imported documents.

Autofill Vouchers

You can import a transaction document in PDF or image format while creating a voucher. TallyPrime automatically fills in the voucher details based on the values extracted from the document. After that, you can create the voucher simply by saving it.

Handling Exceptions in the Draft Transactions Report

The AI-powered Docs by Ira, ensures that you can create vouchers from imported documents.

Using the Draft Transactions report, you can:

• Identify exceptions through the red markers displayed next to each transaction in the report.
• Cross-check the values by opening and reviewing the imported file.
• Get an overview of imported files.
  • Identify files for which import is pending.
  • View the File Import Summary to track the progress and status of files being imported.
  • Refresh the report details if newly imported files are not yet visible as draft transactions.
• Identify potential duplicates.
  If you have imported a transaction document more than once, the Potential Duplicates report helps you identify possible duplicates.
• Resolve exceptions in bulk.
  • Map masters directly from the report.
  • Change the transaction date if it does not align with the Current Period set in TallyPrime.
  • Assign the appropriate accounting ledger to transactions.
    If some transactions belong to the same accounting ledger, then you can select all the transactions and set a common accounting ledger for all. For instance, you might have imported documents to create purchase vouchers in TallyPrime. All the transactions must belong to the Purchase ledger created for the items with an 18% GST rate. In that case, you can assign the relevant purchase ledger to the transactions at once.
• Drill down into the voucher to resolve exceptions.
  • Create missing masters simply by saving the voucher.
  • Create masters from extracted values.
  • Map masters to the ones already existing in TallyPrime.
• View all saved mappings in TallyPrime through the Master Mapping report.

Quick Checklist for Importing/Sending Transaction Documents for Voucher Creation

You would want to ensure that transaction documents are imported successfully for voucher creation using Docs by Ira.

Here’s a quick checklist:

• Check the available balance for importing documents using Docs by Ira.
• If you are importing or sending more than one transaction document, then:
  • Each of the documents must contain not more than one transaction.
  • If you are importing multiple files, all the documents must contain transactions of the same voucher type.
• The voucher types supported in TallyPrime are:
  • Sales
  • Purchase
  • Credit Note
  • Debit Note
  • Delivery Note
  • Receipt Note
  • Sales Order
  • Purchase Order
• File format requirements:
  • The transaction document must be in PDF or image format.
  • Supported image formats: PNG, JPG, and JPEG.
  • Each PDF or image you upload must contain only one transaction document.
• Handwritten documents cannot be imported.
• For a smoother experience with voucher creation, ensure the following:
  • The file is readable for voucher creation.
  • The imported PDF or image is not a photograph or a blurred invoice.
  • The file contains legible text so that TallyPrime can extract values accurately.
• The size of the file or the ZIP folder must fall within the limit specified in the table below:
  

  Sl No.	File Format	File Size Limit (For Import from Computer)	File Size Limit (For Import from TallyIra App)
  1	Single PDF	3 MB	10 MB
  2	Single Image	3 MB	10 MB
  3	ZIP Folder	15 MB	NA