Docs by Ira is a smart document-processing plug-in for TallyPrime. It uses artificial intelligence to read invoices and bills, extract data from them, and create draft and ready-to-convert vouchers in your TallyPrime data.

You can just scan or upload an invoice, and TallyPrime will create valid transactions for you within seconds.

To get started with Docs by Ira, you need to:

1. Register for it on the Tally Solutions webpage.
   After registering for Docs by Ira, as a part of the freemium subscription, you can import transaction documents of up to 100 pages for two months.
2. Update your license in TallyPrime once registration is completed.
   This ensures that the plug-in is loaded in TallyPrime.
   You can always check the available balance on the Docs by Ira webpage on the Tally Solutions customer portal.

You can use Docs by Ira if you are using TallyPrime Release 7.0 or later with a valid license and active TSS.

Currently, Docs by Ira is available only for Indian licenses with an active TSS subscription.

You can opt out of the plug-in in two ways:

• From TallyPrime, press F1 (Help) > Tally Plug-Ins > click the plug-in > Opt Out.
• From the TallyIra webpage on the Tally Solutions website.

After completing your registration for the Docs by Ira plug-in, you will receive a confirmation e‑mail on your registered e‑mail address.

To start using Docs by Ira, update your TallyPrime license once.

After the license is updated, ensure that the Docs by Ira plug‑in is loaded.

Once the plug‑in is loaded, you can start using Docs by Ira for voucher creation in TallyPrime.

The Ira plug-in might not be loaded because:

1. You are yet to upgrade your TallyPrime to the latest release.
2. Your TSS subscription is expired.
   You need to renew your TSS.

This happens in two scenarios:

1. You have submitted the request to deploy the plug‑in. However, the request hasn’t been processed yet. In this case, you need to wait for a while before you can use Docs by Ira.
2. Your TallyPrime is running on the old Gateway Server.
   Your TallyPrime should be running on the latest gateway server.

Yes, rest assured that your data is secure with TallyPrime.

Accepting the terms and conditions and providing consent is only a one-time activity that you need to perform at the first instance of import using Docs by Ira.

This is basically to ensure that you give consent to TallyPrime for reading your transaction documents and extracting the values for voucher creation.

You can refer to the terms and conditions and privacy policy.

Yes, you can send transactions to TallyPrime, using the TallyIra app.

• Download the app from Android Play Store or App Store.
• Get added by the admin along with the access to the TallyIra app.

If you do not receive the OTP, check the following:

• Ensure the mobile number entered is correct and active.
• Make sure your mobile device has proper network connectivity.
• Wait for a few seconds and request the OTP again.
• Ensure that your mobile number belongs to India.
  An international number cannot be used for logging in to the TallyIra app.

You might not see any company in the TallyIra app if the admin has not provided access to you for using the TallyIra app.

Follow the instructions shown in the app and contact your Admin to add you as a user and grant TallyIra access.

This message appears because your mobile number is not linked to any company in TallyPrime for TallyIra authentication.

To register your mobile number:

1. Open TallyPrime.
2. Press Alt+K (Company) > Security.
3. Enter the Mobile Number for TallyIra.
4. Log in to TallyIra mobile app using the same mobile number.

Docs by Ira works on the license that is linked to the TallyIra plug‑in.

No, you need a valid TSS to use Docs by Ira plug-in.

You need to renew your TSS.

No, you need to enable user access to TallyIra on each company.

Since TallyIra works as a separate plug-in with its own codebase, there may be cases where it conflicts with customised TDL code. To minimize such conflicts, certain interfaces and areas are managed separately within TallyIra.

If you are facing issues with customized TDLs not working or getting unloaded, then contact TallyCare for support and share your TDL code file for analysis.

The commonly impacted areas where separate handling has been implemented are:

• Import Menu
• Users and Security Control Interface
• Voucher Interface
• Drill-down from Draft Transactions
• AutoFill
• AutoFill Interface

You can upload vouchers for voucher creation using Docs by Ira in three ways:

1. Import documents from your computer to TallyPrime.
   While importing, select Docs by Ira as the mode of import.
2. Autofill vouchers during voucher creation.
3. Send documents to TallyPrime using the TallyIra app.

For voucher creation using Docs by Ira, you can import a file containing only one transaction.

You can import all the files in a particular folder, but each file must contain only one transaction.

You cannot import transaction documents of different voucher types in one go. However, you can upload all the files in a folder.

You need to ensure that:

• All the files have the transaction documents of the same voucher type.
• Each file must contain only one transaction.

To import a transaction document, ensure that the size and format are supported for import via Docs by Ira.

You can refer to the checklist for importing transaction documents.

Once your quota is exhausted, you need to upgrade your Docs by Ira plan to continue importing documents using Docs by Ira.

Yes, you can view the imported file from the Draft Transactions report or from the Voucher Creation screen of that specific transaction.

However, once the voucher becomes a part of the books, you cannot view the imported file.

This issue occurs in the following instances:

• The voucher has already been created using the file.
• The file is deleted from the folder.
• The Adobe Reader is the default PDF opener, and it is not updated.
  • Update the Adobe Reader.

If you can’t open the file, then change the default PDF opener to another application.

Afterfixing the problem with Adobe Reader, close and restart TallyPrime.

Currently, Docs by Ira does not support accurate voucher creation by importing handwritten documents. You need to import PDFs or images digitally created on a computer, laptop, tablet, or any other electronic device.

At a time, you can send a maximum of 10 files.

However, if you want to send more than 10 files to TallyPrime, then you can:

1. Scan all the transactions in the app.
2. Send them in batches of 10 files.

When you import a file again, you can identify the potential duplicates from the Draft Transactions report.

Sometimes, when you import multiple files, the import might take some time. You get to know about the import at the top right corner of the Draft Transactions report.

To check the status of the import, press F6 (File Import Summary).

No, currently, you cannot import files from a cloud platform like Google Drive/One Drive.

Docs by Ira does not support the import of MS Word and Excel files.

However, if you have a transaction in an MS Word or Excel file, then:

1. Click File > Save As > select the folder where you want to save the file.
2. Enter the File name.
3. Save as type: PDF.
   Once you have the PDF, you can import it to TallyPrime and create a voucher using Docs by Ira.

Docs by Ira currently supports the creation of the following 8 voucher types:

• Purchase
• Sales
• Purchase Order
• Sales Order
• Delivery Note
• Receipt Note
• Credit Note
• Debit Note

No. Currently, Docs by Ira supports only English-language invoices.

Currently, Docs by Ira does not support the import of bank statements.

Docs by Ira is designed specifically to process business tax invoices for voucher creation in TallyPrime.

When you open the voucher and press Ctrl+A to save it, TallyPrime recalculates the voucher total based on the extracted values and resolves the Voucher Total Mismatch.

If you want to avoid zero-value ledgers in your transactions, then go to the Voucher Type and disable zero-value transactions.

1. Press Alt+G (Go To) > Alter Master > Voucher Type.
2. Open the relevant voucher type.
3. Allow zero-valued transactions: Yes.

The MAV (Memory Access Violation) error may occur due to a temporary issue with the system or the application.

Please try the following steps:

1. Close and restart TallyPrime.
2. Ensure that you are using the latest recommended release of TallyPrime.
3. Retry uploading the document using the Autofill option.
   If the issue persists, restart your system and try again.

The Place of Supply (POS) is determined using the following priority order:

• POS is considered directly from the invoice document, if available.
• If unavailable, POS is considered from the relevant F11 GSTIN configuration.
• If still unavailable, POS is derived from the Buyer State.
• If Buyer State is unavailable, then the Company State is used as the Place of Supply.
• In case of multiple GSTINs, POS is always considered based on the GSTIN/UIN applicable to the voucher.

When you import a document, you might get master-related exception. There can be two possibilities:

• The master is not available in TallyPrime.
  In such a case, you can create it with the extracted value.
• The master is available in TallyPrime, but with a different name or value.
  In such a case, you need not create it again. You can just map it to the master available in your Company. Next time when you import the document with the same master, TallyPrime automatically maps the master.

When you import a document containing master values that do not match any existing masters in the company data, TallyPrime automatically searches for the closest possible match.

• For Party Ledgers, TallyPrime first looks for an exact match of the GSTIN/UIN. If no match is found, it then searches for a master with an exact name match.
• For Stock Items, TallyPrime first tries to match the part number exactly. If that is unavailable, it then checks for an exact name match.

The mapping saved by you becomes applicable during voucher creation without your intervention.

You can view/edit/delete all the saved mappings in the Master Mapping report.

No, currently, you cannot import master mappings using an MS Excel file.

The AI-driven smart accounting ledger allocation ensures that the correct ledger is selected for voucher creation.

Consider that you import a transaction with Nature of Transaction as Interstate. It contains stock items with different GST rates and HSN/SAC codes.

• If you haven’t created ledgers with nature of transactions, GST rates, and HSN/SAC, then TallyPrime maps the Sales/Purchase ledger for mapping
• If you haven’t created ledgers with nature of transactions, GST rates, and HSN/SAC, the TallyPrime maps purchase ledgers created with the relevant GST rates and HSN/SAC codes.
• If the ledgers don’t contain HSN/SAC codes, then TallyPrime maps ledgers, based on the nature of transaction and GST rates specified in the ledger.

Once your quota is exhausted, you need to upgrade your Docs by Ira plan to continue importing documents using Docs by Ira.

You can check your available quota in the TallyIra Services section on the Tally Solutions portal.

To cancel the subscription and get the refund, you need contact TallyCare within 15 days of purchase.

When you import a transaction document, it becomes a part of the Draft Transactions report.

Your company data gets updated only after you save them as regular vouchers in TallyPrime.

Yes, as a recommended practice, you should take a backup of your company data before you import transaction documents for voucher creation using Docs by Ira.

This error occurs because the TallyPrime Port might not be available.

In this case, you need to change the TallyPrime port.

• Some fields may not be extracted due to:
• Poor invoice quality (blurred or low-resolution scans)
• Text overlapping with watermarks, logos, stamps, or background designs
• Handwritten or overwritten fields
• Very light or unclear printing
• Highly customized invoice formats
• Invoices in other languages or uncommon layouts
• Uploading clear and properly scanned invoices improves extraction accuracy.

You can refer to the checklist for importing transaction documents.

This can happen due to a few reasons:

• Multiple invoices in a single PDF: If a file contains multiple invoices, the system may not separate them correctly. Docs by Ira works best when each file contains only one invoice.
• Additional documents in the PDF: If invoices are shared in the same file with documents like e‑Way bills or delivery challans, Docs by Ira will process all pages. This means information from those extra documents may also be extracted.
• Format or layout variations: For some invoice formats, the model may misread certain fields because of complex layouts or formatting differences.
  If this happens, you can review and fix the extracted values before creating the voucher. For best results, upload a clear PDF that includes only the tax invoice.

Docs by Ira is designed to work across a wide range of real-world invoice formats, where often businesses follow different ways to enter item names and descriptions in TallyPrime. In a few cases these variations can lead to parts of the description appearing within the item name.

To address this, Docs by Ira provides one-time master mapping, ensuring that once an item is mapped correctly, it is automatically and consistently recognized in all future invoices from the same supplier.

You can map the masters from:

• The Draft Transactions report
• The voucher creation screen
• Master Mapping report

Currently, Docs by Ira doesn’t extract phone numbers and bank details, since these fields are not essential for voucher creation in TallyPrime.

However, we are considering these additions to the feature in the future releases, based on customer requirements.

In some invoices, the round-off may not be added because:

• The round-off ledger is not explicitly mentioned in the invoice.
• The round-off ledger value is blank.
• The round-off is included within the total amount.
  In such cases, Docs by Ira extracts the invoice values exactly as they appear. If there is a difference in voucher totals, TallyPrime highlights in as a mismatch in the Remarks column of the Draft Transactions report. You can open the voucher and easily add or adjust the round-off ledger during voucher creation.

Docs by Ira is designed to handle invoices with large item tables. However, in rare cases, some line items may be partially extracted due to the following reasons:

• Complex or tightly packed invoice layouts, where item rows are very close to each other or not clearly aligned.
• Poor invoice quality, such as blurry scans, low-resolution images, or unclear printing.

TallyPrime highlights missing or unmatched masters, allowing users to quickly review the extracted data and complete the voucher with minimal effort.

In certain invoices, charges such as freight, shipping, packing, or service charges appear in the item table with columns like quantity, rate, and amount.

Since the structure looks similar to stock items, Docs by Ira may interpret these ledgers as items.

You need to correct such entries manually.

In most invoices, Docs by Ira correctly identifies whether the item amount is inclusive or exclusive of tax based on the invoice structure and tax details.

However, in some rare invoice formats, the layout or presentation may not clearly indicate whether the item value includes tax. In such cases, the model may not be able to confidently differentiate between inclusive and exclusive tax values, which can lead to the item amount being interpreted as an inclusive of tax amount.

If this occurs, then you can open the voucher and quickly review and correct the values manually before saving the voucher.

With draft transactions, TallyPrime helps you create vouchers, based on the values extracted from the transaction documents imported by you.

Docs by Ira measures its accuracy, based on the invoice details it extracts, including:

• General Details (Invoice Number, Invoice Date, and Total Amount)
• Party Details (Supplier Name and GSTIN/UIN)
• Item Details (Item Name, Item Rate, Unit, and GST rate)
• Ledger Details (Ledger Name, Amount, and Rate)

Docs by Ira uses F1 Score to measure the accuracy.

In simple terms, F1 Score measures:

• Correctness of the extracted data.
  The values extracted must be correct, as in the imported document.
• Completion of the extraction process.
  All the essential field values available in the imported document must be extracted.

For example, for an invoice with 100 fields:

• Docs by Ira extracts at least 95 essential fields.
• Out of the 95 essential fields, at least 90 must be correct.

That means it is both highly correct and mostly complete.
F1 Score combines these into one overall accuracy number.