Docs by Ira in TallyPrime for Voucher Creation
The AI-powered Docs by Ira enables you to create vouchers using documents in PDF or image formats. In addition to that, if you don’t have masters in your company data, Docs by Ira helps you create them as a part of voucher creation process. This significantly reduces the data entry time.
Get Started with Docs by Ira
| Read Help Content | Watch Video |
| 01:07 | |
| 02:00 and 02:35 | |
| 00:30 |
Voucher Creation by Importing Documents to TallyPrime
| Read Help Content | Watch Video |
| Import documents from your computer to create vouchers | 02:57 |
| 05:48 |
Voucher Creation from Documents through TallyIra App
| Read Help Content | Watch Video |
|
Enable User Access to TallyIra |
06:24 |
| 07:18 | |
| 08:12, 08:32, and 09:06 | |
| 09:34 | |
| 09:58 |
Exception Resolution with Docs by Ira
Resolve exceptions such as missing masters and date mismatch either in bulk or individual.
| Read Help Content | Watch Video |
|
Verify the imported file before voucher creation |
04:43 |
| 11:10 | |
| Create masters merely by saving a voucher | 12:45 |
| 12:03 | |
|
Identify potential duplicates of an existing voucher, if imported in TallyPrime |
14:07 |
| 15:04 |
Apart from the facilities mentioned above, you can also:
- View File Import Summary to check the status of import.
- Set date, in case of mismatch.
- Set accounting ledger for transactions.
Upgrade Your Docs by Ira Plan
For Docs by Ira, there are two packs available with 1-year validity.
- Regular pack (200/400/600 pages)
- Pro Pack (3,000 pages)
Visit Tally Solutions webpage to check the latest packs available and upgrade your Docs by Ira plan.
You can check Quota Usage Summary report to know your available quota at any point in time.
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 quota 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, and Journal Voucher.
- 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 and those in languages other than English are not supported.
- 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 5 MB 2 Single Image 3 MB 5 MB 3 ZIP Folder 15 MB NA
