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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.

How Docs by Ira Works

Get Docs by Ira Plug-In Register on the webpage. Update license to load the plug-in.
	Voucher Creation from Documents in your Computer Import documents from your computer to create vouchers. Autofill vouchers during creation.
Voucher Creation from Documents in your Phone Enable User Access to TallyIra. Install TallyIra App. Scan or upload documents. Send documents to TallyPrime. Create vouchers on the go.
	Exception Resolution with Docs by Ira (as flexible as it can get) Resolve exceptions such as missing masters and date mismatch either in bulk or individual. Verify the imported file before voucher creation. View File Import Summary to check the status of import. Create masters either with extracted value or merely by saving a voucher. Map masters either in bulk or while creating the voucher. Set date, in case of mismatch. Set accounting ledger for transactions. Identify potential duplicates of an existing voucher, if imported in TallyPrime.

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
  • 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 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