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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.

Get Started with Docs by Ira

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Register on the webpage

01:07

Update license to load the plug-in and verify it

02:00 and 02:35

Log in to Docs by Ira

00:30

 

Voucher Creation by Importing Documents to TallyPrime

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Import documents from your computer to create vouchers 02:57

Autofill values during voucher creation

05:48

Voucher Creation from Documents through TallyIra App

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Enable User Access to TallyIra

06:24

Install TallyIra App

07:18

Scan or upload documents

08:12, 08:32, and 09:06

Send documents to TallyPrime

09:34

Create vouchers on the go

09:58

Exception Resolution with Docs by Ira

Resolve exceptions such as missing masters and date mismatch either in bulk or individual.

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Verify the imported file before voucher creation

04:43

Create masters either with extracted value

11:10
Create masters merely by saving a voucher 12:45

Map masters either in bulk or while creating the voucher

12:03

Identify potential duplicates of an existing voucher, if imported in TallyPrime

14:07

View master mapping report

15:04

Apart from the facilities mentioned above, you can also:

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
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