1. Introduction to Tally - RazorpayX Integration

Want to save 40% of the time you spend on bookkeeping? This course helps you do just that. This video gives you an overview of the things to come.
Download Tally Plugin

2. Tally Plugin Installation

Along with a detailed overview of the course this video tells you how you can activate the Tally accounting integration for your business and how you can set up the TCP file in Tally.

3. Send Purchase Vouchers to RazorpayX

This video explains how you can create purchase vouchers in Tally and bring them to RazorpayX along with the vendor details. Once paid in RazorpayX our accounting assistant will automatically do the payment entry and reconciliation in Tally. This reduces your effort by:
1. Letting you do the bill entry in one place only rather than doing it again and again.
2. Removes the need for excel sheets for Payment Instructions or reconciliation or approval from management.
3. Automates the payment entry and reconciliation in Tally saving you time and effort. 
4. Reduces errors in vendor details for payment, giving you peace of mind.

4. Send Payment Vouchers to RazorpayX

This video explains how you can create payment vouchers in Tally and bring them to RazorpayX along with the vendor details. Once paid in RazorpayX our accounting assistant will automatically do the reconciliation in Tally. Works for both payment of expenses and payment against bills. This reduces your effort by:
1. Removes the need for excel sheets for Payment Instructions or reconciliation or approval from management.
2. Automates the reconciliation in Tally saving you time and effort. 
3. Reduces errors in vendor details for payment, giving you peace of mind.

5. Bring invoices from RazorpayX to Tally

This video explains how you can automate bookkeeping in Tally for invoices sourced in RazorpayX Vendor Payments. Use RazorpayX Vendor Payments to source your bills via vendor portal, email integration and bulk drag and drop.  Our AI will automatically read the bills and make them ready for review
After you have reviewed, you can sync to Tally where journal entries will be automatically created.
The journal entries can be posted in Tally in bulk after a review by the accountant/CA.

6. Bank Statement Sync

If you want to automatically sync all inflowing and outflowing transactions on RazorpayX into your Tally with a LOT of context about the transaction such as Payee Name, Bank account number, IFSC, Purpose of Payout, Notes, GST, TDS, GST Categories, TDS categories, then this is the product for you.
Works across RazorpayX products such as Payroll, Payout, Payout Links, Tax and others and also supports journal entries to be created directly from the bank statement! 

7. Making it all work together

All of the above products work very well together. This video gives you a gist of how that happens and what you can achieve with it.