Let's be honest - in most offices, documents have a life of their own.
Invoices wander into file cabinets. Purchase orders rest on someone's desk under a pile of other papers. Scanned bills get lost in a “Downloads” folder. Delivery challans might be sitting in a WhatsApp message thread on someone's phone.
And yet, when you open Tally, the entries look perfect - amounts posted, ledgers updated, dates correct. But the supporting documents? That's where the chaos begins.
Now picture this…
It's the end of the quarter/year. Your auditor calls and asks for the vendor invoice for a purchase made eight months ago. You know the entry exists in Tally. But the document? You can't remember if it's in the filing cabinet, on your colleague's system, or buried in a shared drive.
By the time you find it - if you do - you've already lost precious time and disrupted your day.
Sound familiar? You're not alone.
And this is exactly the problem Tally Document Manager was built to solve.
The Real Problem with Paper and Scattered Digital Files
The challenge isn’t that we don’t keep records - it’s that we keep them everywhere.
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Some in physical files in the accounts room.
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Some in email inboxes.
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Some on local drives.
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Some in cloud folders that only a few people have access to.
This scattered storage leads to:
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Delays during audits - finding the right document takes time.
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Duplicate effort - the same document might be scanned or saved multiple times.
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Miscommunication - teams aren’t sure where to look or who has the latest version.
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Risk of permanent loss - once a paper copy is damaged, it’s gone for good.
In business, “I’ll send it later” can easily turn into “I can’t find it anymore.” And when compliance deadlines or customer queries come in, this can hurt your reputation and your efficiency.
Tally Document Manager - Your Digital Filing System Inside Tally
Imagine if every transaction you entered in Tally could carry its supporting documents along with it - neatly organised, instantly accessible, and stored in one place. That’s exactly what Tally Document Manager does.
It’s not a separate application or another place to log in. It’s built right into your Tally environment, so you work exactly the way you do now - but with a powerful new ability:
Attach invoices, purchase orders, challans, contracts, scanned bills, or any other file directly to a voucher or ledger.
Open them instantly whenever you revisit that transaction - no searching, no switching between windows.
Share them directly via email from Tally when someone requests a copy.
Think of it as your digital filing cabinet inside Tally, but far more intelligent - because it links documents exactly where they belong. Whether it’s an invoice from six months ago, a signed delivery note, or a scanned agreement, you’ll always find it in the right place, at the right time, without asking anyone else.
Why It’s a Must-Have for Every Tally User
I’ve worked with small shops, large factories, and everything in between. And I’ve seen how document gaps can derail a workflow. Here’s how Tally Document Manager changes that:
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Time Saved, Stress Reduced
Tally Document Manager instantly attaches your documents to their relevant transactions. No more digging through multiple files or systems - everything is directly accessible in Tally, saving you time and reducing stress. -
Always Audit-Ready
With all your documents linked to the correct vouchers, you’re always prepared for audits. Just open the transaction in Tally, and the relevant proof is right there. No more scrambling to find the documents when they’re needed. -
Supports Multiple File Formats
Whether your document is a PDF invoice, an Excel costing sheet, a Word contract, or a JPG image of a signed challans - you can attach it. There’s no need to convert files into a “Tally-friendly” format first. -
Protection Against Loss
Scanned or digital documents attached in Tally are safe from damage or loss. If a paper copy gets misplaced or destroyed, your digital record is secure and available for retrieval whenever needed. -
Better Communication
Need to send a document to a client or colleague? With Tally Document Manager, you can email the attached file directly from Tally, cutting down on the time spent searching and sending documents.
Features That Make a Difference
Tally Document Manager is not just a basic “file attachment” feature. It’s built with accounting workflows in mind:
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Attach Multiple Files to One Voucher
Tally Document Manager allows you to attach multiple documents—like invoices, purchase orders, and goods receipts - directly to a single voucher, ensuring all related files are stored together in one place - as no separate filing required. -
Attach Scanned Documents from Tally
If you have a physical copy of a document, simply scan it and then attach it to the relevant voucher or ledger in Tally. You no longer need to manually store files and upload them separately. This seamless process ensures all your documents stay organised and easily accessible within Tally. -
Automatic Attachment Copy
If you’ve already attached a document to an order or challan, Document Manager can automatically copy it to the related bill. This eliminates repetitive work and ensures consistency. -
Attachment Validation
You can make it mandatory for certain vouchers to have attachments before saving. For example, no purchase voucher can be saved without the vendor invoice attached - a great way to enforce compliance. -
Control Over User Permissions
Not everyone in your team needs to be able to remove or replace attachments. You can set specific permissions for who can attach, open, delete, or email documents.
How It Ease Your Daily Workflow
Tally Document Manager integrates seamlessly into your day-to-day operations, bringing organization and efficiency to your document handling. Every document tied to a transaction or voucher is readily available within Tally, eliminating the need for time-consuming searches across different folders or physical files.
Your team can quickly access the necessary files, whether it’s an invoice, delivery challan, or purchase order, without having to leave Tally. This smooth integration ensures that you never waste valuable time hunting for files, reducing errors and improving decision-making speed.
Is Document Manager Only for Certain Businesses?
No, whether you’re a small shop, a growing business, or an established enterprise, Tally Document Manager is designed to help you streamline your workflow and stay organised.
For small businesses, especially those with lean teams, Document Manager ensures that important documents are always where you need them. With every invoice, receipt, and purchase order linked directly to your Tally entries, it becomes easier to stay compliant, reduce manual work, and avoid costly delays.
It’s a simple, yet powerful tool that works for any size business, making document management effortless and stress-free.
From Chaos to Control
Paper will always be part of business, but relying solely on it can be both risky and inefficient. Tally Document Manager empowers you to transition from scattered files and paper piles to a single, organised, and accessible system - all within Tally itself.
By integrating document storage directly into your accounting software, you streamline your workflow, ensure better compliance, and save valuable time. With all your documents in one place, linked to the relevant transactions, you gain better control over your records, improve productivity, and enhance your overall business operations.
At Antraweb Technologies, we understand the importance of keeping your business
organised and efficient. That's why we’ve partnered with Tally to bring you solutions like Tally Document Manager, designed to take the hassle out of document management and help your business thrive.
Ready to optimize your business workflow and go paperless? Contact us today to schedule a demo and see how Tally Document Manager can simplify your operations.
