Document Management in Tally: Attach and View Voucher Documents

Accounting entries often depend on documents that live outside Tally: supplier invoices, purchase orders, delivery proofs, approvals, receipts and other supporting records. Keeping those documents connected to the voucher can make review and audit work much easier.

Common documents businesses need later

• Supplier invoice or bill copy
• Purchase order or approval
• Delivery challan or proof of delivery
• Expense receipt or supporting document
• Customer or vendor correspondence relevant to the voucher

The problem with separate folders

When documents are stored only in email, shared folders or individual desktops, users have to search by date, party or voucher number and may still fail to find the correct file.

A better voucher-linked workflow

A document-management workflow should let users associate supporting files with the accounting transaction and retrieve them later without changing the underlying Tally data.

Where SyncNSafe fits

SyncNSafe (formerly VoucherDocs) by ASAPTech is designed to attach, upload, store and view voucher-related documents while keeping the accounting data itself undisturbed.