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Every Voucher. Every Document. One Secure Place. Tally Document Module allows you to attach and manage documents, PDFs, and images directly with masters and vouchers. Keep important records organized, easily accessible, and securely linked with your Tally transactions.
TALLYPRIME CUSTOMIZATION
Organize, attach and access business documents directly from TallyPrime. Our customized TDL solution can manage documents at both Master Level and Transaction Level.
Get Document TDLKeep permanent business documents with Masters and transaction-specific documents with vouchers — all within your TallyPrime workflow.
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LEVEL 01 Master Level DocumentsStore documents that belong permanently to a particular master such as a customer, supplier, product or other business entity.
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LEVEL 02 Transaction Level DocumentsAttach documents that are specifically related to an individual transaction, voucher or business activity.
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Party MasterMaintain KYC, GST, agreements, registration certificates and other party-related documents. |
Stock Item MasterMaintain product specifications, certificates, images and other product documents. |
Ledger MasterKeep supporting documents associated with relevant ledger accounts. |
Employee MasterMaintain employee-related documents and records where required. |
Customer MasterKeep customer-specific documents organized with the relevant master. |
Custom MastersExtend document management to other masters according to your business workflow. |
| Transaction | Document Management |
|---|---|
| Sales Invoice | Attach customer orders, delivery proof, supporting documents and other invoice-related records. |
| Purchase Invoice | Store supplier invoices, purchase documents and supporting records. |
| Sales / Purchase Order | Keep order-related documents connected with the respective transaction. |
| Receipt / Payment | Maintain payment proofs, receipts and other supporting documents. |
| Quotation | Attach quotation-related files and supporting customer documents. |
| Custom Transactions | Configure document functionality for other transaction types as required. |
01Select Master Customer, Supplier, Product or other master. |
02Attach Master Documents Store permanent documents with the master. |
03Create Transaction Create the required TallyPrime voucher. |
04Attach Transaction Docs Add documents specific to that transaction. |
05Access Records Access documents whenever required. |
Custom Document FieldsAdd document number, document type, expiry date, remarks and other required fields. |
Custom Document TypesCreate different document categories based on your business requirements. |
Custom AccessConfigure document visibility and access according to your workflow. |
Centralized RecordsKeep business documents connected with relevant masters and transactions. |
Easy RetrievalFind supporting documents from the relevant business record. |
Less PaperworkReduce dependency on scattered physical document records. |
Custom WorkflowBuild document management around your actual business process. |
Get a customized TallyPrime Document Module TDL with both Master Level and Transaction Level document management — designed around your business requirements.
Discuss Your Requirement
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