Sign-ins and all actions are recorded in the audit log.
Pick the supplier from Tally first, then add one or more of their invoices. Each invoice becomes its own purchase entry with this supplier as the party. Each upload gets its own Upload ID.
Everything uploaded, newest first.
| Upload ID | File | Supplier | Invoice no. | Invoice date | Value | Status |
|---|
Nothing here. Upload invoices
Invoices confirmed by a user and approved by an approver wait here as Ready for Tally. Select what to post, check the summary, then post. Each invoice becomes its own purchase voucher.
| Invoice | Supplier | Invoice no. | Invoice date | Amount | Approved by |
|---|
Nothing is waiting. Invoices appear here once they are confirmed and approved. Review invoices
| Run | When | By | Invoices | Result | Amount posted |
|---|
No posting runs yet.
Each upload is one supplier and one or more of their invoices. In import-file mode, download one Tally import file per upload.
| Upload ID | Uploaded | By | Supplier | Files | Progress |
|---|
No uploads yet. Upload invoices
Requests from users for supplier ledgers that don't exist in Tally yet. Approving creates them in Tally straight away. Rejecting sends your reason back to the requester.
Nothing waiting. 🎉
| Type | Name | Requested by | Decision | By | When | Note |
|---|
Emailed to superadmins at 12:00 and 18:00. This is the same report, live.
Supplier payments read from Tally. Vendors see these with their UTR, so each one should say which invoices it pays.
| Paid on | Supplier | Amount | UTR | Against invoices | Narration (internal) | Status |
|---|
| Payment | Flag | Cleared |
|---|
Who uploaded, confirmed, approved and posted invoices, with amounts and how long each step took.
| Person | Uploaded | Confirmed | Approved | Posted | Sent back | Their confirmations sent back | Avg. to confirm | Avg. to approve | Avg. to post |
|---|
Click any number to see the invoices behind it. Amounts are invoice values (incl. GST). Times run from the previous step to this person's action.
| When | Invoice | Supplier | Amount | Detail |
|---|
Users upload invoices and confirm the details. Approvers check each confirmed invoice and approve it (it posts to Tally) or send it back with a reason; they also create supplier ledgers and manage users, settings and the audit log. The person who uploads or confirms an invoice can't approve it. A Superadmin is an approver with full control: only superadmins add, promote, remove or reset approvers, and a superadmin may approve their own invoice with a reason, which is marked self-approved. Vendors sign in to the vendor portal: they send their own invoices (these arrive in Needs review) and see each invoice's status and what is pending payment, only for the supplier ledger they're linked to. Everyone signs in with a password and an authenticator code.
| User | Role | Two-step | Status | Last sign-in |
|---|
Who signed in, uploaded, confirmed, posted, discarded or changed anything. Times in your local time.
| Time | User | Action | What | Details | IP |
|---|
No entries.
How the app reaches Tally and builds each purchase entry. Only superadmins can see and change these.