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Revolutionising B2B Workflows with Bharat Connect in TallyPrime

Posted by Asok K Nadhani on

Last Updated on: 21st May 2026, 10:45 am

Bharat Connect for Business in TallyPrime – Integration Guide

Bharat Connect – The connected Business ecosystem

Bharat Connect for Business (powered by NPCI’s NBBL) is a secure, interoperable digital platform integrated into TallyPrime Release 6.0 / 7.0. It creates a connected ecosystem where suppliers and buyers can exchange invoices and payment details directly between their software systems, eliminating the need for manual data entry, emails, or fragmented WhatsApp coordination.

Bharat Connect Overview

Bharat Connect Overview

1. Bharat Connect – B2B ID

The backbone of this system is the B2B ID, a unique identifier for each business, on the Bharat Connect platform. B2B IDs may be created on company names or initials, ensuring unique to GSTIN.

  • Unique Recognition: It allows business network to recognise each business and exchange data securely.
  • Registration: Businesses register using their GSTIN, verified via OTP on mobile number registered on the GST portal.

2. Key Features of Bharat Connect Ecosystem

  • Interoperability: Bharat Connect works even if the counterparty uses a different ERP software, but integrated with the Bharat Connect network.
  • Automated Bookkeeping: When a supplier sends an invoice, it appears directly in the buyer’s TallyPrime. The buyer can then click it to convert it into a purchase voucher, as the system pre-fills all line items, HSN codes, and tax details into buyers system from suppliers Invoice.
  • Real-time Tracking: Both parties get instant visibility into the status of an invoice—whether it is accepted, rejected, or paid.
  • Secure Data Exchange: All transfers are secured through encryption and two-factor (OTP) authentication.

3. Business Cycle Streamlining

The Bharat Connect plug-in manages the entire sales-purchase-payment-receipt lifecycle:

  • Suppliers: Creates a sales voucher, and TallyPrime prompts to share it via Bharat Connect. After the buyer pays the Bill, seller receives a notification to create a receipt voucher  auto-filled with payment details with references like UTR numbers.
  • Buyers: After seller prepared sales invoice, respective Buyer Receives invoices in the ‘New Invoices’ bucket. Buyer can map items to existing masters (or create new ones on the fly). After verifying, buyer can initiate payments and share the confirmation details back to the supplier instantly.

4. Major Benefits for MSMEs

  • Reduced Manual Effort: Automated the data input saves significant time eliminating human errors.
  • Faster Reconciliation: Buyers’ and Sellers’ data and books are in sync, easy audit trails tracing
  • Improved Cash Flow: Real-time payment tracking and automated reminders help quick and timely payment of Bills.

5. Prerequisites for Setup

To start using Bharat Connect, businesses need:

  • TallyPrime Release 6.0 or later.
  • An active Tally Software Subscription (TSS).
  • A Windows environment supporting TLS 1.3 (e.g., Windows 10 version 22H2, Windows 11, or Windows Server 2022/2025).
  • A stable internet connection (min 3–5 Mbps).

Technical requirements for Windows and TLS

To use Bharat Connect for Business in TallyPrime, your system must adhere to specific security protocols and operating system versions mandated by the Bharat Bill Payment System (BBPS) data security requirements.

The specific technical requirements are as follows:

  • TLS Version: TLS version 1.3 or above is mandatory for all data exchanges. This requirement ensures that all business-to-business communications and invoice exchanges are fully encrypted and secure.
  • Supported Windows Operating Systems : Since TLS 1.3 is required at the system level, Bharat Connect is currently supported only on specific versions of Windows : Windows 10: Version 22H2,  Windows 11: Versions 21H2, 22H2, 23H2, and 24H2, Windows Server: Windows Server 2022 and Windows Server 2025.

Enabling Bharat Connect plug-in from Tally website

Steps to enable Bharat Connect for Business plug-in and perform operations.

  • Initiation : Open the official Tally Solutions website and locate the Bharat Connect for Business Plug-in banner on the homepage. Click on the banner or the Enable Bharat Connect (or “Enable Now”) button to reach the dedicated landing page.
  • Enter Business Details: Fill in the required details like, Name, Mobile Number, Email ID, Tally Serial Number. etc.,
  • Serial Validation: The system will automatically validate the serial number to ensure it is active, running Release 6.0 or later, and not already linked to another account.
  • OTP Verification: Click on Send OTP. Submit the OTP sent over registered email address. On succesful submission, a message will be delivered, with instructions.
  • Activate in TallyPrime: To complete the process, open TallyPrime, go to Help (F1) > Settings > License > Manage License, and select Update. This will trigger the system to download and configure the plug-in.
  • Registration: Press Alt+Z (Exchange) > Manage Registrations in TallyPrime. Verify your business using GSTIN and generate a unique B2B ID, which acts as your digital business address.
  • Connect with Parties: Search for your buyers or suppliers using their B2B IDs or invite them to join the network directly from the Party Ledger.
  • Daily Operations:
  • Supplier: Create a Sales Invoice and select “Send via Bharat Connect”.
  • Buyer: Check Bharat Connect Activities – Buyer to view received invoices and record purchases.
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Bharat Connect Set Up & Operation

Operation work flow cycle for Buyer & Seller

While broad features and operations steps are explained above, the complete operation workflow cycle is described next.

Phase 1: Setup and Registration

Before transacting, both parties (Seller and Buyer) must enable the plug-in and register their businesses to generate a unique B2B ID.

  • Enable the Plug-in: Visit the Tally Solutions website, enter business details, Tally Serial Number, and verify the request using an OTP sent to the license administrator’s email.
  • Update License: Open TallyPrime and go to Help (F1) > Settings > License > Manage License > Update to download and configure the plug-in.
  • Register GSTIN: Navigate to Alt+Z (Exchange) > All Bharat Connect Options > ManageRegistrations, to register business GSTIN using OTP sent to registered mobile.
  • Generate B2B ID: Select or manually enter a unique B2B ID (e.g., your company initials or GSTIN) as digital address of the business on the network.
  • Link Network: Update the Party Ledgers of your customers or suppliers with their respective B2B IDs.  Those who are not on the platform, invite them directly from TallyPrime via email.

Phase 2: The Seller’s Workflow (Sales Invoice to Remittance Receipt)

The Seller initiates the transaction by sharing digital data instead of manual PDFs or hard copies.

  • Create and Send Invoice: Create a sales voucher (F8) as usual. Upon saving, the system prompts  to share the invoice via Bharat Connect.
    • Bulk Sending: Alternatively, use Alt+Z (Exchange) > Send Invoices to share multiple vouchers simultaneously with various buyers.
    • Monitor Status: Use the Bharat Connect Activities – Supplier report to track Invoice status (“Sent,” “Accepted,” or “Pending for Payment”).
    • Receive Payment Info: Once the buyer pays, the details appear under ‘PaymentAcknowledgement Pending’.
    • Create Receipt: Select the payment entry and click Create Receipt (Alt+F6); the system auto-fills the bank allocation and references.
    • Acknowledge: Send a final confirmation to the buyer, which moves the invoice to Closed Invoices bucket.

Phase 3: The Buyer’s Workflow (Purchase to Payment)

The Buyer benefits from automated data entry, as the Seller’s sales data becomes the Buyer’s purchase data.

  • Receive Invoice: New invoices appear in the Bharat Connect Activities -> Buyer report under New Invoices Received.
  • Create Purchase: Click Create Purchase (F9) to auto-fill the Purchase voucher with relevant data like HSN codes, tax rates, and batch details, from the respective sellers invoice data.
  • Map Items: If an item name differs from your records, use the fuzzy logic mapping to link the supplier’s item name to internal ledger; Create new Items directly from the Invoice data.
  • Accept and Pay: Set the status to Accept (F7), then select the invoice and click Create Payment(Alt+F5) to record the transaction.
  • Share Payment Details: After saving the payment voucher, click Yes to share the UTR or instrument details with the supplier for reconciliation.

Phase 4: Handling Mismatches and Rejections

The system includes built-in checks to resolve disputes without external communication.

  • Returns: If the buyer finds a discrepancy (e.g., wrong quantity), they can set the status to Return with specific remarks.
  • Modifications: The seller reviews the remarks, modifies the voucher in their books, and resends the updated version from the Modified Invoices bucket.
  • Rejections: If a buyer rejects an invoice (e.g., cancelled order), the seller must cancel it in their supplier report (and issue a new one if necessary).
  • E-Invoice Restriction: Note that e-invoices cannot be modified and resent; they must be cancelled on the platform and a fresh invoice must be issued.
Bharat Connect Workflow Cycle

Bharat Connect Workflow Cycle

Bharat Connect – Operation Snapshots

Bharat Connect Set up for the Company in Tally Prime 7

Bharat Connect Set up for the Company in Tally Prime 7

Bharat Connect User Access Approval

Bharat Connect User Access Approval

Accept Payment & Create Receipt Voucher

Accept Payment & Create Receipt Voucher

Bank Allocation Details

Bank Allocation Details

Mismatches Resolution while creating purchase vouchers

When creating purchase vouchers in Bharat Connect for TallyPrime, there may be mismatches between the supplier’s data and Buyers Data, especially regarding item names or parties not created in buyers’ books.

Steps to Resolve these mismatches directly within the Buyer Activities report

  • Identify Mismatches : When you receive a new invoice and choose to Create Purchase, TallyPrime automatically pre-fills details from the supplier’s record. If an Item or Party is not recognized or has a name conflict, it is flagged with a red dot or mark on the left-hand side of the entry.
  • Map to Existing Masters : If you already have the item or party in your books but under a different name, map them as follows :
    • Select the Item/Party flagged with mismatch
    • TallyPrime uses fuzzy logic to suggest matching names from existing masters at the top of the list.
    • Select existing master to link it to the supplier’s name.
    • Persistent Mapping: Once mapped, TallyPrime remembers this connection. Future invoices for that item or from that supplier will automatically use the preferred name.
  • Create New Masters on the Fly : If the item or party is not recorded in your system (First time coming), create the new master from within the voucher entry :
    • Select the option to Create New directly from the voucher creation screen.
    • Bharat Connect will auto-fill mandatory information such as GST rates, HSN codes, and taxable details provided by the supplier.
    • If the supplier’s invoice includes batch details or specific item descriptions, these are also updated on the buyer side, eliminating such additional data entry.
    • Verify the details and accept to add the new master to your books instantly.
  • Rejection or Return for External Mismatches : If the mismatch is due to incorrect data from the supplier (e.g., wrong quantities, rates, or items you not ordered):
  • Return the Invoice: You can set the status to Return and add remarks explaining what needs to be changed. The supplier will see these remarks in their system, modify the invoice, and resend it.
  • Reject the Invoice: If the order was cancelled or is entirely incorrect, you can Reject it to close the lifecycle of that specific transaction.
Bharat Connect Invoice Mismatches resolution

Bharat Connect Invoice Mismatches resolution

Checking B2B Registration status of Suppliers on Bharat Connect Platform

Check registration status through the following methods:

  • Through ‘Search & Update’ Report : This is the most efficient way to check multiple parties at once:
    • Navigate to ‘Search & Update businesses on Bharat Connect’ report.
    • Filter the list to show parties “without B2B ID”.
    • Click on the ‘Search B2B ID’ button. TallyPrime will query the Bharat Connect network using the GSTINs Party ledger Account Master.
    • If a supplier is registered, their unique B2B ID will appear in the search results. Update it directly into Party Ledger Account Master.
  • Through Party Master
    • Check a specific supplier while creating or altering their record
    • Go to Party Ledger/Master.
    • Check Party GSTIN
    • Click ‘Search B2B ID’ in the ledger.
    • For Registered Party, the B2B ID and the name is displayed.
  • Interoperability Check : Bharat Connect is interoperable, implying that supplier name will appear in search results even if they not using TallyPrime, provided their accounting software is integrated with the Bharat Connect (NBBL) network. If search indicates they have not yet enabled the plug-in, you may:
  • Invite : Send a personalised invitation via email directly from TallyPrime using predefined templates.
    • Bulk Invitations : To Send Bulk Invitation through the Search & Update businesses on Bharat Connect report :
      • Filter for all parties “without B2B ID”.
      • Select multiple customers or suppliers and click the Invite Business button to send invitations to everyone in your ledger list who has an email ID recorded.
  • Share Onboarding Link: Share the Bharat Connect onboarding link to help them get started to begin exchanging digital invoices.

Invoice modifications on Bharat Connect platform

  • E-Invoice Modifications : If an invoice has been issued as an e-invoice, it cannot be altered and resent through the Bharat Connect platform once it has been shared. To rectify errors in an e-invoice, the supplier should follow the steps:
    • Cancellation: The supplier must first cancel the original e-invoice to close its lifecycle on the Bharat Connect platform.
    • New Invoice Creation: After cancellation, the supplier must create and issue a completely new invoice with the correct details to the buyer.
    • Credit Notes: In cases where the filing for the period is already complete, the supplier should raise a credit note.
  • Standard (Non-E-Invoice) Modifications :  For standard invoices not regulated by e-invoicing rules, follow the steps:
    • Modified Invoices Bucket: If a supplier modifies a standard invoice after sharing it, the system places it in a bucket called “Modified Invoices to be Reviewed”.
    • Resending: Select ‘Exchange ->Send Invoices’, and reshare the updated version with the buyer.
    • Buyer Returns: If a buyer finds mismatch (e.g., incorrect quantity or rate), they can set the invoice status to “Return” with specific remarks. The supplier can then review these remarks, update the voucher, and resend it.

Workflow on Buyer rejecting an invoice

Sometimes, Buyers reject invoices for various reasons, like, order has been cancelled or invoice details do not match their records. In such case, the transaction follows a specific workflow to ensure both parties’ records remain in sync.

  • Categorisation in Reports: When a buyer rejects an invoice, it will appear under Bharat Connect Activities – Supplier > Bharat Connect > Rejected Invoices to be Cancelled.
  • Cancel Rejected Invoice: Supplier must manually cancel the rejectedinvoice to close its lifecycle on the Bharat Connect platform. Press F7 :Set Status within the rejected invoices report.
  • Moving to Closed Invoices: After cancellation, the invoice moves to the ‘Closed Invoices section’ of supplier report. View these by using Ctrl+B (Basis of Values) to include in closed transactions.
  • Resending Corrected Details: The rejected Invoice can not be simply edited and resent. If buyer needs to be bulled, create a completely new invoice with the corrected details through the platform.

Strict Protocols of Bharat Connect .vs. User Benefits

The rigorous protocols enforced by Bharat Connect—including GSTIN-based OTP verification, mandatory two-factor authentication for every login, requirement for TLS 1.3 security standards, all are designed to build a trusted and secure digital network. While these steps require initial effort and specific technical environments like Windows 10 (22H2) or later, they ensure that every business on the platform is verified, eliminating the risk of fake or spam business representations.

For small users, this effort is outweighed by the reduction in manual overhead. Avoiding the drudgery of  manually retyping a single complex invoice with long details, Bharat Connect allows for smart one-click purchase voucher creation, where HSN codes, tax rates, and even batch details are pre-filled directly from the supplier’s data.

By digitizing the sales-purchase-payment-receipt cycle, the platform removes the “chaos” of tracking invoices across WhatsApp or email, providing real-time visibility into cash flow and ensuring that internal books between buyers and sellers stay perfectly in sync.

Practical Suggestions for users for optimum use

To make Bharat Connect simpler and more effective in daily operations, users should adopt the following strategies:

  • Leverage Persistent Mapping: When user encounters a red dot due to differing item names, use the fuzzy logic suggestions to link the supplier’s name to your existing master. Once mapped, TallyPrime will remember this connection, automating all future transactions for that item from that specific supplier.
  • Create Masters “On the Fly”: Do note create new stock items or party ledgers manually while recording a purchase. Select “Create New” directly from the voucher screen; Bharat Connect will auto-fill details provided by the supplier.
  • Utilize the “Return” Status for Disputes: Instead of making external phone calls for rate or quantity errors, buyers should set the invoice status to “Return” and add specific remarks. This allows the supplier to see buyers feedback directly in their “Returned Invoices” report, modify the original voucher, and resend it digitally.
  • Onboard Your Network in Bulk: Use the “Search & Update businesses” report to identify which of the existing parties are already on Bharat Connect. For those not yet registered, use the “Invite Business”feature to send personalized onboarding emails to entire contact list at a time, to gte regular parties on board..
  • Sync with Connected Banking: For a truly frictionless experience, combine Bharat Connect with Connected Banking 2.0. This allows to initiate payments directly from the purchase report; once the bank processes the payment, the UTR number is automatically shared with the supplier for instant reconciliation.
  • Daily Activity Monitoring: Check the Supplier/Buyer Activity reports daily. These reports act as a digital dashboard, showing exactly which invoices are pending acceptance, which payments need acknowledgement, and where modifications are required.

Suggestion to make Bharat Connect system to better align with practical business realities

Workflow and Business Logic Enhancements

  • Transition to a “Work-Stage Centric” Lifecycle: Users suggest that Tally should move away from a strictly party-centric model to one focused on specific work stages. Tally should introduce a clear ‘Invoice Acceptance stage’ (where all differences in rates, quality, or discounts are resolved) followed by a separate ‘Payment-Receipt lifecycle’ to handle the complexities of account settlements.
  • Support for Complex Adjustments: Tally should incorporate features to handle realistic Indian business scenarios such as rebates, seasonal discounts, interest on delayed payments, and penalties for contractual obligations, which often require overriding the current simplistic workflow
  • Enable “On-Account” and Advance Payments: The current system is heavily focused on invoice-specific tracking; users suggest adding better support for advance and on-account payments, adjusted payment after own settlement, common in small business operations

Automation of Additional Document Types

  • Automate Debit and Credit Notes: Inclusion of automated Debit and Credit Note exchanges,  simplifying manual “Return and Resend” workflows.
  • Integrate Purchase Orders (PO): Create purchases directly against Purchase Orders, not currently supported.
  • Broaden the Document Suite: Tally should look into sharing Price Lists, Delivery Notes, and Orders as independent digital documents

Technical Accessibility and Compliance

  • Improve Backward Compatibility: Because the current system requires TLS 1.3 (supported only on newer versions of Windows), Tally should incorporate backward compatibility for older operating systems for small businesses working with older computers.
  • Streamline E-Invoice Corrections: While government regulations restrict modifications to e-invoices, Tally should provide compatible process to handle  cancellation and reissue processwithinthe automated workflow.

System Intelligence and Features

  • Automated Backups: Automate Backup for company data specifically linked to the Bharat Connect plug-in to ensure data safety.
  • Direct Payments from Tally: Further developing the “Connected Banking” integration to allow users to pay suppliers directly via Tally (cloud access), simplifying the settlement process.

Bharat Connect Implementation limitations & Usefulness – Critical Assessment

Limitations

Some businesses have critically opined Bharat Connect workflow cycle, not aligning with Indian Business Scenario, as contended below:

Bharat Connect pre supposes that Buyer seller Invoice matching and payments Invoice specific payments receipts would be mostly frictionless. But in practice, specially for small businesses, it is quite common that the seller’s Invoice get changed at buyers end, due to various reasons, rate difference, quality dispute, Rebates, Discounts, Sales schemes, Interest / on delayed deliveries, payments, contractual obligations, etc, Invoices are often modified or debit credit notes are issued. Part Payments, Advance Payments & On Account payments are quite common. The strict protocol and operational rules enforced are often overridden.

Bharat connect establishes Sales Invoice-Acceptance- Payments cycle on part of seller and Acceptance- Payment on part of Buyer. So, the work flow life cycle is Party Centric. On the other hand, in practice, the work flow should be work stage centric :

  1. Invoice acceptance The sellers invoice is accepted by buyer, resolving all differences and the Invoice life cycle ends.
  2. Then the payment life cycle resumes and travels through advance payments, part payments, on account payments, adjustment of Debit Credit Notes for various reasons, rebates, discount, delayed Interest et all, and final payment made through account settlement. 

The Bharat Connect model evolves around Seller and Buyer lifecycle, rather than practical operation centric life cycle of – Sales/Purchase life cycle & Payment Receipt lifecycle.

Bharat Connect assumes too simplistic idealistic systematic protocol oriented work flow. This presumption is often overridden in practical realistic business model of Indian scenario. So, Bharat Connect may not be useful as intended to be.

Critical Analysis

Practicality of the Bharat Connect (BC) protocol in complex Indian business scenarios can be analyzed by examining how the system balances its idealistic automated workflowwith the realistic need for adjustments, disputes, and partial settlements. While the system enforces a structured lifecycle, it provides specific “feedback loops” to accommodate the contended common limitations and modifications.

Practicality of the Lifecycle: Party-Centric vs. Work-Stage-Centric

The Bharat Connect model follows “Invoice Acceptance” and “Payment-Receipt” stages into a single digital thread, but it allows for separation of actions within that thread.

  • Stage 1: Invoice Resolution (The “Return” Workflow): The protocol is not as rigid as it appears. If a buyer disputes a rate, quality, or discount, they can set the status to “Return” and provide specific remarks. The supplier then modifies the original voucher in their books and resends it. This effectively creates the “Invoice Acceptance cycle” you noted, where the document is refined until both parties agree.
    For small businesses, not involving GST etc, the difference / anomalies are immediately resolved by modifying Invoice, aligning both party acceptance. For them, the rule of “Return – Reissue” seem to be extra complicated step. However, it aligns with the government compliance procedure. The rule, through a bit burdensome for such small organisations, nonetheless will enforce better accounting discipline, and in long run, would become smooth and convenient for them, over time.
  • Stage 2: The Settlement Cycle: Once the invoice is accepted, it moves to the “Pending for Payment” bucket. While BC enforces invoice-to-payment mapping, partial payments, single payment against multiple invoices often occur.

Handling Practical Business Realities (Rebates, Discounts, and Disputes)

In some way, Bharat Connect handles “fragmented” business realities through the following mechanisms:

  • Debit/Credit Notes: Accounting adjustments (like rebates or interest), rate / quality dispute often require Debit/Credit notes. BC does not provide simple practical solution. Business are compelled through the “Return and Resend” workflow, settled outside the BC automated system.

Analytical Opinion on Practical Utility

Whether Bharat Connect is “useful as intended” depends on the volume and complexity of a business’s transactions:

  • Easy Mapping: The main benefit of BC arises from mechanism of matching buyer seller invoice and automated data input. BC uses fuzzy logic mappingand persistent memory to ensure that regardless of the seller’s terminology, the data is mapped correctly to the buyer’s internal masters. It is particularly useful for Invoices with large number of Items, in spite that some times invoices require “Return – Resend” cycles.
  • Handling “On Account” and Advance Payments: The current system is primarily invoice-reference centric. For businesses that operate on “Account Settlement” of multiple invoices, on account &  Advance payments, partial and final settlement payments, rather than invoice-wise tracking, the protocol may feel restrictive, as BC system relies on references to auto-fill receipt vouchers and reconcile books.
  • The “Trust” Factor: One practical benefit is the verification layer. Because the B2B ID is linked to a verified GSTIN and PAN via OTP, it eliminates “fake or spam” business representations, which is a common risk in manual/ WhatsApp/Email coordination.

Conclusion: Bharat Connect is a practical collaboration tool that reduces the friction of data entry and status tracking. However, in its current early-access phase, it may not yet fully automate the most complex, “On Account, Debit / Credit note adjustment settlement” scenarios or multi-reason accounting adjustments that are not tied directly to specific invoice. Its ultimate success in the Indian scenario will likely depend on integration of automated Debit/Credit notes to handle the “post-acceptance” settlement complexities.

Bharat Connect – Practical Problems / Solutions

Problem :  If the nomenclature of an item differs between Buyers and Sellers system, how to match and Item name to Buyer’s System ?

Solution: To resolve mismatches when an item name or details differ between buyer’s and supplier’s systems, Buyer can use the Map to Existing Masters feature in TallyPrime. This process utilizes fuzzy logic to bridge the gap between different naming conventions.

Steps to link a supplier’s item name to your internal ledger

Identify the Mismatch : When a new invoice arrives in the Buyer Activities report, select Create Purchase. The details are fetched from the supplier’s record. If an item is not recognized because difference in nomenclature, the system flags it with a red dot or mark on the left-hand side of the entry.

Trigger Fuzzy Logic Mapping

  • Select the Item: Click on the specific item flagged with the red dot and review Suggestions. The most likely matching names are displayed at top for easy selection.
  • Link the Masters : Choose the existing Item name that corresponds to the supplier’s item. For example, Item like “HP Pavilion I5” in supplier invoice, may be mapped to “HP pavilion core i5 laptop,”.
  • Persistent Mapping: After the link is made, Persistent Mapping will be established.Henceforth, the system remembers  the connection for all future invoices for that item from that specific supplier,

New Items : If the item is entirely new in Buyer’s system, click ‘Create New’ button. Bharat Connect auto-fills mandatory details like GST rates, HSN codes, and taxable information provided by the supplier, as well as any batch details or specific item descriptions.

Handling External Data Errors

If the mapping error occurs due to incorrect data provided by the supplier (such as the wrong rate, quantity, or an item you did not order), you have two options to close the cycle:

  • Return the Invoice: Set the status to Return and add remarks explaining the required changes. The supplier can then modify their voucher and resend it to you.
  • Reject the Invoice: If the order was cancelled or In voice is incorrect, the buyer may Reject it to terminate that specific transaction lifecycle

Can Price Lists, Orders, Delivery Notes etc be shared between Buyer and Seller in Bharat Connect ?

Bharat Connect for Business ecosystem in TallyPrime exclusively focuses on sales-purchase-payment-receipt lifecycle. The platform does not support sharing Price Lists, Orders (Sales/Purchase), or Delivery Notes as independent documents. The workflow is specifically designed for data exchanges in following manner only:

  • Invoices: Suppliers create a sales invoice in TallyPrime and share it digitally with the buyer. The buyer then receives this data and can automatically create a purchase voucher in their own system with pre-filled line items, HSN codes, and tax details.
  • Payment Details: Once the buyer records the purchase and makes a payment, they share the payment confirmation/details (including UTR or instrument numbers) back to the supplier.
  • Receipts: The supplier receives the payment notification and can then automatically create an auto filled receipt voucher (money receipt) with relevant payment references.

Key Constraints and Specifics:

  • Workflow Scope: The system is explicitly described as handling the sales-purchase-payment-receipt cycle only.
  • Price List, Orders, Delivery Notes: Parties cannotmutually exchange or capture data from the documents of counter party, like Price List / Quotation, Orders. Etc.via Bharat Connect.
  • Inclusive Details: While separate documents like Delivery Notes are not shared, the shared invoicecan include comprehensive details such as e-way bills, shipping details, export information, and multiple batch details or item descriptions.
  • Interoperability: This automated document creation works even if the counterparty uses a different ERP software, provided it is integrated with the Bharat Connect (NBBL) network.

In summary, while you can create Purchase Vouchersfrom a supplier’s Sales Invoice and Receipt Vouchers from a buyer’s Payment Details, the sources do not indicate that the platform supports the digital exchange of Price Lists, Orders, or Delivery Notes at this time.

3. Can Documents of Goods Returned by Buyers through Debit Credit Notes and Accounting adjustments with Invoices and Payments be automated through Bharat Connect ?

Bharat Connect plug-in in TallyPrime is primarily designed to automate the sales-purchase-payment-receipt cycle.

–  Automation of Debit and Credit Notes : Independent exchange and automation of Debit and Credit Notes are not available. If a buyer finds a discrepancy (such as a quantity error or wrong item), they can set the status to ‘Return’ with remarks. The supplier then reviews these remarks, modifies the original sales invoice in their books, and resends the updated data for the buyer to record as a purchase.

  • Goods Returns for E-Invoices : For government-regulated e-invoices, where the original document cannot be simply modified and resent, credit notes should be raised manually if the tax filing period is already complete. Otherwise, the supplier must cancel the original e-invoice on the Bharat Connect platform and issue a new one to the buyer.

Accounting Adjustments, On Account, Advance and Partial Payments : The system may handle certain accounting nuances:

  • Partial Rejections/Payments: As a buyer, you have the flexibility to partially or fully reject a sales voucher and can also make partial payments against a received invoice.
  • Mismatched Data: If nomenclature or item details differ between the two parties, the fuzzy logic mappingand on-the-fly master creation ensure that the data is adjusted and mapped correctly into the buyer’s books without manual retyping.
  • Real-Time Status: Both parties stay in sync regarding the “Due Amount.” Sellers can enable a “Show Due Amount” configuration to track pending balances after partial payments or adjustments.

In summary, while the core sales and purchase vouchers are automated, Debit and Credit Notes for goods returns are currently handled through the “Return and Resend” workflow for standard invoices, with dedicated Credit Note automation expected in a future update.

4.The buyers and sellers invoice data for numerous organisations are likely to differ in nomenclature, meaning and interpretation. How it can be guaranteed that the in-built fuzzy logic will always map each data element perfectly. How the issue of mismatch is detected, checked and resolved at buyers end and at seller end.

The Bharat Connect system in TallyPrime addresses the challenge of differing nomenclatures through a combination of automated suggestions and human-verified mapping. It does not strictly guarantee “perfect” autonomous mapping entirely without user intervention; instead, it provides a structured framework for detection and resolution.

Detection of Mismatches

Mismatches are detected automatically when a buyer attempts to convert a received sales invoice into a purchase voucher.

  • Visual Cues: If an item or party name is not recognized or has a name conflict with the buyer’s existing records, it is flagged with a red dot or mark on the left-hand side of the entry in the Buyer Activities report.
  • Verification: Before any voucher is recorded, the buyer is presented with a preview of the data (quantities, rates, HSN codes, and batch details) provided by the supplier to check against their own purchase order or physical stock.

Resolution at the Buyer’s End

The buyer has three primary ways to resolve identified mismatches:

  • Fuzzy Logic Mapping: For items that exist in the buyer’s books under a different name, the system uses fuzzy logic to suggest the most likely matches from the existing masters at the top of the selection list. Once the buyer selects the correct internal ledger, TallyPrime establishes Persistent Mapping, meaning the system will remember this link for all future transactions from that specific supplier.
  • On-the-Fly Master Creation: If the item or party is entirely new, the buyer can choose Create New. The system then auto-fills mandatory information like GST rates, HSN codes, and taxable details directly from the supplier’s data, ensuring technical compliance even if the names were previously unrecorded.
  • Communication of External Errors: If the data itself is incorrect (e.g., wrong rates or quantities), the buyer can set the status to Return and add specific remark. For completely invalid transactions, the buyer can Reject the invoice to close its lifecycle.

Resolution at the Seller’s End

The seller monitors the status of sent invoices through the Supplier Activities report.

  • Reviewing Returns: If a buyer returns an invoice, it appears in the “Returned Invoices to be Reviewed” bucket. The seller can view the buyer’s remarks, explode the voucher details (using Shift+Enter), and modify the sales voucher in their books to match the agreed-upon terms.
  • Resending Modified Invoices: Once corrected, the invoice moves to the “Modified Invoices to be Reviewed” bucket, allowing the seller to reshare the updated data with the buyer.
  • Handling Rejections: If an invoice is rejected, the seller must cancel it in their report. They cannot simply edit a rejected invoice; they must issue a completely new one if they still intend to bill the buyer.

Note on E-Invoices

For government-regulated e-invoices, the resolution process is stricter. These cannot be modified and resentafter being shared. To resolve a mismatch in an e-invoice, the supplier must first cancel the original e-invoice on the platform and then issue a brand-new one.