Accounting Software

AI empowered Data input in Tally Prime 7 – Docs by IRA

Posted by Asok K Nadhani on

Last Updated on: 22nd July 2026, 02:18 pm

AI empowered Data input in Tally Prime 7 – Docs by IRA

Docs by Ira – Introduction

Docs by Ira (part of the TallyIra AI suite) is an AI-powered invoice processor. It allows to scan or upload supplier invoices (via mobile app, WhatsApp, or Gmail) and automatically extracts key data—such as Party Name, Invoice Number, Amount, and GST—to create accounting-ready drafts in TallyPrime.

How Docs by Ira Works

  • Intelligent Data Extraction: The AI reads PDFs, scanned copies, and images to automatically extract critical invoice information.
  • Draft Auto-Creation: Extracted data goes directly to TallyPrime in draft mode, reducing manual operation time by up to 80%.
  • Review and Approve: The draft is reviewed and verified. The approved entries are pushed into Tally Prime with a single click, before officially posting them into books.

Docs by Era – Overview

Now the brief entire work flow of installation, set up and operation  are described in brief

1: Prerequisites and Initial Setup

System Requirements: Tally Prime Release 7.1 or later with a valid Indian license, and an active TSS (Tally Software Services) subscription is essential to use the feature.

Setting Up the System

To get started and integrate your documents into Tally:

  • Register: Sign up on the Docs by Ira webpage.
  • Enable Access: In TallyPrime, press Alt + K > Security, and enter mobile number.
  • Subscription: Get a freemium trial of 100 pages for PDF or image import for two months. After this, choose a paid plan.

Web Registration:

  • Visit Tally Solutions website and enter organisation’s Name, Phone Number, Email, and Tally Serial Number.
  • Accept the Terms & Conditions and verify OTP sent to mobile.
  • A confirmation email will be sent once deployment is successful.

Activating in TallyPrime:

  • Open TallyPrime and update license: Press F1 (Help) > Settings > License > Manage License > F5 (Update).
  • Verify the plug-in: Press F1 (Help) > Tally Plug-Ins. EnsureDocs by Irais listed as”Loaded”.

2: Configuration for Mobile Access

To use the mobile app for scanning physical documents, link mobile number to company data.

  • Register Mobile Number: In TallyPrime, go to Alt+K (Company) > Security. Enter mobile number in the field Mobile Number for TallyIra.
  • User Permissions: If other users need access, enable Allow TallyIra Access in their security profiles and provide their mobile numbers.
  • App Installation: Download the TallyIra app from the Google Play Store or Apple App Store.
  • Login: Open the app, enter the registered mobile number, and verify using the OTP.

3: Document Preparation Checklist

Following guidelines to achieve high extraction accuracy

  • Supported Voucher Types: Purchase, Sales, Purchase/Sales Orders, Debit/Credit Notes, Delivery/Receipt Notes, and Journal Vouchers.
  • File Formats: PDF, PNG, JPG, JPEG, and ZIP (containing multiple files).
  • Document Quality: Upload clear, digitally created PDFs or high-resolution images would give good results. Handwritten documents are not supported.
  • File Limits: Each file must contain only one transaction. Multiple transactions in a single PDF may cause extraction errors.
  • Size Limits: Single files up to 3 MB (computer) or 10 MB (app). ZIP folders up to 15 MB.

4: Importing Documents into Tally Prime

There are three ways to bring transaction data into Tally.

Method A: Bulk Import from Computer

  • Go to Alt+O (Import) > Transactions > Docs by Ira.
  • Select the Voucher Type (e.g., Purchase).
  • Select File Path and All Files to import the entire folder.
  • Set Backup Company Data before Importto “Yes” (highly recommended)

Method B: Using TallyIra Mobile App

  • Open the app and select company (ensure TallyPrime is running on desktop).
  • Scan physical invoice or Upload a digital document from gallery/WhatsApp.
  • Select the Voucher Type and Voucher Mode (e.g., Itemized Invoices).
  • Click Send. The files appear in TallyPrime’s Draft Transactions report.

Method C: Auto-fill During Voucher Entry

  • From the Voucher Creation screen, press Ctrl+F (Autofill).
  • Select Docs by Ira and browse for the file.
  • TallyPrime extracts the Data and populates the fields.

5: Exception Handling and Master Mapping

Imported documents first enter a Draft Transactions stage for review.

  • Identifying Exceptions: Transactions requiring attention are marked with red icons in the report.
  • Master Mapping: If an extracted Party or Item name doesn’t exactly match records, it must be mapped properly. Once mapped, Docs by Ira remembers the connection for all future invoices from that supplier.
  • Creating New Masters: If an item or ledger does not exist, create it directly from the extracted values by selecting Create New within the draft.
  • Recalculation: If there is a “Voucher Total Mismatch,” open the voucher and press Ctrl+A (Save) to recalculate totals based on the extracted values.
  • Bulk Actions: The option Multiple Transactions allow to change dates or assign a common accounting ledger at once.

6: Posting Vouchers to Books

Finalize the vouchers to update financial records.

  • Navigate to Draft Transactions report.
  • Review transactions under the Ready to Convert section.
  • Select the desired entries and press F10 (Save Vouchers).
  • Verify the entries in the Day Book / relevant Voucher Register.

7: Subscription Management

  • Freemium Plan: New registrations include 100 free pages valid for two months.
  • Checking Balance: View used and available quota on the Tally Solutions Customer Portalunder TallyIra Services > Docs by Ira.
  • Upgrading: When the quota is exhausted, use the Upgrade option on the portal to purchase top-up plans.

Docs by ERA-Working Steps

The working steps are explained in detail

1: Prerequisites and Initial Setup

Use of Docs by Ira in TallyPrime 7.1, requires a specific set of system requirements, web registration steps, and internal TallyPrime configurations.

1. Web Registration and Deployment

The plug-in must first be registered and deployed to Tally serial number via Tally Solutions website:

  • Enter Details: Visit the registration webpage and enter Tally license Name, Phone Number, Email ID&Tally Serial Number.
  • Consent: View and accept the Terms & Conditions and Privacy Policy.
  • OTP Verification: Click Send OTP and enter the code received on mobile to validate license and request deployment.
  • Confirmation: Once deployment is successful, a confirmation email would be received at registered email.

2. Initial Setup in TallyPrime

Once registered, activate the plug-in within TallyPrime application:

  • Update License: Open TallyPrime and navigate to F1 (Help) > Settings > License > Manage License. Press F5 (Update) and enter Tally.NET credentials to refresh the license information.
  • Verify Loading: Go to F1 (Help) > Tally Plug-Ins. Confirm that Docs by Ira is listed and shows a status of “Loaded”.
  • First-Time Consent: During first document import, enter Admin Tally.NET ID and Password and set “View T&C and Privacy Policy” to Yes to permit TallyPrime to extract data.

3. Security and User Access Configuration

Configure security settings to link TallyIra mobile app or allow other users to send documents,:

  • Register Admin Mobile: Go to Alt+K (Company) > Security. Enter registered mobile number in the field Mobile Number for TallyIra Access.
  • Grant User Access: For other users, go to Alt+K (Company) > Users and Passwords. Select the user, set Allow TallyIra Access toYes, and enter user mobile number.
  • Link Multiple Companies: In case of multiple companies, enable user access for TallyIra individually for each company.

4. Checking Available Quota

Before processing documents, you can verify your available pages:

  • Login to the Tally Solutions customer portal using Tally.NET ID.
  • Navigate to TallyIra Services > Docs by Ira.
  • Select Serial Number to view the Total Quota AvailableandTotal Quota Used. (New users typically receive a freemium plan of 100 pages valid for two months).

4: Configuration for Mobile Access

To configure mobile access for Docs by Ira in TallyPrime 7.1, link mobile number to company data and authenticate via TallyIra mobile application.

Mobile Access – Key Points

  • App Availability: TallyIra can run both on Android and iOS
  • Single Identity: Use the same mobile number in TallyIra app which is registered within the TallyPrime security settings for authentication to work.
  • Multi-Company Support: A single mobile number can be linked to multiple companies, but access must be enabled individually in the security settings of each company,
  • User Hierarchy: Admin must grant access to other users and link their respective mobile numbers

Configuration set up – Working Steps

Step 1: Register Admin Mobile Number in TallyPrime

  • Open company in TallyPrime.
  • Press Alt+K (Company) > Security
  • Enter 10-digit mobile number
  • Save the settings.

Step 2: Enable Access for Additional Users (Optional)

If other staff members need to send documents via their own phones:

  • Go to Alt+K (Company) >Users and Passwords
  • Select user (or create a new one).
  • Set Allow TallyIra Access to Yes
  • Enter user’s Mobile Number
  • Save the changes.

Step 3: Authenticate the TallyIra Mobile App

  • Install the TallyIra app on mobile device
  • Open the app and enter the registered mobile number, used for Mobile data/networkinstead of used for Login.
  • Tap Send OTP enter OTP to verify the connection.
  • Once verified, the app will display all companies where the mobile number is registered and are currently open in TallyPrime.

Document Preparation Checklist

To enable AI to accurately extract and map data, the transaction documents should adhere to following rules :

1. Supported Voucher Types

Docs by Ira currently supports the following voucher types only

  • Purchase and Sales
  • Purchase Order and Sales Order
  • Debit Note and Credit Note
  • Delivery Note and Receipt Note
  • Journal Vouchers (Added in recent updates).

2. File Format and Content Rules

  • Transaction Limit: Each file (PDF or image) must contain only one transaction. If a PDF contains multiple invoices, the system may fail to separate them correctly, leading to extraction errors.
  • Bulk Import Rule: When importing multiple files from a folder at once, all documents in that folder must belong to same voucher type.
  • Supported Formats: Documents must be in PDF, PNG, JPG, or JPEG format.
  • Handling MS Office Files: Microsoft Word and Excel files are not supported for direct import, save  them in PDFbefore importing them into TallyPrime.
  • ZIP Folders: Upload multiple transactions at once by placing them in ZIP folder (only for computer imports),.

3. Document Quality and Legibility Standards

To achieve high extraction accuracy, ensure the following quality standards:

  • No Handwritten Documents: Docs by Ira cannot process handwritten or overwritten invoices, Documents must be created through digital device.
  • Language: Only English-language invoices are currently supported.
  • Clarity: Avoid importing photographs of invoices, blurred images, or documents with low resolution,
  • Obstructions: No text overlapping with watermarks, logos, stamps, or complex background designs, as these can interfere AI reading.
  • Layout: Use standard layouts. Highly customised or uncommon layouts may cause extraction error.
  • Duplicate Pages: If a PDF contains duplicate pages of the same invoice, Docs by Ira will track and remove duplicate documents during import.

4. File Size Limits

  • From Computer – 3MB (single PDF), 15 MB (Image/ ZIP Folder)
  • From TallyIra Mobile App 10MB, Zip File not allowed in Mobile App

5. Items to Exclude

  • Bank Statements: Currently, bank statements are not supported for import.
  • Extra Pages: Do not include non-transactional documents like e-Way bills or delivery challans in the same invoice PDF.
  • Non-Essential Data: Certain non mandatory fields like phone numbers, bank details etc, are not currently extracted.

Importing Documents into Tally Prime

Transaction documents may be imported into TallyPrime 7.1throughtwo primary methods

  • Bulk importing from computer
  • Using the “Autofill” during manual voucher entry.

Method 1: Bulk Import from Computer

This method allows to process multiple documents at once from a local folder.

  • Navigate to Import: Select Alt+O (Import) > Transactions > Docs by Ira.
  • Select Voucher Type: Select voucher Type (e.g., Purchase, Sales, Debit / Credit Note). While importing multiple files, all documents must belong to same voucher type.
  • Configure Import Mode: Under Import as, select Item Invoice (for Invoice with stock items), Accounting Invoice (for ledgers only), or As Voucher.
  • Specify File Path: Set folder path where your documents are stored. select a single file (to mort one by one) or choose “All Files” to import everything in that folder in one shot.
  • Backup Data: It is recommended to set Backup Company Data before Importto Yes and specify a backup path to preserve current data before import.
  • Initial Consent (First-time only): In first import, enter the Admin Tally.NET ID and Password, set View T&C and Privacy PolicytoYes, to give extraction consent.
  • Draft Transactions: The extracted data may be reviewed under Draft Transactions report

Method 2: Create Voucher Using Autofill

This method is useful for creating a single voucher to populate data from a digital document.

  • Trigger Autofill: In the specific Voucher Type  entry screen, click Ctrl+F (Autofill).
  • Select Activity: Choose Docs by Ira as the type of activity.
  • Browse for File: Specify file path and select the specific PDF / image file to import.
  • Data Population: TallyPrime uses AI to extract values and automatically fills the voucher fields (Date, Party Name, Items, Amounts, etc.). Review and press Ctrl+A to save the entry.

Data Import from Documents – Rules and Key Points

  • Single Transaction Rule: Each imported file (PDF or image) must contain one transaction only, for correct import.
  • Supported Formats: The system accepts PDF, PNG, JPG, and JPEGfiles. Import multiple files via  ZIP folder (up to 15 MB) may be done through computer import.
  • Digital Documents: Only digitally created documents are supported; handwritten or overwritten invoices will result in inaccurate or failed extractions.
  • Draft Stage: Imported documents do not update your books immediately. They are first placed in the Draft Transactions report, for review.
  • Monitoring Status: Track the progress of imports by viewing File Import Summary (press F6 in the Draft Transactions report) to see files successfully processed / failed.
  • Duplicate Detection: If same document twice, TallyPrime will flag it as Potential Duplicate in the draft report to prevent redundant entries.

Exception Handling and Master Mapping

In Docs by Ira, exception handling and master mapping are critical steps are performed  in Draft Transactions report, before data are posted into books.

Exception Handling & Mapping – Key Points

  • The Draft Stage: Documents imported via computer or mobile app do not immediately update  company data, but held in the Draft Transactions report for review.
  • Visual Indicators: Exceptions requiring attention are clearly marked with red markers or icons against the transaction,
  • Smart Mapping Logic: TallyPrime prioritizes matching party ledgers by GSTIN/UIN and stock items by Part Number. If these are unavailable, it searches for an exact name match.
  • Learning Capability: The system remembers corrections made. Once a specific extracted name is mapped to a ledger or item, Docs by Ira automatically applies that mapping to all future invoices from that supplier.
  • Duplicate Detection: The system automatically identifies potential duplicates, preventing redundant entries in books.

Working Steps for Resolving Exceptions

Step 1: Review Draft Transactions Report

  • Go to Alt+O (Import) > Transactions > Draft Transactions
  • Review the Action Required column to see which transactions have mismatches or missing masters.

Step 2: Map or Create Masters

  • Individual Resolution: Drill down into transaction with red marker, If a master is missing, select Create New to generate the Master, using the extracted values.
  • Mapping to Existing: If the master exists under a different name, select the proper Master to link.
  • Bulk Mapping: Select multiple transactions in the report and use the Update Mapping button to assign masters or accounting ledgers to several entries in one shot.

Step 3: Handle Accounting & Date Exceptions

  • Common Accounting Ledger: If several imported documents (like multiple purchase invoices) belong to the same accounting ledger, select all of them and Assign Common Accounting Ledger to resolve them in bulk.
  • Date Mismatch: If an invoice date falls outside current Tally period, use Set Date or Bulk Date Change option to change Date,
  • Voucher Total Mismatch: Where the total doesn’t match the sum of line items (often due to round-offs), open the voucher and press Ctrl+A to save. TallyPrime will recalculate the totals based on the extracted line Item values

Step 4: Final Validation and Conversion

  • Once all exceptions are resolved, the status of the transactions will change to Ready to Convert.
  • Select the desired entries and press F10 (Save Vouchers) to formally record them in company data.
  • To review, edit, or delete any of these saved connections later, access the Master Mapping Report,

Posting Vouchers to Books

Posting vouchers to the books is the final stage of the Docs by Ira workflow, from draft entries recorded in company data after being reviewed and validated.

Key Points of Posting Vouchers

  • No Automatic Posting: Docs by Ira does not automatically post entries to books. Every transaction requires human review and approval, to ensure accuracy.
  • Draft Transactions Stage: All imported or scanned documents are first held in the Draft Transactions report and do not impact financial statements until they are saved as vouchers.
  • Ready to Convert Status: A transaction can only be posted once its status changes to “Ready to Convert,” meaning all master mapping, date mismatches, and other exceptions have been resolved.
  • Control and Accuracy: This final step aims to maintain complete control over what gets posted, ensuring reliable accounting outcomes.

Working Steps for Voucher Postings

Step 1: Access the Draft Transactions Report

  • Go to Alt+O (Import) > Transactions > Draft Transactions.
  • Review the transactions listed under the Ready to Convert section.

Step 2: Verify Extracted Values (Highly Recommended)

  • Select a transaction and press Alt+I (or click Show Imported File) to view the original PDF or image side-by-side with the extracted data in TallyPrime.
  • Cross-check that the AI has correctly extracted the Invoice Number, Date, Party Name, Item Details, and Amounts.

Step 3: Save Vouchers (Individual or Bulk)

  • Individual Posting: Drill down into a specific transaction from the report. In the voucher entry screen, review the details and press Ctrl+A to save the individual voucher.
  • Bulk Posting: From the Draft Transactions report, select the transactions to be posted (use Spacebar to select multiple entries) and press F10 (Save Vouchers).

Step 4: Final Verification in Day Book

  • Once the “Vouchers Saved Successfully” message appears, navigate to the Day Book or the relevant Voucher Register.
  • Confirm that the transactions are now visible as regular vouchers in books.
  • Once voucher becomes part of the books, the original imported file can no longer be viewed from the Draft Transactions report, though it remains accessible from the specific Voucher Creation screen if needed.

Subscription Management

Subscription management for Docs by Ira in TallyPrime 7 involves monitoring page quota, understanding eligibility requirements, and following specific procedures for upgrades and refunds.

Key Points of Subscription Management

  • Freemium Subscription: Upon registration, new users receive a trial plan consisting of 100 free pages for document import, valid for two months.
  • Mandatory Eligibility: To use and maintain the subscription, a valid Indian TallyPrime license  (Release 7.0 or later) and an active Tally Software Services (TSS) subscription is essential. The service will stop working after TSS expires.
  • Quota Exhaustion: After the 100-page limit is reached or two-month period expires, a message will appear during import stating that your quota is exhausted. Purchase a top-up plan to continue using the service.
  • Cancellation and Refunds: To cancel paid subscription, contact TallyCare within 15 days of the purchase to be eligible for a refund.

Working Steps for Subscription Tasks

1. Viewing Available Quota and Usage

To track usage & Balance

  • Log in to the Tally Solutions customer portal using registered username (Tally.NET ID) and password.
  • Navigate to the Control Centre and click on TallyIra Services.
  • Select Docs by Ira from the sub-menu.
  • Click on the row containing specific Tally Serial Number.
  • Total Quota Available and Total Quota Usedaredisplayed.

2. Upgrading Docs by Ira Plan

To purchase additional pages:

  • On the Docs by Ira Details page within the customer portal, click UPGRADEbutton.
  • Provide Details, like : Company Name, Address, and Area Pin Code, Email ID and Mobile Number, Company GSTIN.
  • Under the Docs by Ira – Top-up section, use the + or – icons to choose desired plan.
  • Click Proceed to Payment.
  • After payment is successful, the plug-in is automatically upgraded to the chosen plan

Frequently Asked Critical Questions & Answers

I. Prerequisites and Eligibility

Q: Which software version is required to use Docs by Ira?
A: You must be using TallyPrime Release 7.1 or later (will not work with 7.0), with a valid Indian license and an active TSS (Tally Software Services) subscription.

Q: Is internet connectivity mandatory for using this feature?
A: Yes, an active internet connection is required for registration, plug-in deployment, and extraction of values from documents.

II. Registration and Activation

Q: How to register for the Docs by Ira plug-in?
A: Visit the Tally Solutions registration webpage, enter name, email, mobile number, and Tally Serial Number, verify with the OTP sent to phone.

Q: What to do if plug-in shows “Not Loaded” in TallyPrime?
A: Update license via F1 (Help) > Settings > License > Manage License > F5 (Update). Ensure TSS is active and software is upgraded to the latest release.

III. Configuration for Mobile Access

Q: How to link mobile number to TallyPrime for app access?
A: Go to Alt+K (Company) > Security and enter the registered number at “Mobile Number for TallyIra Access”.

Q: What if companies are not listed in the TallyIra mobile app?
A: Ensure that company is currently open in TallyPrime and admin has granted access under Users and Passwords with specific mobile number.

IV. Document Preparation

Q: How to process a PDF that containing multiple different invoices
A: No. It multiple invoices cannot be contained in one PDF. Each file (PDF or image) must contain only one transaction to ensure accurate data extraction.

Q: Does Docs by Ira support handwritten or scanned physical invoices?
A: Handwritten documents are not supported. Only clearly legible digitally created Invoices on electronic device, are accepted for accurate extraction.

V. Importing Documents

Q: How to bulk import a folder of invoices from computer?
A: Press Alt+O (Import) > Transactions > Docs by Ira, select the Voucher Type, and choose “All Files” from the target folder path.

Q: How to instantly fill a voucher while in the voucher creation screen?
A: Press Ctrl+F (Autofill) within any supported voucher type, select Docs by Ira, and browse for the specific PDF or image file to extract details.

VI. Exception Handling and Master Mapping

Q: What does a red marker in the Draft Transactions report indicate?
A: It indicates an exception, such as a missing master (Party or Item) or a mismatch in totals that requires user attention before posting.

Q: How to resolve a “Voucher Total Mismatch” error?
A: Open the voucher and press Ctrl+A to save. TallyPrime will automatically recalculate totals based on the extracted line-item values.

Q: How to link an extracted name to an existing ledger?
A: Use “Update Mapping” and select the matching master from records. Docs by Ira will remember the mappingfor all future documents from that supplier.

VII. Posting and Resolution

Q: How system posts vouchers after extraction?
A: Extracted Transactions are held in Draft Transactions report, for review. After review press F10 (Save Vouchers)to post in the books.

Q: How to verify the extracted data against the original document?
A: Select the transaction in the draft report and press Alt+I (Show Imported File) to view the original PDF/image alongside the Tally data.

VIII. Subscription Management

Q: How to check page quota?
A: Log in to the Tally Solutions customer portal, navigate to TallyIra Services > Docs by Ira, and select Tally serial number to see the available balance.

Q: What happens if import quota is exhausted during a bulk upload?
A: TallyPrime will display an “exhausted quota” message. Purchase a top-up plan (minimum 100 pages) from the Tally portal to continue.

Critical Working Problems and Resolution

How to resolve  Voucher Total Mismatch error?

Open the specific voucher from the draft report and press Ctrl+A to save it. This action causes TallyPrime to recalculate the vouchertotal based on the extracted line-item values, which typically resolves the mismatch automatically.

  • Cause of Mismatch: This may happen when round-off ledger is missing, blank, or not explicitly mentioned in the original invoice. Since Docs by Ira extracts values exactly as they appear on the document, the absence of a round-off entry may lead to a difference between the sum of line items and the total amount.
  • Manual Adjustments: While the voucher is open, add or adjust the round-off ledger manually during the voucher creation process to align the totals.
  • Identification: Errors are highlighted in the Remarks column of the Draft Transactionsreport, to identify offending transactions requiring correction.

How to change a transaction date in bulk?

Steps to Change Dates in Bulk

  • Open the Report: Navigate to Alt+O (Import)> Transactions>Draft Transactions.
  • Select Transactions: Use Spacebarto select multiple transactions that require a date change.
  • Use the Set Date Option: Click the Set Date button (or use the designated shortcut/menu item) within the report.
  • Assign New Date: Enter the specific date on which you want these vouchers to be posted in your books.

This bulk action is typically used to resolve a Date Mismatch exception. This occurs when the date extracted by the AI from the original invoice does not align with the Current Period set in TallyPrime company data. By setting a new date in bulk, Date of all selected transactions are may be set in one shot, without opening them individually.

How does AI handle data extraction from poor quality or blurred invoices?

Docs by Ira utilizes artificial intelligence to read and extract data from invoices, but its performance is dependent on the quality of the document provided. In poor quality or blurred invoices, the extraction process causes inaccuracy or incomplete data in data extraction.

Human Intervention and Correction

Because the AI may struggle with poor-quality documents, the workflow is designed with a “human-in-the-loop” approach:

  • Draft Transactions Report: Every imported document, regardless of quality, first enters the Draft Transactions report. This allows to review the extracted data side-by-side with the original document.
  • Exception Highlighting: If the AI fails to extract data accurately due to blurriness, TallyPrime identifies these as exceptions. Manually fill in the missing fields or correct misinterpreted values before finalizing the voucher.

Smart Mapping as a Mitigation Strategy

  • Remembering Corrections: If AI misreads an item name due to layout or quality issues and you manually map it to the correct master in TallyPrime, the system remembers this mapping. This ensures that even if future invoices from the same supplier have similar quality issues, the system can use the saved mapping to identify the correct ledger or item.

Recommendations for Better Results

To ensure the AI extracts data effectively, avoiding:

  • Blurred or low-resolution scans.
  • Text overlapping with watermarks, logos, or stamps.
  • Invoices with very light or unclear printing.

In summary, the AI does not have a “special” way to fix blurriness. Instead, it extracts what it can and relies on the user to review and resolve any inaccuracies in the Draft Transactions stage before the data is posted to the books.

Operational Trouble Shooting and Solutions

I. Registration and Initial Activation Errors

Q: Docs by Ira plug-in show a “Not Loaded” status after installation
A: This may occur if TallyPrime is not updated to Release 7.1 or later, or if TSS subscription has expired. To resolve this, renew TSS and upgrade to the latest Tally release.

Q: The error “Your mobile number is not registered” appears at login.

A: It indicates mobile number is not yet linked to the company in TallyPrime. Go toAlt+K (Company) > Securityand enter the correct mobile number at ‘Mobile Number for TallyIra Access’ field.

Q: How to resolve a “Memory Access Violation (MAV)” error during document upload?
A: This is often a temporary system or application issue. Restart TallyPrime, If it persists, restart computer and use Autofill method, instead of bulk import.

II. Mobile App and Connectivity Troubleshooting

Q: OTP not received for the TallyIra mobile app
A: Ensure the mobile number is active, correctly entered, and is an Indian number (international numbers not supported). Additionally, try disabling Wi-Fi and use mobile data for the initial login, as the app uses the mobile network to validate the phone number.

Q: Companies showing as “Offline” or not appearing in the TallyIra app
A: Only those Companies appear in the app that are currently open in TallyPrime on desktop. If they still don’t appear, confirm that the Admin has granted “Allow TallyIra Access” in Users and Passwords.

III. Document Extraction and Formatting Issues

Q: AI extract some items only from an invoice (Partial Extraction)
A: This may happen in a complex, tightly packed Invoice layout, or with poor image quality (blurry or low-resolution). Ger a clear scan with well-aligned Item lines.

Q: How to resolve where Item description is merged into the Item Name?
A: This happens when suppliers use Invoice in their own format. Resolve this by using Master Mapping in the Draft Transactions report.  Once the item is correctly mapped, the system will recognise it in all future invoices from that supplier, and map properly.

Q: A ledger account (like freight or packing charges) is incorrectly extracted as a stock item?
A: This happens when such charges are listed along with the Items in the item table with quantity and rate columns, mimicking the charges as stock item. Manually correct these entries in  the draft voucher report, before saving.

IV. File Viewing and Connectivity Errors

Q: The “Show Imported File” option is not opening the document.
A: This occurs if the file was deleted from its original folder or if Adobe Reader is outdated. Try updating Adobe Reader or changing system’s default PDF opener to another application, then restart TallyPrime.

Q: Connectivity error when opening TallyPrime.
A: TallyPrime Port may be unavailable or blocked. Go to Tally settings and change the TallyPrime port to one that is free.

V. Post-Import and Quota Resolutions

Q: “Voucher Total Mismatch” error shown in draft report?
A: This is common when a round-off ledger is missing or blank on the invoice. Simply open the voucher and press Ctrl+A to save; TallyPrime will recalculate the totals and resolve the mismatch.

Q: Draft Transaction Report isn’t updating after an import.
A: Large bulk imports take time to process. Check the File Import Summary (F6) to see the real-time status of each file. If it appears stuck, use the Refresh Detail option in the report.

Q: “Quota Exhausted” message during import?
A: The allotted pages (e.g., the initial 100-page trial) is used up. log into the Tally Solutions portal, navigate to TallyIra Services, and purchase a top-up plan to continue.