AI Accountant documentation: Tally automation guides

The Accounting Ready tab holds every transaction you have reviewed and cleared. These are your ready-to-post vouchers, and the only ones that sync.

Working with the list

Control	What it does
Hide Synced Transactions	Clears out entries already in Tally so you see only what is left.
Undo arrow	Sends a transaction back to Needs Review, if it was marked by mistake.
Row checkboxes	Select a batch to sync, or use the header checkbox for the whole page.

Sync

Click Sync at the top right. Every Accounting Ready voucher in your selection goes into your Tally company in one go. Once it completes:

The Voucher Number is filled in by Tally.
A cloud icon appears next to the row, confirming the entry is in Tally.

Confirm in Tally

Open the voucher in Tally. It appears as the voucher type it was categorised as, for example a Receipt Voucher. The bank ledger it is posted against, the party ledger, the amount, the bill reference, and the narration all match what you set in AI Accountant.

If something does not sync

What you see	What to check
The transaction is not in the sync	It is still in Needs Review. Only Accounting Ready transactions sync.
Voucher number still blank	The sync has not run for that row. Select it and click Sync again.
Sync fails on one entry	A ledger used on the entry is missing in Tally, or the voucher type is not configured there.