Sally ERP Documentation
Complete guide to every feature in Sally — India's modern accounting, GST compliance, invoicing, and inventory management platform for SMBs.
Getting Started
Account setup, first company, importing data from Tally or CSV.
- Sign up & login
- Company creation
- Tally XML import
- CSV import
- Team invitations
Dashboard
Business overview at a glance — KPIs, trends, pending actions, anomalies.
- Revenue & expense KPIs
- Trend charts
- Overdue receivables
- Cash forecast
- AI anomaly alerts
Parties & CRM
Manage customers, vendors, multi-address, contacts, bank details, GSTIN lookup.
- Customer/Vendor/Both types
- GSTIN auto-lookup
- Multiple addresses
- Payment terms
- Credit limits
Accounting & Vouchers
Double-entry bookkeeping — chart of accounts, vouchers, ledgers, bill allocations.
- Chart of accounts
- Payment/Receipt/Journal/Contra
- Quick voucher entry
- Tally-style shortcuts
- Bill allocations
Invoicing & Payments
GST-compliant invoicing, payment tracking, PDF export, sharing, reminders.
- Sales/Purchase/CN/DN invoices
- Auto GST calculation
- PDF export (2 styles)
- Payment recording
- Public share links
- Email reminders
Sales Cycle
Quotation → Sales Order → Delivery Challan → Invoice with quantity tracking.
- Quotations with expiry
- Sales orders
- Delivery challans
- Proforma invoices
- Recurring invoices
- Document conversion
Purchase Cycle
Purchase Order → GRN → Invoice with receiving and fulfillment tracking.
- Purchase orders
- Goods receipt notes
- Partial receiving
- Fulfillment tracking
Inventory
Stock items, groups, units, godowns, batches, journals, and valuation.
- Stock items with HSN/GST
- Hierarchical groups
- Units of measurement
- Warehouse/godowns
- Batch tracking
- Stock journals
- Valuation reports
Bank Reconciliation
Import bank statements, auto-match transactions, track reconciled balance.
- CSV/OFX statement import
- Auto-matching algorithm
- Manual matching
- Reconciliation status
- Match confidence scoring
Reports
24+ financial and operational reports with date filtering, PDF/Excel export.
- Trial Balance
- P&L & Balance Sheet
- Cash/Bank Book
- Aging analysis
- Sales/Purchase registers
- Stock reports
- Custom date ranges
GST Compliance
Direct filing, GSTR-1/3B/9, auto-fetch 2B, e-Invoicing, e-Way Bill, TDS/TCS.
- Direct GSTR-1/3B filing (Pro)
- Connect GSTIN (OTP)
- Auto-fetch GSTR-2B
- GSTR-9 annual return
- 2B Reconciliation
- E-invoicing (NIC)
- E-Way Bill
- TDS/TCS
- RCM tracking
Approvals & Periods
Multi-step approval workflows, financial period lock/close, year-end close.
- Custom approval workflows
- Role/user-based approvers
- Period lock/close
- Year-end closing entries
- Depreciation automation
Settings & Configuration
Display, numbering, team management, billing, templates, and compliance setup.
- Display & print settings
- Document numbering
- Team & roles
- Invoice templates
- Bank accounts
- Activity log
- Trash & restore
Keyboard Shortcuts & Flows
Tally-inspired keyboard shortcuts and complete keyboard-driven workflows.
- Ctrl+K command palette
- F4-F7 voucher types
- Tally-style Enter navigation
- Date shortcuts (T/Y/+N)
- Full invoice flow (keyboard only)
- Quick-create without leaving form
Mobile App
Android & iOS app for invoicing, parties, vouchers, and reports on the go.
- Biometric login
- Invoice creation
- Party management
- Offline support
- Push notifications