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