Settings & Configuration

Manage your personal sign-in methods at Settings → Account (or via the Settings dialog → Account & Password tab).

• Connected Accounts — Link/unlink your Google account. You can use both Google and password login simultaneously.
• Set Password — If you signed up with Google (no password), set one here to enable email/password login.
• Change Password — Update your current password. Requires entering the existing password first.
• Sign-in Methods — See which methods are active (✓ Email & Password, ✓ Google)

Company-wide defaults for how invoices, vouchers, and reports appear when printed or exported.

Export Template

• Classic/Traditional — Bordered GST tax invoice format
• Modern/Clean — Minimal branded layout

Invoice & Voucher Options

• Table borders, striped rows, serial number column
• HSN/SAC column, unit column, discount column, tax breakup columns
• Bank details, UPI QR code, amount in words, HSN summary
• Terms & conditions, declaration, signatory block
• Paper size, orientation, font size, table density

Report Options

• Grid borders, striped rows, column headers (repeat on each page)
• Page numbers, company header (logo + address) on reports
• Day Book: daily totals, voucher type sub-totals, double-entry view
• Date format (DD-MM-YYYY, MM-DD-YYYY, YYYY-MM-DD)
• Number format (Indian lakh / International)

Export Options

• Include company header in exports
• Excel date format
• PDF quality (standard/high)
• PDF watermark — Enable/disable diagonal watermark text on exported PDFs
• Watermark text — Choose from presets (DRAFT, CONFIDENTIAL, FOR INTERNAL USE) or enter custom text

Configure how invoice and voucher numbers are generated.

Format Template

Default: {prefix}/{fy}/{seq} → “INV/2025-26/0042”

Presets available: {prefix}-{seq}, {prefix}/{fy}/{seq}, {fy}/{prefix}/{seq}

FY Numbering

• Enable/disable financial year in number format
• FY width: long (2025-26) or short (25-26)
• Counters reset each FY automatically

Counter Management

• View current counter state for each document type (Sales Voucher, Purchase Invoice, etc.)
• Change prefix — affects future documents only
• Skip ahead — bump the counter forward (e.g., after a Tally import, skip to the max + 1)
• Never rewind — you can only move forward, never backward (audit trail integrity)

Invite users to your company and assign roles.

Roles

Invitations

• Send invite via email with a role assignment
• Invites expire after 7 days
• Revocable before acceptance
• Invitee creates an account (or uses existing) and joins the company

Manage company bank accounts that appear on invoice footers and payment collection.

• Account holder name, bank name, account number, IFSC, branch
• UPI ID (for QR code on invoices)
• One can be marked as default (auto-selected on new invoices)
• Linked to the bank ledger in your chart of accounts

Audit trail of all actions performed by team members:

• Login events
• Document create/edit/delete actions
• Settings changes
• Filterable by user, action type, date range

All deletions in Sally are soft-deletes. Deleted items go to Trash.

• View all soft-deleted items: ledgers, vouchers, invoices, stock items, etc.
• Restore individual items (returns them to active state)
• Configurable retention period (default: 90 days, set per company)
• After retention period, items are eligible for permanent deletion

Manage your Sally subscription plan.

• Free plan — Basic features, limited companies
• Pro plan — All features including proforma invoices, recurring invoices, approval workflows, period management, GST returns, advanced reports
• 14-day trial — New accounts start with a Pro trial
• Feature-gated items show an “Upgrade” badge in the sidebar