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)

Open Companies → your company to edit everything that prints in the header of an invoice or document. The profile takes the same details TallyPrime, Zoho Books and Vyapar ask for at company level, so nothing is left behind when you move your books.

• Business profile — legal name, trade / mailing name (printed instead of the legal name when set), short name for file names, constitution of business, nature of business, industry, GSTIN, PAN, TAN, annual turnover and registered address.
• Contact details — telephone, mobile, fax, email, website and a primary contact person. Telephone, mobile and email print by default; change that under Printed on invoices.
• Registrations & licences — CIN / LLPIN, MSME (Udyam) number with enterprise type and major activity, FSSAI licence, Import Export Code, any other licence number, and up to ten additional label/value fields of your own.

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