how to install tally ira plug in in tally prime
How to install Tally Ira plug-in in Tally Prime
Here’s the usual setup flow: register Docs by Ira in TallyPrime, enable access for the user, install the TallyIra app, and then use the app to send documents into TallyPrime for voucher creation. Tally Solutions says the admin must first add the mobile number under Security, and then users can log in to the app with OTP.
Quick Scoop
- In TallyPrime, open Alt+K (Company) > Security and enter the mobile number for TallyIra access.
- If other users need access, go to Alt+K > Users and Passwords and allow TallyIra access for them.
- Install the TallyIra app from the Play Store or App Store.
- Open the app, enter the registered mobile number, and verify with OTP.
- Back in TallyPrime, open Alt+O (Import) > Draft Transactions to convert sent documents into vouchers.
Setup steps
- Admin registration: The license serial number, email address, and mobile number must be registered for Docs by Ira first.
- Enable access: Add the mobile number in TallyPrime under Security, then save with Ctrl+A.
- User access: For other users, set Allow TallyIra Access: Yes and enter their mobile number.
- Install app: Download TallyIra from the mobile app store, then sign in with OTP.
- Send documents: Scan or upload PDF/image invoices in the app, then send them to TallyPrime.
Important notes
Tally’s help page says transaction documents should be in PDF or image format, and the imported items land in Draft Transactions for review before voucher creation. It also notes that the app can be installed on iPad or Android tablets, and that handwritten photos are not currently supported for voucher creation.
Common issue
If the app says the number is not registered, the fix is usually on the TallyPrime side: confirm the admin has enabled Docs by Ira access and that the same mobile number is saved in Security or user settings. If OTP does not arrive, recheck the registered number and network conditions.
| Step | What to do |
|---|---|
| 1 | Register Docs by Ira with your license, email, and mobile number. |
| 2 | Enable mobile access in TallyPrime under Security. |
| 3 | Install TallyIra on the phone or tablet. |
| 4 | Log in with OTP. |
| 5 | Send documents and create vouchers from Draft Transactions. |
For the current Tally help instructions, the app workflow and user-access steps are documented by Tally Solutions, while recent tutorial videos also show the same activation flow in TallyPrime and the mobile app.
[1][2]TL;DR: Enable Docs by Ira in TallyPrime, add the user’s mobile number, install the TallyIra app, log in with OTP, and then use Draft Transactions to create vouchers.
[2]