A document management system for Tally is an add-on module - a TDL or TCP extension - that lets you attach, organize and view digital copies of supporting documents directly inside TallyPrime or Tally ERP 9. It does not replace Tally and it does not need your data re-keyed: the documents live against the vouchers and masters you already have.
Why it matters: most of the time spent on a GST notice, a statutory audit or a simple vendor query is not accounting time, it is document hunting. When the purchase invoice is attached to the purchase voucher, that search collapses into a click.
What such a module does:
- •Direct voucher and master linking - attach bills, purchase invoices, delivery challans, GST challans, and employee, creditor or debtor certificates straight to a transaction or a ledger master
- •Supported formats - link PDF, Word (.doc, .docx), Excel (.xls, .xlsx) and images (.jpg, .png)
- •Centralized storage - files are organized automatically into structured local or cloud folders, for example Google Drive, OneDrive or a network path, grouped by voucher type and financial year
- •Audit readiness - pull up the original scanned document, payment challan or approval receipt within seconds from Tally reports, the Day Book or a ledger view
- •User permissions - restrict or grant attachment viewing and upload rights by user role, so an administrator and a staff member see different things
Most document management software companies sell a standalone system that you then have to feed from your accounting. A Tally integrated module works the other way around: the document is attached where the entry already is, so the trail from report to source document is unbroken.
What to check before you choose a module:
- •Which voucher types and masters can hold attachments, and whether that covers your busy ones
- •Whether storage is local, on your network, or cloud - and whether the cloud option fits your data policy
- •How retention works, and whether the folder structure survives your financial year rollover
- •What backs the attachments up, because an unbacked-up document store is a new risk, not a solved one
- •Whether the vendor supports your exact Tally edition and release
If your team spends a working day every quarter hunting for scanned bills, an accounting linked document store pays for itself quietly. If you already have a neat physical filing system and no audit pressure, the case is weaker.
Sarvadnya Infotech is a Tally certified partner in CBD Belapur, Navi Mumbai. We implement TDL add-ons and document attachment modules for TallyPrime and Tally ERP 9, configure storage and permissions with you, and support businesses in Mumbai, Navi Mumbai and across India - see our add-ons page or ask us what fits your voucher flow.
Frequently Asked Questions
Quick answers to common questions about this topic.
What is a document management system for Tally?
It is an add-on module (a TDL or TCP extension) that lets you attach, organize and view digital copies of supporting documents directly inside TallyPrime or Tally ERP 9, linked either to a voucher or to a master such as a ledger.
Which file types can I attach to a Tally voucher?
The common working formats: PDF, Word (.doc and .docx), Excel (.xls and .xlsx), and images such as .jpg and .png. That covers scanned bills, purchase invoices, delivery challans, GST challans and certificates.
Where are the attached files stored?
In structured folders rather than loose files. A typical setup files them automatically by voucher type and financial year, either on local or network storage or in a cloud folder such as Google Drive or OneDrive, so a document is findable by period.
How does a document add-on help during an audit?
The source document sits on the transaction it belongs to. Instead of hunting through folders for a scanned bill, an auditor or your team pulls it up from the Day Book, a ledger view or the relevant report in seconds, straight from Tally.
Can I control who is allowed to see or upload attachments?
Yes. Attachment viewing and upload rights are set by user role, so an administrator can allow full access while staff can only attach or open what their role permits. Combined with audit logs, that keeps the document trail accountable.
Need expert help with your Tally setup?
Talk to our tally add-ons specialists at Sarvadnya Infotech LLP for a no-obligation consultation.