Tally
Sending your books to Tally, and mapping ledgers. Part of Margin Books.
- How do I export to Tally?Open Daily → Dashboard and click Tally export (or search for it with ⌘K or Ctrl+K). Pick the dates (by default the last full week).
- How do I match Margin to our Tally ledgers?Open Tally mapping from the top of Daily → Payments or of Tally export (or search for it with ⌘K or Ctrl+K), and give the Tally ledger name for each cost head, vendor, GST rate, TDS section, bank account and card.