Automation isn’t only for large enterprises. Small changes in TallyPrime can remove hours of repetitive work each month. Here are five we implement most often.
1. Recurring and duplicated vouchers
Rent, AMC charges and monthly retainers are the same every month. Use voucher duplication (Alt + 2) or a simple TDL to create recurring entries automatically.
2. Payment reminders and outstanding statements
Use TallyPrime’s outstanding reports with email or WhatsApp sharing to send statements to customers in bulk instead of calling each one.
3. Bank reconciliation
Import bank statements and let TallyPrime auto-match transactions. You only review the exceptions.
4. Invoice sharing on WhatsApp and email
With an integration TDL, the invoice PDF is sent to the customer the moment it is saved — no downloading, attaching or forwarding.
5. Scheduled backups — or the cloud
Many data-loss incidents we see come from missed manual backups. Scheduled backups, or moving to TallyPrime on Cloud, removes that risk entirely.
Start with the task your team complains about most — that’s usually where automation pays back fastest.
Want help choosing? Our integration and development team can review your workflow for free.