LedgerHQTally
12 articles
Tally AI bookkeeperMeet Tally for Firm on the Firm Overview board, the focused module drawers, what Tally can work on, and safety boundaries.Configuring Tally settingsTurn Tally AI on for the firm's books or a managed company, manage the firm-wide pause, review authority, and understand usage.Connect Tally to apps with Zapier or ComposioAdd personal app connections for Tally, authorize access, and manage the available tools.Tally decisions and authorityUnderstand what Tally can do herself, when she asks for input, and how hard-stop decisions are audited.Historical Tally automation activityCustom Tally automations have been retired. Use Activity to review historical runs and continue using LedgerHQ's built-in bookkeeping workflows.Tally evidence attachmentsAdd images, PDFs, CSV/XLSX spreadsheets, ZIP packages, and existing LedgerHQ files so Tally can inspect evidence safely.Tally Files and task checklistsBrowse shared firm and company Files, save authorized work products, and follow the checklist for compound Tally work.Ask ClientSend ordinary income and expense rows to the client for a category choice without blocking the books.Review a retained earnings follow-up with TallyUse Tally to investigate a prior-year profit balance before deciding whether a narrow retained earnings entry is appropriate.Tally and supportUse Tally for contextual help, open Live Chat for a human conversation, and create a ticket for durable staff review.Create a LedgerHQ support ticketAsk Tally to open a ticket with safe evidence, then track its status in the Tickets tab.Report an unexpected change to the booksStop, capture the exact scope, and send support the evidence needed to investigate a change no one on your team made. All collections