LedgerHQTally
12 articles
Tally AI bookkeeperWork with Tally in a continuing conversation, use page context and dictation, and review supported bookkeeping work.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 your appsAuthorize personal app connections from Tally's named connection cards and reconnect or disconnect an account.Tally decisions and authorityUnderstand what Tally can do herself, when she asks for input, and how hard-stop decisions are audited.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.Talk with other firms in CommunityShare workflows, ask other firms questions, and keep account-specific support private.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