How to create Tally ledger mapping rules
Describe a posting rule once, such as UPI to a UPI ledger, or insurance companies under INSURANCE_GROUP. AshnaAI applies the rule on later Tally runs.
AshnaAI
What you'll do
Describe a posting rule once, such as UPI to a UPI ledger, or insurance companies under INSURANCE_GROUP. AshnaAI applies the rule on later Tally runs.
This guide walks through Tally ledger mapping in AshnaAI. You stay in chat. You do not need a separate desktop of buttons for each file job.
Before you start
Open AshnaAI and start a new chat.
This job needs the desktop app. Download it from ashna.ai/download, install it, and sign in with the same account.
Connect the account first. The setup steps are in this connector guide. Wait until it shows as connected.
How to Tally ledger mapping
Follow the steps below in order. Confirm in chat before AshnaAI sends, posts, or writes to Tally.
Step 1. Sign in
Open https://app.ashna.ai sign in, and start a new chat.
Step 2. Connect Tally
Open Integrations and connect Tally. Finish the provider sign-in and wait until the account shows as connected.
Step 3. Ask for the job
Ask: for all UPI payments, post to Ledger UPI, and show me three sample matches first.
Step 4. Confirm writes
If the job sends, posts, or changes a record, confirm in chat before AshnaAI executes the write.
Keep in mind
Rules run on the open company through the desktop bridge. They are not a generic ERP mapper.
Related guides
Also read post tally gst invoices.
Also read audit tally books with ashna ai.
More Tally how-tos live on Tally automation.
Try it now
Open app.ashna.ai and run this job in a new chat. New accounts can start from app.ashna.ai/signup.
Frequently asked questions
- Can AshnaAI tally ledger mapping?
- Yes, after you connect Tally. Ask in chat at https://app.ashna.ai
- Do I connect Tally first?
- Yes. Follow https://www.ashna.ai/connectors/tally if you still need to connect, then return to this guide.
- Will AshnaAI send or publish without asking?
- Writes wait for a task you start. Confirm in chat when the action leaves AshnaAI.
- Is this the same as ChatGPT browsing my account?
- No. AshnaAI uses the connector you authorized, with the permissions you granted.
- Can I put this on an agent?
- Yes. Attach the same connector to an agent after the chat path works.
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Related
Try this in AshnaAI. Create a free account and install the desktop app when the workflow needs local access.
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