Tally Batch Export
What it is
Exports sales invoices and credit notes over a date range as a single Tally XML file, so the auditor imports one file rather than creating vouchers one at a time.
It is the counterpart to Accounting, which works record-by-record from a pending queue and covers purchases and supplier payments too. This screen is date-range driven and covers the sales side.
Who can open it
Requires a signed-in session — the page redirects to /login without one — and the
finance.compliance feature grant while FEATURE_GRANULAR_RBAC is on. The owner bypasses the
grant. With the flag off, any signed-in account can reach it by URL.
Before you start
Preview before exporting. The preview tells you how many invoices and credit notes fall in the range, and it refreshes whenever you change any filter. An empty preview means an empty file.
Exporting here marks nothing. Unlike Accounting, which sets
is_exported_tally and moves records out of the pending queue, this screen is a pure read. Running
it twice produces the same vouchers twice — there is nothing to stop you importing the same range
into Tally more than once. Keep track of what you have handed over.
"All Entities" is the default for the entity filter. That produces one file spanning every company. If your auditor keeps separate books per entity, select one.
Every control on the page
| Control | What it does |
|---|---|
| From / To | The date range. Both default to a sensible recent window |
| Sales Invoices | Include invoices. On by default |
| Credit Notes | Include credit notes. On by default |
| Entity | All Entities or one company |
| Status Filter | All Statuses or Paid Only |
| Preview | Counts what the current filters match |
| Export | Downloads the XML |
The preview re-runs on every change to the dates, the two checkboxes, the entity or the status — so the count on screen always describes the filters as they stand.
The downloaded file is named from the server's Content-Disposition header, falling back to
tally-batch-<from>-to-<to>.xml.
What it writes
Nothing. Both /api/exports/tally-batch/preview and /api/exports/tally-batch are reads; the
export returns a file. No invoice, credit note or flag is modified.
When it goes wrong
The preview says nothing matches. Widen the dates, check both document-type boxes, and check the entity filter — an entity with no invoices in the range produces nothing.
"Export failed" followed by the server's message. Nothing was downloaded.
Tally rejects the import. The vouchers depend on the ledger names and voucher types configured at
/settings/tally. A ledger Tally does not have will fail on import — check that configuration
first.
Duplicate vouchers in Tally. Expected if the same range is exported twice; this screen keeps no record of what has been handed over. Use Accounting if you want the pending/synced distinction tracked for you.
Related screens
- Accounting — record-by-record Tally handover with a synced flag.
- GSTR-1 — the statutory return from the same sales data.
- Credit Notes — which also exports Tally XML, for credit notes alone.
- Invoices — the source records.