09 · Integrations
Opt-in

Tally export

Push finalized invoices, payments and journals into Tally Prime / ERP 9 as an importable XML (or Excel) file so your CA's books stay the source of record.

5 min read · updated 28/05/2026

Opt-in Capability · off

Tally Export is switched offTally Export

You can read the guide. An owner or manager flips this Capability on in settings — it then lights up across the app.

Who can do this
RoleRead conversationsOperator replyRead templatesCreate / delete templatesConnect / reconfigure channel
OwnerAllowedAllowedAllowedAllowedAllowed
AccountantNot allowedNot allowedNot allowedNot allowedNot allowed

Overview

Opt-in Capability · off

Tally Export is switched offTally Export

You can read the guide. An owner or manager flips this Capability on in settings — it then lights up across the app.

Your CA still keeps the books in Tally — and re-typing every invoice and receipt into Tally by hand is a whole evening's work each month. Tally export builds one file you (or your CA) import in one go: finalized invoices and customer receipts for a date range, as a Tally Prime import file or an Excel workbook. Neev runs the daily ops; Tally stays the ledger of record.

Turning it on: This is a Capability, not a Pack — there is nothing to buy. But it is held back behind a server switch (TALLY_EXPORT_ENABLED) until a CA signs off the exact ledger field mapping for your company profile. Until that switch is flipped, running the export returns "Tally export is disabled until CA validation completes." Ask your Neev contact before you rely on it for a filing month.

Where to find it

Tally export runs from the Reports area on web (desktop) — /reports. It is a web-only tool; there is no mobile screen for it. Pick your from and to dates, choose the format, and Neev returns a download link.

Only roles that hold the Tally-export permission see it: that is the Owner and the Accountant. Operations roles (Sales, Warehouse, Delivery, Operator) do not get this surface.

Key concepts

  • Tally Prime import file — an ENVELOPE of Import Data vouchers that Tally Prime / ERP 9 reads at Gateway → File → Utilities → Import Data → XML. Each finalized invoice becomes a Sales voucher; each receipt becomes a Receipt voucher.
  • Books of record — Tally stays the official ledger. The export is one-way (Neev → Tally). It does not pull anything back from Tally, and it does not change your invoices in Neev.
  • Ledger names — the file writes to ledgers like Sales Account, CGST Output / SGST Output, or IGST Output for inter-state. These names vary per company, which is exactly why a CA confirms them before the switch goes on.
  • Date window — only invoices created inside your from/to dates are picked up, and only ones already at status finalized or paid. Drafts and voided invoices are skipped.

Common workflows

1
Open Tally export
Go to Reports and open the Tally export panel.
2
Pick the month
Set the from and to dates — e.g. 01/05/2026 to 31/05/2026 for a full month. From must be on or before To.
3
Choose a format
XML for a direct Tally Prime import, Excel for a workbook your CA can eyeball, or Both to get the two together.
4
Generate
Hit Generate. Neev gathers every finalized or paid invoice in the window, plus customer receipts dated in the same window, and builds the file.
5
Download and hand to your CA
Use the download link Neev returns. For XML, your CA imports it in Tally via File → Utilities → Import Data.

The Excel workbook has four sheets so nothing is hidden: Invoices (one row per bill with CGST/SGST/IGST split), Line items (HSN, qty, rate, tax per line), Payments (date, method, reference, amount), and a Summary (GSTIN, period, counts).

Role notes

Only two roles touch this surface, so plainly:

  • Owner can run the export. The Owner holds every non-Pack permission, including reports.tally-export.
  • Accountant can also run the export — it is part of the Accountant's finance toolkit alongside recording payments and reading financial reports.

What the Accountant cannot do here or nearby: they cannot void or cancel an invoice (Owner only), cannot raise or finalize invoices, and cannot change pricing. One thing to watch — the team-invite screen describes the Accountant as handling "exports," but their default permissions give only the Tally export, not the GSTR-1 / GSTR-3B / HSN GST returns. Those GST returns are a separate permission the Accountant does not hold by default.

Tips & time-savers

Tip
Always run Both formats for a filing month. The Excel workbook lets your CA sanity-check totals at a glance before they import the XML — catching a mismatch on paper is far cheaper than backing it out of Tally afterwards.

Match the export window to your GST period exactly (1st to last day of the month) so the invoice count in the Summary sheet lines up with what you filed.

Gotchas

Warning
The download link expires after 1 hour. If you generate the file and walk away, the link goes dead — just generate it again, nothing is lost. Save the file to your machine before you send it on.
Warning
Only finalized and paid invoices are exported. A bill still sitting in draft will silently not appear in the file — finalize it first, then re-run the export, or your books will be short that invoice.

A receipt is matched to the export window by its payment date, not the invoice date. A May invoice paid in June shows up in the June export, not May's.

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