Everything Nexvia Books actually does

The first screen answers the questions you actually open the app for: who owes you, whom you owe, how much cash and bank you are holding, and what sold today. Today’s page comes first — today’s date, what you are owed, what you owe, cash and bank, and today’s sales and receipts — and every line drills down: tap Owed to you and you land in the ledger list already filtered.

• Sales & receipts charted for the last six months
• Cash & profit card that opens the Profit & Loss
• Top receivables, top payables and top items by value
• Every figure stamped “Updated X ago”, so you always know how fresh it is

Personalise your dashboard layout. Tap the profile avatar in the top-right and choose Customise dashboard (or press Ctrl/Cmd+K). Drag cards to rearrange them, drag a card’s corner to resize it, or pick one of 6 ready layouts. The My to-do list card lists your tasks with how many days each is overdue, and admins can switch to the whole team.

• Today’s page: the first card — today’s date, what you are owed, what you owe, cash and bank, and today’s sales and receipts; each number shows once on the board
• Profile menu → Customise dashboard: Opens the layout studio
• Drag handle: Drag cards into your preferred arrangement
• Resize: drag a card’s bottom-right corner — width from a quarter to the full row, height from compact to tallest (height only on a phone)
• Card menu (⋯): Resize card or remove it from your view
• Add cards: Browse the cards across Sales, Receivables, Cash Flow, Stock, and Add-ons
• Ready layouts: One tap (Balanced, Chasing money, Stock focus, Accountant) sets up your board instantly
• My to-do list card: “Overdue by N days”, “Due today”, tick to mark done; admins switch between Mine and Team
• Save changes: Saves your custom layout across all your devices (Discard throws the changes away)

Books starts Simple: every screen shows the choices most businesses need. Turn on Advanced when you want more control — extra settings, filters and reports, such as your own ageing buckets, reminder stages, customer rules for the catalogue or copying limits from someone. It is each person’s own choice, so the owner can work in Advanced while staff keep Simple.

Nothing you already use is ever hidden: a setting that is switched on stays on screen in Simple too. Search finds every advanced option even while it is hidden — the result says “This is an advanced option”, and one tap turns Advanced on and opens it.

• Settings → My settings → “How Books looks”: Simple (recommended) or Advanced
• Profile menu → Advanced options: On / Off in one tap (the same switch)
• A short “What’s this?” next to every advanced section explains it in one line
• A screen with options tucked away shows one quiet line with Show advanced options
• Search (Ctrl/Cmd + K, or Settings → Find a setting) finds hidden options

Settings opens one home: Find a setting on top (type “due date”, “PIN” or “packing”), Right now with anything that needs a look, then every settings screen you may open in six groups. My settings holds your own PIN, password, look and signature; Business settings holds e-Invoicing, signatures, bill photos and who else can see your books.

Ask the AI Accountant in your own words — “turn off the due date box in statement” — and it shows that setting, how it is now and what it becomes, with one button. Nothing changes until you tap, you can undo it, and it never costs Nex Coins. A setting that sends messages to customers or posts to Tally is only opened for you, never changed by the AI.

• Every settings screen opens with Right now: what is set today, in plain sentences
• One save bar per screen, and a setting that needs another one shows under it
• Reminder settings in five jobs: remind people who owe you, send statements, what a statement shows, auto-send invoices, how messages look
• Field settings follow your order path: Order, Your OK, Pack, Invoice after packing, Send out, Deliver, Get paid
• Users: one page per person, and your own job roles
• On WhatsApp the assistant sends a link that opens the same card in the app

All your ledgers in one searchable list with the closing balance against each. Receivable and payable are worked out the same way Tally works them out — asset-nature parties and Dr-balance liability parties come out as receivable — so the totals match the screen you already trust.

• Type chips: Parties, Cash & Bank, Income, Expenses, Taxes, Capital & Loans
• Show as List or Groups — Groups opens your Tally group tree: tap a group for its sub-groups and ledgers, each with its count and Dr/Cr total. Each person picks once and it is remembered
• Filter by Tally group — search hundreds of groups by name — or to non-zero balances only, and it remembers your choice
• Search that finds “Prime Switchgear Co.” when you type “co prime”

Open a party and the closing balance sits at the top with GSTIN and credit-period chips beside it. Three tabs cover everything you would otherwise ask your accountant for.

• Ledger statement — any date range, quick presets, or “Since last nil balance”. Every row opens the bill behind it.
• Bills — for parties Tally keeps bill by bill: Pending, Cleared and Brought forward, sorted by most overdue, newest, oldest or amount. Post-dated cheques are marked so they are never mistaken for cleared money.
• By item — what this party has actually bought or sold, item by item.
• Call the party in one tap; two numbers ask which one.

The day book, but usable on a phone. Date presets cover Today, Yesterday, Last 7 days, This month, Last month and each financial year, and the voucher-type dropdown lists your exact Tally types — including custom ones like “SALES NEW”.

• Extra filters for party name and a minimum / maximum amount
• A totals strip: vouchers, sales, purchases, receipts, payments
• Tap any row for the full bill

Open any bill and you get the complete tax invoice, not a summary: buyer and consignee blocks, per-line HSN and tax, the HSN-wise tax summary a GST audit expects, amount in words, your bank details and the signature block.

And the bill adds up. Freight, loading, packing or any other charge ledger you billed the customer prints as its own line with its own tax rate, so the taxable value, the tax and the grand total agree with each other — and with the same invoice printed from Tally.

• Charges are read from the bill itself, so whatever your book calls them — “LOADING & OTHER CHARGES”, “Freight Charges- Sale” — is what prints
• A charge billed after tax prints below the tax rows and is never folded into the taxable value
• Round off prints the way Tally prints it — Less: when it reduces the bill
• One Invoice PDF format for the company — A4 portrait, A4 landscape or automatic, with or without the tax breakup, declaration & signature and bank details. Every invoice and order PDF Nexvia sends by itself follows it, and the bill’s PDF layout toolbar changes a single copy
• Godown and batch columns appear only on books that use them; delivery challans show a Challan no. column
• View, print, share through your phone’s own share sheet, or have Nexvia WhatsApp it to the customer — the emailed and WhatsApped copies carry the same charge lines
• Bill photos & files keeps proof of delivery (POD), delivery slips / chitti and payment confirmations with the bill — photos, PDFs or any other file — including historical bills and queued entries
• Use Attach file (any format) or Take photo, then open it from the bill. Every file is shrunk before it uploads to save space. Attachments stay private to people who can view that bill; attaching needs the separate photo permission. They are not included in public share links or invoice PDFs
• Invoices raised in a foreign currency show the foreign amount, the exchange rate and the rupee value side by side; totals and GST stay in rupees
• Separate Bill To, Ship To and Dispatch From addresses print exactly as recorded on the voucher
• Item names, quantities, rates and amounts print in bold, so a laser print stays readable

Every stock item with its closing quantity and value, grouped by stock group or category, searchable, and filterable to “only items with stock”. On a multi-godown book, godown chips scope the whole page to one location.

• Item page shows Closing stock, Inwards, Outwards and Net for the financial year
• Month-by-month movement that carries its running balance: Opening → In / Out → Net → Closing
• A “Stock by godown” card, and any month expands into the vouchers behind it

The Reports page opens with six plain questions — Who owes me, What I owe, What sold, Stock value, Profit and GST — then five tabs — Overview, Sales, Parties, Stock and Financials — each a set of panels that open into the full report. Reports that exist because your Tally uses a feature (orders, batches, BOMs, cost centres) are listed on their own line, Also in your Tally. The statements are not re-computed from ledger balances: they are Tally’s own Balance Sheet, Profit & Loss and Trial Balance, fetched per period, so they match your Tally screen exactly.

Further down, Report tables → Open the list opens a library of about 70 report tables — day book and voucher registers, ledger and group reports, party dues, stock and batch views, cost centres, budgets against actuals, bank views, GST books, TDS and TCS, and Tally payroll views. Search by name or pick a category, choose your columns and filters, save a view, and download.

• Period chips on the statements: This FY, Last FY, All time. A “Totals match” chip shows the two sides agree
• Outstanding bills with ageing buckets (30/60/90, 15/30/45, 7/15/30 or your own), by bill date or due date, filtered by group, salesman or a single party
• A bill list PDF of open bills to send a party — date, bill number, amount, due date and days overdue, with subtotals
• Group outstanding — pick a Tally group and see each sub-group, party-wise and bill-wise, with a total under each group; one PDF or Excel of the whole group (also from Ledgers → a group → Outstanding PDF)
• Quotations, proforma invoices and optional vouchers are never counted as money owed
• Top customers, top items, monthly sales, inactive customers and items, stock ageing, reorder and cost centres
• Report tables download all rows or only the rows you select, to Excel, PDF or CSV
• TDS and TCS register (admins): every TDS and TCS entry in your Tally, party by party, for a quarter or a year — PAN problems flagged, and a download for your CA. It reads Tally; it does not calculate TDS or file returns
• Make a report (Reports → Make a report; on the phone More → Make a report): it is a chat — type or say what you want — “pichle mahine ki sale party wise, cash ke alawa”, “sales, purchase, receipts and payments of a party, every entry, separate tables, for the parties I select” — or tap a chip. Then keep talking to change the SAME report — “only Hyderabad”, “by month”, “top 10”, “without cash”, “add receipts too”, “side by side”, “last month instead” — each change is a new version you can go back to, the bot asks when a name fits two parties, and every report has a Parties and a Time frame selector. Every condition is a chip you can remove, and Undo steps back. Save it with a name and a time frame (This month, Last month, This FY, fixed dates or “ask me each time”), find it again by searching its name, change the dates right on the report, and send it as a Nexvia-branded Excel or PDF, or the PDF on WhatsApp. Tap any row to see what is under it — Sales opens its bills, Receipts its vouchers, a party its entries, an entry the full voucher — or tap “Show entries under each row” to list them all at once (in the Excel and PDF too). Pin a report to the dashboard. Simple asks are answered free by built-in rules; when one needs Nexvia AI, the price comes first — the AI picked for the job and “About … Nex Coins — never more than …” — and nothing runs until you tap Go ahead. “Explain it” says what stands out in the report, and “Send automatically” sends it by itself (both below). Re-running a saved report costs nothing, and salesmen see only their own parties

Make a report, then tap Send automatically: choose How often (every day — with “Skip Sundays” — every week on a day you pick, or every month on a date or the last day), the Time, and the Time frame each time — yesterday, last week, last month, this month so far, the last quarter, this financial year — worked out fresh for every copy. Send it by WhatsApp (the PDF) and/or e-mail (PDF, Excel or both), to yourself and — for owners and admins — team members or any number or e-mail, such as your CA or a partner, up to 10 people.

Sent automatically lists every report that goes out by itself with its last send — “Last sent … to you on WhatsApp”, “Partly sent — 1 of 2 went” or “Could not send”, each with the reason, including WhatsApp’s own “could not deliver”. Pause, resume, send now, change or remove it any time. It always runs as the person who set it up, so it carries only what their access allows.

• “Send a test now” sends one copy in about a minute
• E-mail is free; each WhatsApp uses the usual per-message coins, after your free messages
• After five failed tries in a row it pauses itself and says why
• Ask in your own words — “roz subah 9 baje bhejo”, “mail it to me every Friday”

Most report asks are answered free by built-in rules. When one needs Nexvia AI, a card shows the AI picked for the job — Quick AI, Standard AI or Strong AI, sized to how hard the ask is — the price, such as “About 0.43 Nex Coins — never more than 2.68”, and your balance. Nothing runs until you tap Go ahead; “Not now” charges nothing. The charge is the AI’s real price plus 10%, and never more than the figure you agreed to.

Explain it reads the report on screen and says what stands out — the biggest shares, unusual jumps, what to check — priced first the same way, usually well under one coin. Party and item names are replaced with codes on your own device before anything goes to the AI.

• Free during the free trial; a plan’s free AI report turns are counted on the same card
• Re-running a saved report costs nothing

One row per customer and one column per month, for up to 24 months. Show net revenue, invoice total, tax or the number of bills, and compare with the same dates last year or the period just before. Save the view you like and export it.

• Choose what to measure: net revenue, invoice total, tax, rounding or voucher count
• Compare with the same dates last year, or the immediately preceding period
• Find it under Reports → Report tables → Open the list

Two reports — Sales Orders and Purchase Orders — showing each order’s ordered, delivered and pending value with a percentage done. Delivery is never a figure somebody typed: it is worked out live from the invoices that reference the order, so correcting a bill in Tally corrects the report on the next sync.

They read the orders typed in TallyPrime as well as the ones raised in the app — which is most books, because most people still raise their orders in Tally.

• A Show: By order / By item switch — one row per order, or one row per order line with quantities
• Tap an order and you get each bill it was adjusted against, with that bill’s own items and quantities — not just the bill number and its total
• Every order line can carry a plain description, the way Tally carries a note under a line, and it shows on the report and on the drill-down
• The cards only appear on a book that actually raises orders

Audit piece-rate wages earned by workers in production entries. Shows worker by worker what has been credited into their Tally wage liability ledger versus what is still pending posting for payout.

• Worker filter: Filter by specific worker ledger or view all
• Date range presets: This Month, Last Month, Custom dates
• In Tally vs Not in Tally yet: wages already credited in Tally versus entries still waiting
• Export: One-tap Excel and PDF download for payroll processing

Plan raw material purchasing for upcoming manufacturing runs. Enter target finished goods quantities, and Nexvia Books calculates required raw materials against current godown stock, highlighting shortages.

• Target production entry: Enter quantities for planned batches
• Real-time shortage calculation: Compares required BOM items against live stock
• Purchase requisition export: Export shortage schedule for supplier ordering

An expandable browser for the way your books are actually set up — account groups and ledgers, stock groups and items, categories, units, godowns, cost categories and centres.

The “How your Tally is set up” card goes further: it detects which Tally capabilities this book genuinely uses — price levels, bill-wise ledgers, godowns, batches, cost centres, voucher classes, discounts, orders and challans — and tells you what is being carried across and what is not.

The app follows your Tally. Entry types your Tally has not used recently wait under More types in Record entry, the Disc % column shows only when you give line discounts, and a report like Sales orders or Batch-wise stock appears only when your Tally has that data. Nothing is removed, and a Show every feature switch in Settings puts everything back on top. If your Tally already makes e-invoices, the add-on list says so first.

Items with their own photographs, taken on the phone or picked from the gallery. Quantity steppers on each card build a draft order you can turn into a real one.

One arrow folds everything else away — the buttons, the search box, the filters — so the products get the whole screen. The closed bar still says what is in force: where you are standing, any search term, and how many of your items you are looking at.

• Categories drill down on screen, as deep as your Tally goes — a brand, its sub-group, and its sub-group’s sub-group, with a breadcrumb back
• Tick three groups as a saved filter and those three become the list you navigate — pick one and it drills into that
• Share any item — photo, rate and details — straight to a customer on WhatsApp
• Choose the price shown: with or without GST, from the last price charged or from a Tally price level
• Hide whole groups or single items from the catalogue
• Share PDF: tick whole groups, sub-groups or single items, choose what to show — photo, alias, HSN, GST, price, MRP, packing, stock — as a grid or a list, then download or share the PDF. Your choices are remembered
• A shared PDF lists only the items that person is allowed to see, and prices only for people allowed to see prices

Generate a private link for one party and send it. They see their own balance, transactions and outstanding bills — no app, no login, nothing to install — and a “Pay via UPI” QR if you have configured one.

• Expiry you choose: never, 7, 30 or 90 days
• “Stop old links and make a new one” stops every old link at once
• Due dates stay hidden on shared statements unless you switch them on

One workspace holds as many Tally companies as you sync. The company name in the header is the switcher, and effectively every screen — reports, reminders, users, settings — is scoped to whichever company is selected.

Extras → Investments (owners and admins, with Advanced options on) reads the investments kept in your Tally — stock items under an Investment stock group, or ledgers under Investments — and shows the total, each family member and each instrument in Tally’s own columns. Family members come from your own Tally grouping (a group per person under Investment) or from the initials the names start with, and you choose the names shown.

Add a policy number, premium, maturity or a scan to any holding. The Premium calendar shows the next 12 months, and Send me reminders sends a phone notification, a WhatsApp message (Nex Coins after the plan’s free messages) and a pop-up before each payment — never a phone call.

A built-in assistant that knows the app. Asking “where do I…” or “how do I…” is always free — 25 AI answers a month for each person, then the simple help. Questions answered from your actual books, and the Excel or PDF files it builds for you, use Nex Coins — charged at cost plus a small margin, and only when it succeeds. Every reply states whether it was free or what it cost.

Ask it for a report — “sales this month party wise”, “bills older than 60 days” — and it builds the report straight from your books, the same as Make a report. It works with your own access: a salesman sees only his own parties.

• Ask by voice from your phone: “Hey Siri, ask Nexvia Books” on iPhone, or “Hey Google, open Nexvia Assistant” on Android, then say your question (add “in <company>” if you have more than one)
• The same report answers come on WhatsApp through Ask Books on WhatsApp
• Ask in English or Hinglish — “report kaise banaye”, “report roz subah WhatsApp pe automatic bhejna hai”

In Settings → Who else can see your books → Connect your own AI, make a gate for one company or all your companies and paste its link into your AI app — Claude (a custom connector, any plan) or ChatGPT (a paid plan, on the website), or any tool that speaks MCP or a plain web API. Then ask in your own words: “Which customers owe me the most?”, “Sales by month this year”.

Your AI reads only what your own login may see — never another business — and it can never change anything. It costs no Nex Coins: your own AI subscription does the thinking. The link and code are shown once, every call is logged, and Remove stops a gate at once.

• Up to 10 gates per person; 60 questions a minute, 3,000 a day
• Owners and admins can make gates; a staff member can once an admin turns on “Connect their own AI”
• Owners see the gates their team made

Save your WhatsApp number once — you can do it yourself in Settings, or an admin can add it for you in Users — and you get a welcome message. From then on, message that number for a party’s balance, a ledger statement PDF for the period you choose, pending bills with a reminder you can forward, who owes you the most, whom you owe the most, a business summary or the stock of an item.

Every reply is worked out as you, with your own permissions: a person who cannot see a party in the app cannot ask about it on WhatsApp either.

• Tap “Show menu”, or just type a question such as “Balance of Sharma Traders”
• Ask for any report in plain words — it is built from your books, like Make a report
• Statement PDFs for a period list, a date picker or dates you type
• Send a voice note, part of a party’s name, its GSTIN or mobile — or ask for your price list
• Change or remove your number any time from Settings

A working list rather than a report. Filter to 30+ days, 60+ days, ₹10k+, ₹50k+ or “never paid”, add your own minimum amount and days-since-payment, then work down it.

• Share · free — opens your own phone’s share sheet, you pick WhatsApp and tap send. No charge, ever.
• Email statement · free — sends the same statement PDF to any party with an email on file.
• Send now — Nexvia sends it for you on WhatsApp, using Nex Coins.
• Mute a party, edit their numbers inline, or send to everyone at once
• Reminders and statements reach every number on the party — each number in Tally’s phone field and the alternate number you add in the app

Choose who qualifies (owes at least ₹X, no payment for Y days), how often the same customer may be messaged, a per-run cap, and the days and time reminders go out. Then leave it alone.

• Sent automatically on WhatsApp — SMS is sent by hand for now
• Your own message templates with insert chips for party name, amount, your business, days overdue and today’s date
• A muted-parties list that automatic sending always respects

Make named groups of parties — by your Tally or BUSY groups, by hand, or both — and give each group its own approved message, schedule, minimum balance and optional account statement. New parties that sync into a chosen category join the group by themselves; anyone you untick stays out.

• Daily, chosen weekdays (twice a week is fine), fortnightly, monthly or every N days, at the time you set
• Attach the account statement to the reminder, or send the reminder alone
• A sending history per group — sent, waiting, not sent and skipped
• Muted parties (including those muted in Collect), and anyone who has cleared their balance, are skipped
• New groups start paused, so nothing goes out until you switch it on

Whenever a party’s balance moves, Nexvia can send them their updated account statement as a PDF — on WhatsApp, or by email, free of charge, or both. A queue shows exactly who is waiting, and you can flush or clear it at any time.

• Choose whether the outstanding-bills table is attached to shared statements
• Age each bill from its bill date or its due date — the setting drives both automatic and manual statements, on every company
• The same statement PDF whether it is sent automatically, shared by hand or emailed
• A party muted in Collect is never sent a statement automatically; sending one by hand asks you to confirm first, and Activity shows it as “Party is muted in Collect”

As each new sales invoice syncs from Tally, Nexvia can WhatsApp it to that customer automatically. Credit notes can ride along on the same setting, and you can skip anything below an amount you set.

• See the invoices waiting to go out and when each goes — cancel one, or clear them all
• The PDF follows your company’s Invoice PDF format: A4 portrait for a one-page invoice, A4 landscape with tax on every line, or automatic

Activity lists each message Nexvia sent or tried to send for this company — invoices, automatic reminders, reminder groups and statements — with the time, the number or email used, what scheduled it, and the reason when something was skipped or not sent.

A party with no number shows Add number, so you can fix it on the spot. Invoices that are waiting can go out at once with Send pending now, and Parties who never get automatic messages in Reminder settings shows everyone who is muted and lets you mute any party.

• Its own page: Activity in the menu, the Activity button on Reminders, or the last row of Reminder settings
• The daily automatic-reminder run lists every party it skipped and why
• Shows “Party is muted in Collect” for parties muted in Collect

When a customer whose phone is saved on their party ledger messages your business on WhatsApp — on your own connected number, or on Nexvia’s shared number when the chat is matched to your company — an automatic reply sends a short menu and answers from that party’s own account only: their balance, a statement PDF for the period they pick, their pending bills and a link to pay by UPI. Your catalogue link is offered too, if you have made one.

“Talk to a person” is always on the menu: it marks the chat Needs a person in your Inbox and the auto-reply steps back. It also stays quiet for a while (12 hours by default) whenever someone from your business replies in that chat. Every automatic reply shows in the Inbox.

• Never shows another party’s data or anything only your staff can see
• A number saved on parties of more than one of your companies is asked which account it is about
• Choose which answers are offered, a welcome line and an office-hours note — and whether it answers, stays quiet or sends one “we are closed” message at night
• Numbers not saved on any party get one polite “we will reply” message, or nothing — your choice
• Replies do not use your free WhatsApp messages. From 1 October 2026 Meta can charge for a reply (about ₹0.115 to an Indian number) and marks each message charged or free: on your own number whatever Meta charges is on your WhatsApp account’s bill; on Nexvia’s shared number Books takes only what Meta actually charged, from your Nex Coins
• Save up to 5 more WhatsApp numbers on a party (party page → More WhatsApp numbers), e.g. the owner or the accounts person — their messages are recognised as that party. They get no reminders and are not sent to Tally
• Bill copy: a customer types “bill copy 123” and gets that bill of their own (off until you tick it)
• Pending bills by age: your own age bands (for example 30 / 60 / 90 days) in the message, the PDF and the Excel
• Files without AI: your price list, catalogue, brochure or scheme goes out when the customer names it or uses one of your “Words that send it” — no AI coins
• Upload several files at once (Extras → WhatsApp assistant): the AI reads each one and writes what it is, when to send it and the words customers use — marked “Written by AI — check it” until you look; change or add anything
• On a number you also use in the WhatsApp Business app, a chat that needs a person stays unread on your phone, so you see it
• Your team hears about it: when the auto-reply passes a chat to a person, the party’s salesman (or the owners) gets a free phone notification, a reminder after 2 hours and a 6:30 pm summary — never at night; Inbox → “Waiting for you” lists those chats
• Personal numbers: family and friends who message your business number are never answered by the auto-reply, and the AI never reads their messages
• A price list or file goes only when the customer asks for something it covers; otherwise your team shares it

Everything you would normally key at the Tally screen organized in a clean 2-tier switcher across 6 groups: Money (Receipt, Payment), Invoices (Sales, Purchase, Proforma), Returns (Credit Note, Debit Note), Orders & challans (Sales Order, Purchase Order, Delivery Note, Receipt Note), Accounting (Contra, Journal), and Factory (Manufacture Stock Journal). Each is checked against your real ledgers, items and voucher types before it goes to Tally. Types your Tally has not used recently wait under More types, so the list stays short.

• Receipts and payments settle against specific bills — tick them, or let auto-allocate clear the oldest first
• Item grids carry qty, rate, GST and — when your Tally uses line discounts — a Disc % column, with rates entered including or excluding tax
• Godown pickers on multi-godown books; in-state / out-of-state asked when it cannot be detected
• Journal shows “Balanced” (or how much it differs by) as you type; Contra is simply From, To and amount
• Folded detail disclosure: Secondary fields (narration, reference, broker, transporter) stay tucked neatly out of the way
• Everything autosaves as a draft as you type
• CSV import and e-Invoice & e-Way Bill access are included with Two-way Tally entry; document usage charges still apply

On a sales or purchase entry, the company and party addresses fill in by themselves. When a bill goes to a different consignee, or leaves from a different place, tick Use a different address on Bill To, Ship To or Dispatch From and type it in for that voucher only. The addresses post into Tally with the entry and print on the invoice.

• Name, address, city, PIN code, state and GSTIN per address
• Your own business name and GSTIN stay fixed
• The party ledger itself is never changed

Under Record → Factory → Manufacture, produce finished goods against bills of materials. Calculates raw material consumption, logs scrap/wastage into Tally as a Stock Journal, and automatically generates a Journal voucher crediting worker piece-rate wage liability ledgers.

• Finished good & BOM selection: Automatically loads raw material formula
• Wastage / Scrap tracking: Records scrap percentages and secondary output
• Worker piece-rate allocation: Automatically creates a Journal voucher crediting each worker ledger in Tally
• Month-end audit: Review worker dues under Reports → Labour Dues

When you raise a Sales invoice, pick the Sales Order, Proforma Invoice or Delivery Note it fulfils. The party and item lines fill themselves in — still editable — the reference is set, and the link is recorded on the Tally voucher itself. Purchases do the same against Purchase Orders and Receipt Notes.

Nothing disappears into a black box. Each entry shows its real state, and while it is still waiting you can open it, correct it, or cancel it. Once it has landed in Tally you can edit or delete it from the entry itself (see below), or take a corrected copy — and the connector refuses to post that copy until the original is genuinely gone from Tally, so you can never end up with both.

Open an entry from Vouchers, a party or an item and tap Edit. The same form you use to record an entry opens, already filled in: party, date, items with quantity, rate and godown, ledgers, tax and narration. Change what you need and tap Save changes. Nexvia on your office PC writes the change into Tally or BUSY within a minute, and keeps the same voucher number.

Some entries have things the app’s form cannot show — an e-invoice (IRN), an e-way bill, batches, a split across godowns or cost centres, a discount ledger, foreign currency. Those cannot be edited here; the entry tells you why in plain words, so you can change it in Tally or BUSY instead.

• Sales, Purchase, Receipt, Payment, Journal, Contra, Credit Note, Debit Note, Sales Order and Purchase Order
• Saving replaces the whole entry with what is on the form, so check it before you save
• While the change waits it says “Edit waiting to be written…”; you can still cancel it
• If Tally or BUSY refuses the change, the entry says why, with a Try again button
• Owners and admins can edit; give it to anyone else in Manage Access → Edit entries

Open the entry and tap Delete. The app shows exactly which entry it is — type, number, date, party and amount — and lets you add a reason. Once you confirm, Nexvia on your office PC deletes it from Tally or BUSY within a minute. It cannot be undone from the app, so the confirmation always names the entry first.

• While it waits it says “Delete waiting to be written…”; you can cancel it until then
• Entries with an e-invoice or e-way bill cannot be deleted here — cancel those first
• Owners and admins can delete; give it to anyone else in Manage Access → Delete entries

If your Tally has an add-on that asks for more on a bill later — for example the dispatch number, transporter, packages and cooly a few days after the invoice — the app learns that step from your own past bills and shows it on each bill. Fill the same boxes there and save: Nexvia on your office PC writes them onto that bill in Tally and posts the entry your add-on makes at that step (such as the cooly journal), once.

• The usual values and today’s date come filled in, with a preview of the entry before you save
• One list shows every bill still waiting for that step
• Where your add-on locks a bill after that step, the app will not change it either
• Needs Tally and the latest Nexvia Books app on the Tally computer

The app knows whether each company is in Tally or in BUSY and works the right way for each. For a BUSY company, Record entry offers Sales, Purchase, Receipt, Payment, Journal, Contra, Credit Note, Debit Note, Sales Order and Purchase Order, and every message says BUSY instead of Tally. Nexvia on the BUSY computer writes each entry into BUSY and the status shows Sending to BUSY → In BUSY.

• The same forms, checks and item/party lists as a Tally company
• Proforma invoices, delivery notes and manufacturing entries stay Tally-only
• Entries already in BUSY can be edited or deleted from the app as well
• Needs the latest Nexvia Books app on the BUSY computer

A salesman raises an order from the field against parties in their own area, priced from your Tally price levels. Customers can also self-order directly from their private statement share link with visual product cards, category filters, and cart sheet. You get it on the Approvals screen with a one-tap Approve → Invoice or Approve → Order form, which confirms the party and amount before it goes to Tally.

• Customer storefront on party share link with visual product catalogue, category filters, and cart sheet
• Show or hide prices per link, and optionally let customers propose their own rates for you to accept or counter
• Every order shows whether it is in Tally, with Try again if it did not get there
• Closing an order carries through into Tally. Cancel one nothing was delivered against, or short-close a part-delivered one to drop the pending balance — and the order voucher in Tally is altered to match, so your own books stop showing quantities nobody is going to send
• An order you typed in Tally is closed in Tally — the app says so plainly instead of offering a button that could not work
• An order that does not reach Tally says why in plain words — edit and resubmit it, or try again once the missing party or item exists in Tally

Generate an e-Invoice (IRN with the signed QR) or an e-Way Bill (vehicle, distance, transporter) straight from the bill view, under your own GSTIN. The IRN, acknowledgement, QR and e-way details are then written onto the voucher in Tally automatically, and the panel shows when Tally has them.

Every bill is checked before anything is sent — freight and discount lines, mixed GST rates and round-off included — so a bill that would not match Tally is stopped with a plain explanation instead of creating a wrong IRN.

• Cancel an e-Invoice or an e-Way Bill from the same panel
• A status line shows whether the Tally voucher has been updated, with a retry if it needs one
• If the voucher already carries an IRN or e-Way number it says so instead of letting you duplicate it
• Included with Two-way Tally entry, and so with Packing & delivery and Field Force
• With Packing & delivery: rules decide which bills get an e-Way Bill when the goods leave, made with the vehicle number
• 100 requests per subscription month are included; extra generation or cancellation requests cost 0.5 Nex Coins each by default. Plan & billing shows the remaining count and reset date

Say once which Tally ledger each bank account is, then upload the netbanking Excel or CSV. Before anything is matched the statement is walked against its own running balance, so missing rows are caught first and each gap is named by date and amount. Then every line is put against your books — same direction, same amount to the paisa, inside a ten-day window, with the party name read out of the narration.

• Evidence in plain words, never a score — “same amount both sides · 2 days apart · the name in the narration matches”
• Any file the bank gives — old .xls, .xlsx, macro and binary Excel, .ods, Numbers, CSV — no converting
• We find the right Tally bank ledger from your own entries, and sure lines match automatically (one-click undo)
• Returned cheques and UPI payments split in two are recognised; missing entries arrive pre-filled — Send to Tally one line or a selection, in your own voucher type (e.g. BANK RECEIPT); it confirms the amount and the Debit/Credit first
• Two look-alike entries are never auto-matched — it hands the pick to you
• Mark a line as a bank charge, personal, a transfer to your own account or not yours — and undo anything
• The reverse list too: what is in your books but not on this statement
• Prepare entry for missing receipts, payments, own-account transfers, charges or income; choose the ledger and narration, then check and save it
• Change entry lets you pick the ledger, the bill and the voucher type first. Sending needs Two-way Tally entry and the “Post entries directly to Tally” permission; matching and preparing need Manage companies
• Download sheet (Excel) lists every line for typing by hand when two-way posting is not on. It is a guide, not a Tally import file
• Record a part-payment: pick a larger open bill and the bank line settles part of it

Pick the party, upload the Excel or CSV they emailed, and every line of their copy is put against your party statement. Their debit is your credit — the two ledgers are mirrors, and the whole comparison is done in your own Dr/Cr terms while their own figures are shown back beside them. Matching is on the document number first, then the amount and a fifteen-day window, because a customer keys your invoice when the paperwork reaches them, not on the day you raised it.

The answer is a difference list plus a reconciling total: what they show and you do not, what you show and they do not, same bill different amount, and how much of the gap between their closing balance and yours each one explains. If the differences do not fully explain that gap, it says so and names what is left — never a total that does not tie.

• Same bill, different amount — the difference named in rupees, which is the argument you actually need to settle
• Two look-alike entries are never auto-matched — it hands the pick to you
• It checks their file adds up on its own terms first, so an incomplete copy can never read as a clean reconciliation
• Reads their file even when it was written from your side — it measures both and tells you which way round it is
• Prepare entry for a missing receipt, payment or journal adjustment; review the ledger and narration before saving. Statement dates and amounts stay tied to the source
• Send selected to Tally sends only checked, selected entries and needs Two-way Tally entry plus “Post entries directly to Tally”. People with Manage companies can compare, prepare and download a CSV list for manual entry without it
• Sales, purchase, invoice and stock-related rows stay manual: use the original document for item and GST details. A statement row does not become a complete invoice
• Excel and CSV today — a PDF ledger has to be re-sent as Excel, and the screen says so

Take a photo, upload images or drop in a PDF — multi-page bills are read together — and the supplier, GSTIN, line items and amounts come back read out for you to check. Approve it and it posts to Tally as a Purchase, from inside Capture itself.

• Statuses in plain words: Not read yet, Reading, Needs a check, Approved, Sending to Tally, Sent to Tally, Already captured, Could not read
• Duplicates are flagged rather than silently posted twice
• On every plan: free bill reads every month (the Capture page shows how many are left), then each read costs Nex Coins
• Remembers your item names: match a supplier’s wording to your Tally item once, and the next bill that prints it is matched for you — and any remembered name can be forgotten

A collections desk rather than a reminder. “Days to get paid” and ageing tiles at the top, then a worklist you actually work: send a staged WhatsApp (the UPI pay link and the customer’s top bills attach themselves), record the receipt against specific bills, log a promise-to-pay, snooze until a date, or mute a party entirely.

• Up to five reminder steps, with days between reminders and a sending window you control
• Reminder steps count days past due, worked out from each party’s credit period

GST Guard (renamed from LedgerGuard) connects to the GST portal to automatically identify ITC leakages and liability differences across GSTR-1, 3B, 2B and your books. Built-in compliance checks cover Rule 88C (GSTR-1 vs 3B) and Rule 88D (2B vs 3B ITC).

• ITC match with a Simple view for owners and a Full detail (for CA) view
• A supplier scorecard naming exactly who is holding up your input credit, and how much
• A Month by month table: every month side by side, with both differences worked out, so you can see which month things stopped agreeing and whether a gap is growing
• Excel downloads with the full detail — GSTR-1, 3B and 2B each on their own (every invoice, rate by rate), the three side by side, or all three in one file
• A year for CA PDF working paper for the full financial year
• Automatic checks watch for new filings and alert you in-app, by email or on WhatsApp
• Included with Books — no annual fee. GST portal fetches are free for the first few, then 0.5 Nex Coins each by default

Upload the platform’s settlement file for a period and reconcile it against what your books and bank actually show — including the GSTR-3B Table 3.1.1(ii) figure for e-commerce-operator supplies, which is the number that is otherwise painful to arrive at.

A salesman opens My Day and sees the parties they are meant to visit today, in the order of their beat. Check in at the shop, take the order, check out with a note. Visits recorded away from the shop’s own pin are flagged with the distance.

• A shop photo can be required at check-in
• “How close to the shop” is yours to set
• New phone screens, switched on by the owner in Field settings: one big next-shop card, a check-in that asks the salesman to walk closer, ordering from the picture catalogue, collecting payment with a receipt on WhatsApp, and orders saved on the phone when there is no signal

Team Today gives an owner a live map plus each salesman’s visit timeline for any date, with flagged visits called out. Routes is where you build each person’s beat — pick the salesman, pick the weekday, add parties and order them.

Where staff have been — the map, other people’s visit times and the GPS trail — is limited to the workspace owner. Everyone with company access still sees the day’s work totals; the owner can share the location view with a named person from Users.

Set a start time and an automatic end time for your salesmen — overnight shifts included. During the shift the salesman’s app asks Start shift?; only his own “Yes” starts location sharing, and it ends at the set time, when he ends it early, or when he withdraws his agreement. Nobody can switch it on for him remotely, and his phone shows that sharing is on.

You see each salesman’s answer and whether a recent location has arrived. Where people have been is visible only to the owner and anyone the owner allows.

• Needs the Nexvia Books phone app 1.0.25 or newer
• A location shows where the phone was, not what the person did
• Switch shifts off and the app goes back to recording location only when it is opened

Turn on Scan barcodes while packing and each scan adds one piece to its line on the order. A piece that is not on the order shows a big red Wrong item, and scanning more than was ordered is refused. Items that have no barcode yet are counted by hand on the same screen, and anything not available is marked Short with a reason for your OK.

First give each item its barcode on the Barcodes page: scan it and pick the item, with the camera staying on for the next one. Field settings shows how many items have a barcode and how many are still to map, and shop barcodes already in Tally’s Part No. or alias come in with one tap. Give “Map barcodes” to as many people as you like to finish faster.

• How strict it is, your choice: every piece scanned, big lines typed after one scan, or scan or type
• Every count typed by hand is marked on the order, so the office sees it
• Works in the browser and in the phone app — the phone camera is the scanner

Approved orders flow into the Packing list and then the Delivery list. Warehouse and delivery staff are viewer subtypes with the financial side switched off at the database, not merely hidden — they cannot read ledgers, vouchers or bills at all. Amounts appear on the packing screen only if you turn that on.

One screen, Field settings, opens with what is set now in plain sentences and your order path — Order, Your OK, Pack, Invoice after packing, Send out, Deliver, Get paid. Tap a step to change it, or start from a ready-made setup (salesmen on a beat, distributor with vans, shop with delivery boys and more). Every order waits for your OK; it goes to Tally when you approve, when it is packed, or when you press Send — and a short Tally note between the steps says what goes to Tally, and when, for your settings.

• Customer WhatsApp messages at the steps you choose — order received, packed, sent out, delivered
• Checks on each order — over the credit limit, an old unpaid bill, a big discount, a rate below the price list and more — show you why an order needs a look before you approve it
• The voucher types used for one-tap approval
• Your field team: visits and check-ins, where they are, the money they handle, goods taken back, and their phone app

Approve an order and it goes to Tally as a Sales Order straight away. When your godown confirms what is packed, the invoice is made against that Sales Order for exactly what went into the box — so Tally’s own pending-order report stays right. Short items wait for your OK first; once you say OK, the invoice is made for what was packed.

Choose whether the invoice goes to Tally by itself, or waits in Invoices to check (in the Field force menu) so your office can add a ship-to address or change the date before pressing Send.

• Off until you turn it on in Field settings
• The e-Invoice can be made for these invoices automatically, or left to Tally
• Field salesmen raise orders only — the invoice always comes from packing

Start from the safest setup — every bill of ₹50,000 or more with GST gets an e-Way Bill, and one shop’s bills on the same trip are added up — then adjust it: a higher limit inside your state, every bill to another state, chosen parties always or never.

With your own delivery staff, switch on trips: the delivery person ticks the orders they are taking, types the vehicle number once, sees which bills need an e-Way Bill, and on Start the trip the e-Way Bills are made with that vehicle and every order goes out together. A bill that could not get one is listed with the portal’s reason and a Try again.

• Needs the GST portal connection (Settings → e-Invoicing and e-Way Bill) to make the documents; otherwise the app shows which bills need one
• The e-Way Bill is made directly — no e-Invoice needed. A business above the e-invoicing turnover limit (₹5 crore) gets the e-Invoice first for GST customers, and the e-Way Bill is made from it
• Off until you turn it on in Field settings

Staff punch in and out from their own phone, fenced to the shop, office or site you pin — a punch from outside the fence is refused in plain words, not silently dropped. One spare phone or tablet on the counter becomes a booth: staff select their name and follow the camera prompts. The device uses a pairing code. Staff need no personal login in Live person mode; Face match requires each person to consent and register through their own login first.

• Keep the paired booth at the workplace — staff receive no GPS prompt
• Punch times, shift dates and reports use Indian Standard Time (IST)
• A shared punch clock using a spare phone or tablet

Pick the check-in style that fits the workplace: check-in and check-out with hours and half-days counted, auto check-out that closes a forgotten check-out at a set time, or check-in only, where one punch marks the day present. Late marks can be switched off.

Staff without an email or smartphone can be added as booth-only — they simply punch at the shared booth. And when the register needs catching up, fill a date range for everyone, or for chosen people, in one step; days that already have punches are left alone.

• Mark a person in or out by hand from the Today board
• Optional face setup at the booth, and one-tap recognition where face matching is on
• Locked salary months are never changed by a bulk fill

When a face check is required, the camera shows “Blink twice” over the preview. Both eyes must close and reopen twice. One-time Face match setup guides forward, left and right angles with live direction markers. Live person mode checks face motion; it does not identify the employee. Owners can enable Face match to compare against a registered face. Consent, registration and usable matching evidence are required for every person in this mode; a missing step blocks the punch and never silently becomes a motion-only check. Check results on the Face checks review board. These controls help deter misuse; they are not certified liveness or guaranteed identity verification.

• A booth keeps no photo at all
• Own-phone attempt photos and face signatures use a 90-day retention clean-up
• Staff can withdraw face consent; matching is cleared and stored files are cleaned up

Staff request leave from their own screen; you approve or reject it from the Team section. Set holidays for the workspace and weekly offs for each employee. Approved paid leave earns pay. On a calendar-day basis, holidays and weekly offs earn a day; on a working-day basis they are excluded from both paid units and the daily-rate divisor.

Payroll calculates from attendance, approved leave and your salary rules. Staff see their own running estimate; the current month remains provisional. After the month ends in IST, review missing punches and pending leave, then finalize. The server calculates and saves the locked salary record. Export the muster roll, salary sheet or individual payslip for review and payment processing.

• The running month is deliberately not finalisable
• Locked salary records cannot be silently rewritten by later attendance edits
• Cancel a wrong check-in or check-out with a reason while keeping the original history
• Record a bonus or deduction with a reason in an open payroll month
• Finalizing records salary; it does not make bank payments or file statutory returns
• Employees see only their own attendance and pay — never your books
• An attendance employee is not a Books user and uses none of your plan’s seats
• Pay rules you set (Advanced options): overtime, Sunday pay, ESI and PF — all off until you switch them on, every rate your own, and “Switch ESI / PF on for everyone” in one tap
• One day’s pay = the salary ÷ all days of the month, working days only, or a fixed number of days you choose (for example 26)
• Duty hours from each person’s shift — someone who works their whole shift is never marked a half day
• Pay salary by UPI from the salary sheet and mark it paid

Manufacturing → Production reads the stock journals and manufacturing journals already in your Tally — nothing is typed twice. Today, this month or last month: kg made (pieces and other units beside, never added together), cartons, the value of material used, and what was made, half-made and used, grouped by your own Tally stock groups.

Cost per kg, your rule (Advanced options): either (materials used + labour + overheads) ÷ kg made, or the month’s expenses from Tally ÷ kg of material used — you tick which expense groups count (Direct Expenses to start with) and which materials count. Each month shows its working, e.g. 15,000 ÷ 200 kg = 75 a kg.

• Any dates, day by day or month by month, and Tally’s own inwards / outwards layout
• This year against last year — kg made on the same dates
• A Production card for the dashboard: kg made today, this month and this year

Set up each machine once — its code, department, in-house vs AMC, and how often preventive maintenance is due. The annual plan becomes a tap-to-mark grid, and compliance per machine (done ÷ due-so-far) computes itself, exactly like the tracker sheet a plant keeps in Excel.

• Per-machine maintenance checklists — daily wipes to yearly overhauls, marked OK / NG / Done / N/A
• An NG check nudges the team straight into the breakdown register

The operator fills one hour at a time, as on the paper sheet: how long the machine stopped and why, pieces made, and pieces rejected and why. Availability, performance, quality and OEE (how much of the machine’s capacity you actually used) compute live by the same formulas the Excel used — including the warning when output runs above the standard speed.

The two registers every machine audit asks for — breakdown & downtime (problem, root cause, action, who attended) and spare replacements (part, why, next due). This is the record an FSSAI / BIS auditor or a warranty claim wants to see.

Since 2 Oct 2026 certificates live in Books → Wallet (your old ones moved into the wallet Certificates & licences). Photograph the certificate or upload the PDF, give it a name — done. Under “Add expiry & reminder”: valid-from, expiry date, remind me 7–90 days before, the licence number and — for manufacturers — the machine it belongs to. Everyone who can open it gets one reminder — in the app, as a pop-up when they open Books, as a phone notification, by e-mail and on WhatsApp (Nex Coins after the plan’s free messages; never a phone call); Renew uploads the new copy and keeps the old one.

When a document is uploaded the AI can read it (20 Oct 2026): a short note with what it is and the number and dates printed on it, marked “AI note”; if it reads an expiry date, the document offers it under Add these dates — you check and save, it never sets a reminder by itself.

Everything the team keys in rolls up for the owner: OEE and production per machine over any period, downtime ranked by stop code, rejections ranked by reason, breakdown load, and the year’s PM compliance.

Track incoming leads before creating parties in Tally. Assign leads to salesmen, view individual workload, see hot/warm/cold conversion scores, and auto-convert inbound WhatsApp inquiries into leads without duplicates.

• Filter chips: Needs a call, No reply yet, Nobody owns it, Mine, No follow-up set, Not linked to Tally, Still open
• One-click WhatsApp lead creation: Extras → Inbox → Add as lead
• Workload balancing: Owner selector shows each salesman’s active lead count

Build itemised quotes with tax calculations. Freezes upon generation to prevent retroactive modification. Turn accepted quotes into live Tally Sales Orders with a single click, and bind converted leads to your Tally party accounts.

• Frozen quote numbers: Permanent numbering that customer edits cannot alter
• Turn into an order: One-tap creation of sales order; subsequent clicks return existing order to prevent duplication
• Link party: Connects a won lead to its existing Tally party ledger

Supervisors track overdue follow-ups and priority deals across the sales team. The Lead Salesman role grants team management capabilities without requiring full admin access.

• Supervisor TaskBar: Overview of overdue chases across the entire team
• Priority flags: Flag high-value enquiries for executive attention
• Lead Salesman role: Supervise team pipelines and reassign chases

Give a person Limited admin access with only the powers they need. On the person’s page (Users → Manage access), start from a job or use Add a ready-made set (under Can open and do) to add Accounts & posting, Company settings, Collections & reminders, Packing & delivery, and Attendance & payroll. Add these packs, then adjust the individual pages, actions and limits.

• Switch off whole pages per person: Home, Ledgers, Items, Day Book, Reports, Reminders, Collect, GST Guard, AggReco, Catalog
• Everyday actions — exporting PDFs, sending WhatsApp reminders, editing party contacts, seeing due dates
• Extra powers that stay OFF until you grant them, like posting entries to Tally or managing companies
• Save any person’s access as one of Your job roles and give it to others
• A limited admin receives the selected powers, without full administrator access. Company owners can manage their own staff within their assigned companies and limits
• Company, stock, party and price restrictions still apply; staff location access remains a separate owner-controlled choice
• Change one permission for one person without losing their job role — the difference is kept as their own change, and the rest still follows the job role

Editing and deleting entries that are already in your books are two separate powers, Edit entries and Delete entries. Owners and admins always have both. Everyone else starts without them. To give one to a staff member, open Users, tap Manage access on that person, open Can open and do → Extra powers and switch on Edit entries, Delete entries, or both, then save.

• Both are marked High impact: they change your real books
• Someone without them does not see the Edit or Delete buttons at all
• Recording new entries is a separate power (Post entries directly to Tally) — you can give one without the other

An admin turns signatures on for each company in Settings → Business settings → Signatures on documents. Each person then adds theirs under Settings → My settings → My signature: a photo of the signature on plain white paper, or drawn with a finger — the app removes the paper. An admin can add, replace or remove anyone’s signature, admins included, from Users → the person → WhatsApp and sign-in → Signature; only the owner can change the owner’s. Every PDF a person shares, sends or downloads from the app carries their own signature. PDFs that go out by themselves carry the Default signature for automatic messages picked for that company.

• Off until an admin turns it on — while it is off, no signature field shows anywhere
• Someone without a saved signature shares documents without one, never with someone else’s
• Each signature shows who added it and when
• Automatic messages: scheduled statements, statements with reminders and Collect, invoices sent on a schedule, PDFs sent after a Tally entry, and the WhatsApp customer bot’s bills and quotations

Per person and per company: tick the stock groups or single items they may see, choose which pricing they see (your default, one Tally price level — strict or just a default — or no prices at all), and restrict them to chosen party groups. Nothing configured means they see everything; you only tighten where you want to.

Set a selection up once and share it. Every selection has a code, and another person or a job role can follow it, so a change to the source reaches everyone following it. If you change one company by hand for one person, it is marked “changed by hand” until you tell it to follow again.

• Separate stock, party and pricing choices for every company
• Follow a job role, another person, or a pasted code
• Price levels are picked from each company’s own Tally price levels

Signing in is not enough to see the data — a 4-digit PIN, bound to the account rather than the handset, opens it on every device, and enrolled devices can unlock with fingerprint or Face ID first. The workspace owner can set a master key that any staff member can use if they forget their PIN; it never unlocks the owner’s own account.

Your plan’s user limit is enforced where it matters: in the data itself. Optional single-device binding means a data login is tied to one device at a time, and the rejection names the device already holding it rather than silently bouncing you. An idle device releases its slot automatically.

Companies found in Tally stay Not turned on until you turn on their updates — nothing comes across without your say-so. For each one you control the display name plus everything that appears on documents.

• GSTIN, PAN, state, address and credit period
• Bank details, invoice footer, declaration text and jurisdiction city printed on invoices
• A UPI ID and QR that print on invoices, statements and share links

The desktop app takes a zipped copy of every company that is turned on, on the schedule you set — daily, every few days or weekly — and clears the old ones once newer ones are safe. Keep them in a folder on the Tally PC (put that folder inside Google Drive or OneDrive and your own cloud holds a copy too), or let Nexvia hold them and download any snapshot from the app.

• My computer and my cloud drive: free, and keep as many as you like
• Nexvia cloud: the latest copy free — keeping up to 5 is ₹500 per company per year
• Copies already taken stay downloadable even if the plan lapses

Your account data and synced Tally data are stored in India — since 19 October 2026 on a server Nexvia runs itself in a Mumbai data centre. Encrypted backup copies are kept in the Asia-Pacific region so your data can be restored if the server fails, and your Tally company file never leaves your computer.

Workspace permissions control access to your books. Viewing reports reads synced data; supported entries and contact updates that authorised users submit can write back to Tally through the connector. If support ever needs a copy of your Tally data to diagnose a problem, it is always for one specific company, is stored where only support can open it, and is deleted afterwards. Normally your connector asks you to approve first; for an issue you have already raised, support can fetch that company directly without a second prompt so the fix is not held up. You can ask us to always prompt, or to delete a copy, at any time — see the privacy page for the full detail.

If Nexvia support needs to look at your books to help you, the workspace owner gets a request in the app naming the person and the number of minutes. Nothing opens until the owner taps Yes. With Yes support can also make changes to fix your problem, and every change is recorded; choose View only if they should only look. Access ends when the time is up, and a Stop support access button ends it early.

It signs in as your account, reads your books and streams only what changed — every couple of minutes, incrementally, so it stays quick even on very large books. It never edits or deletes anything in Tally on its own.

• A normal Windows PC uses the tray app
• A headless Windows server or a Linux / TallyPrime Cloud Access box uses the Server Edition
• It updates itself, so you are never asked to reinstall
• Find Tally checks listening ports on this PC and saved server addresses, then shows the open company names it finds
• Choose Use as main or Add connection, save the address, then enable the companies you need. Other sync apps can remain open during discovery
• This PC, Remote Tally and Not responding labels make each connection clear; remote connections remind you to keep the server or VPN available
• Windows 8 / 8.1 and Windows 7 SP1 have their own compatibility build, with 32- and 64-bit chosen automatically. It keeps itself up to date after the first install
• Also works with BUSY (companies kept in BUSY’s normal data files): ledgers, stock, vouchers, balances and party contacts sync across all years, so reports, statements and reminders work the same. Entries made in the app are written back to whichever the company uses — Tally or BUSY — and can be edited or deleted from the app too
• The vehicle number typed on an invoice in the app prints as Motor Vehicle No. on the Tally invoice
• Tally companies with foreign-currency ledgers (USD, EUR and others) sync like any other company
• Keeps Tally smooth on older computers: it reads the PC it runs on and paces itself — gently on an older PC such as an i3 with 4 GB, faster on a strong one — and learns. Its Keep Tally smooth on this PC setting offers Automatic, Gentle or Normal speed
• The full deep check runs only when Books finds a real difference with Tally (or once, to set things up), and only when an admin starts it: the Updates from Tally button turns amber, you pick a time, keep Tally open and minimised, and it says when it is done

Nexvia Books is on Google Play and the App Store, and works fully in a browser on any phone, tablet or laptop. The Android app updates itself within minutes of opening — new features arrive without anyone reinstalling anything.

• Sign up from any country: pick your country (it starts on the one your phone or computer is set to) and enter your mobile number. Indian numbers get the code by SMS; other countries get it by email
• On iPhone, create your workspace on the web first — the iOS app opens straight to sign-in and cannot create one. Once it exists, it signs in like any other device.
• Look around before you sign up: View demo on the sign-in screen opens a sample company, in the browser or the phone app
• The iPhone app is also on the App Store in Pakistan, Nepal, Sri Lanka, Bhutan and the Maldives
• Pages you have opened before load faster, and the app refreshes them as soon as newer data arrives
• When a store update is due, a banner tells you and takes you straight to the store
• Phones open on each person’s own job: salesmen land on My Day, packers on the Packing list, delivery staff on the Delivery list with Call and Map on every order
• Ask your phone’s assistant: “Hey Siri, ask Nexvia Books” or “Hey Google, open Nexvia Assistant”

Use the Nexvia shared number and there is nothing to configure — you are billed per message. Connect your own WhatsApp Business number and messages go out under your identity, with a two-way Inbox in the app so replies from customers land somewhere you can see and answer them.

Connecting your own number takes one button: Connect my WhatsApp number opens Meta’s window right inside Books, you approve on your phone, and Books fills in the rest. The number keeps working in the WhatsApp Business app on your phone, with all your chats.

• Keep using the WhatsApp Business app on your phone — replies you type there show in the Inbox too
• No IDs or tokens to copy: finish Meta’s window and the number is connected
• Needs the WhatsApp Business app on a number that has been in use there for at least 7 days
• One number for all your companies: another company in your account can pick Use a number your other company already connected
• Set up your own number (Settings → WhatsApp → Your WhatsApp number) shows the steps and moves each message type to your own number as soon as Meta approves its template, shows what is left — templates approved, Meta allows sending and payment, business verification — and congratulates you when everything has moved

Start with Books and a 7-day free trial, with no card required. Choose the add-ons you want to try and change your trial selection as you learn. Keep Books on its own or add the modules you need to your cart and pay once. Your subscription is yearly, per business. Nex Coins cover per-message and per-document costs — 1 coin = ₹1 — and the app tells you the rate and the balance before anything is sent.

• Proper GST invoices for every payment, downloadable from the app
• Free WhatsApp allowance every month, plus free email statements and free share-sheet sending
• GST Guard and AggReco come with Books at no annual fee; e-Invoice & e-Way Bill comes with Two-way Tally entry