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Voucher types, units and bank accounts

The voucher type each document becomes, the GST unit codes your units are reported in, and which Tally ledger each bank account is.

Voucher types

Each kind of document goes in as a voucher type. The defaults are Tally’s own:

DocumentGoes in as
InvoiceSales
Bill of supplySales
Credit noteCredit Note
Purchase billPurchase
Debit noteDebit Note
Payment receivedReceipt
Payment madePayment

Change one only if your company uses its own voucher type, for example a separate Bill of Supply type, or Sales GST. Type it exactly as Tally names it.

Your own invoice numbers go to Tally as the voucher number. If the voucher type in Tally numbers itself (Automatic numbering), Tally uses its own number instead. Your number is still in the narration of every voucher, as “Invoice INV/2026-27/0042 from JAI CRM”, so it can always be found. If you want your numbers in Tally, set the voucher type’s numbering to Manual.

Units

With Send invoices with stock items on, a card lists every unit your items use. For each one:

  • Name in Tally is what the unit is called there. Change it if your Tally calls “Nos” “No.” or “Pcs” “Pieces”.
  • GST unit code is the unit quantity code (UQC) GSTR-1 reports quantities in. The usual ones are filled in for you.
The Units card, listing each unit in use with a box for its name in Tally and a list to choose its GST unit code, and below it the Bank accounts card with a box for each account's ledger name.
Units appear only when invoices go with stock items. Bank accounts appear whenever you keep any.
Unit hereFilled in as
NosNOS (numbers)
PcsPCS (pieces)
KgKGS (kilograms)
GramGMS (grammes)
LitreLTR (litres)
MetreMTR (meters)
Sq ftSQF (square feet)
BoxBOX
SetSET (sets)
Hour, Day, MonthOTH (others): these are services, which GSTR-1 reports without a quantity
A unit of your ownOTH, until you choose its code

Counted units, such as numbers, pieces and boxes, are created with no decimal places. Measured ones, such as kilograms and litres, get three.

Tally does not let a stock item’s unit change once the item has been used. Get the unit right before the first import.

Bank accounts

Each bank account you keep here is listed with the Tally ledger it is. A payment received into or paid from that account posts to that ledger. It comes filled in with the account’s own name, so change it to match Tally, for example “HDFC Bank A/c 4421”.

A payment in cash posts to the Cash ledger. A payment that names no bank account posts to the Bank (when none is named) ledger from the ledger list.

Next in tally Worked examples → Importing into TallyPrime →

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