Tally Export for Housing Societies: One-Click Accountant Handoff

Tally export for housing societies

Tally export turns your Plinth society ledger into a Tally-importable XML file chart-of-accounts masters plus dated vouchers (receipts, payments, sales, journals) so your accountant imports the period in one step instead of re-keying invoices and payments. Generate it at Admin → Finance & reports for any date range.

The problem it solves

The treasurer runs maintenance on Plinth; the society's accountant works in Tally. Today that means exporting a CSV, then manually re-entering and reconciling every receipt and bill hours of work each month and a fresh chance for errors. A direct Tally export closes that gap: the ledger Plinth already keeps becomes the file the accountant imports, books balanced, zero re-keying.

What the export contains

• Ledger masters every account (Bank, Cash, Maintenance Receivable, Maintenance Income, GST Payable, expense heads, …) with its Tally parent group, so accounts land in the right place on import.
• Vouchers one balanced voucher per money event in the period: receipts for payments, payments for expenses, sales for issued invoices, journals for late fees and corrections.
• Company name set from your society name.

Because the underlying ledger is double-entry, every voucher's debits equal its credits, so the import reconciles cleanly.

How to export

1. Open Admin → Finance & reports.
2. Set the From and To dates for the period.
3. Tap Export to Tally XML the file downloads to your device.
4. Share it with your accountant; they import it into Tally.

Every export is logged with the date range and voucher count, and recorded in the society audit log so you have a provenance trail.

Honest scope

This is a one-click handoff export, not a live two-way sync. It covers the receipts, payments, expenses, and invoices recorded in Plinth opening balances and transactions kept outside the app won't be included. Your chartered accountant remains responsible for statutory books and filing; the export simply removes the re-keying step.

FAQ

What format is the export? Tally-importable XML containing ledger masters and dated vouchers.

Will it re-key my invoices and payments into Tally? Yes that's the point. Each Plinth money event becomes a Tally voucher, so your accountant imports instead of typing.

Does it sync both ways with Tally? No. It's a one-direction export per period. Re-export when you want a newer range.

Is GST included? Yes GST collected on taxable charge heads posts to a GST Payable ledger and appears in the export.

Save your accountant hours every month. Export to Tally or follow the step-by-step export guide.