How it works, drawn out
Where your books go, how fresh the numbers are, why a figure can differ from Tally, how you get started, and how reminders run.
Where your books go
One direction only: from the PC that runs TallyPrime to Chartford's server, and from there to the screens you sign in on.
How fresh are the numbers?
Every page shows the books as of the last sync. This is when syncs happen.
- Day one: the last 7 daysSo the dashboard is usable soon. Older history then loads in small parts in the background, and picks up again after a restart.
- Then about every hourIf automatic updates are on for the company. Some plans allow every 30 or 15 minutes. Sync now works any time, from the portal or the PC.
- Office PC offReports still open from the copy on our server, showing the books as of the last sync. Hover Sync now to see when that was.
- Newer data winsA sync that would replace newer data with older or empty data is stopped and logged.
For updates, two things must be true: the PC is on, and TallyPrime is open with the company loaded.
Why a figure can differ from Tally, and how to check it
Most differences come from timing, the period you loaded, or receipts that are not set against a bill.
From early access to your first report
Two places take part: a browser (on a computer or phone) and the PC that runs TallyPrime.
- 1In your browserRequest early accessTell us about your business and your Tally setup. We send the sign-up link.
- 2In your browserCreate your workspaceBusiness name, your name, work email, mobile and a password, then a 6-digit email code, valid 10 minutes.
- 3In your browserSetup checklistEight steps you can leave and resume. Share its link to the Tally PC.
- 4On the Tally PCInstall Chartford SyncSent by our team. It then starts each time you sign in to Windows.
- 5On the Tally PCSwitch on Tally's XML serverF1, Settings, Connectivity. Port 9000 by default.
- 6BothPair the PCGenerate a code in the browser (single use, valid 30 minutes), then enter it in Chartford Sync on the PC.
- 7In your browserChoose companies and periodTick companies. Current year, all history or your own dates.
- 8On the Tally PCFirst syncLast 7 days first, then older history. Progress shows in the checklist.
- 9In your browserCheck, then open your dashboardConfirm what was loaded, compare a few totals with Tally, and start.
Step 4 today: the self-serve download is not ready, so our team sends Chartford Sync with a checksum you can use to check the file. Optional next steps after the dashboard: your company profile and invoice branding, team members, sales setup, reminders and the daily summary email.
Watch: choose companies and check the first sync
The steps in the browser after pairing, on the sample company.
The reminder life-cycle
Email reminders go only to contacts who agreed, and they stop on their own.
Set up once (owner or admin)
- Approve the wordingYou approve the email text before any reminder is sent.
- Mark who agreedUp to four contacts per customer. Do-not-contact stops everything for that customer.
- Pick days and limitsDays before, on and after the due date, a minimum balance and a daily cap.
- Switch it onFor the company. You can switch it off at any time.
Every day at 10:00 IST
Reminders stop when
- The customer repliesA reply stops the next ones.
- They opt outUsing the unsubscribe link.
- Payment shows in TallySeen at the next sync.
Questions about your own setup?
Several companies, two Tally PCs, an older TallyPrime? Tell us in a demo and we'll show you what to expect.