Make Tally fit the details your team needs to record and review.

Pilot preparation checklist

[ ] Provide the installed Tally release and loaded add-on list.
[ ] Bring redacted vouchers, job cards, reports and desired print samples.
[ ] Identify each required field and its business meaning.
[ ] Agree who approves the report totals and document layout.
[ ] List manual, alteration, import and export paths in use.
[ ] Confirm package/source handover and upgrade support expectations.

Prepared for: __________
Workflow owner: __________
Review date: __________

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