Supplier bill
Supplier · P-0314
Goods · 200 units₹10,000
Tax printed on bill₹1,800
₹11,800Bill total
Use the actual bill
For businesses using Tally or BUSY that want authorised staff to handle routine requests through WhatsApp.
Start with the supplier’s bill.
Send a clear photo instead of typing the same bill again.
Prepare a purchase entry from a bill photo
Read a supplier bill and prepare the entry for your accounts staff to check.
Supplier bill photo
01Read the bill
02Match supplier and products
03Accounts approve
04Save the entry
Purchase entry
Save confirmation
Ask for a balance or ledger
Get the permitted account record without searching through the software yourself.
Your team should
Choose the correct customer when names are similar.
Balance or ledger request“Send the balance for this customer.”
01Check company and customer
Permitted account detailsThe balance or ledger, with its source date.
Check the company, customer and information the person is allowed to access.
Find a previous bill
Ask for a customer’s bill and retrieve the matching record.
Your team should
Confirm the customer or bill if the request is unclear.
Customer or bill request
Available bill records
01Find the matching bill
Bill or available details
Find the bill through the connected accounting software.
Optional
Prepare a payment entry
Use confirmed payment details to prepare a receipt for accounts staff.
Your team should
Verify the payment and approve the exact entry.
Confirmed payment
Customer bill
01Match the payment to the bill
02Accounts approve
Receipt entry ready to save
Match the customer, amount and references, then prepare the proposed entry.
Optional
Ask about recorded stock
See the quantity recorded for an item and when it was updated.
Your team should
Check physical stock when a stock confirmation is needed.
Product question“What stock is recorded for this item?”
01Read the stock record
Recorded stock and update dateThe recorded quantity and source date.
Read the permitted item record and show its update date.
Entering a supplier bill
Checking a balance
Finding a previous bill
Use the correct company, software version and accounts data.
Accounts staff approve entries, corrections and sensitive information requests.
We test each requested read or write operation. A WhatsApp connection does not make every accounts task available.
Possible Routes
Requests through WhatsApp
Staff ask for information or send a bill through the agreed WhatsApp number.
Information from Tally
Read the agreed customer, bill, ledger or stock information from the connected company.
Information from BUSY
Read the agreed records or prepare supported entries for the correct company.
Approval of accounting entries
Accounts staff review the proposed entry before it is saved.
Preparing 100 purchase entries from clear bills
Time before
Time with this workflow
Time saved
Lower estimate
Assumes 8 minutes per purchase entry before and 6 minutes with the workflow.
Before
13 hr 20 min
With workflow
10 hr
Saved
3 hr 20 min
Show us a bill and a few routine requests from your accounts team. We’ll check what your software can support and where approval is required.
Helpful things to discuss
Which Tally or BUSY version do you use?
Which lookup or entry takes repeated effort?
Who can approve access and check the result?
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