Switch from Tally to Lekha
Send us your Tally reports. We map your ledgers with your VAT consultant, import your opening balances and check them with you, and you go live on the first of a month.
Setup ৳25,000 one time + VAT, credited against your first year.
How the switch works
Send us your files
Export your trial balance and outstanding receivables and payables from Tally to Excel, and send them to us.
We import and check
We import everything and check that it adds up to your trial balance, figure by figure.
You check
Your team ticks bank and cash against statements and goes through the open invoices, bills and document numbers.
Go live on the 1st
You start working in Lekha from the first of a month. Your old system stays as it was.
What comes across
- Your opening trial balance
- Unpaid invoices and bills, in their own currency at their original rate
- Advances clients paid that you haven't used yet
- Clients and vendors
- Staff, and the salaries paid so far this fiscal year
- The next number of each Mushak document series
What stays in Tally
- Past vouchers. Lekha starts from your balances
- Old invoices and bills: unpaid ones are settled in Lekha, but they stay the old system's documents. Lekha never reprints them or reports them for VAT.
Tally words, Lekha words
| In Tally | In Lekha |
|---|---|
| Ledger | Account |
| Group | Account type (chart of accounts) |
| Sundry Debtors | Clients and receivables |
| Sundry Creditors | Vendors and payables |
| Bill-wise details | Open invoices and bills |
| Voucher | Invoice, bill, receipt, payment or journal |
What to prepare
- Trial balance on the day before your go-live date
- Outstanding receivables and payables, bill by bill
- Advances clients have paid but you haven't invoiced yet
- Your ledger list with each ledger's group
- If you go live after 1 July: profit and loss for each month since 1 July
- Bank and cash balances with their statements
- Staff list and salaries paid since July
- The last number used in each Mushak series
Questions about switching from Tally
- Do we need to change our Tally ledgers first?
- No. Send them as they are. We map each ledger group to Lekha's chart of accounts and go through the mapping with your VAT consultant.
- Can we keep using Tally while we set up?
- Yes. Keep posting in Tally until your go-live date. We import the balances as they are on the day before it.
- What happens to our old vouchers?
- They stay in Tally. Lekha starts from your opening balances, so keep Tally or its exports for your records.
- When can we go live?
- On the first of any month. Most of the time goes into preparing your files; once we have them, we agree the date with you.
- Can we start in the middle of the fiscal year?
- Yes. You also send the income and expenses of each month since 1 July, when the fiscal year starts, and the salaries paid so far, so the year's reports and your staff's income tax stay complete.
- What if we find a mistake after going live?
- Before going live you can undo your latest import and import it again, or clear all opening data and start over. After going live, most mistakes are fixed with a journal in an open month. To correct the opening balances themselves, the owner reopens them with a reason, and your accountant approves if you have one.
Keeping your books in Excel instead? Switch from Excel
Plan your switch from Tally
In a walkthrough we look at your Tally data together and plan the switch.
Tally and TallyPrime are trademarks of Tally Solutions Pvt. Ltd. Lekha is not affiliated with Tally Solutions.