How Bharat Connect Will Work in Tally Prime 7.0: Complete Step-by-Step Business Guide

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With businesses moving rapidly toward digital transactions, invoice automation, and connected accounting, traditional manual workflows are becoming inefficient. TallyPrime 7.0 introduces Bharat Connect as a major step toward connected B2B accounting.

Bharat Connect is designed to help businesses exchange invoices, payment details, and transaction confirmations digitally within the Tally ecosystem, reducing manual follow-ups, reconciliation delays, and communication gaps.

This article explains how Bharat Connect is expected to work in TallyPrime 7.0, from setup to daily usage, in a clear step-by-step manner.

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What Is Bharat Connect in TallyPrime 7.0?

Bharat Connect is a business-to-business digital connection framework inside TallyPrime that allows companies to:

• Create a verified business identity
• Connect with customers and suppliers digitally
• Share invoices and payment details securely
• Track invoice and payment status
• Reduce dependency on emails, PDFs, and manual confirmations

Instead of exchanging invoices and payment proofs outside the accounting system, Bharat Connect brings these interactions directly into TallyPrime.

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Why Bharat Connect Is Important for Businesses

Traditional accounting workflows involve:

• Sending invoices via email or WhatsApp
• Waiting for payment confirmation
• Manually matching bank entries
• Frequent follow-ups with customers and vendors

Bharat Connect aims to solve these problems by:

• Making invoice exchange structured
• Linking payment information to accounting entries
• Improving transparency between parties
• Supporting faster reconciliation

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How Bharat Connect Will Work – High-Level Flow

In TallyPrime 7.0, Bharat Connect follows this overall process:

1. Business registers and verifies identity
2. A unique business connection ID is created
3. Buyers and sellers connect using IDs
4. Invoices are shared digitally
5. Payment details are exchanged
6. Receipts and payments are recorded
7. Reports track status and exceptions

Each step is integrated into normal Tally workflows.

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Prerequisites Before Using Bharat Connect

Before enabling Bharat Connect, businesses should ensure:

• Active TallyPrime license
• Valid Tally Software Subscription (TSS)
• Internet connectivity
• Registered mobile number for verification
• GST registration details (if applicable)
• Updated party masters

Proper preparation ensures smooth onboarding.

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Step-by-Step Guide: How Bharat Connect Will Work in TallyPrime 7.0

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Step 1: Enable Bharat Connect in TallyPrime

From within TallyPrime:

• Access the connectivity or exchange section
• Enable Bharat Connect services
• Accept usage terms
• Verify login credentials

This step activates the digital connection framework.

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Step 2: Business Verification and Registration

Each business must:

• Register its business identity
• Verify using OTP or secure authentication
• Link GST registration (if applicable)

Once verified, the system generates a unique business connection ID for each registered business.

This ID acts like a digital address for invoice and payment exchange.

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Step 3: User Roles and Access Control

TallyPrime allows:

• Admin users (full control)
• Regular users (limited access)

Admins can:

• Approve or deny Bharat Connect access
• Manage permissions
• Control invoice sharing

This ensures data security in multi-user environments.

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Step 4: Preparing Party Masters for Bharat Connect

For Bharat Connect to function correctly:

• Party ledgers must be updated
• Business IDs of customers and suppliers must be added
• Contact details must be accurate

If a party is not registered:

• An invitation can be sent
• Connection is established once they register

Clean masters are critical for success.

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Step 5: Creating Sales Invoices

Sales invoices are created in TallyPrime as usual:

• Item or service details
• Tax calculations
• GST compliance

No special invoice format is required. Bharat Connect works on top of existing invoice workflows.

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Step 6: Sharing Invoices Digitally

After invoice creation:

• Seller sends invoice through Bharat Connect
• Buyer receives invoice within their connected system
• Invoice status is updated (sent, viewed, accepted)

This eliminates email attachments and manual confirmations.

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Step 7: Buyer Review and Acceptance

The buyer can:

• Review invoice details
• Accept the invoice
• Reject or query incorrect invoices

Only accepted invoices proceed to payment stage, reducing disputes.

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Step 8: Payment Details Exchange

Once invoice is accepted:

• Buyer records payment voucher
• Payment details are shared digitally
• Seller receives payment confirmation

This step ensures that:

• Both sides record the same payment
• Mismatches are reduced
• Outstanding balances remain accurate

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Step 9: Recording Receipts and Payments

In TallyPrime:

• Receipt vouchers are created for incoming payments
• Payment vouchers are created for outgoing payments
• Entries are linked to invoice references

This creates a clean audit trail.

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Step 10: Handling Partial Payments and Adjustments

Bharat Connect supports:

• Partial payments
• Multiple payments against one invoice
• Adjustments

TallyPrime automatically reflects:

• Outstanding balances
• Payment history
• Invoice settlement status

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Step 11: Tracking Status Through Reports

TallyPrime provides reports to track:

• Sent invoices
• Pending payments
• Accepted or rejected invoices
• Partially settled invoices

These reports help businesses:

• Follow up efficiently
• Reduce delays
• Improve cash flow management

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Step 12: Reconciliation and Audit Readiness

Since invoice and payment data are connected:

• Bank reconciliation becomes faster
• Fewer mismatches occur
• Audit queries are easier to explain

This is especially useful during GST audits and year-end closing.

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Security and Session Management

Bharat Connect includes:

• Secure login sessions
• OTP-based verification
• Controlled access duration
• Manual logout options

This ensures data safety even in shared office systems.

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Common Business Scenarios Supported

Bharat Connect works well for:

• Supplier-to-buyer invoicing
• Recurring B2B transactions
• Large customer bases
• GST-registered businesses
• Multi-branch organisations

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Benefits of Bharat Connect in TallyPrime 7.0

• Reduced manual communication
• Faster payment cycles
• Improved reconciliation accuracy
• Better audit transparency
• Streamlined B2B operations

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Limitations to Be Aware Of

• Requires both parties to be connected
• Internet dependency
• Initial setup effort
• Change management for staff

However, benefits outweigh limitations in most cases.

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Best Practices for Using Bharat Connect

• Clean party masters before activation
• Train staff on new workflow
• Reconcile regularly
• Monitor reports weekly
• Maintain proper access control

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Conclusion

Bharat Connect in TallyPrime 7.0 represents a shift from standalone accounting to connected business accounting. It brings buyers and sellers onto a shared digital workflow where invoices, payments, and confirmations are linked directly within the accounting system.

While not mandatory, Bharat Connect is designed for businesses that want:

• Faster collections
• Cleaner books
• Fewer disputes
• Better compliance readiness

For growing businesses and professional accounting firms, Bharat Connect is not just a feature—it is a future-ready way of working.

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