FAQ

Frequently Asked Questions

Everything you need to know about using BizView Pro to view and manage your Tally data from mobile and web.

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Frequently asked questions

Can I see my Tally outstanding (receivables and payables) on my mobile?

Yes. Once the sync agent is installed on your Tally PC, BizView Pro shows live receivables and payables on your phone, updated after every sync — no need to open Tally or a laptop.

Do I need to install anything on my phone?

No app-store download needed. BizView Pro is a mobile-friendly web portal (PWA) — open it in your phone's browser and add it to your home screen for one-tap access, like a native app.

Can I create or edit a voucher (Payment, Receipt, Sales, Purchase) from my mobile, and will it reflect in Tally?

Yes. Unlike most Tally-on-mobile apps that are view-only, BizView Pro lets you create new vouchers (Payment, Receipt, Contra, Debit/Credit Note, Sales, Purchase) directly from the portal — they sync into your actual Tally the next time the sync agent runs. You can also edit or delete an existing voucher from the portal, and it updates in Tally automatically.

What if I accidentally delete or wrongly edit a voucher from the portal?

BizView Pro keeps a full version history of every voucher you edit or delete through the portal, so you can view exactly what changed, when, and by whom — and restore an earlier version if a mistake was made.

Can I send payment reminders to customers automatically?

Yes. You can schedule automatic WhatsApp payment reminders (one-time, weekly, or monthly) for any customer with an outstanding balance, or send reminders to your entire receivables list in one click. Reminders stop automatically once a customer's balance is cleared.

Does BizView Pro tell me when stock is running low?

Yes — an AI-based restock alert flags items likely to run out based on your last 15 days of sales, so you know what to reorder before you're out of stock.

Is my Tally data safe if I use BizView Pro?

Your data syncs to a portal hosted on your own server — not a shared third-party cloud — and the connection between your Tally PC and the portal is encrypted end-to-end. You control your own backups too, with one-click backup and restore of the last 10 backups.

Can I manage staff attendance and salary from BizView Pro too?

Yes — this is a full module: GPS-based attendance, shift management, leave tracking, task assignment, and automatic salary calculation, all from the same portal you use for your Tally data.

Does it work with multiple Tally companies?

Yes, switch between multiple companies from a single login — each company's data stays fully separate and secure.

What's the difference between BizView Pro and other Tally mobile apps?

Most Tally mobile apps only let you view your data. BizView Pro also lets you act on it — create and edit vouchers, send automated WhatsApp reminders, get AI stock alerts, and manage staff — from one portal, hosted on infrastructure you control.

Do I need a laptop to set up BizView Pro?

You need one-time access to the Windows PC where TallyPrime runs, to install the small sync agent. After that, everything else — including day-to-day use — works from a phone or any browser.

How often does my Tally data sync to the portal?

The sync agent runs continuously in the background on your Tally PC, syncing automatically — you don't need to trigger it manually each time.

Related guides

Tally on Mobile Tally Outstanding on Mobile Tally on Web WhatsApp Payment Reminders

See it on your own Tally data

Sync your first company in under 10 minutes — no credit card needed to get started.

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Get the Sync Agent

Install on the Windows PC where TallyPrime is running. One-time setup — works silently in the background.

Download BizView Pro Sync Agent .zip
Windows 7/10/11 · 64-bit · Safe & virus-free