Tally 3.8 Release Notes: Simplifying Your Workflow with Powerful New Features
Tally, your one-stop integration for Salesforce and QuickBooks, just got even better with the release of version 3.8! Here's a breakdown of the exciting new features designed to streamline your workflow and enhance your user experience.
1. Enhanced Support Within Salesforce:
Introducing the Support Tab conveniently located on the Salesforce Utility Bar. This static tab allows you to access valuable resources without ever leaving your workspace:
Browse documentation and help articles: Find answers to common questions at your fingertips.
Chat with our AI bot: Get immediate assistance from our AI-powered bot for quick solutions.
Connect with a human support agent: Our friendly support team is just a chat away for more complex issues.
Enhanced Agent Communication: We can now send links for screen recordings, access guides, and more to streamline support interactions.
2. Effortless Invoice Management:
Streamline your billing process with the ability to edit and resend invoices directly within Salesforce. Make adjustments to:
Bill To and CC fields: Add or modify recipient information.
Payment options: Control the availability of credit card and bank transfer options.
Addresses: Update billing and shipping information for accuracy.
Invoice Details: Modify tax rates, shipping rates, discounts (including pre-tax and post-tax application), and payment terms.
Dates: Edit invoice and due dates for better control.
Shipping Details: Update shipping method, date, and tracking number.
Custom fields (if applicable): Edit any custom fields associated with the invoice.
Messages: Add personalized messages for the invoice and customer statement.
Products: Add or modify products on the invoice for complete control.
3. Simplified Customer Management:
Gain greater control over customer information with the ability to edit customers directly within the component. Update details such as:
First and last name
Taxable status
Notes
Display name
Billing with parent options (including parent lookup)
Address information (including email, mobile phone, and active status)
Bill to and CC information
4. Streamlined Customer Creation:
Enhanced Customer Creation: When creating new customers, you can now:
Select "Bill with Parent" for consolidated billing.
Add notes for future reference.
Mark the customer as taxable for accurate calculations.
Select a QuickBooks parent customer for seamless integration.
5. Bi-Directional Product Sync (New and Improved):
Real-time product synchronization: Maintain consistent inventory data between Salesforce and QuickBooks. Choose to sync products:
From QuickBooks to Salesforce
From Salesforce to QuickBooks
Manual Control: Prefer on-demand updates? You can always disable automatic syncing and perform product synchronizations manually with a single click.
With these powerful new features, Tally 3.8 empowers you to automate tasks, improve workflow efficiency, and maintain seamless data synchronization between your CRM and accounting systems.
Ready to experience the Tally difference?
Upgrade to version 3.8 today or contact our sales team to learn more!