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Tally workflow

Prepare controlled construction cost data for Tally

CostGrid can control project obligations and evidence while Tally remains the chosen accounting ledger. A future file hand-off must be validated, documented and separately certified; no such Tally workflow is claimed in this release.

Where control breaks

Recognise the warning signs

  • Project dimensions are lost at export
  • Ledger entries cannot be traced back
  • Teams expect silent two-way sync

The CostGrid control path

01

Stable references

Carry document IDs, cost codes, vendor references and posting state into the hand-off.

02

Reviewed-export requirement

A future workflow must move approved records only, use explicit mapping and record an attributable export event.

03

Honest boundary

Do not imply statutory posting, bank reconciliation or live sync until separately certified.

Operational outcome

The hand-off design preserves project evidence without representing that live Tally synchronisation is available.

Control one live project before expanding

Start with one live project, keep the control trail intact, and expand only after the workflow proves useful.