> ## Documentation Index
> Fetch the complete documentation index at: https://help.pragmachartered.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Understand the Tally handoff

> See what approval queues for Tally, check every connector's heartbeat, and enroll or replace a client's connector.

This page applies to clients whose books destination is Tally: **Posts to** on the client's **Setup → Zoho Books** tab reads **Tally (through the connector)**, which is the default. For a client that posts to Zoho Books, no connector is involved; see [Post approved invoices to Zoho Books](https://help.pragmachartered.com/invoices/zoho-books.md).

Approval queues a Tally command; it does **not** confirm that a voucher has been imported. A running Windows connector enrolled for this client must be able to reach the client's Tally company. You can inspect review and handoff status without enrolling a connector. Enrolling or revoking a connector, and opening **Settings → Connectors**, requires an **Owner**, or a **Manager** or **Connector admin** assigned to the client. A Connector admin opens **Clients** and works only on a client's **Connector** tab.

## Check every connector at once

![Settings Connectors page showing the connector list or its empty state](https://help.pragmachartered.com/images/invoices/connectors.png)

**Settings → Connectors** lists every connector you may manage, across your clients. It answers "is anything not checking in?"; enrollment and revocation happen on each client's page.

| Column | What it tells you |
| - | - |
| **Client** | The client's legal name, with the connector label (the machine) beneath it. |
| **Status** | **Active**, or **Revoked** once its token was revoked. |
| **Heartbeat** | For an active connector: **Live** (checked in within the last hour), **Idle** (within the last day), **Stale** (more than a day ago) or **Never seen** (no check-in recorded since enrollment). A revoked connector shows a dash. |
| **Token** | The first characters of the enrollment token, to match it against a machine's configuration. The full token is never shown again. |
| **Last seen**, **Enrolled** | How long ago it last checked in and was enrolled; hover for the exact time. Narrow windows hide these columns. |

Select a row to open that client. If the table says **No connectors enrolled**, use **Open a client** to go to **Clients** and enroll one there. The **Connector** column on the **Clients** list shows the same **Live**, **Idle**, **Stale** and **Never seen** states per client, or **None** if nothing is enrolled.

## Follow an approved invoice to Tally

**1. Confirm that the invoice was approved**

Open the invoice from **Review queue** or **Clients → \[client] → Books → Invoices**. If it still needs review, resolve any **Not postable to Tally yet** blockers and approve it, or check the firm's [automation policy](https://help.pragmachartered.com/firm/automation.md). After approval its status is **Approved**, and the invoice page shows a **Tally handoff** line with the command state, attempt count and any **Last error**. **Approved** by itself is not a delivery receipt.

**2. Check the connector's heartbeat**

In **Settings → Connectors**, or on **Clients → \[client] → Setup → Connector**, find the client's active connector. If a command is pending and the connector is **Stale**, **Never seen** or revoked, check the Windows machine and its Tally connection with its operator before retrying anything.

**3. Handle interruption without duplicate imports**

If a command shows **Last error**, read it alongside **Last seen** and the connector's availability. If the outcome is uncertain or the command has been claimed, reconcile the actual voucher in Tally before any further action; do not manually import or reapprove the same invoice blindly. Once the connector has claimed a command, the review can no longer be rejected or reopened, because the voucher may already exist in Tally.

## Enroll or replace a client's connector

![Client Setup Connector tab with the enrollment form and enrolled connectors list](https://help.pragmachartered.com/images/invoices/client-connector.png)

**1. Open the client's Connector tab**

Open **Clients → \[client] → Setup → Connector** (titled **Windows connector enrollment**). Under **Enrolled connectors**, each entry shows its label, **Active** or **Revoked**, **Token prefix**, **Enrolled** and **Last seen** (**Never** means no check-in yet). A revoked entry also shows when it was revoked. With none, the tab says **No connector is enrolled yet.**

**2. Enroll a connector**

Type a **Connector label** (required, up to **120 characters**) identifying the Windows machine, such as `Front-office laptop`, and select **Enroll connector**. Each client can have only one active enrollment. The connector must run on the Windows machine where TallyPrime is open.

**3. Store the token once**

The notice **Copy the enrollment token for “…” now.** shows the token exactly once; only its hash is stored, so it cannot be shown again. Select **Copy token** (it changes to **Copied to clipboard**), or select the text manually if the browser blocks clipboard access. Paste it only into the connector configuration on the Windows machine, then select **I have stored it — dismiss**. A lost token cannot be recovered: revoke the enrollment and enroll again.

**4. Replace a connector**

Select **Revoke** on the active enrollment and confirm **Revoke connector**. It stops claiming Tally work immediately and its token can never be used again, but revoking does not tell you whether work it already claimed was posted. Then enroll the replacement.

## When enrollment is refused

* **Give the connector a label so it can be identified later.** The label is blank; type one.
* **This client already has an active connector. Revoke it before enrolling a replacement.**
* **The browser blocked clipboard access. Select the token above and copy it manually.**
* The **Connector** tab is missing: your role cannot manage connectors, or you are not assigned to this client. Ask an Owner.

> [card] Still stuck?
>
> [Open a case](https://app.pragmachartered.com/support) from **Help & support** in Pragma, or [book a walkthrough](https://help.pragmachartered.com/support/book-a-walkthrough.md) and the team will show you around on a call. Can't sign in? [Contact support](https://app.pragmachartered.com/contact-support).


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