: Tally Implementation, Training & e-Invoicing Specialist
Role Overview
We are looking for a skilled Tally Implementation, Training & e-Invoicing Specialist with 2 to 3 years of hands-on experience . In this functional-technical role, the candidate will lead software deployment, system setup, data migration, and e-invoicing integration while actively training team members/clients to optimize their use of Tally Prime.
● Job Title: Tally Implementation, Training & e-Invoicing Specialist
● Experience Required: 2–3 Years
● Department: ERP Operations / Training
● Employment Type: Full time
● Location: Onsite/Hybrid
Key Responsibilities
● Software Implementation & Setup:
○ Configure and set up Tally Prime (or Tally ERP 9) from scratch based on company or client requirements.
○ Customize the Chart of Accounts, ledgers, cost centers, godowns, and inventory structures.
○ Manage legacy data migration (importing historical data, trial balances, and master entries from Excel or old accounting systems into Tally).
● e-Invoicing Setup & Management:
○ Configure, test, and maintain seamless e-invoicing workflows within Tally Prime. ○ Ensure direct generation of Invoice Reference Numbers (IRN), QR codes, and compliant digital invoices.
○ Perform bulk e-invoice generation and sync transactions accurately with tax registers. ○ Maintain master data hygiene (e.g., proper Tax Registration Numbers, HSN/SAC codes, and tax categories) across all ledger profiles.
○ Monitor e-invoicing dashboards, handle cancellations, and resolve system rejections, schema errors, or API sync issues.
● Training & Capability Building:
○ Design, organize, and conduct structured training sessions (one-on-one or group) for accounting staff, billing operators, and inventory teams.
○ Prepare user manuals, step-by-step documentation, Standard Operating Procedures (SOPs), and quick-reference guides.
○ Train staff on specific modules: Purchase/Sales Orders, Payroll, Inventory Tracking, Bank Reconciliations, e-Invoicing,
and Tax Returns.
● Process Optimization & Support:
○ Evaluate current accounting workflows and adapt Tally Prime features (voucher types, security controls, user roles) to improve operational efficiency.
○ Act as the bridge between management and Tally technical partners for custom TDL
(Tally Definition Language) requirements or third-party integrations (e.g., CRM, e commerce, or payroll).
○ Provide ongoing technical support, perform periodic data audits, manage backup procedures, and handle year-end data splitting.
Candidate Qualifications & Requirements
● Education: Bachelor’s Degree in Commerce (B.Com), Accounting, Information Systems, or a related field.
● Experience:
○ 2 to 3 years of experience in Tally Prime implementation, end-user training, and day-to day administration.
○ Proven hands-on experience setting up, processing, and troubleshooting e-invoicing in Tally Prime.
● Technical Skills:
○ Advanced mastery of Tally Prime features (Inventory, Order Management, Payroll, Security, e-Invoicing/API integrations).
○ Strong working knowledge of MS Excel (Data formatting, VLOOKUP, Pivot Tables for bulk imports).
○ Understanding of local statutory tax rules and e-invoicing portal mechanics (IRN/QR code generation, JSON/XML error handling).
● Soft Skills:
○ Exceptional patience, presentation, and teaching skills.
○ Strong analytical and problem-solving abilities.
○ Clear oral and written communication skills to simplify technical processes for non technical users.
Key Performance Indicators (KPIs) for HR
1. Implementation & Rollout: On-time module delivery and system configuration according to target schedules.
1. e-Invoicing Compliance: 100% accurate, error-free e-invoice generation with zero portal rejections due to master data errors.
1. Training Effectiveness: High post-training adoption rates with minimal user errors in daily accounting and billing entries.
1. Issue Resolution: Rapid turnaround time for resolving user support requests, data sync issues, and software glitches.
📌 Tally Implementation Specialist (India)
🏢 HireKul
📍 India