IndiaAuditLens
Configure Tally Bridge, email, and see AI and credits
Integrations affect data intake, generated assistance, GST provider operations, and outbound email. Use least privilege, approved credentials, test safely, and never place a secret in documentation, AuditIQ, chat, or…
By IndiaAuditLens product team · Updated 2026-10-20
Before you begin
Open the correct firm workspace and confirm the setting you intend to change. Check that your role allows the action. Gather the approved firm, user, template, rate, branding, or integration details needed for the task. Review any effect on active users, clients, engagements, returns, or reports before saving.
Pair and review a Tally Bridge
Navigate to Settings → Integrations → Tally Bridge. Click Pair new bridge. Follow the pairing wizard on the approved Windows service/device. Confirm the firm and pairing identity before completing the local pairing step. Return to Tally bridges and click Refresh. Open the bridge to review device status, linked companies, sync/freshness, snapshots, and drift.
A bridge can serve one or more clients, but each client engagement must use the intended company and snapshot. Legal hold/lock actions preserve evidence and should not be changed casually.
See AI and credits
AI and credits are not set up here. They are tabs of one page, Settings → General → Subscription, next to the Plan tab. The old AI usage, Credits and GST API Credits pages open the matching tab.
Navigate to Settings → General → Subscription and open the AI tab to see the AI used and left this month, in rupees. The owner and admins can open Technical details for tokens. Open the Credits tab to see the credits available now, how many included credits are used and left, how many bought credits are left and until when they are valid, use by client and kind of call, and the last 6 months. Partners and above also see each credit movement. The owner and admins can click Buy more AI or Buy more credits. A payment page opens in your browser, and what you bought is added once the payment is…
Credits power GST returns, portal checks and look-ups. Credits alone do not guarantee filing: credentials, portal session, GSTIN/period, readiness, review, and statutory controls still apply. See Review and buy credits and See AI used and left.
Configure firm email delivery
Navigate to Settings → Integrations → Email Settings. Configure Email Delivery according to the firm policy. Under SMTP Server Settings, enter SMTP host, Port, TLS/SSL choice, SMTP username, and the approved app password/secret. Under Sender Details, enter From email, From name, and Reply-to email. Enable only the required Email Types. Configure Email Template Branding: logo URL, header colour, support email, and website URL. Save and wait for Firm email configuration saved successfully. Enter a controlled internal test address and click the test-email action. Confirm delivery and review…
Manage email templates
Navigate to Settings → Integrations → Email Templates. Search or filter by category. Create a new template or edit a firm-owned template. Enter a unique Template name, Subject line, and message body. Insert merge fields using the field picker; do not invent unsupported variables. Click Preview with synthetic data and fix any syntax error. Save.
Use Reset to default or Delete only after confirming the target and downstream email type.
Expected result
The selected setting is saved in the correct firm workspace, its effect is visible to the intended users or outputs, and the change can be reviewed from the relevant record or history.