Daily bookkeeping

Everything you touch every day: invoices, quotes and orders, supplier bills with OCR extraction, vouchers, parties, items, and inventory. OnGravy keeps full double-entry books underneath — documents you create post to the general ledger automatically, so reports are always current.

Invoices

Invoices live at /dashboard/invoices; create one at /dashboard/invoices/new. Three behaviours are worth knowing:

• Tax is computed server-side— the “golden rule”. GST (or your jurisdiction’s tax) is calculated by the tax engine, not in the browser, so the number on the invoice is the number in the return.
• Numbering is managed — sequential series you configure, applied automatically.
• Invoices post to the general ledger automatically— no separate posting step; your P&L and balance sheet reflect the sale as soon as it exists.

E-invoicing (India) — IRN generation

For Indian businesses in the e-invoicing regime, you can generate an IRN for any invoice directly from the invoice view. This requires your own IRP login — NIC, Cygnet, or IRIS — configured per GSTIN under Settings → Partner credentials, where credentials are held in an encrypted vault.

• Without credentials, a deterministic mock runs in development so you can test the flow; production refuses to issue fake IRNs — you will never accidentally ship a non-real IRN on a live invoice.
• Cancellation is supported within the 24-hour IRP window.
• Ship-To GSTIN is auto-included on the e-invoice payload — mandatory from 1 Aug 2026, handled ahead of time.
• The ₹5 crore AATO threshold is auto-detected, so OnGravy knows whether the e-invoicing mandate applies to you.

Quotes, orders, and the document chain

The full pre-invoice document chain is available on both the sales and purchase sides:

Bills and the OCR Smart inbox

Supplier bills live at /dashboard/bills. The fastest way to get them in is the Smart inbox: upload (or email in — next section) a bill at /dashboard/ocr-inbox or /dashboard/inbox, and OCR extracts the vendor, line items, amounts, and tax into a drafted purchase.

• Multi-provider OCR (AWS Textract, Azure, Google Document AI) with a validation layer, and — for India — grounding against your GSTR-2B so extracted GST detail is cross-checked against what the supplier actually reported.
• Nothing auto-posts. Every extraction becomes a draft for your review; you confirm before it touches the books.

Email your bills in

Every business gets dedicated inbound addresses — forward a bill and it lands in the Smart inbox as a draft for review:

• bills@<your-slug>.ongravy.in (or .com) — supplier bills
• expenses@<your-slug>.ongravy.in — expense receipts
• receipts@<your-slug>.ongravy.in — payment receipts
• Plus-tags for projects: bills+PROJECT-X@… tags the draft to that project automatically.

Vouchers

Direct journal-level entry lives at /dashboard/vouchers, with a rapid-entry screen at /dashboard/quick-voucher. If you come from Tally, the Tally-style function keys work here (the full map is in /dashboard/help/shortcuts under the vouchers group). Voucher classes, custom voucher types, and configurable numbering are all supported — see also the Getting started chapter for the Tally crosswalk.

Parties, items & inventory

• Parties — /dashboard/parties. A party can be a customer and a supplier at the same time; pickers across the product respect this.
• Items — /dashboard/items for your product and service catalogue.
• Inventory — /dashboard/inventory with stock transfers, bin locations, cycle counts, and restock alerts when quantities run low.

Recurring billing

/dashboard/recurring-invoices handles repeat billing — recurring invoices, retainers, and standing instructions — so monthly and quarterly billing runs itself instead of living in your calendar.

Credit & debit notes

/dashboard/credit-debit-notes. For India these are native GST section-34 documents: creating one flows into GSTR-1 CDNR automatically and posts a balanced journal entry, so the tax return and the ledger stay in lockstep. This is distinct from a stock sales-return — use a credit note when the tax position changes.

Gotchas & good to know

• OCR never posts on its own. Extracted bills are always drafts; if a purchase appeared in your books, a human confirmed it.
• E-invoicing is credential-gated. No IRP login in Settings → Partner credentials means no live IRNs — production refuses mocks by design. Set up per-GSTIN credentials before your first e-invoice.
• IRN cancellation has a hard 24-hour window (an IRP rule, not an OnGravy one). After that, correct via a credit note.
• Do not split customers and suppliers. If the same company buys from you and sells to you, keep one party record with both roles — statements and ageing stay unified.
• Plus-tag your email-ins. bills+PROJECT-X@ saves re-tagging drafts by hand later.