Roadmap¶

KhataOS is in alpha. This page says honestly what works today, what works only in part, and what comes next. It was last checked against the code on 2026-10-21.

The "next" list is built from the ranked top-15 lists in the three Tally gap studies: accounting, inventory, payroll and tax and user experience and platform. Row ids such as M5 or D1 refer to those studies.

Where things stand¶

Works means built and wired to its key or menu. Partial means part of the job is done. Not yet means nothing usable exists, even if a Tally-compatible key is reserved for it.

Core, storage and the app¶

Area	Works	Partial	Not yet
Books and storage	Double-entry engine with Tally-style default groups; one SQLite file per company; hash-chained, append-only audit trail that is the storage format; the trail is verified on every open		Snapshot checkpoints for very large trails; encryption of the company file
Keyboard and shell	Tally-compatible key map resolved by screen context; home menu letters; Go To (`Alt+G`), Find (`Alt+F`, ledgers), Report Directory; current date `F2` and period `Alt+F2`; type-ahead while screens load; a "not available yet" message on most reserved keys	Some reserved keys still do nothing silently (for example `Ctrl+F` in vouchers and reports)	Help (`F1`), Switch To (`Ctrl+G`), `F11` features, `F12` configure (except on the Desk), Data / Print menus, notifications, a screen to remap keys
Companies	Create, open by path, company list; country picked once on first open; company details (tax ID, region, address)	One company open at a time	Several companies open at once, group companies, changing the financial year start
Users and security	Users per company with Argon2id passwords; roles Owner, Accountant, Data Entry, Auditor, enforced in the backend	Four fixed roles	Custom security levels, rights per voucher type, locking the books up to a date
Languages	English and Arabic with a full right-to-left layout (`Ctrl+K`); Hijri dates for display; Arabic keyboard support; bilingual KSA and UAE invoices	Some country screens and messages are still in English	Data-entry language (`Ctrl+W`), more display languages
Mobile	Android and iOS builds of the same app: touch layout, F-key drawer, phone calculator, phone file handling		Printing on phones, office-server mode on phones, store releases, a tablet layout
Releases	Builds from source; CI runs tests and lints on Linux, macOS and Windows		Signed installers and app-store builds

Accounting¶

Area	Works	Partial	Not yet
Masters	Ledgers (party, cash and bank, duty, income and expense) with tax ID checks, credit period, mailing details, currency; groups (renamable defaults); units; stock groups; stock items with HSN/SAC and costing method; godowns; tax rates by date; alter and delete-when-unused	No new primary groups; group alias only when altering	Ledger aliases, opening bills on party ledgers (M5), bank details and cheque books on ledgers (M7), cost centres and categories (M8, M9), budgets, scenarios, voucher classes, a multi-master grid
Vouchers	Contra, Payment, Receipt, Journal, Sales, Purchase, Credit Note, Debit Note and Stock Journal; double entry, single entry and item invoice (`Ctrl+H`); bill-wise details; tax lines filled from the country pack; alter, cancel keeping the number (`Alt+X`), delete (`Alt+D`); numbering series per type with yearly or monthly restart and `{FY}`-style tokens; foreign-currency lines with forex gain or loss	Every party line asks for bill-wise details (no per-ledger switch); no manual voucher numbers on screen; one foreign currency per voucher; no currencies master, rates table or revaluation screen	Orders, delivery and receipt notes, rejections, physical stock, payroll vouchers; optional, post-dated, memorandum and reversing vouchers; custom voucher types (M13); duplicate and insert (`Alt+2`, `Alt+I`); repeat narration (`Ctrl+R`, `Alt+R`); interest calculation
Inventory	Units, stock groups and items with opening stock; item invoices; godowns and batches on lines; Stock Journal for transfers, consumption and production; average, FIFO and last purchase costing; rate memory per item and party; negative-stock warning	Batches are names only	Batch expiry, reorder levels, price lists, compound and alternate units, landed cost, bill of materials, job work, POS
Banking	Bank reconciliation; CSV statement import with automatic matching and vouchers from unmatched lines; cheque printing (CTS-2010); cheque register of uncleared withdrawals	One cheque layout; CSV only	Post-dated cheque management (BNK-07), Excel and MT940 statements, deposit slips, payment advice, e-payment files
Reports	Day Book, ledger statements, Trial Balance, Profit & Loss, Balance Sheet, Group Summary, Chart of Accounts, outstanding receivables and payables, ageing, MSME overdue, ratio analysis, dashboard, stock summary (detailed with `Alt+F5`), stock item vouchers, godown and batch summaries; drill-down to the voucher; print (save as PDF) and CSV export	Trial Balance is a flat ledger list; fixed ageing bands; group summaries are flattened	Registers (B6, B7), ledger monthly summary and cash/bank books (B3, B5), filters (`Ctrl+F`), columns and period comparison (`Alt+C`, `Alt+N`), saved views, exception reports, edit-log viewer (`Alt+Q`), cash flow and funds flow
Year end	Balances carry forward on their own (one continuous trail); yearly numbering restarts	Profit & Loss balance isn't split into brought forward and current year	Locking a closed year, splitting a company

Area	Works	Partial	Not yet
Invoices and printing	Invoice design (templates, logo, colours, bank details, terms, titles); print through the system dialog; a native PDF writer for invoices and notes; Day Book PDF of a period's invoices; ship-to and export details	A4/Letter/A5 and 80 mm receipts only through the design; reports print on A4	E-mail (`Ctrl+M`) and WhatsApp (`Ctrl+Alt+W`), print preview settings, batch printing other than the Day Book PDF, Excel export
Sharing and sync	Office server built into the app (LAN); invites with Accountant or Viewer access, expiry and revoke; end-to-end encrypted relay with moving relays; `.khatapkg` accountant files; browser access for viewers on the LAN; self-hosted `khata-server` with sync, rebase and a review screen	Desk notes, the compliance profile, invoice design, UK VAT schemes and sync settings stay on one computer	A hosted relay run by the project
Desk and calculator	Accountant's Desk: to-dos, notes on records (`Alt+W`), compliance calendar from each country's rules, reminders from bills; calculator panel (`Ctrl+N`) with tax add and take-out	Due dates don't count public holidays	System notifications
Import and export	Tally XML import (masters and Day Book) with a skip report; CSV export of every report	The importer drops bill-wise, cost centre and bank allocations, voucher tax detail, stock vouchers, orders and compound units	Live import from a running Tally (the crate has a client; the app doesn't use it), Excel import, XML/JSON export of masters and vouchers
Backup	Backup and restore in the Data menu (`Alt+Y`): a checked snapshot of the open company, optional password encryption, restore as a new company or replace with a kept copy; automatic backups on close and daily that keep N; a backup before every risky action; a reminder after 7 days; phones save and pick through the system dialogs	Automatic backups on phones stay inside the app until saved elsewhere	Cloud backup target, backups of several companies at once, a notifications panel for failed automatic backups (H4)

Countries¶

The status labels are those in the README: tested live against the authority's test service, tested against a test server only (built, and tested against our own server that imitates the published API), and needs official validation (the file is generated but not yet checked with the official validator).

Country	Works in the app	Connection	Still open
India	GSTIN checks, place of supply, CGST/SGST/IGST; Rule 46 numbering; GSTR-1 (with draft JSON) and GSTR-3B; GSTR-2B reconciliation; reverse charge, ITC, blocked credit, Rule 37 and GSTR-1A; e-invoice and e-way bill JSON; IRN through an IRP; TDS and TCS with payable reports, quarterly statements and the FVU text file; salary TDS estimate; Schedule III statements, notes and mapping; MSME overdue	IRP: tested against a test server only. JSON and FVU files: need official validation	GSP filing, GSTR-9/9C, composition, several GSTINs per company, Rule 53 checks on notes, e-way bill API (Part B, cancel, extend), TDS certificates, payroll
UAE	TRN checks, 5% VAT, reverse charge and imports, VAT 201, PINT AE XML	Peppol access point: tested against a test server only. PINT AE: needs validation	Input-tax blocking, FTA audit file, Corporate Tax, WPS
Saudi Arabia	VAT number checks, 15% VAT, VAT return, bilingual invoices, ZATCA Phase 2 (hash chain, QR, XAdES, CSID onboarding, clearance and reporting, queue)	Tested live on ZATCA's developer sandbox	Simulation and production runs, ZATCA SDK checks, Zakat
Singapore	GST number checks, GST rate history, reverse charge and import GST, GST F5, PINT SG (InvoiceNow)	Access point: tested against a test server only. PINT SG: needs validation	F5 e-filing, IRAS audit file, MES, A3PL and IGDS schemes
UK	VAT number check digits, 20/5/0%, reverse charge, import VAT, VAT schemes (cash, flat rate, annual), 9 box VAT return, MTD submission with fraud-prevention headers	MTD: tested against a test server only	A live HMRC test with a registered developer application
Germany, France, Netherlands, Spain	Tax ID checks, rates, reverse charge, UStVA, CA3, aangifte, modelo 303; XRechnung, Factur-X, VeriFactu records	None (nothing is sent). Files: need validation	Filing, Peppol BIS export, VeriFactu settings and QR on prints, French legal mentions, ViDA
US	EIN formats, company-defined jurisdictions, nexus note, use tax, exemption certificates, Form 1099 list	None	Address-based rates, state filing
Mexico	RFC checks, IVA and withholdings, CFDI 4.0 with the CSD seal, payment receipts, IVA summary, PAC stamping and cancellation	PAC: tested against a test server only. CFDI: needs validation	DIOT, electronic accounting, payroll CFDI
Others			Brazil (NF-e) and other LatAm packs

Next¶

Ranked by the pain a Tally user feels in the first week, then by value for the effort. Items from the three studies that cover the same need are merged.

First: protect the data, and make migration complete¶

~~Backup and restore, then scheduled backups that keep several versions (D1, D2, D3).~~ Done: see Backup. Next: make the Tally import ready for real company data (readiness review).
Opening bills on party ledgers, and importing bill allocations from Tally (M5). The import part is done: bill allocations and opening bills come across from Tally, and Outstandings and Ageing use them (see the readiness review). Next: a screen to enter and edit opening bills on a party ledger by hand.
Edit-log viewer (Alt+Q) with a version diff, then edit-log summaries (Y7, Y8, S5). The data is already in the trail; auditors need to see it.

Daily entry and reports¶

Speed keys in data entry: duplicate (Alt+2) and insert (Alt+I) a voucher from the Day Book, repeat narration (Ctrl+R, Alt+R), PgUp and PgDn between saved vouchers (V3, V5, E2, E3, E8, E9).
Group-wise Trial Balance and group summaries with detailed and condensed (Alt+F5) and Shift+Enter (R1, B4, F4, N7).
Registers: sales, purchase, journal and the other voucher types, month by month, with F4 to switch type (B6, B7).
Ledger monthly summary, and the cash and bank books (B3, B5).
Report filter (Ctrl+F), starting with the Day Book and ledger statements (F11, N11).
Custom voucher types with their own series, kept by the importer (M13).
Post-dated cheques (Ctrl+T) and optional vouchers (Ctrl+L), with their registers (V7, V8, BNK-07).
Exception reports (negative ledgers, overdue only, cancelled) and Ctrl+J (X7, X8, X10).
Multi-column reports and period comparison (Alt+C, Alt+N) (F5, F6, N12).

Trade and inventory¶

Sales and Purchase Orders, then Delivery and Receipt Notes with order-to-invoice tracking and pending bills (ORD-01 to ORD-09).
Batch manufacturing and expiry dates, reorder levels and the reorder report, and the physical stock voucher (INV-08, INV-12, INV-15, RPT-05, RPT-08).
Landed cost, alternate and compound units, and price lists (MFG-08, INV-04, INV-05, INV-09).
Cost centres and categories, with allocation on lines, reports and import (M8, M9, X5).

Sending and printing¶

E-mail the document on screen (Ctrl+M) as a PDF, then WhatsApp (X7, X8).
Export to Excel (.xlsx) and to a PDF file for any report, with the Alt+E menu (X3, X4).
Print preview and print settings, including A5 and thermal paper per voucher type, and the Alt+P menu (X10, X11).
Import from Excel or CSV with a column-mapping template (X1).

Help and comfort¶

Help (F1): the keys for this screen, a link to the guide, what's new, report a problem (H1, H2).
Switch To (Ctrl+G) and the last entry date on the home screen and company list (N3, U4).
Syncing company settings (desk notes, compliance profile, invoice design, VAT schemes) with the books.

Compliance and payroll¶

Official validation of every generated file (GSTR-1 JSON, e-invoice and e-way bill JSON, FVU file, PINT, XRechnung, Factur-X, VeriFactu, CFDI), and live tests with real credentials for the IRP, HMRC MTD, the Mexican PAC, Peppol access points and ZATCA simulation.
India: e-way bill online (GST-09), several GSTINs per company, Rule 53 checks on notes, GSTR-9/9C; the server running the pack's checks on push.
Payroll core (employees, pay heads, salary structures, attendance, payroll voucher, payslips), then India PF, ESI and PT, then UAE WPS and gratuity (PAY-01 to PAY-13, PAY-UAE).
Lock the books up to a date, and split the Balance Sheet's profit into brought forward and current year (Y4, Y5).
Interest on balances and overdue bills, with interest reports (V11, X4).
Bill of materials driving the manufacturing journal (MFG-01, MFG-02).
Banking completeness: Excel and MT940 statements, payment advice, deposit slips, cheque-book ranges (BNK-02, BNK-06, BNK-08, BNK-09).

Also planned: a hosted relay once the project's domain is chosen (a build sets it with KHATA_DEFAULT_RELAY), live import from a running Tally with a migration wizard, signed release builds, and several companies open at once.

Want to help with one of these? See Contributing.