Archive for September, 2008

Tally 9 Mantra for the powerful outstanding report option to perform Audit and review.

By default, Tally’s Outstanding Receivable/Payable report displays all bills that are outstanding as on the date of report.

You can customize the report with various parameters to view:

Only overdue bills.

Outstanding list without advance payments.

Pending amount with post-dated transactions included.

Pending amount with opening balance.

All bills’ outstanding ‘age in days‘ from bill date irrespective of due date.

Default [...]

Data Migration - converting Tally 4.5 data to Tally 9 Data

The migration of data from Tally 4.5 to Tally 9 is a two stage process. You will first need to migrate the data to Tally 7.2 compatible data using ‘Tally 4.5 to Tally 7.2 Data Migration’ utility. Then migrate the Tally 7.2 data to Tally 9 compatible data using ‘Tally 7.2 to Tally 9 Data [...]

Tally 9 Mantra for auto calculation of amounts for ledgers / groups not under taxes / duties.

Calculation of discounts and/or taxes, even for ledgers not grouped under Duties and Taxes, is possible in Tally. To enable this, set option Used for Calculation (eg., Taxes, Discounts) to Yes in “Group Master Screen“(creation or alteration) for the Group where the ledger created needs to be used for calculation.

For example, Ledgers created under [...]

Tally 9 Mantra to delete a voucher.

Tally does not allow you to delete multiple transactions at once.  You must delete one transaction at a time.  Select the desired voucher and press enter to display the voucher in “Voucher Alteration (Secondary) and press ‘Alt + D’ and press ‘Y’ or enter to delete the voucher. 

    

 
 
 
 
Alternative you can highlight the transaction and press [...]

Tally 9 Mantra for Printing Cheques on in standard cheque books

Tally offers cheque printing facility, where the cheque details are printed on your cheque leaf when a payment voucher is made.

To enable cheque printing,

1. In F11: Features set Modify Other Company Features to Yes.

2. In the Advanced Company Operations screen, set Enable Cheque Printing to Yes.

 
 
Company Name on Cheque: If the cheque book does [...]

Mantra for Easier Navigation in Tally 9 during Inventory reports

In display reports of Accounting and Inventory, ie Group Summary, Ledger and Stock Item reports, you can

Move to different group/ ledger of your choice by using F4 (Group/ledger/ Item)

Move to next or previous item within the report by using (+) and (-) respectively.

  

Tally 9 Mantra on How to Set up Security in Tally 9?

If you wish to subscribe to Tally 9 mantras by email click on the button on the right hand side to subscribe to this free email list and receive the mantras to success by email.

 
Tally has a very customisable security system. You can set up Security Levels and users who are placed at these levels. [...]

Copy and Paste in Tally 9

Did you know that you could do a copy paste similar to you do in Excel or Microsoft Word. The only difference is you can copy and paste and entire field in Tally.
For Copying Data from tally use ” CTRL + ALT + C” ,

for Pasting data in Tally use “CTRL + ALT + V”

 
Eg [...]

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