https://help.tallysolutions.com/docs/te9rel65/Creating_Masters/Accounts_Info/creating_a_group.htm

Create, Alter, Delete Account Groups

You can create a single group or multiple groups in Tally.ERP 9 and configure the details as per your requirement. You can also view, alter or delete these groups.

On this page

Create account groups one-by-one

View account groups one-by-one in display mode

Alter a Group

Create Multiple Groups in one-go

Buttons in Multiple Group Creation

Display Multiple Groups

Alter Multiple Groups

Delete a Group

Create account groups one-by-one

1. Go to Gateway of Tally > Accounts Info. > Groups > Create ( under Single Group )

2. Enter the Name of the group.

3. Enter the Alias name, if required.

4. In the field Under , from the List of Groups displayed, select the parent group under which the group has to be classified. For example, Indirect Expenses .

Note: Groups can be created under the group Primary , if required. To classify a group under Primary , the option Allow Advanced entries in Masters should be enabled in the Master Configuration screen. To enable it:

Click F12: Configure from Gateway of Tally .

Select Accts/ Inventory Info. from the Configuration menu.

In the Master Configuration screen, set the option Allow advanced entries in masters .

The Group Creation screen appears as shown below:

5. Click Yes to accept the screen.

A new group created under primary will not be reflected in reports until you pass masters/transactions for that group.

View account groups one-by-one in display mode

1. Go to Gateway of Tally > Accounts Info. > Groups > Display ( under Single Group ).

2. Select the name of the group required from the List of Groups displayed. The ledger display screen appears as shown below:

Note: In the display mode, group details can't be modified.

Alter a Group

The details entered in a group can be modified when required.

1. Go to Gateway of Tally > Accounts Info. > Groups > Alter ( under Single Group ) .

2. Select the name of the group required from the List of Groups displayed.

3. Make the necessary changes in the Group Alteration screen.

4. Click Yes to save the changes.

Create Multiple Groups in one-go

You can create, edit or delete multiple groups in Tally.ERP 9.

1. Go to Gateway of Tally > Accounts Info. > Groups > Create (Multiple Groups).

2. Select the group category in the field Under .

3. E nter the Name of the group. The screen appears as shown below:

4. Select All Items in the field Under to create multiple groups of different categories.

Note: You can add any number of sub-groups to an already created or selected group. The sub-groups inherits the characteristics of the parent groups.

A new group created under primary will not be reflected in reports until you pass masters/transactions for that group.

Buttons in Multiple Group Creation

Button

Shortcut Keys

Behaviour

F4: Parent

F4

The Parent Group can be changed

L: Ledgers

Ctrl+L

Navigate to Ledger Creation screen

S: Cost Category

Ctrl+S

Navigate to Cost Category Creation Screen

C: Cost Center

Ctrl+C

Navigate to Cost Centre Creation Screen

O: Employee Groups

Ctrl+O

Navigate to Employee Group Creation Screen

P: Employee

Ctrl+P

Navigate to Employee Creation Screen

Note: The default buttons available are Parent Group and Ledger. To display other buttons, enable features in F11: F1 Accounting Feature .

Display Multiple Groups

1. G o to Gateway of Tally > Accounts Info. > Groups.

2. Click Display (Multiple Groups). The Multi Group Display screen appears as shown below:

3. Select the g roups to display from the List of Groups or select All Items to display all groups.

Note: Select F4: New Parent or press Ctrl+F4 to select any other group in the display mode.

Alter Multiple Groups

1. Go to Gateway of Tally > Accounts Info. > Groups > Alter (Multiple Groups) .

2. Select the g roup from the List of Groups . The Multi Group Alteration screen appears as shown below:

3. Change the details as required and click Yes to save changes.

Delete a Group

Groups can be deleted from the alteration screen. You cannot delete groups from the Multiple group Alteration mode.

1. Go to Gateway of Tally > Accounts Info. > Groups > Alter ( under Single Group ).

2. Select the group from the List of Groups .

3. Click D : Delete .

4. Click Yes to confirm deletion.

Note: A group cannot be deleted if:

The group has sub-groups.

The group has ledgers classified under it.

The group is a predefined master.