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Accounting & Inventory

Create ledger accounts from vouchers ♦ Create ledger accounts from Accounting Masters ♦ Create supplier ledgers ♦ Create purchase ledger ♦ Create bank ledger ♦ Create multiple ledgers ♦ Create multiple ledgers simultaneously ♦ View Chart of Accounts with Change View and Exceptions Reports ♦ Alter ledgers ♦ Create masters from any screen using Go To

Switch Voucher Modes in TallyPrime

Change voucher mode as per your preference to Item Invoice, Accounting Invoice, or As Voucher

How Voucher Numbering Behavior Works in TallyPrime

Set method of voucher numbering for a voucher type ♦ Retain original voucher numbers on insertion or deletion of vouchers ♦ Use unused voucher numbers during voucher creation

Alter UoM & Number of Decimal Places in TallyPrime

Create a unit ♦ Decrease the number of decimal places in a unit ♦ Increase the number of decimal places in a unit

Inventory

Create Stock Group and Stock Items

Create stock groups ♦ Create sub-groups ♦ Create stock items under groups

Delete Unused Stock Items

Learn about scenarios in which you cannot delete stock items ♦ Delete multiple unused stock items at once

Record Vouchers with Batch-Wise Details for Stock Items

Enable batch management for perishable goods and multi-batch items ♦ Maintain stock items with batch details ♦ Add manufacturing and expiry dates for accurate tracking ♦ Record vouchers for stock items with or without expiry dates ♦ Manage inventory efficiently with batch-related details in Batch Summary report

Remove Opening Quantity from Multiple Stock Items

Remove opening quantity from multiple stock items ♦ Remove opening quantity from all stock items at once ♦ Update opening quantity for stock items

Specify Opening and Closing Stock Value using Stock-In-Hand Ledger

Create stock-in-hand ledger ♦ Specify Opening and Closing Stock Value using Stock-In-Hand Ledger

Use Alternate Units for Stock Items

Understand the flexibility of alternate units ♦ Manage stock items with variable quantities ♦ Handle scenarios involving seepage and quantity variations ♦ Adapt units for various business needs.

Specify Barcodes in Stock Items & Use Them During Voucher Creation

Simplify data entry with barcodes ♦ Add barcodes to stock items ♦ Streamline voucher creation ♦ Improve accuracy and speed in transaction entries.

Currency

Record Transactions in Different Currencies

Create currency ♦ Create ledger for a party based out of a foreign country ♦ Create sales invoice for a party based out of a foreign country ♦ View reports in foreign currency

Forex

Account for Forex Gain or Loss with Different Calculation Scenarios

Create foreign currency ♦ Alter currency with standard rate of exchange ♦ Understand different scenarios in which Forex Gain/Loss gets calculated ♦ Account for Forex Gain/Loss using Journal voucher

Avoid Forex Gain/Loss Calculation Due to Opening Balance in Ledger

Add opening balance in foreign currency in the ledger ♦ Add bills against opening balance ♦ Check Balance Sheet for unadjusted forex gain/loss ♦ Alter the currency and ledger to exclude the opening balance amount from being added as unadjusted forex gain/loss

Job Work

Record Job Work Out Orders

Enable Job Order Processing ♦ Configure voucher types for Job Work Out transactions ♦ Create Bill of Materials for finished products ♦ Record Material Out voucher for raw materials sent to a job worker ♦ Record Material In voucher for finished goods received from a job worker ♦ View reports relevant to Job Work Out

Voucher Number

Retain Voucher Number Sequence when Importing Vouchers

Export the vouchers from Day Book in sequence so that the voucher number series is retained after the import ♦ Change the Method of Voucher Numbering to Automatic (Manual Override) in the destination company

Payroll

Make Changes in E-24Q Exported for Validation with FVU Tool 8.2

Export E-24Q text file from TallyPrime ♦ Make changes in the Exported E-24 Text File for Q1, Q2, Q3, or Q4

Reports

View Outstandings Report for a Period

Understand the date behaviour in the Outstanding reports ♦ View the Outstanding reports for a specific period

Use Transactions Accepted as Valid Report

Accept transactions as is from the GST report ♦ View transactions accepted as is (valid) in the GST report ♦ Undo transactions accepted as is in the GST report, if marked valid accidentally

View the About Report

View the About page in TallyPrime ♦ Understand the different sections in the About page ♦ Learn to get detailed information in the About page ♦ Learn to configure TallyPrime from the About page as per your requirements

Apply Filters to Reports in TallyPrime to Find Information Quickly

Understand the benefits of applying Filters in reports ♦ Apply Basic Filter ♦ Apply Multi-Filter ♦ Apply Advanced Filter ♦ Set Default Filter as per your requirement

Save Views for Reports with Specific Masters, Period, or Companies

Save a View for a report as required ♦ Acces your saved View from Go To ♦ Set a default View to open the report with your preferred View directly ♦ Save the View for the current company and all companies on your computer ♦ Delete the saved Views

Restrict Users from Saving Report Views in the Company

Create Security Levels for Company to save or delete Views ♦ Restrict users from saving Views ♦ Restrict users from deleting Views

View TallyPrime Reports in Browser

Enable Browser access for reports in TallyPrime ♦ Give Browser access for reports to Tally.NET users ♦ View TallyPrime reports in a browser