Cancel e-Way Bill and Cancel/Delete Voucher in TallyPrime If you’ve generated e-Way Bill for a transaction in TallyPrime, you can cancel e-Way Bill and cancel or delete the voucher along with it. You can perform these actions using the familiar shortcuts: Alt+X to cancel and Alt+D to delete a voucher. TallyPrime will guide […]

Invoice Management System (IMS) in TallyPrime                                                                                               […]

Cancel e-Way Bill & e-Invoice and Cancel or Delete Voucher in TallyPrime If you’ve generated e-Invoice and e-Way Bill for a transaction, you can cancel or delete the voucher in TallyPrime quickly after cancelling both documents, or cancel them individually if needed. You can perform these actions using the familiar shortcuts: Alt+X to […]

Migration – Errors and Resolution Internal Error Port unavailable  Company is already being migrated  Company data is corrupted  Application files corrupted or missing

Backup and Restore – Errors & Resolutions One-Time Backup You do not have “Write” permission in the destination path.  Unable to backup, as the Backup Data Path is not accessible. Unable to access the company source path. Unable to backup due to insufficient storage space in TallyDrive. Unable to proceed. Check your Internet […]

Manage Duplicate Numbers for GST Vouchers in TallyPrime Transactions in a financial year that have duplicate Voucher Nos. or Document Nos. appear under Uncertain Transactions (Correction Needed) in reports like GSTR-1, GSTR-3B, GSTR-2A, GSTR-1 Reconciliation, GSTR-2B Reconciliation, Annual Computation, e-Invoice, and e-Way Bill. In TallyPrime 7.0 and later, you can easily view and […]

Cancel e-Invoice and Cancel/Delete Voucher in TallyPrime If you’ve generated e-Invoice for a transaction in TallyPrime, you can cancel the e-Invoice and cancel or delete the voucher along with it. You can perform these actions using the familiar shortcuts: Alt+X to cancel and Alt+D to delete a voucher. TallyPrime will do the rest […]

Find with Conditions Find in TallyPrime | List of field names | Know More About Find | FAQ | You can find within specific master types, fields, or voucher types, and refine results using specific conditions. Use AND, OR, NOT to include or exclude results, and operators like >, <, or = to […]

Post-Migration Activities Before you start recording day-to-day transactions in TallyPrime, you can perform the following post-migration data management activities. Verify Company data You may experience a successful migration where the Summary report displays equal count of masters and vouchers post migration. However, the Statistics report might display a different count of masters and […]

Release Notes for TallyPrime Developer Release 7.0 | What’s New in TDL This section gives an overview of all the new TDL capabilities introduced and the product improvements in Release 7.0. Product Improvements TallyPrime Developer Release 7.0 – Highlights: New Features and Enhancements TallyPrime Default TDL TallyPrime Developer Release 7.0 is enriched […]

View Migration Summary Report If you are migrating from TallyPrime 2.1 or earlier to TallyPrime Release 7.0 or later, you will view a Migration Summary report showing the statistics of your company’s vouchers and masters. The Migration Summary screen displays your company data with a unique 6-digit Company Number and key migration details. […]

Notifications from Customisations The Notification Framework in TallyPrime provides a system-driven way to surface important alerts, reminders, and actionable insights to users. This has been introduced in Release 5 and it enabled system-level notifications. Starting from Release 7, the framework has been extended to allow developers to create, trigger, and manage custom notifications […]

Migrate Data to the Latest Release | From Tally 5.4, 6.3 and 7.2 The latest release of TallyPrime can detect if your data is from earlier releases (such as Tally 9 to Tally.ERP 9), and guide you to migrate data from Tally 5.4, 6.3, and 7.2 to the latest TallyPrime Release. All your […]

Migrate Data to the Latest Release | From TallyPrime 3.0 or Later Before you migrate data from TallyPrime 3.0 or later to the latest release, ensure that you have followed the best practices for a seamless data migration experience. In the latest release of TallyPrime, Press F1 (Help) > Troubleshooting > Migrate > […]

Migrate Data to the Latest Release | From Tally.ERP 9 Release 5.0 – TallyPrime 2.1 To migrate data to the latest release, you need to follow the best practices for a seamless data migration experience. While migrating, you will experience the following: The original 5-digit company is retained. You can rename the CmpSave_Migrated.900 […]

Login and Logout of TallyDrive TallyDrive Login FAQ | Errors and Resolutions TallyPrime Release 7.0 has introduced TallyDrive, a cloud storage platform, for you to take backup of your company data. To secure your company’s data on TallyDrive, you must log in with a valid Tally.NET ID. This creates a secure and active […]

Approve User Access and Manage User Rights to TallyDrive TallyDrive User Rights FAQ | Errors and Resolutions As the admin, you can easily approve and manage user access to TallyDrive services, which is essential when multiple users work under the same license. When a user requests TallyDrive access, you receive an email notification. […]

Backup Company Data to Local Drive Backup FAQ | Errors and Resolutions TallyPrime Release 7.0 introduces the Auto Backup feature to help you schedule backups to a local drive. Now, along with one-time manual backups, you can also automate backups to run at regular intervals. Once set up, scheduled backups run in the […]

Manage Backup Schedules | Schedule Backup Report Backup FAQ | Errors and Resolutions The Schedule Backup report in TallyPrime is your central dashboard to view and manage the backup schedules. The report displays existing schedule details such as the backup frequency, time, and the occurrence of backup. It also displays the date and […]

More About Find Find in TallyPrime | Find with Conditions | List of field names | FAQ Find helps you locate user-entered information in master and transaction, be it text, numbers, dates and alphanumeric values. The system organises results based on spelling accuracy and keyword frequency, showing the most relevant information first. Learn […]

Set Up TallyPrime | Load Company, Data Path, Auto-Login, Language, Multiple Addresses TallyPrime helps you to set up different preferences in your company based on your business needs. Once you have created your company, you can choose to open your company automatically next time you open TallyPrime. Similarly, you can set your company’s […]

Restore Company Backup Data in TallyPrime Restore FAQ | Errors and Resolutions The Restore company data feature helps you in restoring your company backup effortlessly. It ensures the smooth recovery of your company’s data when required. In TallyPrime, you can easily restore backup data from TallyDrive and local drive. In case of scheduled […]

Setup for Backup and Restore Backup and Restore FAQ | Errors and Resolutions TallyPrime lets you back up and restore company data with ease, whether you store it locally or on TallyDrive, the secure cloud storage. With one-time setup and agreements for backup, schedule backup, restore, and TallyDrive services, you can streamline the […]

TallyDrive Management from TallyPrime TallyDrive FAQ | Errors and Resolutions The TallyDrive Management report provides a centralized dashboard to monitor, download, and delete company backups. The report displays key details like backup size, date, and user details. It also provides options to manage user rights, extend storage limits, and resending Recovery Key. You […]

Setup for Backup and Restore in TallyPrime Backup and Restore FAQ | Errors and Resolutions TallyPrime lets you back up and restore company data with ease, whether you store it locally or on TallyDrive, the secure cloud storage. With one-time setup and agreements for backup, schedule backup, restore, and TallyDrive services, you can […]

Migrate Data in TallyPrime Migrating your company data to the latest release of TallyPrime ensures a seamless experience and access to the latest features, including improved data entry and reporting. All your data, including vouchers, masters, and security settings, is retained and made compatible with the release you migrate to. Points to know […]

Login and Logout of TallyDrive in TallyPrime TallyDrive Login FAQ | Errors and Resolutions TallyPrime Release 7.0 has introduced TallyDrive, a cloud storage platform, for you to take backup of your company data. To secure your company’s data on TallyDrive, you must log in with a valid Tally.NET ID. This creates a secure […]

Export Data in TallyPrime TallyPrime allows flexible export of company data, including masters, transactions, vouchers, reports, GST returns, and dashboard tiles, supporting formats like ASCII (.txt), Excel (.xlsx), HTML (.html), JPEG (.jpg), PDF (.pdf), XML (.xml), and JSON (.json). You can export accounting and inventory masters (with ledger balances), specific or all vouchers […]

Capabilities for AutoBackup TallyPrime Release 7.0 introduces an enhanced Auto Backup Scheduler framework that allows developers to automate, monitor, and extend backup operations using TDL. This capability provides programmatic control over the Scheduler service, system validation hooks, and visibility into Connected Backup and TallyDrive usage. What’s New for Developers Release 7.0 adds the […]

Backup Company Data to TallyDrive Backup FAQ | Errors and Resolutions TallyPrime Release 7.0 introduces TallyDrive, a secure cloud storage to back up your company data. Backing up to TallyDrive ensures that your data is safely stored online, protected from local system failures, and accessible whenever needed. Whether you want to take a […]

Backup Company Data to TallyDrive Backup FAQ | Errors and Resolutions TallyPrime Release 7.0 introduces TallyDrive, a secure cloud storage to back up your company data. Backing up to TallyDrive ensures that your data is safely stored online, protected from local system failures, and accessible whenever needed. Whether you want to take a […]

Backup Company Data to Local Drive Backup FAQ | Errors and Resolutions TallyPrime Release 7.0 introduces the Auto Backup feature to help you schedule backups to a local drive. Now, along with one-time manual backups, you can also automate backups to run at regular intervals. Once set up, scheduled backups run in the […]

GSTR-1 Report in TallyPrime Filing your GSTR-1 might sound like a daunting task, but TallyPrime is here to make your journey as easy as possible. You can use the GSTR-1 report in TallyPrime to easily upload your details on the portal. The best part is that you don’t have to do anything out […]

GSTR-3B Report in TallyPrime Filing your GSTR-3B might sound like a daunting task, but TallyPrime will make your journey as easy as possible. You can use the GSTR-3B report in TallyPrime to easily upload your details on the portal. The best part is that you don’t have to do anything out of the […]

Import Data from JSON or XML into TallyPrime With Release 7.0, TallyPrime now supports importing data available in JSON format, in addition to other formats such as Excel and XML. The import steps remain the same for XML and JSON, except for selecting the required file format. If you are using Release 4.0 […]

TallyDrive Management from TallyPrime TallyDrive FAQ | Errors and Resolutions The TallyDrive Management report provides a centralized dashboard to monitor, download, and delete company backups. The report displays key details like backup size, date, and user details. It also provides options to manage user rights, extend storage limits, and resending Recovery Key. You […]

Approve User Access and Manage User Rights to TallyDrive TallyDrive User Rights FAQ | Errors and Resolutions As the admin, you can easily approve and manage user access to TallyDrive services, which is essential when multiple users work under the same license. When a user requests TallyDrive access, you receive an email notification. […]

Send Payment Advice to Suppliers Using Connected Banking in TallyPrime Once you send payments online using Connected Banking, you can also send payment advice to notify your suppliers and yourself as well upon successful completion of the payment in TallyPrime. Note that payment advice through Connected Banking is applicable only to online payments, […]

Send Payments from Your Axis Bank Account Using Connected Banking Aided by Connected Banking, TallyPrime brings in the facility of online payments from your Axis Bank accounts. Before you begin, it’s important to note that Axis Bank supports online payments only for the accounts with a single user. All you need is the […]

Send Payments from Your Kotak Mahindra Bank Accounts Using Connected Banking Aided by Connected Banking, TallyPrime brings in the facility of online payments from your Kotak Mahindra Bank accounts. All you need to have is the following: Connected Banking login with your Tally.NET credentials Connected Kotak Mahindra Bank accounts Online payments enabled for […]

Send Payments from Your SBI Account Using Connected Banking Aided by Connected Banking, TallyPrime Release 7.0 brings in the facility of online payments from your SBI accounts. All you need to have is the following: Connected Banking login with your Tally.NET credentials Connected SBI accounts Online payments enabled for your Bank Connection e-Payments […]

Find Details Entered in Masters and Transactions in TallyPrime List of field names | Find with Conditions | Know More About Find | FAQ Find in TallyPrime makes searching effortless. Just enter any detail like a party name or vehicle number and it instantly locates user-entered information in masters and transactions, all without […]

Notifications in TallyPrime TallyPrime’s Notifications report ensures you never miss a time-sensitive or mandatory business activity. It provides a consolidated view of critical alerts, helping you take timely action and avoid business downtime. Starting with TallyPrime 5.0, you receive notifications for activities like uploading and downloading GST vouchers, and managing your TSS and […]