How to Set Up TallyPrime for Your Needs

PDF

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 data path, predefine your invoice printing, e-mailing, and exporting preferences.

Load Companies on Startup

In TallyPrime, you can choose one or more companies to open by default, without you having to select from the list of companies each time.

Press F1 (Help) > Settings > Startup.
The Startup Settings screen appears.
Set Load companies on startup to Yes.
Open Dashboard on loading a Company: Yes.
This ensures that whenever you load a Company in this applicable, you will view Dashboard as your home-screen.
To know more, refer to the Open Dashboard on Loading a Company section in the Use Dashboard in TallyPrime to Analyse Business Information and Data Trends topic.
Select Companies to load and press Enter.
Select the companies you want to load on startup.
If your company is not listed in the path that appears, you can select companies from other paths in your computer.
- Select from Drive > browse to the path where your company data is stored and press Enter.
- Select the Companies that you want to load.
Under Company Name, select End of List once you have selected the companies and press Enter.
The Startup Settings screen displays the number of companies you have selected (<3 selected> in this case).
Press Esc.
Next time you open TallyPrime, the companies that you had set to open on startup will be loaded automatically.

Set Up Company Data Path

Every time you create a company, TallyPrime saves your company data in the default path. Based on your needs, you may need to select the data path where you want to store the company data.

You can set up the company data path in TallyPrime, so that next time you create a company, TallyPrime considers that path as default. You can also predefine the path where you can back up your company data, when required.

Press Alt+Y (Data) > Data Path.
In the Data Path Configuration screen, select Company Data Path and set the preferred path.

For more information, refer to Manage Your Company Data.

You might be maintaining more than one companies, and you have set the same username and password to login to each company. Instead of entering the username and password for each company separately, you can opt to access the company data in one go.

Press F1 (Help) > Settings > Startup.
Set Enable Auto-login for companies with same credentials to Yes.

Next time you login to one of the companies, when you open other companies with the same credentials you will not need to re-enter the credentials.

In your day-to-day transactions, if you need to e-mail, export or print your invoices with specific settings, you can manage them in TallyPrime.

To set up Export configurations, press Alt+E (Export) > Configuration.
To set up E-mail configurations, press Alt+M (E-mail) > Configuration.
To set up Print configurations, press Alt+P (Print) > Configuration.

For example, to set up print configurations for your invoices, you can set up the number of copies you need to print for your invoices each time you generate them.

Under Print Configuration, select Set no. of copies for printing vouchers.
Specify the number of copies you need for each of the invoices. A sample image of the Printer Settings screen appears, as shown below:

Similarly, you can set up other print configurations, including advanced configurations, as shown below:

TallyPrime allows you to configure, print and export your invoices easily along wih your day-to-day transactions.

Language Settings in TallyPrime

Depending on your business practices and preferences, you may need to view data or make data entry in a specific language. You can set up your TallyPrime to meet such requirements.

In this section

Display Language
Data Entry Language

Display Language

Press F1 (Help) > Settings > Language.
Select Display Language.
Select the required Display Language for viewing your Company data.

Data Entry Language

Press F1 (Help) > Settings > Language.
Select Data Entry Language.
Select the Data Entry language based on your preference.
You can now enter data in your masters and transactions in the selected language.

Faster Data Processing | Optimise Import, Synchronise, Download Returns, Bank Reconciliation, Migration

In your day-to-day business process, you might need to perform certain task that involve data in bulk. Process like importing data from an external source, or synchronising data from different business, or migrating data from previous release to the latest release can be time-consuming. TallyPrime Release 5.0 onwards you will experience a significant shift in the performance of such activities, as processing of data in batches has been optimised. Optimised processing of data also reduces the risk of data corruption and therefore ensure reliability.

During Import, Synchronisation, or Migration data will be processed in specific batches internally by TallyPrime in a smoother and faster way.

Press F1 (Help) > Settings > Startup.
Under Batch Processing > Optimise batch processing for data operations: Yes.

This is the default settings as you upgrade to TallyPrime Release 5.0.

To optimise processing of data in batches, TallyPrime will consume additional memory space in your Computer. Therefore, when you encounter memory space issue while running any data-related process,

Ensure to set the option Optimise batch processing for data operations to No.
Restart the process to complete your task.

If you are using TallyPrime powered by AWS, this option is by default set to No, to avoid additional space consumption on AWS server due to optimised batch processing. You can however enable the option to Yes, as per your needs.

Set Up Data Synchronisation Needs

If you synchronise your company data in regular intervals and need to follow a consistent setup, all of these can be predefined in TallyPrime.

Press F1 (Help) > Settings > Connectivity.
From the Connectivity Settings screen, select Client/Server configuration.
Select from the options and press Ctrl+A to save.

For more information, refer to Synchronisation.

Set Up Company Features

When you create a Company, TallyPrime helps you to set up the company features on the fly. However, you can press F11 (Features) and set the required features for your company based on your expanding business needs. For more information, refer to Company Features.

Create Multiple Addresses for Company

The Multi Addresses feature in TallyPrime allows you to maintain multiple mailing details for your company and parties. You can create multiple addresses for your company and print them in invoices and reports. Also, you can print the addresses of your branches or locations in your commercial invoices and reports as required.

To create multiple addresses for the company, follow the steps below:

Press F11 > set the option Enable multiple addresses to Yes.
From the Company Features Alteration screen, press Ctrl+I (More Details) > Multiple Addresses.

The Address Type screen appears as shown below.
In the Address Type screen, provide multiple addresses for your company.
1. When your cursor is on Primary, press Enter to view or update the address if needed.
  Note: The Primary Address type has the Mailing Details provided in the Company Creation screen. You can alter the primary mailing details from this screen, if required.
2. On moving to the next line, type a name (for example, Branch Office) for the Address Type, and Press Enter.
3. Type the address details (Mailing name, Address, Pincode, and so on).
4. Press Enter to accept the screen. As always, you can press Ctrl+A to save.

You can add as many addresses as per your business requirement. After adding multiple addresses, you can select the address that you want to include in the invoices while printing, exporting, and e-mailing.

Create Multiple Addresses for Party

In your business, you might be dealing with parties who may want their billing address to be different from their mailing address. Additionally, your party may want you to ship the goods to a consignee address from the billing address. In all such cases, you can create multiple addresses for your party and select the Ship to and Bill to addresses conveniently, while recording a transaction. Moreover, you can also choose if the party mailing address or the shipping address should be printed in the invoice, as per your party’s requirements.

In the party ledger, set the option Mailing Details, Set/alter multiple mailing details as Yes.
Press Ctrl+I (More Details) > Multiple Addresses.
In the Address Type screen, provide multiple addresses for the party.
1. Type the name of the Party’s Location (for example, Head Office).
2. On the Mailing Details screen, type the Mailing Name, Address, State, Pincode, and the Statutory & Taxation Information in the respective fields provided. The filled Mailing Details screen appears as shown below:
3. Press Enter to accept the screen. As always, you can press Ctrl+A to save.
The Address Type screen reappears.
Enter another Address Type name (for example, Branch Office) to create the required Mailing Details.
Accept the screen. As always, you can press Ctrl+A to save.

Use Different Addresses on a Voucher

Now you have created multiple addresses for your party, you can seamlessly select a different Buyer (Bill to) or Consignee (Ship to) address for your party while recording an invoice. For example, while creating a Sales voucher for your party, you will be directed to the Party Details form after entering the Party A/c Name.

Enter the Buyer name from the List of Ledger Accounts or create one if you have to.
Select Address Type from the List of Address Types that is required as the Bill to address.
If you have a different consignee, you can also select a different Ship to address, as per your business needs.
If the Consignee details are not shown, press F12 (Configuration) and set Provide separate Buyer and Consignee details to Yes.
Accept the screen. As always, you can press Ctrl+A to save.