TallyPrime – FAQ
This topic lists the different frequently asked questions (FAQ) on different areas in TallyPrime and the responses to each of the questions.
Tally.ERP 9 Support
Yes, support for Tally.ERP 9 will continue.
Once we install TallyPrime, can we go back to the older version, as we need to give the backup to the client, if he has not opted for TallyPrime?
You need to have a backup of Tally.ERP 9 data before you migrate to TallyPrime. Data once migrated to TallyPrime cannot be loaded on Tally.ERP 9. If you want to work on Tally.ERP 9, you need to work on the backup data which is not migrated.
Yes, we have stopped updates for Tally.ERP 9 and any enhancement in the future will be considered only for TallyPrime.
TallyPrime – New Product Experience
In Tally.ERP 9, the bottom button used to have capabilities which were universal in nature and applicable across reports. There were also other universal keys that were hidden. Hence, to bring in consistency across the product and provide more space for reporting, the universal buttons are made hidden.
With a single interface, you can toggle to different modes of recording/altering a transaction without worrying about the pre-configuration or settings.
For example, in TallyPrime, you can record transactions in the following modes as per your business requirement:
- Item Invoice
- Accounting invoice
- Single entry
- Double entry
- Forex gain or loss
- Interest calculation
- Use as Manufacturing Journal
How to go to Income and Expense Account in TallyPrime. This was available in Gateway of Tally in Tally.ERP 9 until Release 6.x.
For Income and Expense Account to appear in TallyPrime, you need to go to the Profit & Loss A/c ledger and then enable the option Use as Income & Expense A/c.
Like Tally.ERP 9, TallyPrime will continue to support both keyboard and mouse operations.
Like Tally.ERP 9, TallyPrime will continue to support Arabic by default.
The new look and colour of Tally is designed in a way to provide comfort to the eyes while working. It also makes the data more readable without causing strain in your eyes.
In Release 6, we had accounting and inventory masters as menu items, but in TallyPrime, they are not available. Where can I find them?
As per new product experience, we have minimised the number of options appearing on Gateway of Tally menu and all masters are made available under the Create option.
Switch To is same as Go To that will also allow user to navigate to any report while being in the product. However, user will not be able to go back to the previous place from where he triggered Switch To whereas in Go To, it is possible to return to where you had left and resume the action.
Facility has been provided to search for reports that you need. Secondly, commonly used reports have been included under a group named Common Reports. This would help you to identify the reports immediately.
We believe the new look will be welcomed by you and provide you with an even more delightful experience. So, unfortunately, the UI cannot be customised to look like the earlier Tally product.
Previously, I used to see the navigation path context at the bottom which tells “where I am currently”. However, I have no clue where I am now. Can I have that displayed if I want to?
In TallyPrime, you can navigate to a given report in multiple ways. You can access the same report via Gateway of Tally menu, Go To, Change View, Basis of Values, and drill down. Further to this, you can open the reports on top of each other using Go To. Since the navigation in TallyPrime is not linear, the concept of Show Open Reports has come into existence. It will allow you to view all open reports and navigate to any of them by clicking it. Show Open Reports is available under Go To.
I am little worried after hearing from partners that Tally's entire look & feel will change. If I upgrade, will it overwrite my existing 6.x which might hinder my business as I need to learn new things or can I install TallyPrime separately and migrate whenever I am comfortable with the new UI?
TallyPrime comes with a whole new experience designed to give simplified and consistent experience across the product. We feel you will learn the product very fast. In any case, TallyPrime supports co-existence with releases of Tally.ERP 9, which means both products will continue to run independently. You can choose to install TallyPrime in a different folder, experience it, and move to TallyPrime whenever you feel comfortable.
Why does TallyPrime show me the list of inactive masters? What is the functionality behind this? In fact, this is true across the product.
All company features are available at F11: Features screen. During the creation of company, if any of the features are not activated - maybe during that time it was not necessary for the company or it was missed out, without worrying about the fact that features were activated or not, even while creating the masters, users will be allowed to activate/enable the feature.
Some reports have right buttons which are blank. What is the significance of having them on the screen in case there is no functionality for them in the current report?
This is to maintain consistency across the entire product and to help build memory of the buttons on the right-side as the placement is uniform across the product.
At present, we do not have the capability to select multiple companies while loading companies. However, if you want to always open multiple companies, you can configure it to auto-load
TallyPrime Release A comes with a new product experience. With this change, various options and configurations available in the product are rationalised to provide consistency and usability (specifically from the perspective of discoverability). So now, license information will be available as part of Top Menu in Tally Application.
Go To will help you to access all default reports and view any report for quick reference. However, the flexibility of creating voucher and creating/altering master has been provided.
What if I do not know the name of a report to be searched? Will it work if I enter a similar name in the search bar?
We have added quite a few alias to existing report names so that you can find the report using different names as you are convenient with.
When I navigate to another report through Go To, there is no indication to show me that some other voucher is on hold. There should be a mechanism to inform me about the vouchers that are on hold.
Currently, you are not warned on the transactions that are on hold. However, Go To helps you to go back to the original voucher type/report from where you had navigated.
Can we see a counter of reports opened using Go To since opening multiple reports will consume a lot of memory? How do I come back to the original context without having to press Esc multiple times?
In Go To, there is a section named Show Opened Reports that will highlight all the reports viewed by you. You can click any of the reports and directly navigate there.
At present, we do not have the capability to mark reports as favorites and to show under Go To. However, we have taken a note and will pass to our product development team for further analysis.
Go To will remain primarily for reports only.
We are checking with further feasibility to extend the support for searching voucher number in our future major releases.
I am not finding the menu item Cash Flow Projection in the menu, Final Accounts. How do I view the report, Cash Flow Projection?
In TallyPrime, the report will be available as a part of Change View of the Cash Flow report or can be directly viewed from Go To. As Cash Flow Projection is meant to be seen along with Cash Flow report, the product is designed to provide all related reports together and it is one-time learning for you to get used to the necessary behaviour changes/discovery of accessing reports.
I am not finding the menu item, Receipts and Payments in the menu, Final Accounts. How do I view the report, Receipts and Payments?
In TallyPrime, the report will be available as part of Change View of the Cash Flow report or can be directly viewed from Go To. As Receipts and Payments depicts the movement of cash either inward or outward, the product is designed to provide all related reports together, and it is one-time learning for you to get used to the necessary behaviour changes/discovery of accessing reports.
Receipts and Payments is now available under Change View of the Cash Flow report or can be also searched in Go To.
The list of accounts/masters is now available under Chart of Accounts and can also be searched under Go To.
In Go To, search for Reversing Journals or Memorandum Vouchers. Then, select the respective reports.
From Trial Balance, press Alt+G (Go To) (available on the top bar) and select Day Book from the list of reports.
While recording a transaction, Tax Analysis function is very helpful to identify the tax discrepancies and make the necessary correction, which was visible in the right button bar. Is the functionality available in TallyPrime?
In TallyPrime Release 1.0, tax analysis for each taxation modules are separately available. This has been done to improve the readability and provide information for a specific taxation only. Providing shortcuts for all taxation modules is not suggested and even you will find it difficult to remember. Hence, we have brought all of these together under More Details.
However, in the next GST offline release, we are working completely on GST taxation module (we are introducing stat data voucher concept). We will consider tax analysis with stat data voucher holistically and redesign based on inputs from the market also.
During Export and Import, in the current series, we get the format selection first. When we get the options related to the report, in TallyPrime it is in the reverse way. We get the options first and the format. Once we change the format, again the cursor moves to the top.
Scenario: Some cases the options differ based on the format, in this the user after selecting the format has to again go back or come front and then choose the option. For e.g., When we export Sales register we get pivot table option only when format is Excel, We get dependent masters only when format is XML. Here the user has to go back and choose these options after he selects the format.
Since print configurations are seldom changed, it was decided to put functional configurations on the top and print configurations in the bottom. However these configurations can be searched and enabled.
From Day Book, when we press Ctrl+B (Basis of Values), the option "Exclude Order Vouchers" option is not highlighted. When we click on it no operation takes place. In other instances, when we click to deactivate masters, it asks to enable, but that does not happen from Day Book.
Exclude Order Voucher is dependent on Type of Voucher Entries. When the values for Types of Voucher Entries is selected other than All Vouchers, Exclude Order Voucher becomes active.
When I enable or disable any configuration, I need to press Esc for acceptance to apply the configuration, Configuration screen acceptance could be a better experience.
This is a new table behavior, where Enter will change the value of the configuration and save. Whereas Esc and Ctrl+A will take you out of the table. We believe that this is a one-time learning for you and you would love it when you start using the new search mechanism.
These report will not be available in the table by default. Neither it will be available on selecting Show All. However, to make the inactive reports discoverable to the users, provision is given in the Go To table to click Show Inactive. Alternatively, type the desired report in the field available. This will highlight the reports for which the feature was not enabled in F11.
Consistency on the feature enabling or disabling varies while we check in F11 / F12 vs Print wherein a few options have Yes / No and a few other has requires to press Enter to enable or disable.
In TallyPrime, table capability has been improved to list configurations. The configuration value can be changed by pressing Enter and movement across the configurations would happen using Up or Down arrow. The new experience has been brought so that users can easily search the required configuration just by typing it in the search box and then pressing Enter to do the changes. This will help user to complete the task faster.
Yes. Refer to the following video on the Go To feature.
Refer to the following video for detailed information on Go To.
Will TallyServer 9 work for TallyPrime? Are there any changes in TallyServer 9? or Do we need to upgrade to TallyPrime Server?
Similar to TallyPrime, TallyPrime Server has also been designed for Simplicity, Flexibility and New look and Feel. If you upgrade your Tally.ERP 9 to TallyPrime, you will need to also upgrade your existing Tally.Server 9 to TallyPrime Server.
Can I open multiple reports at the same time? OR Do I still require to exit the current report before being able to open another report?
Viewing multiple reports in a single window is not possible currently. However, you can switch between the reports easily with the new Go To and Switch To features.
TallyPrime – General
In Tally.ERP 9 Release 6.x, I used to have local help to browse things easily. Now it is moved to only browser-based? If I don’t have internet and need to check the issue, how should I get help immediately?
We continuously update online help to ensure that more business scenarios are addressed based on input from our customers. This helps in meeting your requirements better and providing an enhanced experience.
For quick access, you can open the site help.tallysolutions.com on your mobile. For offline reference, you can also download any topic as a PDF when you are connected to the Internet. However, we recommend you to access online help in order to ensure use of the latest content.
Why the shortcut keys are changed when compared to Release 6.x? I am uncomfortable with the new shortcut keys and menu. I preferred the old way of working. Why did we change it?
The shortcut keys are changed to bring consistency in the product. Unlike the old way of working, a key will now perform the same functionality across the product. Universal keys are brought into the product so that the users are able to perform similar activities which they used to perform in other applications. Hence, they do not have to learn new things. With these new changes, things have become easy to remember.
The whole list and the reason for it is available here - Buttons removed from Tally.ERP 9
Event Log will show the logs of the running instance only. At present in TallyPrime, we are not supporting the log management. However, this is a good feedback and we will take this up in the future release.
TallyPrime application loads all the required files such that you will not find delay in opening reports as compared to Tally.ERP 9 releases. Therefore, you may feel a marginal increase in application loading.
Need to provide password strength week or strong when we enable provide company access user name and password.
We understand that this feature exists in Release 6.x. We have taken a conscious call to remove password strength from the product as overall security including password strength will be taken up in future releases and solved with completeness.
Yes. Refer to Quick Start Guide for detailed information.
No, currently TallyPrime is not supported on MAC. However, you can install TallyPrime using crossover applications like winebottler.
You can cancel an existing invoice using the shortcut Alt+X.
Refer to the Keyboard Shortcuts in TallyPrime topic for more details.
In TallyPrime, where do I find the shortcut keys which were available on the bottom panel in Tally.ERP 9?
Refer to the Keyboard Shortcuts in TallyPrime topic for details.
Yes, the migration of your Tally.ERP 9 data into TallyPrime is seamless with just a click. There will not be any impact on the data due to migration. However, it is recommended that you take a data backup of your data before migration so that if something goes wrong due to some uncertain reasons, you can restore your backup and continue data entry.
Many customers have been using Tally.ERP 9 from many years and have not split their company. Can the data be migrated into TallyPrime without any errors?
Migrating data from Tally.ERP 9 to TallyPrime is seamless. However, if there are any errors in the older data, it will display the errors during migration. The migration process will be complete only if there are no errors in the data.
Yes, you can get a Trial license for 7 days to evaluate the product.
Refer to the TallyPrime Release Notes page to know details of what is new in TallyPrime.
TallyPrime is a 64-bit application that runs on Windows 7 and later, and a 32-bit version is not available. With rapid changes in technology, most of the hardware device manufacturers moved to 64-bit architecture that is more responsive when running several programs simultaneously, and switching between them frequently. To benefit from the real advantages of the combination of 64-bit architecture and 64-bit operating systems for the best performance, TallyPrime is designed as a 64-bit application.
Are the existing Tally.ERP 9 functionalities - Stock Query, Mismatch Reports, GST Report corrections, and so on - retained?
Yes, we have retained all the Tally.ERP 9 functionalities except the following few which have been deprecated:
- 32-bit OS support
- e-Sugam, LBT, Schedule VI Balance sheet
- Tax Audit & Stat Audit
- Status bar
- Password strength
- Offline help
The prices remain same as of now and any changes in prices have not been thought through.
No, it is not compulsory to upgrade to TallyPrime. You can continue to use Tally.ERP 9. However, any enhancement in the future will be updated only for TallyPrime. We have stopped any feature updates for Tally.ERP 9.
No. TallyPrime can be installed only on 64-bit OS.
You may contact your preferred partner for training on TallyPrime or else you can join our live webinars which have organized on a daily basis.
Company, Masters, & Transactions
Scenario: At the time of company creation, the tax ledgers and various statutory configurations should be in auto mode. We often see that the user requires going through the one-time setup of configurations. This will make Tally more difficult for the new users. There must be some pre-list of options for the user's requirements and the user should have an option that will enable the auto-creation of tax ledgers and other statutory adjustments.
While we understand your requirement, considering each business is diverse in nature and keeping in mind our power of flexibility, we will not be able to provide pre-defined ledgers and configurations without understanding the business. Hence, we have not provided it.
Noted. Not only for terms like voucher, we are looking at the overall product for each country that would impart a feeling, "fit for me" and lead to better usability across countries. We have planned to fulfill this requirement in our future releases.
Currently, users are able to create and alter multiple masters by choosing the option available on the master creation menu. While TallyPrime doesn’t have this facility in master creation/alteration screen. Instead, it is available in COA?
COA is one place to manage the complete masters of the company and in TallyPrime, this is available in Gateway of Tally itself. Users can also manage or create/alter single or multi masters from COA. Moreover, this should be one-time discoverability and once known to the users, they can discover to navigate to COA for multi creation/alteration of masters thereafter.
In e-Way Bill details of the sales invoice, mandatory fields are not marked (with asterisk), for user to know which ones they should not skip.
While saving the voucher, the warning message is shown for all the incomplete/missing details related to e-Way Bill details for successful e-Way Bill generation.
The Stock Query button need to be highlighted in Vouchers, on the right-button as is provided in the Tally.ERP 9.
The Alt+S key and functionality for Stock Query do exist in transactions but the button has been removed. Over a period of time, the ask had increased to provide more reports that can be accessed while being in a transaction. To solve this problem we have provided the Go To feature so that user can access any of the report while being in a transaction. However, keeping a single button for Stock Query was not consistent with rest of the right buttons and hence it has been removed to avoid clutter.
While shutting the company using the F3 button, in every instance we get the message saying the masters, vouchers, and reports will be closed without saving the changes. This message should appear when shutting the company while in the creation mode.
With the introduction of top menu, now users can open transaction(s), master(s), or report(s). While shutting the company, you are reminded to ensure that all opened transactions or masters or edit reports are saved so that you do not loose any changes made.
You can cancel an invoice in TallyPrime by using the shortcut key Alt+X.
Refer to Keyboard Shortcuts topic for more information.
I just activated Delivery Note and not the Receipt Note; However, it is asking for the Tracking No. in Purchase entry. Why?
Delivery Note and Receipt Note are part of the Tracking No. feature in TallyPrime. By enabling the Delivery Note, the Tracking No. feature gets enabled and that is the reason Receipt Note tracking is displayed during Purchase entry.
Yes. Gateway of Tally > Chart of Accounts > Ctrl+H (Multi-Masters) > Alter.
In TallyPrime, you do not need to create a new voucher type or alter the existing voucher type for creating a manufacturing journal.
- Alt+G (Go To) > Create Voucher > Alt+F7 (Stock Journal).
- Press Ctrl+H (Change Mode) > and select Use for Manufacturing Journal.
You can enable Payroll features during Company Creation. The F11 Features screen appears in the flow of Company Creation in TallyPrime.
However, if you have not enabled Payroll during Company Creation, you can perform one of the following:
- Press F11 (Features) > set Maintain Payroll to Yes.
You can now start using all the payroll features - create masters and transaction - similar to other accounting features.
- Alt+G (Go To) > Show More > type of select any payroll master (for example, Pay Head) > and press Enter.
- TallyPrime prompts you to enable Payroll feature on the fly. Press Enter.
To enable Payroll in TallyPrime, you can enable it during the company creation itself as it pops-up the F11 feature and you can enable from there. If it is not enabled during the company creation or if it requires to enable in the company already created, you can go to Alt+K:Company>>F11:Features and enable the Payroll feature. Else in simple, you can go to creation of Master>>Show more>>Show inactive>>and start creating the payroll masters it will allow you to enable the payroll feature and create the payroll masters on the fly
Scenario: In Tally.ERP 9 there is an option to enter Opening Balance for all Ledgers in Multi Ledger option. Where can the same be found in TallyPrime?
- Alt+G (Go To) > Chart of Accounts > and press Enter.
- Select the required master > press Alt+H (Multi-Masters) > Multi Alter.
- Select All Items or any particular group and enter or update the Opening Balance details, as needed.
Post migration, why both Buyer and Consignee details are shown though the option ‘Provide separate Buyer & Consignee details’ is not enabled in the supplementary details? OR Post migration, what will happen to the information provided in Buyer and Consignee details?
- If there is any mismatch in Buyer (Bill To) and Consignee (Ship To) details, both the details will be shown irrespective of the configuration.
- Country field is introduced in Consignee details to maintain consistency except type of registration as it is required only for the buyer. In such cases, both Buyer and Consignee details will be shown.
- In few circumstances, few of the details like State, GSTIN, etc. was not being saved. Hence, post migration it will be shown blank and the same will be printed. To get the details, user can re-select the party in the Buyer/Consignee so that it would reflect correctly. For example, if these details were blank in the party master it was getting pre-filled from Company, but the info was not being saved. This is been resolved so that on selecting the party again, it gets updated with appropriate Party details.
As Pin code field was given in the Supplementary details, why can’t the information be shown in Supplementary details for the existing transactions?
Pin Code is a new field introduced in the Supplementary details. There could be possibilities that Buyer or Consignee details have been altered in the supplementary details (by selecting other party master/manually). Hence, it is not wise to show the pin code from the party master for the existing transactions. However, it will be shown in the supplementary details for the new transactions. On selecting the party again, it gets updated with appropriate details from the master.
I used to see the Mailing name in Buyer and Consignee details in Release 6.x. Post migration, I am unable to see them. Why?
- The mailing name can be seen by enabling the configuration ‘Provide Mailing name’ in the Party details sub-form of supplementary details.
- For the existing transactions, the mailing name will be shown against the Mailing Name field and the Party name fields.
- In few circumstances, the details like State, Country, GSTIN, etc. was not being saved. Hence, post migration it will be shown Not Applicable or blank. To get the details, user can re-select the party in the Buyer/Consignee field so that it would reflect correctly. For example, if these details were blank in the party master, it was getting pre-filled from Company but the info was not being saved. This is been resolved so that on selecting the party, it gets updated with appropriate Party details.
- The fields State and Country was not supported in the supplementary details (some voucher types did not have these State & Country for Consignee and some for Buyer as well). We have introduced these as default fields to maintain consistency and hence post migration, it will be shown Not Applicable.
In Release 6.x, on enabling the option Print country with address, the State, Pin Code, and Country were being appended to the address in the supplementary details. But now it is not happening. Why?
In TallyPrime, the State & Country will be available as default fields and the Pin Code information can be provided by enabling the configuration. Post migration, the details will be retained in the address for all existing transactions and the same will be printed.
I used to see the Alt+M button in the Buyer/Consignee details using which I was able to provide/alter the details manually in 6.x. I am unable to see them in TallyPrime?
In TallyPrime, it is made much simpler that you need not click a button to provide the Party details manually. Using New Party from the table or by just typing the party name, you will be able to provide the Party name.
I am unable to see the Tax registration details of VAT, CST, and GST when the Party Registration Type is Unregistered/Consumer?
In Release 6.x, though registration types were shown as Unregistered, it used to allow to capture the Tax registration details. Post migration, on changing the registration type to Regular or Composition, you can see the details.
I had entered only Buyer details in the transactions. Post migration it is showing both Buyer and Consignee details. Why?
In these circumstances, though the details were shown under Buyer in Release 6.x, it was ideally getting saved under Consignee details and the same will be printed. This is resolved in TallyPrime. As the details are different, it is always good to keep the customer informed about the difference by showing Buyer and Consignee details rather than going with a wrong assumption thinking it is same. In order to get the details, user can re-select the party in the Buyer/Consignee so that it would reflect correctly or disable consignee details if not required.
I had entered Cash sales with only Buyer details in 6.x, post migration it is showing both Buyer and Consignee details?
In these circumstances, though the transaction is Cash Sales and the details were shown under Buyer in Release 6.x, it was ideally getting saved under Consignee details and the same was printed. This is resolved in TallyPrime. As the details are different, it is always good to keep the users informed about the difference by showing Buyer and Consignee details rather than going with an assumption that it is same details. In order to get the details, user can re-select the party in the Buyer/Consignee so that it would reflect correctly or disable consignee details if not required.
In Release 6.x, I had a provision to change the Place of Supply in Debit Note (Voucher mode) for Sales escalation transaction and had recorded transactions. Post migration, I am unable to see the field in the supplementary details. Why?
Post migration, there is no impact in the GST Returns though the Place of Supply is not visible in the transaction for the existing transactions. This will be taken up in our upcoming releases.
I had entered the Certificate No. & Date details in Sales Order and Delivery Note for certain nature of removals for Excise for Manufacturer. Post migration, I’m unable to view that information in the Sales Order and Purchase Order. Why?
Post migration, there is no impact in the CT-1 / CT-3 Outstanding reports though the Certificate No. & Date fields are not visible in the transaction for the existing transactions. As a workaround the details can be entered in narration until we support in our future release. This will be taken up in our upcoming releases.
On selecting a different party in alteration/duplicate mode of a transaction, the details were not being changed as per the newly selected party? Is this handled now?
On changing the party, a message is shown as 'You are changing the Party ledger. Do you want to update the Party’s address and Tax Registration details for the transaction? Yes/No''.
- On selecting Yes:
- The newly selected party details will be updated in both the Bill To & Ship To (same/different) details.
- In case of Purchase cycle, only the Supplier details will be changed with the newly selected party details and the Consignee details will get refreshed with the Company's details (same/different).
- On selecting No:
- The newly selected party details will not be updated rather it will retain the information of the previous party.
In TallyPrime, the flexibility is given to create a new Emirate in the supplementary details but the same is not available for Emirate (POS) field. Why?
The current design of Emirate (POS) is a hard-coded list. However, it will be enhanced in our future release.
In TallyPrime, when the company’s name and the party name are the same, the details of the party ledger get pre-filled in the Consignee details for purchases instead of Company details. Why?
Ideally, businesses having branch(es) will have some differentiation in the party/ledger names for easy identification in the book of accounts. As the Name and Mailing names are available separately in the supplementary details, the party is given the priority and hence it gets pre-filled from the party master. However, user can provide the Company’s address details manually.
I used to see the option ‘Print default name and address of party’ in the F12 configuration in Release 6.x. Where do I find this option in TallyPrime?
The above configuration is changed to ‘Show name and address from party master’. This is now moved to print as it is related to printing. Also, the option ‘Show Contact details’ in the print will appear only if Provide Buyer Details or Show name and address from party master is enabled. The functionality is retained as per Release 6.x except the placeholder.
Yes, you can choose not to print the consignee details in invoice by disabling the printing configuration Show Consignee details.
Though the threshold limit is below, I’ve entered the e-Way Bill details using More Details. I am unable to generate the e-Way bill from transaction although the configuration ‘Export e-Way bill after saving Voucher’ is enabled in voucher. Why?
If the e-Way Bill details are filled for an invoice which is lower than threshold limit, it means that the threshold is incorrectly configured in F11. This will help you export e-Way Bill directly from transactions. As these are exceptional scenarios where you want to export the e-Way Bill for invoice, which has value lower than the threshold limit it is wise to verify the details from e-Way Bill report and for all such invoices you can export e-Way Bill from report provided, after verification.
For the bill reference to be generated, enable the configuration ‘Use default Bill-wise details for Bill Allocation’ in the Sales voucher.
There were only sales, purchase, journal, debit note, and credit note registers earlier. However, now there are few more registers added like contra, payments, receipts, receipt note register, and delivery note register. How is this beneficial?
With the new registers added in TallyPrime, users do not have to go to Contra or Payment and then user filter to view Contra or Payment Registers. New registers are included for all voucher types for easy identification and navigation.
Currently, team is in the process of understanding the business benefits of providing this capability in the product and in parallel, trying to come up with a simplified design that would make this feature more robust and usable.
When I am looking at the Stock Summary and there is negative stock, I want to know the purchase order pending details for only the negative stock item. Can Go To become context specific and show me only purchase order pending for that Item?
If the Purchase Order Pending report is opened from Stock Summary, then it will show all pending order details for the period and stock items shown in Stock Summary.
However, if the Purchase Order Pending report is opened from the report showing only the negative stocks, then it will show pending orders for these stock items only.
Whenever I wanted to view the daily ledger report - daily sales or daily activities with a party, I generally go to the ledger report and click on Daily view. In TallyPrime, I am have to get into Monthly view > Change view and then select Daily view?
With an objective to bring consistency in the right buttons across reports, the daily button was removed from reports listing vouchers.
The observations in voucher listing reports included:
- Ledger Vouchers
- Stock Item Vouchers
- Batch Vouchers
- Godown Vouchers
- Cost Centre Vouchers
- Group Vouchers
In these reports, Group Vouchers has only Monthly, Ledger Vouchers has both Monthly and Daily and the rest of them have only Daily. Now, all of these have Monthly button only.
After navigating to periodic report (default is monthly view), you will have the facility to change the view to daily, fortnightly, half-yearly, yearly, etc. And this can be achieved using Ctrl+F6 (Monthly), Ctrl+H (Change View) or F12 (Configure).
e-Sugam has been replaced by e-Way Bill systems and therefore, e-Sugam reports will not be required any longer. However, in case you feel that you may need access to earlier period e-Sugam reports in the future, please take a backup of your data before moving to TallyPrime. You may install earlier version of Tally, which you were using, restore the backup of your data in that version, and continue to access earlier period reports from that. Alternatively, you may take hard copy or export a copy of those on your system and store them for future reference.
To be very frank, MCA reports have undergone a lot of changes in the past. In fact, Schedule VI has been replaced by Schedule III reports. We have supported those old formats and have not been able to keep pace with the evolution in requirements of MCA reports. Even though there are users who look at Schedule VI report from Tally to fill their Schedule III reports and complete MCA formalities, on many occasions these are found to be unusable as per the latest needs of the MCA reports. Therefore, we have taken this call to remove these reports from the current version of the product. We will bring them back when we are in a position to take custody of it and provide up to date and most enriching experience of using MCA Reports.
LBT has been abolished in Maharashtra since 1st August 2015, and users are not required to file LBT returns anymore. Therefore, call has been taken to remove this feature from the product. However, in case you feel that you may need access to earlier period returns in the future, please take a backup of your data before moving to TallyPrime. You may install earlier version of Tally that you were using, restore the backup of your data in that version, and continue to access LBT Reports of the earlier period. Alternatively, you may take hard copy or export a copy of those on your system and store them for future reference.
Though E-Faktur is not supported directly from the product, users can export Sales Register in Excel with Pivot details. The information available in the exported Excel file can be copy pasted in the E-Faktur template.
Stat extensions: All these days, all features were available directly to me when I need it, but now I have to do extract steps to get the required statutory information. Why is it so?
We have taken this as a conscious decision in relation to the legacy tax features. These legacy indirect taxes are already subsumed in to GST. Most of our users are already migrated to the new tax regime and will not require to use old stat features anymore. However, keeping those users in mind, who are still impacted by old stat regime, the masters and transactions will continue as is in the product. However, if you require return forms from the product, we request you to download the extension available on our website.
I use Tally.ERP 9, version 4x, I want to use the stat available, will I be able to use the same post when I upgrade to TallyPrime.
Tally.ERP 9 version 4.x and TallyPrime will continue to work subject to installed in different folders. You need to download the Extension for Tax installer to view reports of VAT, Service Tax, and Excise.
How are the GST Rates defined for various products/services category in TallyPrime in an easy and accurate manner?
Refer to the GST Rate Setup topic for more information.
Scenario: Digitisation has proved to take a revolution in India. Online Book Keeping system like Quickbooks, Zoho Books, etc. is already providing a facility to collect payments online through Net Banking, Credit Cards, etc. However, none of the offline accounting software are providing this feature as of now. Tally can take the chance of it. Collecting payment online is very easy and easy to configure as well. Tally can easily tie-up with Payumoney, CC Avenue, etc. in order to set-up users account for free of cost. For every transaction, it will charge the TDR and nothing else.
Tally has considered to provided the facility to collect payment online. Our team is in touch with different payment aggregators like GPay, PayU, Ingenico, Billdesk, PayTM, etc. We have noted this requirement and planning to provide it in the near future.
For current transaction/report -> After pressing Alt+P -> Select Current -> F12 (Configure) -> search for (/scroll to/select) Print Format and select Quick Draft.
For other transaction/report -> After pressing Alt+P -> Select Other -> F12 (Configure) ->search for (/(scroll to/select) Paper Type and select Quick Draft.
If in GOT, after pressing Alt + P ->Select Print Configuration -> search for (/(scroll to/select) Paper Type and select Quick Draft.
I am not able to find the menu item, Multi-Account Printing. How do I navigate to multi-account printing menu?
Follow this path in TallyPrime Release A: Press Alt+P (Print) > Configuration > type and select the multi-account printing with other configuration settings.
Multi-account printing option was available in Gateway of Tally in Tally.ERP 9 until Release 6.x. Why is it not available in TallyPrime?
Multi-account printing will now be available under the Print menu that is available under the top menu. Now, you can easily connect with the context and find relevant functionality over there.
Saving printer setting for each voucher type is required as payment will go for the cheque printing machine, and sales invoice printing will go to another printer. Currently, printer selection for printing any document is limited to only one printer.
We are in the process of understanding entire business needs considering the maximum usage of features and its flexibility to align with different printers for default printing. We are planning to introduce it in our next release(s).
As a user, how do I know if there is a missing page out of whole pages during printing? During printing the pages, do I have access to an option like print 1 of 10 pages?
We have an option to print page numbers in the document using Ctrl+P (Print) > C (Configure) > set Show Page Number to Yes. This will print the page numbers in the document and will help in tracking the missing pages
- From the invoice, press Alt+P (Print) > Current > Configure.
- Type Optimize Printing to Save Paper and press Enter.
- Enable Choose details to show second page onwards and disable the details which you do not require to print on every page.
- Save the configurations and print your invoice.
- Press Alt+P (Print) > Current > Configure > type or select Show Language and press Enter.
- Select Arabic from the List of Language.
Once you have set this to Arabic, you can print your invoices in Arabic language.
- Press Alt+P (Print) > Others.
- Select the required Multi Account Report for printing.
- Press Alt+P (Print) > Configuration.
- Select Show More > Set no. of copies for printing vouchers > and press Enter.
- Under Printer Settings, specify the number of copies you need to print for the voucher types.
Any cheque printing configuration that has been configured/set will continue to exist and remain the same. There will be no change in the same.
(The user must be enabled to set the default view of screens. Tally is providing various options to enable a user for data accessibility, like Columnar, Auto Column, etc. However, the user is required to set these options each time as per the need. The option for setting the default view of screens at various levels can help the users to set the software as per their requirement so that it doesn’t require multiple steps to perform each time.)
The requirement is partially solved in TallyPrime with Change View. However, other elements are considered as part of our future releases, and facility would be provided in each of the report for user to set default value/views which would persist thereafter. This facility will allow users to view report in similar way each time they enter.
Why am I not able to allow configurations to be set at company level so that data entry operators can not change it?
All F12 configurations are meant to assist users by personalising the view and to handle various business diversities, as they feel comfortable with.
On the contrary, if we have this at the company level, it will be common across all users, which will defeat the flexibility we want to give to each user. Also, some of these will then be required to change in each company which will make it a tedious experience for our customers.
Application & Account Management
How can I upgrade to the latest release? Earlier, I was supposed to click on "version and update section" and the click on update. Now, what needs to be done?
- Why am I not able to find product info panel items?
- How do I know the release number of Tally?
In TallyPrime, we have enhanced the experience to help you to find almost all the information about the deployment at a single location and also about the environment in which it is running from F1 (Help) > About.
You would require to navigate to update report and then start the update process. Or from the About report, you can check whether the new release is available and navigate to update report to start update.
All these info along with host of other info about your Tally installation and environment can be accessed from About Page.
It was easy for me to know the licensing details, especially in the educational mode from the calculator panel, but now I have to go the About page, which is a matter of discomfort.
It will continue to be easy for our users to understand weather his application is in license mode or not, by viewing the product identity at the title bar.
With this approach, you will not need to read through the content/description as was the case earlier, but the visual clue will indicate it much faster manner. Unlike the previous case where the panel could have got hidden due to user choice, in the new approach, the title bar it is discoverable always. Additionally, if you want to get complete information you can always go to the About page for the same.
About Page: Can we also see info on other software like MS Office/Excel, ODBC, PDF Writer, on which TallyPrime has dependency?
About report contains information of application, license, data, TDLs, and the deployment information.
How will the user be told of the failure of activities such as those related to TNS or Browser when the calculator is not visible?
When an activity fails, user must be prompted a message to notify the failure. In case of the sequence of failure messages, the user will be prompted to check the Event Log report where the Calculator Panel messages will be redirected to. This report is capable of being filtered as per the functionality.
Why did you remove Control Center & Support Center from the product where it was easy to do things. Now I need to navigate to portal only but not in Tally. Why is it so?
These facilities have always been available from the web too. However, the experience on the web was different from the experience provided in the product/application, which was confusing to the users.
To provide a uniform, seamless, and convenient experience, we have moved it to the web. The link of the web is also available from within the product.
Why am I not able to use the SMS feature in TallyPrime? I was able to use it till Tally.ERP 9 Release 6.x.
Since this was to help in getting information when the user was on the move, we have substituted this with reports on browser which has much more information across many reports for those who want to access it on the move.
Licensing, Remote Access & Synchronisation
In order to support a specific use case of users who require to work in both Tally.ERP 9 and TallyPrime Release A using same license instance, support for co-existence is provided in the TallyPrime Release A Gateway server. This allows individual products to be used in licensed mode with the same deployment.
The number of days it can support co-existence is a business decision considering various aspects including customer needs (due to statutory and non-statutory reasons).
TVU is a license entitlement, and it will work as long as the license supports a specific release. For the specific scenario mentioned in this question, as the license is valid for both Tally.ERP 9 as well as TallyPrime Release A, the customers migrating from Tally.ERP 9 to TallyPrime Release A can avail all the entitlements of the underlying license including TVU.
What are the system changes expected to support this transition to TallyPrime Release A? Can a user have both Tally.ERP 9 and Release A and move between them?
In order to support a specific use case of users who require to work in both Tally.ERP 9 and TallyPrime Releases A using the same license instance, support for co-existence is provided in the TallyPrime Release A Gateway server. This allows individual products to be used in licensed mode with the same deployment.
Thus, a Tally.ERP 9 client and TallyPrime Release A client can point to TallyPrime Gateway for the purpose of getting a license.
If I use multiple Tally versions, will I have to update all to TallyPrime to use the data sync or remote access?
Yes, all Tally applications need to be updated to TallyPrime in order to use data sync and remote access.
Backward and forward release compatibility is not there for data sync or remote access.
The data model used in Tally.ERP 9 is different from the one used in TallyPrime. If synchronisation and remote access are allowed between Tally.ERP 9 and TallyPrime, this may render the data inaccessible. Hence, for user's benefit, we do not allow remote & sync to work with older versions.
When I upgrade to TallyPrime, can I use both Tally.ERP 9 and TallyPrime in the same system with the license that I own currently? How do I reactivate license for TallyPrime?
Yes, you can use the same license for both Tally.ERP 9 as well as TallyPrime. In Tally.ERP 9, you will continue to work in the same manner as it has been today. Kindly refer the help link for the same. For TallyPrime, you can activate and reactivate from the license management screen. Kindly refer to help for a step by step guide.
I am using previous versions (4.x, 5.x) of Tally. Can I directly move to TallyPrime or should I follow some process?
For Release 4.x or earlier, moving to TallyPrime is a manual process. The user needs to download TallyPrime setup from download page of the Tally Solutions portal, run the setup, and follow steps.
In the past, the option to buy Tally License was available from within the application as well as from the website. However, the experience of the website was different from the experience provided in the product/application, which was confusing to the users.
To provide a uniform, seamless and convenient experience, we have moved it to the website.
Your TSS renewal date will not get affected by any product update including TallyPrime. Current renewal date remains the same.
No, currently TallyPrime is a system-based application that works on Windows operating systems. If you would need to view the reports, you can view it on any browser.
TallyPrime is a system-based application and has Remote Access capability to access and work on the data anywhere by installing the application. TallyPrime also supports accessing reports on browsers to view the reports anywhere; however, currently, it does not allow editing of data through browsers.
Refer to the Synchronisation topic for more details.
There is no change in the synchronisation process. The discoverability and navigation have been enhanced.
How to view the details of the TallyPrime version similar to what was shown in the bottom panel in Tally.ERP 9?
To get the license information, do any of the following:
- Click the text TallyPrime Gold or Silver available on the top-left corner of the application.
- Press F1 (Help) > About.
Yes, you can activate the new license for Tally.ERP 9. However, any enhancement in the future will be done only for TallyPrime. We have stopped feature updates for Tally.ERP 9.
If you update TallyPrime on your existing Tally.ERP 9 setup, then all your existing configurations will get carry forwarded to TallyPrime. If you install as a new installation, then you have to newly setup sync as it is part of the config file.
Data Management & Exchange
Data can be loaded in MS Excel using ODBC bridge. Enable ODBC in application settings of the Tally client. Then in MS Excel, go to Data > Get Data > From other sources > ODBC. The company name will be listed in the DSN. Once you select the company, you can select the values that needs to be loaded.
No enhancements are executed with respect to ODBC in TallyPrime Release A.
How can the data available in other software be migrated to TallyPrime? Is there any intermediary or third party tool available?
Please reach out to your Tally Partner for assistance on the same.
In TallyPrime Release A, in the top menu under Import, you will be able to import masters and transactions and set other configuration information too.
Yes, system will support the export and import data from Tally Prime to the older releases and vice versa. Import will be supported only in XML format.
Moving from Tally.ERP 9 to TallyPrime is a seamless process. All new enhanced migration experience is designed to assist moving to TallyPrime seamlessly.
Split will be available from Top Menu. This change is for providing you with ease of access.
Most of our customers will be exporting the data from Tally either to excel, PDF, or other formats in order to share the data for any internal analysis. Export location or export path which is made available on export screen in the Release 6.x is very helpful. While these details are visible in the export screen, modification is moved into configuration in TallyPrime. Users will have a challenge in discovering the way to change the format or path.
The intention is to bring consistency across Print/Export/E-mail modules. Users need to select configure to change the location and/or path, and also configure functional configuration as required from a single place. Also, every time changing the file format or folder path or export or E-mail to is non-frequent since the configurations do not change frequently. This is done in order to support one-click send for faster task completion, keeping the fields in landing page of export/print as read-only. However, there would be few circumstances that users will need to change. In such scenarios, users can navigate to configuration and change.
The data model used in Tally.ERP 9 is different from the one used in TallyPrime. If a user tries to carry out synchronisation between TallyPrime and Tally.ERP 9, this may render the data inaccessible. Hence, it is not recommended to carry out synchronisation between Tally.ERP 9 and TallyPrime or vice versa. In case of remote access, user will not be allowed to access TallyPrime companies on Tally.ERP 9 and vice versa as this may render the data inaccessible.
If I use multiple Tally versions, will I have to update all to TallyPrime to use the data sync or remote access?
Yes, all Tally applications need to be updated to TallyPrime in order to use data sync and remote access.
When we have to connect multiple companies, TallyPrime allows only to connect one company at a time which will become a time-consuming activity when compared to Release 6.x where users are allowed to connect multiple companies in a stretch.
As a part of Release A, a consistent user experience is provided across the product for single-company selection. We totally understand the need for choosing multiple companies together. We will be definitely including it across the product for a seamless experience. In addition, there are more use-cases for multiple companies, which we will also be solving to enhance your experience.
In Release 6.x, when a user loads a single company and click F4, company used to connect, while in TallyPrime, user is expected to click alt K + O, select the company from the list (here, the list contains only one company), only then company gets connected.
In TallyPrime, the right bar buttons have been made context-specific rather than having all items like in Tally.ERP 9. This leads to decluttering of the overall visual interface.
While we understand that the one-step activity in Release 6.x is now in two-steps in TallyPrime, the benefit in TallyPrime is that using the same key (Alt+K and then O), the user has the flexibility to connect company from anywhere in the product without losing the current context, and not only from Gateway of Tally.
During sync, it was always helpful to get the exchange details or error details in the calculator panel, which triggers the user to know the status of sync or identify and get the necessary correction in case of any error. In TallyPrime, the user should always get into event log to check if the sync is successful or fails.
The calculator panel is hidden from TallyPrime onwards. This is done to provide a clutter-free environment on Gateway of Tally. The Event Log is provided with the intent to remove junk messages (technical errors) which the user does not understand. Also, the user has better flexibility to filter the messages in the Event Log based on Event Type and Event Category.
A prompter on the sync success or failure will be helpful to the user. For each sync success or failure, we are expected to go to Event Log to know the status unlike Release 6.x, where we used get all the details in calculator panel.
For TallyPrime, it is recommended that the user should check the Event Log, which is accessible across the product from Top Menu> F1 Help > Troubleshooting > Event Log post synchronisation to check the status of the activity.
While we understand that a prompt would help, we are working on it, and you can expect this in our future releases.
Migration process remains the same for Tally.ERP 9 Company data to TallyPrime Company data.
TallyPrime will detect companies from Tally.ERP 9 and show the status as migration required in the company selection table. Selecting the company will ask for the migration of the company.
Once the user chooses to migrate, the company data will be migrated and made compatible with TallyPrime.
Lower versions will not be able to use the same company data once migrated.
Lower versions would require to rewrite the data again in the respective release to use the TallyPrime compatible data.
TallyPrime will not be compatible with Tally.ERP 9 (or even the lower versions).
Lower versions will not be able to use the same company data once migrated. Lower versions would require to rewrite the data again in the respective release to use the TallyPrime compatible data.
Yes, the system will support the export and import data from TallyPrime to older releases and vice versa.
Moving from Tally.ERP 9 to TallyPrime is a seamless process. All new enhanced migration experience is designed to assist moving to TallyPrime seamlessly.
In Tally, we always try to design our product to give the best performance in given situations. Hence, similar to our OS decision where TallyPrime will be supported only on 64-bit OS and Windows 7 onwards, we have taken a decision to not support 32-bit ODBC application, and users should upgrade to 64-bit ODBC.
This behavior is retained as it exists in Release 6.x. When user upgrades in Release 6.x folder, the current cfg file will retain and the existing configuration will remain as is.
If users install TallyPrime in a new folder, the default configurations will not get set and they will need to manually configure this behavior.
If the company is already loaded and after that if we do the Synchronization setting using Alt+Z (Exchange), the application gets restarted. After that, the same company does not open automatically. We need to choose the path again and load the company. But in Release 6.6.3 or earlier, it used to load the same company.
Tally.ERP 9 had a different architecture compared to TallyPrime. In Tally.ERP 9, restarting the application has a capsule-based approach whereas from TallyPrime, that approach is not followed and application restarts. As you will generally not need to change client/server setup multiple times, this should have a minimal impact.
Can I view reports in the browser?
Can I do data entry using browser?
Can I share data over WhatsApp?
Does this also mean that Tally will keep a copy of my business data?
Edit on Browser - At present, Edit in Browser is not available. We are working to offer this feature in our upcoming releases.
Share the information through WhatsApp - When viewing reports in browser, you can download reports or invoices in PDF and Excel format. This can be printed or shared as is through any medium.
How secure is my business data when accessed via web browsers?
Your business data is secure as the data remains with you, and is not stored anywhere else. Further, you can decide who can access different reports.
- Can I store my data in cloud?
- Is my data secured? Or should I worry?
- If tally is still an installable software, what did he mean by cloud?
Tally has been an on-premise software and will continue to provide a seamless experience being an on-premise software in TallyPrime as well.
However, as per new TVU licensing policy changes, you can use Tally if deployed using virtualisation technologies like RDP, RDS, Citrix, etc. that are bought from Third Party Providers directly or through Partners.
Audit Journals is used by Chartered Accountants to finalize the books of the clients and is very useful. Can we bring it back in the product?
We appreciate this feedback. We are sure there are certain features in the Audit & Compliance that are genuinely useful for the Chartered Accountants, and they may be using it extensively.
However, when seen as standalone features, these features make no sense as they are tightly connected in audit environment. We have removed Audit & Compliance from the product since we felt these features are rendering unusable due to various experience concerns. We will relook at all these aspects together in the future.
Audit working papers is appreciated by Chartered Accountants in whichever events it is being presented. Can we bring it back in the product?
We have taken a conscious call to remove audit features from the product since we genuinely feel that the features and tool are not usable in their current form. We say that they are unusable because of their performance and design. Some of them are found to be outdated. We will relook at all these aspects in the future.
1) Why Tax Audit and Stat Audit has been removed in TallyPrime? 2) Is Tax Audit supported in TallyPrime? 3) Is Stat Audit supported in TallyPrime?
We haven’t kept pace with the changes applied by Government or Tax Authorities in relation to Tax and Stat Audits. The reports/tools provided in the product are outdated in that sense, though our customers have continued to use them since they were able to derive some value from these tools. However, at times, these tools become unusable for the purpose that they were expected to solve. Therefore, we have decided to deprecate these features from TallyPrime Release A. We will make them available in the future when we are in a position to take custody of it and provide up to date and most enriching experience of using Tax and Stat Audit features.
TDLs & Add-Ons
These facilities have always been available from the web. However, the experience on the web was different from the experience provided in the product/application.
To provide a uniform, seamless, and convenient experience, the activities can be performed from a Unified Account Portal through web.
Your customization might need a migration. We will be working with partners and ensure that your customization will be compatible with TallyPrime.
In the past, the TallyShop option was available in the application as well as on the website. However, the experience of the website was different from the experience provided in the product/application which was confusing.
To provide a uniform, seamless, and convenient experience, we have moved it to the web, the link of which is also available in the product.
What about TDL changes in TallyPrime? Will it be a major effort for making existing TDL to make it compatible?
There is no change in TCP compilation format. Hence, a re-compilation or migration would not be required. We have ensured for backward compatibility within TDL code wherever possible. However, to introduce new capabilities and experience in TallyPrime, minor changes have been implemented in the default code. Hence, there is a possible chance that the TDL would have to be re-vamped or re-coded. We would be providing complete assistance to partners for quick compatibility of customisation in TallyPrime.
It will continue to exist as it exists today for Tally.ERP 9.
Refer to the Deploy TDLs and Add-Ons topic for more information.
The existing customisations done on Tally.ERP 9 may require migration to TallyPrime. It is recommended that you kindly contact your Tally Partner.