The first step to get started in Tally.ERP 9 is to create a company. After installation, the application opens to the screen shown below:
This screen is the Gateway of Tally. The various components of Gateway of Tally are described in the table below:
Component |
Functionality |
Horizontal Button Bar |
Option to print, e-mail, import and upload data is available here. This bar also has options to help you to access the help manual, control centre and support centre. |
Vertical Button Bar |
All the button options are displayed here. The buttons vary from screen to screen. |
Main Area (Ctrl+M) |
Main area is divided into two parts: Left-hand side: Information on the date and list of companies loaded are displayed here. Right-hand side: The Gateway of Tally menu is displayed here. |
Info. Panel |
The info. panel is divided into five sections: Product: Displays the Tally logo. You can click the logo to visit the website. Versions & Updates: Displays details about the current and latest releases and the TDL information. Press Ctrl+Alt+T to display the version and updates information. License & Subscription: Displays information related to the product license such as Site ID, Account ID, Serial Number and so on. Press Ctrl+Alt+L to display the license and subscription information. Configuration: Displays statutory details, configuration details such as proxy configuration, data configuration and so on. Press Ctrl+Alt+F to display the configuration information. Calculator: Mathematical calculation can be done here. Press Ctrl+N to activate the calculator panel. |
Task Bar |
System date and time are displayed here. |
Top button bar options:
Buttons |
Shortcut Key |
Functionality |
Alt + P |
Navigate to Print menu |
|
Export |
Alt + E |
These buttons are disabled in the Gateway of Tally screen. |
Alt + M |
||
Upload |
Alt + O |
|
Language |
Alt + G |
To change the language |
Keyboard |
Alt + K |
To change the keyboard language |
Control Centre |
Ctrl + K |
Login to Control Centre |
Support Centre |
Ctrl + H |
To post queries, if any, relating to the product. |
Right-side button bar options:
Buttons |
Shortcut Key |
Functionality |
Select Cmp |
F1 |
To select a company |
Shut Cmp |
Alt + F1 |
To shut or close the company |
Date |
F2 |
To change the current date |
Period |
Alt + F2 |
To change the period |
Company |
F3 |
To select a different company which is already loaded. (If a company is loaded, this button is disabled) |
Company Info |
Alt + F3 |
To access the Company Info. menu |
Connect |
F4 |
To connect companies to Tally.NET Server |
Disconnect |
Alt + F4 |
To disconnect companies from Tally.NET Server |
Features |
F11 |
To access the Company Features menu for a company |
Configure |
F12 |
To access configuration settings |
Hot keys are capitalized, and appear in red colour on selection. These keys can be used for easy navigation from one screen to another.
