Tally Prime – Tally Customizations

Voucher Type Wise Print Title Fixed in Tally

In Default Tally Prime or Tally ERP have no option to set title voucher Print invoice in all Voucher Type. Using This addons you can set Voucher type Wise Print Title. If The Print Title is blank or Empty then Voucher Type Name will be Print as Voucher Print title.

for Example

if we are Create more the one voucher type in single voucher type (Sales Order or Purchase Order) Now we want to fixed the Print title for every Voucher Type. Then Using This addons we can fixed title for every voucher.

Voucher Type Wise Print Title Fixed

For any Type of Tally Customization Please connect with us.

adisofttech22@gmail.com

ADISOFTTECH – THE TALLY CUSTOMIZATION COMPANY

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Tally Vault Password

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Tally Vault uses a non-stored password with an advanced algorithm to validate a new user without any prior knowledge of the password and the decrypted form of data is not stored on the system.

TallyVault is a feature in Tally.ERP 9 (the previous version of Tally) that provides data encryption and security capabilities. It allows users to protect their company data by encrypting it with a password, ensuring that only authorized users can access and view the data.

Here are key points about TallyVault:

Data Encryption: TallyVault uses strong encryption algorithms to secure company data. When you enable TallyVault for a company in Tally.ERP 9, it encrypts all the data files associated with that company, including the ledger, vouchers, masters, and other company-specific information.

Password Protection: TallyVault requires you to set a password that serves as the key to encrypt and decrypt the data. This password is needed every time you want to open or work with the Tally company associated with TallyVault.

User Authentication: TallyVault ensures that only authorized users with the correct password can access the encrypted data. Without the password, the data remains inaccessible and unreadable, providing an additional layer of security.

Integrated Security: TallyVault is integrated with Tally.ERP 9, meaning it works seamlessly with the existing security mechanisms and access control features in Tally. It does not interfere with user permissions or other security settings defined within Tally.

Data Backup and Restore: TallyVault does not impact the backup and restore process in Tally. You can take regular backups of your TallyVault-protected company data and restore it when needed. The restored data will still be protected by TallyVault and require the password for access.

Security Audit: TallyVault maintains a log of all the activities related to the company data, including user logins, failed login attempts, and changes made to the data. This audit log helps in monitoring and tracking any unauthorized access attempts or suspicious activities.

TallyVault provides an essential layer of data protection, especially for sensitive financial and accounting information. By encrypting the data and requiring a password for access, it helps businesses comply with data security regulations, prevent unauthorized access, and safeguard their valuable data.

It’s important to note that the information provided here is based on Tally.ERP 9, and there may have been updates or changes in TallyPrime. For the most accurate and up-to-date information on TallyVault or any security features in TallyPrime, I recommend referring to the official Tally documentation or contacting Tally Solutions directly.

Using The bellow link you can read more details

https://help.tallysolutions.com/article/te9rel54/Data_Management/DM_Enabling_TE9_Vault.htm

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What is DataMigration in Tally Prime

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Data Migration in Tally Prime refers to the process of transferring or converting data from an older version of Tally or from another accounting software into Tally Prime. It allows users to bring their existing data into Tally Prime and continue their operations seamlessly without losing any crucial information.
Data Migration in Tally Prime involves transferring various types of data, such as company information, masters (like ledgers, stock items, and party details), transactions (such as invoices, vouchers, and payments), and other relevant data.
Here’s an overview of the data migration process in Tally Prime:

Assessing existing data: Before migrating data to Tally Prime, it is essential to evaluate the quality and completeness of the existing data. This includes checking for any inconsistencies, duplicates, or errors that may impact the migration process.
Data extraction: The data to be migrated is extracted from the source system, which could be an older version of Tally or a different accounting software. This involves exporting or extracting data in a format that can be imported into Tally Prime.
Data mapping and transformation: Once the data is extracted, it needs to be mapped and transformed to align with the data structure and format of Tally Prime. This step involves matching the fields and attributes in the source data with the corresponding fields in Tally Prime and making any necessary adjustments or transformations to ensure a successful migration.
Data validation and cleansing: Before importing the data into Tally Prime, it is crucial to validate and cleanse the data to ensure accuracy and consistency. This involves checking for errors, duplicates, and inconsistencies and resolving them to maintain data integrity.
Importing data into Tally Prime: Once the data is prepared and validated, it is imported into Tally Prime using the provided import functionalities. Tally Prime supports various import file formats, such as Excel (XLS or XLSX), CSV, or XML, depending on the specific data being imported.
Post-migration reconciliation: After the data is imported into Tally Prime, it is recommended to reconcile the migrated data with the source data to ensure completeness and accuracy. This step helps identify any discrepancies and resolve them if necessary.
Data Migration in Tally Prime is crucial when transitioning to the latest version or when consolidating data from multiple sources into a single Tally Prime installation. It helps businesses continue their operations smoothly while retaining historical data and enables them to take advantage of the features and functionalities offered by Tally Prime.
It’s important to note that the data migration process may vary based on the specific version of Tally and the source system. It’s always advisable to refer to the official Tally documentation or seek assistance from Tally Solutions for detailed instructions and guidance on data migration in Tally Prime.

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Language setting in Tally Prime

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Tally Prime provides language settings that allow you to change the display language of the software. By configuring the language settings, you can use Tally Prime in your preferred language. Here’s how you can set the language in Tally Prime:

Open Tally Prime and log in to your company data.
From the Gateway of Tally, go to the top-right corner and click on the username or user initials.
In the dropdown menu, select “My Preferences” or “Language” (the exact option may vary based on the Tally Prime version).
The “My Preferences” or “Language Preferences” window will open. Here, you can customize various preferences, including the language.
Look for the “Language” or “Display” section within the preferences window.
In the language section, you will find a dropdown menu where you can select your desired language. Tally Prime supports multiple languages, so choose the language you prefer from the available options.
After selecting the language, click on the “Save” or “OK” button to apply the changes.
Tally Prime will prompt you to restart the application for the language settings to take effect. Close Tally Prime and open it again to see the software interface in your chosen language.
By following these steps, you can change the language setting in Tally Prime and use the software in the language of your choice. Please note that the availability of languages may vary based on your specific Tally Prime version and the language packs installed.
It’s important to mention that this information is based on the knowledge available up to September 2021. For the most accurate and up-to-date instructions regarding language settings in Tally Prime, I recommend referring to the official Tally documentation or contacting Tally Solutions directly.

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How to Get Dada form Tally in Excel using ODBC

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To get data from Tally into Excel using ODBC (Open Database Connectivity), you need to follow these steps:

Set up the Tally ODBC driver: Ensure that you have the Tally ODBC driver installed on your computer. This driver allows Excel to connect to the Tally database. You may need to contact Tally Solutions or refer to their documentation for instructions on obtaining and installing the driver.
Open Excel and go to the “Data” tab in the Excel ribbon.
Click on the “From Other Sources” button and select “From Microsoft Query” from the drop-down menu. This option allows you to establish a connection using ODBC.
In the “Choose Data Source” window, select the “Tally ODBC Driver” (or the appropriate name of the Tally driver you have installed) and click “OK”.
The “Query Wizard” will open, displaying available tables or views from the Tally database. Select the tables or views you want to import into Excel and click “OK”.
If required, specify any filtering or sorting criteria for the data in the “Query Wizard” and click “Next” and then “Finish”.
In the “Import Data” window, choose where you want to place the data in Excel (e.g., a new worksheet or an existing worksheet) and click “OK”.
Excel will establish a connection to Tally using the ODBC driver and import the selected data into the specified location.
The imported data will be available in Excel, and you can further manipulate, analyze, and format it as needed.
Please note that the exact steps and options may vary depending on the version of Excel and the Tally ODBC driver you are using. Additionally, ensure that you have the necessary permissions and access rights to connect to the Tally database using ODBC.
If you encounter any issues during the setup or connection process, it’s recommended to consult the documentation provided by Tally Solutions or seek assistance from their support team for specific guidance on using ODBC with Tally.

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key features of Tally

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Tally is an accounting and business management software developed by Tally Solutions. It is widely used by businesses and professionals for financial record-keeping and other related activities. Some of the key features of Tally are:

Accounting: Tally is primarily known for its robust accounting capabilities. It supports various accounting features such as ledger management, journal entries, balance sheet preparation, profit and loss statement generation, and bank reconciliation.
Inventory Management: Tally allows users to efficiently manage their inventory. It enables tracking of stock items, recording purchases and sales, managing stock transfers, generating stock reports, and facilitating stock valuation methods like FIFO (First In, First Out) and LIFO (Last In, First Out).
Financial Management: Tally provides comprehensive financial management tools to handle aspects like budgeting, cash flow management, funds flow analysis, and financial statement generation. It helps businesses maintain a clear overview of their financial position.
GST Compliance: In countries where Goods and Services Tax (GST) is applicable, Tally offers features to ensure GST compliance. It assists in managing GST registration, generating GST invoices, filing GST returns, and handling other GST-related tasks.
Banking Integration: Tally can be integrated with bank accounts, enabling users to import bank statements directly into the software. This integration simplifies the reconciliation process and improves accuracy in financial transactions.
Payroll Management: Tally includes payroll management functionality to handle employee-related tasks such as salary calculations, attendance tracking, payroll processing, and generating payslips. It helps automate payroll operations and ensures compliance with statutory requirements.
Reporting and Analysis: Tally provides various customizable reports and analysis tools to help businesses gain insights into their financial data. Users can generate reports like balance sheets, cash flow statements, profit and loss statements, and ratio analysis reports.
Multi-User and Remote Access: Tally supports multi-user access, allowing multiple users to work on the software simultaneously. It also provides options for remote access, enabling users to work on Tally from different locations.
Security and Data Backup: Tally prioritizes data security and offers features like user access control, data encryption, and data backup capabilities. It helps protect sensitive financial information and provides peace of mind to users.
Scalability and Integration: Tally is known for its scalability, making it suitable for businesses of all sizes. It can integrate with other software applications, allowing data exchange and streamlined workflows between different systems.

It’s worth noting that the specific features and functionalities of Tally can vary depending on the version and edition of the software.

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What Is Quotation Voucher

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A Quotation Voucher, also known as a Quotation or Quote, is a document used in business transactions to provide a formal offer or price quote for goods or services to a prospective customer. It serves as a written proposal detailing the terms, conditions, and pricing of a potential sale. Here are some key points about Quotation Vouchers:

Purpose: The primary purpose of a Quotation Voucher is to provide the customer with a detailed proposal of the products or services being offered. It outlines the specifications, quantities, prices, delivery terms, payment terms, and any other relevant information required for the customer to make a purchasing decision.
Request for Quotation: In many cases, a customer requests a quotation from a vendor or supplier when they are interested in procuring specific goods or services. The vendor then prepares the Quotation Voucher in response to this request.
Legal Validity: A Quotation Voucher is a legally binding document in certain jurisdictions, depending on local regulations. It can be considered an offer or proposal, and if the customer accepts the quotation, it may form the basis of a contract.
Professional Presentation: Quotation Vouchers are usually designed to be professional and visually appealing. They typically include the company’s branding, contact information, and any relevant terms and conditions.
Time Validity: Quotations often have a validity period, which specifies the timeframe within which the quoted prices and conditions are applicable. After the validity period expires, the customer may need to request an updated quotation.
Conversion to Sales Order: If the customer accepts the quotation, the Quotation Voucher can be converted into a Sales Order or an Invoice, depending on the specific business process and system in use. This conversion initiates the sales process, and the customer’s acceptance serves as an agreement to purchase the goods or services.

Quotation Vouchers play a crucial role in the sales process by providing potential customers with transparent information about the offerings, allowing them to evaluate and compare different options before making a purchase decision.

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E – way bill in Tally

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Tally.ERP 9, the popular accounting software, provides support for generating e-way bills as per the requirements of the Goods and Services Tax (GST) regime in India. Here’s how you can generate e-way bills in Tally:

Enable E-Way Bill Feature: In Tally, ensure that the e-way bill feature is enabled. You can do this by going to Gateway of Tally -> F11: Features -> Statutory and Taxation -> Enable Goods and Services Tax (GST) -> Set ‘Yes’ for “Enable E-Way Bill”.
Configure E-Way Bill Settings: After enabling the e-way bill feature, you need to configure the necessary settings related to e-way bills in Tally. This includes setting up your GSTIN, e-way bill types, transport details, and other relevant information. You can access these settings by going to Gateway of Tally -> F12: Configure -> GST -> E-Way Bill Configuration.
Create an Invoice: Create a sales invoice or purchase invoice in Tally as you would normally do by going to Gateway of Tally -> Accounting Vouchers -> F8: Sales or F9: Purchase. Enter the details of the transaction, such as the party’s name, item details, quantity, rate, tax information, etc.
Generate E-Way Bill: After entering the invoice details, Tally allows you to generate the e-way bill. You can do this by selecting the option “Generate E-Way Bill” in the sales or purchase invoice screen. Tally will prompt you to provide additional information required for the e-way bill, such as the transporter details, vehicle number, e-way bill validity period, etc.
Validate and Save: After providing the required information for the e-way bill, validate the invoice to ensure that all the necessary fields are filled correctly. Tally will perform checks to ensure compliance with e-way bill requirements. If there are any errors or missing information, Tally will prompt you to correct them. Once the invoice is validated, save it.
Print or Export E-Way Bill: Once the e-way bill is generated and the invoice is saved, you can print the e-way bill or export it in the required format. Tally allows you to generate the e-way bill in JSON or Excel format, which can be submitted to the GST portal for further processing.

It’s important to note that the specific steps and configuration may vary based on the version of Tally you are using and the updates provided by Tally Solutions to comply with changes in e-way bill regulations. Therefore, it’s recommended to refer to the official documentation or contact Tally support for the most accurate and up-to-date information on generating e-way bills in Tally.

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E-Invoice In Tally

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Tally.ERP 9, the popular accounting software, provides support for generating e-invoices as per the requirements of the e-invoicing system implemented by the government. Here’s how you can generate e-invoices in Tally:

Enable E-Invoicing: In Tally, ensure that the e-invoicing feature is enabled. You can do this by going to Gateway of Tally -> F11: Features -> Statutory and Taxation -> Enable E-Invoicing. Make sure to configure the necessary settings related to e-invoicing compliance.
Create a Sales Voucher: Create a sales voucher as you would normally do in Tally by going to Gateway of Tally -> Accounting Vouchers -> F8: Sales. Enter the details of the sales transaction, such as the customer’s name, item details, quantity, rate, tax information, etc.
Enable E-Invoice Mode: Before saving the sales voucher, enable the e-invoice mode. To do this, press F12 on the sales voucher screen and set the option “Enable e-invoice (JSON)” to Yes.
Validate and Save: After enabling the e-invoice mode, validate the sales voucher to ensure that all the required information is provided. Tally will perform checks to ensure compliance with e-invoicing standards. If there are any errors or missing information, Tally will prompt you to correct them. Once the voucher is validated, save it.
Generate E-Invoice: After saving the sales voucher, Tally will generate the e-invoice in JSON format automatically. The JSON file contains the invoice details as per the e-invoicing schema specified by the government.
Sign and Upload E-Invoice: Once the e-invoice is generated, it needs to be digitally signed using a digital signature certificate (DSC). Tally supports the integration of digital signatures for e-invoices. After signing the e-invoice, you can upload it to the Invoice Registration Portal (IRP) or the specified government portal for further processing.

It’s important to note that the specific steps and configuration may vary based on the version of Tally you are using and the updates provided by Tally Solutions to comply with changes in e-invoicing regulations. Therefore, it’s recommended to refer to the official documentation or contact Tally support for the most accurate and up-to-date information on generating e-invoices in Tally.

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Remote Setup in Tally

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To set up remote access for Tally, you can follow these general steps:

Choose a Remote Desktop Solution: Select a remote desktop solution that suits your requirements. There are various options available, such as Microsoft Remote Desktop, TeamViewer, AnyDesk, or specialized solutions like TSplus, which are designed specifically for remote access to applications like Tally.

Set up a Host Server: Prepare a server or computer that will act as the host for Tally. Ensure that the server meets the system requirements for Tally software and has a stable internet connection.

Install Tally: Install Tally software on the host server following the regular installation process. Configure Tally as per your requirements, including company data, preferences, and any customizations.

Configure Remote Access Software: Install and configure the chosen remote desktop software on the host server. Follow the instructions provided by the software provider to set up the remote access connection.

Configure Firewall and Network: Adjust firewall settings to allow remote desktop connections to the host server. Make sure the necessary ports are open and any required network configurations are in place to facilitate remote access.

Test Remote Access: Once the remote access software is set up, test the connection by accessing the host server remotely from a client device (such as a computer, laptop, or mobile device) using the remote desktop software. Ensure that you can establish a secure connection and access the desktop of the host server.

Access Tally Remotely: After successfully connecting to the host server remotely, you can launch Tally on the server and access it through the remote desktop software. You should be able to use Tally as if you were physically present at the server.

Secure the Remote Access: Implement security measures to protect the remote access setup. Use strong passwords for remote connections, enable two-factor authentication if available, and regularly update the remote access software to the latest version.

Please note that specific steps may vary depending on the remote desktop solution you choose and the network environment you are working with. It’s recommended to refer to the documentation and support resources provided by the remote desktop software and Tally for more detailed instructions based on your specific setup.

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