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Tally tutor 1

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Transcript

  • 1. Tally Accounting Package UNIT - 1
  • 2. Objectives of this session
    • Introduction
    • General Features of Tally
    • Getting Started with Tally
    • Create Company
    • Company Info
    • Role of Buttons
  • 3. Introduction
    • You have already known how to maintain accounts manually.
    • Tally is an accounting package which is used for maintaining your accounts electronically.
  • 4. General Features of Tally
    • It maintains all the primary books of accounts, like Cash Book and Bank Book.
    • Tally maintains all registers like Purchase Register, Sales Registers and Journal Registers.
    • Tally maintains all statement of accounts like Balance Sheet, Profit and Loss and Trial Balance, Cash Flow and Stock Statement.
  • 5. General Features of Tally
    • A Tally can maintain ‘Outstanding Reports’.
    • It may provide complete bill-wise information of amounts receivable as well as payable either party-wise or group-wise.
    • It can provide a report for a particular date or reports for any range of dates.
    continue …
  • 6. General Features of Tally
    • It provides the facility of Bank Reconciliation.
    continue …
  • 7. Getting Started with Tally
    • On the home page of Tally screen ‘Create Company’ option is available under the title ‘Company Info’.
  • 8. Create Company
    • On the home page of Tally screen ‘Create Company’ option is available under the title ‘Company Info’.
    To create the company you would click at ‘Create Company’ option
  • 9. Create Company
    • On the home page of Tally screen ‘Create Company’ option is available under the title ‘Company Info’.
    To create the company you would click at ‘Create Company’ option A new window will appear with various items on the screen. continue …
  • 10. Create Company
    • When you click at ‘Create Company’ option, a new window will appear with various items on the screen.
    • Some important ones are discussed below:
      • Name : Type the name of the company you want to create.
      • Mailing Name : The mailing name by default is the same as the name mentioned above. You can type some other mailing name of the company.
      • Address : Type mailing address of the company. There is no limit on the number if lines used.
    continue …
  • 11. Create Company
      • Maintain : In Tally accounts can be maintained in a two different ways:
        • Accounts Only
        • Accounts-with-inventory
      • Use Security Control : This option provides security control to your company accounts by offering a comprehensive pass-based access control.
      • After filling all the required information press enter. A new window will appear asking for confirmation.
      • For acceptance press ‘Y’.
    continue …
  • 12. Create Company
    • The next window is as follow :
    continue …
  • 13. Company Info
    • Once you get your company created, the heading ‘Company Info’ has a content of some new options. These options are as follows:
      • Select Company : This option permits you to load any company, which was created earlier, from the list of companies listed.
      • Shut Company : It allows you to exit, from the companies not in use, from the dialog box.
      • Create Company : (same as done above under same heading).
  • 14. Company Info
      • Alter : It allows you to change the information of an existing company filled at the time of creation of the company.
      • Change Tally Vault : To change the password, given earlier at the time of creating the company.
      • Split Company Data: Split the companies to form two companies out of the existing one; after the data specify by the user. In this process the closing balance of the first company will become the opening balance of the second company.
      • Backup/ Restore: This option allows the user to take a backup either on local hard disk or on any external media. The backup of one or more companies can be taken under a single directory.
    continue …
  • 15. Role of Buttons
    • The right hand screen area of Tally contains buttons; they perform various useful functions.
  • 16. Role of Buttons
    • The right hand screen area of Tally contains buttons; they perform various useful functions.
    F1 : Select Comp. ─ It enables user to select company's and add them to the list of active companies. continue …
  • 17. Role of Buttons
    • The right hand screen area of Tally contains buttons; they perform various useful functions.
    F1 : Select Cmp ─ It enables user to select company(s) and add them to the list of active companies. continue … F1 : Shut Cmp ─ It enables the user to shut or exit the selected company from the list of active companies list.
  • 18. Role of Buttons
    • The right hand screen area of Tally contains buttons; they perform various useful functions.
    F1 : Select Cmp ─ It enables user to select company(s) and add them to the list of active companies. continue … F1 : Shut Cmp ─ It enables the user to shut or exit the selected company from the list of active companies list.
    • F11 : Features ─ This enables user to set some options related to:
      • Company features
      • Accounting Features
      • Inventory Features
  • 19. Thank You
    • A Course by
    (Centre for Knowledge Transfer)

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