Tally Prime is a business management software that helps small and medium enterprises manage accounting, inventory, banking, taxation, payroll and other tasks. It was founded in 1986 in Bangalore, India by Bharat Goenka and Shyam Sunder Goenka. The document provides an overview of the key features and improvements of Tally Prime over Tally ERP 9, including easier multi-tasking, simplified chart of accounts, optimized invoice printing, and simplified installation process. It also outlines the basic interface and many shortcut keys available in Tally Prime for navigating reports and entering transactions quickly and efficiently.
TallyPrime is a complete business management software for small and medium business. TallyPrime helps you manage accounting, inventory, banking, taxation, banking, payroll and much more to get rid of complexities, and in turn, focus on business growth.
Department of Computer Application- AIM AND OBJECTIVES of Tally
INTRODUCTION TO TALLY
Tally Solutions Pvt. Ltd.
DIFFERENT TALLY VERSIONS
ADVANTAGES OF TALLY
FEATURES OF TALLY
Accounting without codes
Comprehensive coverage
Outstanding
Interest Calculations
Cost / Profit center
Number of companies
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Budgeting
Security Control
Printing of various documents
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GATEWAY OF TALLY MENU
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SELECT COMPANY
The Financial Year Information
TallyPrime is a complete business management software for small and medium business. TallyPrime helps you manage accounting, inventory, banking, taxation, banking, payroll and much more to get rid of complexities, and in turn, focus on business growth.
Department of Computer Application- AIM AND OBJECTIVES of Tally
INTRODUCTION TO TALLY
Tally Solutions Pvt. Ltd.
DIFFERENT TALLY VERSIONS
ADVANTAGES OF TALLY
FEATURES OF TALLY
Accounting without codes
Comprehensive coverage
Outstanding
Interest Calculations
Cost / Profit center
Number of companies
Currency
Budgeting
Security Control
Printing of various documents
Import / Export of data
GATEWAY OF TALLY MENU
CREATION OF COMPANY
SELECT COMPANY
The Financial Year Information
#MakeEveryDaySimple
with the all new Tally Prime
In TallyPrime, you can record transactions in the following modes as per your business requirement:
A software that understands, manages and simplifies your business for you.
Item Invoice
Accounting invoice
Single entry
Double entry
Forex gain or loss
Interest calculation
Use as Manufacturing Journal
Tally introduces at the leading GST Suvidha Provider with a powerful GST enabled accounting software. Are you ready for GST? KMPL is the leading certified 5 Star partner of Tally Solutions
#MakeEveryDaySimple
with the all new Tally Prime
In TallyPrime, you can record transactions in the following modes as per your business requirement:
A software that understands, manages and simplifies your business for you.
Item Invoice
Accounting invoice
Single entry
Double entry
Forex gain or loss
Interest calculation
Use as Manufacturing Journal
Tally introduces at the leading GST Suvidha Provider with a powerful GST enabled accounting software. Are you ready for GST? KMPL is the leading certified 5 Star partner of Tally Solutions
Next Solutions is your one stop shop for Tally Erp Implementations,Tally Customization,Website Development, Mobile Application Development and Premium Support
Shortcut Keys in Tally ERP 9
Tally ERP 9 provides a selection of keyboard Tally Shortcuts to access menu functionalities to increase data entry speed. You are able to either click the button in the button bar or press the appropriate function key or character underlined/double-underlined. Some links have a double-underlined means you must press CTRL + the character key. For example, in the voucher entry screen, to change the voucher type Credit Note, press CTRL + F8. (note double line under F8 Key)
Learn Tally training in Chandigarh which is provided by CBitss Technologies. Advance Tally ERP courses provided by professionals. Work on financial and inventory projects of your choice.
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Introduction to Tally Prime.pptx
1. Introduction to Tally Prime
& Company Introduction
- Prepared by Mr. Arun Chauhan (Tally Trainer)
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2. Introduction to Tally Prime
• Tally Prime is a complete business management software for small
and medium size enterprises. Tally Prime helps you to manage
accounting, inventory, banking, taxation, banking, payroll and much
more to get rid of complexities, and in turn, focus on business
growth.
• Founded: 1986
• Headquarters: Bangalore, Karnataka, India
• Founders: Bharat Goenka, Shyam Sunder Goenka
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5. Ta l l y E R P 9 Vs . Ta l l y P R I M E
Tally . ERP 9 Tally PRIME
Multi-Tasking in Tally
Multi Tasking can be done by opening multiple
Tally.ERP 9 Instances
Multi Tasking can be done by in one Tally Prime instance.
Just check the opened reports in Go To Feature
Chart of Accounts
In Tally.ERP 9 user had to make minimum 3 clicks to
open each of these.
In Gateway of Tally > Display > List of Accounts
Option of ‘Chart of Accounts’ this allows you to access all
your masters including groups, ledgers, voucher types,
cost center etc. can be accessed from one screen.
Copy/Paste in Tally Shortcut keys used to copy and paste in Tally.ERP 9 Global keys used to copy and paste in Tally Prime
Change Voucher Mode
In Tally.ERP 9 these options were available in 3
different places and hence navigation is now easier.
In Sales voucher or any other voucher, the Change Mode
gives you 3 options namely – Item Invoice, Accounting
Invoice and As Invoice.
Printing Invoice in Tally
In Tally.ERP 9, when a user prints invoices with
multiple items the invoices gets printed in multiple
pages as unused blank space occupies the page which
is not needed.
In Tally Prime, you can ‘optimize printing to save paper’.
This feature will reduce your 6 page invoice to a 2 page
invoice, thus saving your printing costs, paper costs and
other costs.
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6. Method to download & installing TallyPrime
• TallyPrime can be download easily with free of cost. Supports
Windows 7 or later 64 bit OS with 64 bit processor. The steps for
downloading the software is given below: -
1. Open any browser (Chrome, Firefox, etc.) and type the keyword “download tally prime”. Select
Tallysolutions.com, the authorized one.
2. Or click here TallyPRIME.exe
3. Click install. Then the installation of Tally Prime is done. Click Start Tally Prime Option.
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7. Tally Prime Screen Introduction
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8. Title Bar
Menu Bar Go To Shortcut
Shortcut Buttons
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9. Tally Prime Shortcuts & function keys
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10. SHORTCUT ACTION
Alt + G Go to
Ctrl + G To Switch to a different report
Esc To go back to the previous screen by closing the currently open screen
Alt + K To open company menu
F3 To switch to another company
Alt + F3 To select and open another company
Ctrl + F3 To shut the currently loaded companies
Ctrl + F1 To open Tally Help topic based on the context of the screen that is open
F11 To open the company features screen
F12 To open the list of configuration applicable for the report/view
Alt + Y To open the list of actions applicable to managing the company data
Alt + Z To open the list of actions applicable to sharing or exchanging your company
Alt + O To open the import menu for importing masters, transaction, and bank statement
Alt + M To open the e-mail menu for sending transactions or reports
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11. SHORTCUT ACTION
Alt + P To open the print menu for printing transactions or reports
Alt + E To open the export menu for exporting masters, transactions, or reports
F1 To open the Help menu
Home & Pg Up To move from any line to the first line in a list
End & Pg Dn To move from any line to the last line in a list
Alt + I To insert a voucher in a report
Alt + 2 To create an entry in the report, by duplicating a voucher
Enter To drill down from a line in a report
Alt + D To delete an entry from a report
Alt + A To add a voucher in a report
Ctrl + R To remove an entry from a report
Alt + T To hide or show the details in a table
Alt + U To display all hidden line entries, if they were removed
Ctrl + U To display the last hidden line
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12. SHORTCUT ACTION
Shift + Enter To expand or collapse information in a report
Ctrl + Enter To alter a master during voucher entry or from drill – down of a report
Alt + F1
To view the report in a detailed or condensed format
Alt + F5
Space Bar
To select/deselect a line in a report
Shift + Space Bar
Alt + V To open the GST Portal
Alt + C To add a new column
Alt + A To alter a column
Alt + D To delete a column
Alt + N To auto-repeat columns
Alt + F12 To filter data in a report, with a selected range of conditions
Ctrl + F12 To calculate balances using vouchers that satisfy the selected conditions
Ctrl + H To change view – display report details in different ways
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13. Tally Prime Shortcuts in Vouchers
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14. SHORTCUT ACTION
F4 To open Contra voucher
F5 To open Payment Voucher
F6 To open Receipt Voucher
F7 To open Journal Voucher
Alt + F7 To open Stock Journal Voucher
Ctrl + F7 To open Physical Stock
F8 To open Sales Voucher
Alt + F8 To open Delivery Note
Ctrl + F8 To open Sales Order
F9 To open Purchase Voucher
Alt + F9 To open Receipt Note
Ctrl + F9 To open Purchase Order
Alt + F6 To open Credit Note
Alt + F5 To open Debit Note
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15. SHORTCUT ACTION
Ctrl + F4 To open Payroll Voucher
Ctrl + F6 To open Rejection In Voucher
Ctrl + F5 To open Rejection Out Voucher
F10 To view a list of all vouchers
Alt + R To retrieve Narration from the previous ledger
Alt + C To open the calculator panel from the Amount field
Ctrl + T To mark a voucher as Post-Dated
Alt + D To delete a voucher/transaction
Alt + V To open a manufacturing journal from the Quantity field of a journal voucher
Ctrl + D To remove item/ledger line in a voucher
Ctrl + F To autofill details
Ctrl + R To retrieve the Narration from the previous voucher, for the same voucher type
Ctrl + H To change mode – open vouchers in different modes
Alt + S To open the Stock Query Report for the selected stock item
Ctrl + L To mark a voucher as Optional
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16. Tally Prime Shortcuts in Master &
Vouchers
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17. SHORTCUT ACTION
Tab To go to the next input field
Shift + Tab To got the previous input field
Backspace To remove the value typed
Alt + C To create a master, on the fly
Ctrl + I To add more details to a master or voucher for the current instance
Alt + F4, Ctrl + F4 To insert the base currency symbol in an input field
Page Up To open the previously saved master or voucher to scroll up in reports
Page Down To open the next master or voucher to scroll down in reports
Ctrl + C, Ctrl + Alt + C Copy
Ctrl + V, Ctrl + Alt + V Paste
Ctrl + E To export the current voucher or report
Ctrl + M To e-mail the current voucher or report
Ctrl + P To print the current voucher or report
Alt + J To define statutory adjustments
Alt + X To cancel a voucher from a report
Alt + Z To zoom in while on the print preview
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18. Creation and Customization of Company,
Masters & Accounting Masters
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19. Introduction to Company
• The Term company is a generic term and not confined to an
organization registered under company Act. In Tally, the term
company represents an entity for which independent set of accounts
is maintained. It may be a company, partnership firm, HUF, Individual,
NGO, or even a branch office for which a set of account books is
maintained for accounting. For each entity you create a profile which
is termed as “COMPANY” in Tally.
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21. Introduction to Masters
• Masters are the containers of the Accounting Data. These are the
heads, which will be set once and used in many places such as
Accounting Voucher Creation, Report Generation etc. Data stored in
Masters is independent. In Masters we can only create, alter, display
the Ledgers, Stock Item and their inter-related elements like stock
groups, stock categories, units about which we discuss later.
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23. Accounting Master - Groups
• Accounting groups are collection of ledgers of the same nature.
Accounting groups are maintained to determine the hierarchy of
ledger accounts which is helpful in determining and presenting and
compliant reports.
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24. Pre-Defined Groups in TallyPrime
1. Capital Account
2. Current Assets
3. Current Liabilities
4. Fixed Assets
5. Investments
6. Loans (Liabilities)
7. Suspense A/c
8. Misc. Expenses (ASSETS)
9. Branch/ Divisions
10. Sales Accounts
11. Purchase Accounts
12. Direct Incomes
13. Indirect Incomes
14. Direct Expenses
15. Indirect Expenses
1. Reserves and surplus
2. Bank Accounts
3. Cash in hand
4. Deposit (Assets)
5. Loan & Advances (Assets)
6. Stock in hand
7. Sundry Debtors
8. Duties & Taxes
9. Provisions
10. Sundry Creditor
11. Bank OD A/c or Bank OCC A/c
12. Secured Loans
13. Unsecured Loans
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