31 TIPs on Tally.ERP9

31 TIPs on Tally.ERP9

Auto Bank Reconciliation 1 Did you know that with Tally.ERP 9, reconciling your company’s bank book with the bankstatement can be done automatically and accurately?

Accessing Financial Records Via SMS 2 Did you know that you can now access business information from anywhere by SMS?

Bank Reconciliation 3 Did you know that you can now reconcile the banking transactions of your company for each cheque issued, and even print the payment advice and deposit slips, using Tally.ERP 9?

Bill-Wise Details for Non-Trading Accounts 4 Did you know that you can maintain bill-by-bill details even for your non-trading accounts in Tally.ERP 9 to track all your bills and get your outstanding reports effortlessly ?

Bill Settlement 5 Did you know that the Tally.ERP 9 system lets you settle several outstanding bills for a party at one go ?

Budgets in Tally.ERP 9 6 Did you know that by using Budgets in Tally.ERP 9, you can monitor your company’s revenue and expenditure against your budgets and this can help you use your funds effectively.

Cost Centre & Cost Category 7 Did you know that Tally.ERP 9 can help you easily allocate costs Category to each of your organizational units (a department, an employee etc.) and effortlessly analyze the financial inflow or outflow of all  these units?

Cash Flow Projection Statement 8 Did you know that in Tally.ERP 9 you can use the Cash Flow Projection statement to forecast your company’s cash situation and decide its future investment and expenditures?

Handling Stocks of Different Parties 9 Did you know that with the Tally.ERP 9s Godown enhancement feature, tracking how much of your stock is lying with third party or how much third party stock is lying with you, is no longer an issue ?

Job Work IN in Tally.ERP 9 10 Did you know that Tally.ERP 9 can fulfill all your Job Work requirements and provide a real time record of materials coming in and going out ?

Job Work OUT in Tally.ERP 9 11 Did you know that Tally.ERP 9 can fulfill all your Job Work requirements and provide real time record of materials coming in and going out ?

Logo Printing 12 Did you know that you can now print your company’s logo on all your reports and invoices generated by the Tally.ERP 9 system ?

Mass E-Mailing 13 Did you know that you could send various reports and Pay Slips to multiple recipients right from your Tally.ERP 9 system?

Multiple Addresses 14 Did you know that the Tally.ERP 9 system enables you to save multiple addresses for your company and ledgers based on your individual requirement ?

Multiple Bill of Materials (BoM) 15 Did you know that in Tally.ERP 9 you can define multiple bill of materials (BoM) for the same product ?

Multilingual Capability 16 Did you know that Tally.ERP 9 supports multilingual capability that lets users speaking different languages work concurrently with ease ?

Multi Currency 17 Did you know that Tally.ERP 9’s multi-currency feature can fulfill all your foreign trade business requirements right from passing transactions to adjusting Forex Gain/Loss

New Rupee Symbol 18 Did you know that the new Indian Rupee Symbol is supported by T&Iy.ERP 9’ This Tally Tip will help you get the symbol’ and make you an early adopter of the new standard

Power Shortcuts for Transactions 19 Did you know that Tally.ERP 9 has powerful shortcuts to let you have a faster and smoother experience while passing transactions ?

Pre-Closure of Orders 20 Did you know that Tally.ERP 9 offers a simple and intuitive Preclosure of orders process eliminating the need to go through a time consuming order adjustment procedure?

Quick Setup for VAT 21 Did you know that in Tally.ERP 9, you can implement all statutory modules and Tally.NET service from just a single screen?

Quick Setup for TDS 22 Did you know that in Tally.ERP 9, you can implement all statutory modules and Tally.NET service from just a single screen ?

Quick Setup for Excise for Dealer 23 Did you know that in Tally.ERP 9, you can implement all statutory modules and Tally.NET service from just a single screen ?

Quick Setup for Service Tax 24 Did you know that in Tally.ERP 9, you can implement all statutory modules and Tally.NET service from just a single screen ?

Quick Setup for Excise for Manufacturer 25 Did you know that in Tally.ERP 9, you can implement all statutory modules and Tally.NET service from just a single screen ?

Quick Setup for TCS 26 Did you know that in Tally.ERP 9, you can implement all statutory modules and Tally.NET service from just a single screen?

Receipts and Payments Report 27 Did you know that Tally.ERP 9 has Receipts and Payments report that isplays the cash flow summary of an organization with Cash and Bank balance for a specified period?

Remote Access 28 Did you know that the Remote Access capability in Tally.ERP 9 lets you access your business data even while you are away from your office ?

Setting Credit Limit for Party Ledgers 29 Did you know that you can set credit limits for your business partners in Tally.ERP 9 to ensure that no invoice is wrongfully generated beyond this line of credit?

Support Centre in Tally.ERP 9 30 Did you know that now you can interact directly with Tally Support Team or your preferred Tally Partners for all your TaIly.ERP 9 related queries from within the product itself?

Tally Shop 31 Did you know that you can personalize your Tally.ERP 9 to deliver customized solutions in addition to all its existing capabilities and features. for example, you can view outstandingbalance in the printed invoice, print the address book etc.?

Sample Reports in Tally.ERP 9

Sample Reports in Tally.ERP 9

CONTENTS

Lesson 1: Financial Statements and Reports 1.1 Vertical Balance Sheet 1.2 Vertical Balance Sheet with Working Capital 1.3 Horizontal Balance Sheet 1.4 Horizontal Balance Sheet with Percentage/Working Capital 1.5 Comparative Quarterly Balance Sheet 1.6 Comparative Half yearly Balance Sheet 1.7 Comparative Yearly Balance Sheet 1.8 Vertical Profit and Loss Account 1.9 Horizontal Profit and Loss Account 1.10 Income and Expenditure Statement 1.11 Comparative Profit and Loss Account 1.12 Trial Balance 1.13 Ratio Analysis 1.14 Comparative Ratio Analysis 1.15 Cash Flow Summary 1.16 Funds Flow Summary 1.17 Budgets 1.18 Cost Category Summary 1.19 Cost Centre BreakUp 1.20 Ledger Cost BreakUp 1.21 Group Cost BreakUp 1.22 Stock Valuation Methods 1.23 Daybook 1.24 Scenario- Projected Half yearly Gross Profit

Lesson 2: Account Books and Registers 2.1 Ledger 2.2 Cash Book 2.3 Bank Book 2.4 Multi- Column Cash Book 2.5 Receipt Voucher 2.6 Payment Voucher 2.7 Purchase Register 2.8 Purchase Register - Columnar 2.9 Purchase Register - Extract 2.10 Sales Register 2.11 Sales Register - Columnar 2.12 Sales Register - Extract 2.13 Group Summary 2.14 Group Vouchers 2.15 Journal Register 2.16 Journal Register - Extract 2.17 Bills Receivable 2.18 Bills Payable 2.19 Overdue Receivables 2.20 Overdue Payables 2.21 Agewise Bills Receivable 2.22 Negative Ledger 2.23 Debit Note Register 2.24 Credit Note Register 2.25 Memorandum Register 2.26 Reversing Journal Register 2.27 Optional Vouchers 2.28 Post-dated Vouchers 2.29 Interest Calculations 2.30 Confirmation Letter 2.31 Reminder Letter 2.32 Statistics

Lesson 3: Inventory Registers and Reports 3.1 Stock Summary 3.2 Stock Summary - Gross Profit 3.3 Stock Category Summary 3.4 Purchase Order 3.5 Receipt Note 3.6 Purchase Voucher 3.7 Sales Order 3.8 Delivery Note 3.9 Sales Invoice with Single Item 3.10 Sales Invoice with Multiple Items 3.11 Rejections In Voucher 3.12 Rejections Out Voucher 3.13 Purchase Order Book 3.14 Sales Order Book 3.15 Sales Order Book with Profit 3.16 Purchase Order Summary 3.17 Sales Order Summary 3.18 Purchase Bills Pending 3.19 Sales Bills Pending 3.20 Stock Query 3.21 Negative Stock 3.22 BOM - Cost Estimate 3.23 Item Movement Analysis 3.24 Stock Ageing Analysis 3.25 Price List 3.26 Stock Transfer Register 3.27 Reorder Status

Lesson 4: Job Costing Registers and Reports 4.1 Transfer Journal Voucher 4.2 Consumption Journal Voucher 4.3 Manufacturing Journal Voucher 4.4 . Godown Summary - Transfer Status 4.5 Godown Summary - Consumption Status 4.6 Godown Summary - Manufacturing Status 4.7 JobWork Analysis - Building Bricks 4.8 Material Consumption Summary - Building Bricks 4.9 Godown Summary - Building Bricks 4.10 Comparative JobWork Analysis Report

Lesson 5: Payroll Registers and Reports 5.1 Payroll voucher 5.2 Attendance Voucher - Overtime 5.3 Payslip 5.4 Pay Sheet 5.5 Payroll Statement 5.6 Groupwise Payroll Statement 5.7 Payment Advice 5.8 Payroll Register 5.9 Employee Pay Head Breakup 5.10 Pay Head Employee BreakUp 5.11 Attendance Sheet 5.12 Group wise Attendance Sheet 5.13 Attendance Register 5.14 Gratuity Report 5.15 Employee Wise Gratuity Report 5.16 Groupwise Passport Expiry Report 5.17 Employeewise Passport Expiry Report 5.18 Visa Expiry Report 5.19 Contract Expiry Report 5.20 Employee Cost Category Summary 5.21 PF Computation Report 5.22 Form 12A 5.23 PF Monthly Statement 5.24 Form 3A 5.25 Form 6A 5.26 ESI Computation Report 5.27 ESI Monthly Statement 5.28 ESI Form 3 5.29 Form 5 5.30 ESI Form 6 5.31 Professional Tax Computation Report 5.32 Professional Tax Statement

Lesson 6: POS Registers and Reports 6.1 Pos Invoice 6.2 POS Invoice - Multiple Sales Ledger 6.3 Cash Book 6.4 Columnar Cash Book 6.5 Sales Register 6.6 Columnar Sales Register 6.7 Stock Item Summary 6.8 Item Movement Analysis