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TALLY TUTORIAL

In this unit, we shall discuss configuration of the various areas of Tally.  Tally comes with default settings that are usable right away.  However, behavioral changes are often required in live situations.  You will be told of these settings but will not be asked to carry them out in a classroom environment.  Armed with the knowledge, you will know what configuration to choose in your companies.  Try them out! 

Since Tally is continually upgraded, new configuration settings that are not covered here may be introduced.  However, once the concepts are clear, you will be able to cope with them.

Before starting work on the company, it is advisable to configure it by pressing F12 button at the end of the button bar, which will bring up the following screen:

General

It caters to country specific requirements and basic settings.

Numeric Symbols

You can set number styles. Defaults are also given. You may change them by overwriting. For example change negative sign from (-) to only ( ). Usually, Defaults are retained.

Accts/Inv Configuration

This gives control over what details should appear in the masters over and above those provided as default. This is available in the Accounts and Inventory Master screens through the F12 button and can be modified according to the needs at any time.

These have been discussed in detail in the relevant masters chapters.

Voucher Entry

Configure different items and behaviour of your voucher entry screen. The screen will be filled up with varying details as specified here.

Other features of convenience, e.g., Use Payment/Receipt Vouchers as Contra vouchers can be activated here to effect transactions for funds transfer. By design, Tally allows such transactions only through Contra Vouchers.

Likewise, you are not permitted to use Journal Vouchers to be used for cash or bank transactions. However, recognising exceptional needs, you can override that restriction by activating the facility here.

These are defaults and should be changed if required. Please note that these are questions asked of you and you need Yes to activate the facility and No to deactivate it.

invoice/Orders Entry

Configure details for invoices, sales and purchase order entry.

Again, the options are in the form of questions and you need to state Yes or No to them.  For India/Asia, the options would automatically use Excise instead of lntrastat provided you have set your General Configuration accordingly.

They have also been explained in the relevant invoice entry sections.