https://synergysoft.in/Day Book in Tally

Day Book in Tally

Jun 28, 2022
Synergy Tally

Viewing Day Book

You can modify the Day Book in TallyPrime to view only one kind of transaction (for example, the purchases of the day), or search for any transaction irrespective of the date. You can also select multiple transactions at once and cancel, delete, or remove the entries from the Day Book.

View Day Book in TallyPrime

1) Visit the Day Book in TallyPrime to see all your transactions that were recorded on a particular day. By default, this day is set to the Current Date displayed in Gateway of Tally.

Gateway of Tally > Day Book. Alternatively, Alt+G (Go To) > type or select Day Book > press Enter.

2) Press Alt+F5 (Detailed) for a detailed format of the report. You can see the break-up of the invoice with details such as additional charges, tax components, and so on.

If you want to add more details, such as narration and cost centre, you have to enable these options by pressing F12 (Configure) from the Day Book.


Business Reports From Tally Prime : Mentioned Below 

https://synergysoft.in/WebBrowser - FAQ 

WebBrowser - FAQ 

Jun 27, 2022
Synergy Tally

WebBrowser - FAQ 

My Company is Showing Offline...Why ??


1) Check the company connection status in TallyPrime. The (c) is now shown next to the company name in the List of Selected Companies in Gateway of Tally if the company is disconnected. Connect the company (Alt+K (Company) or click on the Company menu from Top menu bar > Connect) again and refresh the list of companies.


2) In case the company is connected but is shown as offline in the browser, check the Connectivity Status (Alt+K (Company) or click on the Company menu from the Top menu bar > Connectivity Status) report. In case the company is not connected to browser access, connect the company again and refresh the list of companies.


3) In case the company is connected for browser access but is shown as offline in the browser, then check the connect name of the company (Alt+K (Company) or click on the Company menu from Top menu bar > select Online Access > type or select Contact Details > Company Display Name). The company is shown online with this connect name in the list.

https://synergysoft.in/GSTR3B

GSTR3B

Jun 25, 2022
Synergy Tally

Use the GSTR3B Excel Offline Utility Tool


To download the tool

1) Press Alt+V (Open GST Portal) from GSTR-3 B report, to view the GST portal.

2) Click Downloads > Offline Tools > GSTR3B Offline Utility.

3) Click Download.

4) Click PROCEED. A .zip file containing the GST Excel Utility is downloaded. Some important information about the tool, and the system requirements for using the tool are also available on the download page.

5) Extract the file GSTR3B_Excel_Utility_V4.3.xlsm from the GSTR3B_Excel_Utility.zip file and copy it to the location where TallyPrime is installed.

https://synergysoft.in/Tally Vault Password

Tally Vault Password

Jun 24, 2022
Synergy Tally

TallyVault Password: Security System

If you want to maintain the privacy of the company that you have created in TallyPrime, use TallyVault.Next time you open your company, you will need to first enter this password to view the company name and other details.

Set TallyVault While Creating Your Company

1. Creates a Company in TallyPrime.

2. Set the TallyVault password under Security.

    A.  Set TallyVault Password to encrypt Company Data: Yes.

    B. TallyVault Password: Enter a password to encrypt your data.

    C. Confirm TallyVault Password: Reenter the same password to confirm. Note that forgetting this password will result in permanently losing access to your company data. Provide other necessary details and accept the screen. As always, you can press Ctrl+A to save.


Set TallyVault After Creating Your Company

If you had already created a company without setting a TallyVault password, no worries. You can do so anytime later.

1. Press Alt+K (Company) > TallyVault.

2. In the TallyVault screen:

     A. TallyVault Password: Enter a password to encrypt your data.

     B. Confirm TallyVault Password: Reenter the same password to confirm. Note that forgetting this password will result in permanently losing access to your company data.

3. Accept the screen.As always, you can press Ctrl+A to save.

4. Reconfirm by pressing Y on the message screen. Since you are setting the password for the first time for your company, your will be prompted to reconfirm.

5. Press Y on the next confirmation screen, if you want to create a copy of the original company without the password. Pressing No will not create a copy of the original company. However, there may be certain exceptions.

6. Provide the TallyVault Password to open the encrypted company.


Note : You have just created a company with TallyVault password. Next time when you view the list of companies, the company name will appear with a set of asterisks along with the company number visible.


https://synergysoft.in/JSON file

JSON file

Jun 22, 2022
Synergy Tally

Generate the JSON file from TallyPrime


Gateway of Tally > Display > Statutory Reports > GST Reports > GSTR-3B.

Alternatively, press Alt+G (Go To) > type or search GSTR-3B > press Enter.

F2: Period – select the period for which returns need to be filed.

Press Alt+E (Export) and select E-Return from the menu.

Select JSON (Data Interchange) as the File Format.

Enter the export location in the Folder path field.

Retain the File Name of the GSTR-3B JSON file. Press Enter.

Click Send to export.

Upload the JSON file to the portal for filing returns.

https://synergysoft.in/Tally Prime 2.1 - DSC

Tally Prime 2.1 - DSC

Jun 21, 2022
Synergy Tally

Add Digital Signature in PDF Documents TallyPrime

TallyPrime Release 2.1 support dongle-based digital signatures.

You can now seamlessly sign documents such as vouchers and reports while:

1) Exporting documents as PDF.

2) E-mailing PDF documents.

3) Saving documents as PDF while printing.

Furthermore, you can add digital signature in a multi-voucher report, while ensuring that all the vouchers are digitally signed. With a digital signature, you can ensure authenticity and integrity and avoid impersonation and tampering of the PDF documents you share with your stakeholders, customers, auditors, and chartered accountants.

Refer to the Digital Signature in TallyPrime topic to know more.

Click here : https://help.tallysolutions.com/tally-prime/welcome-to-tally-prime/digital-signature-tallyprime/

What’s more!

You can also print, export, or e-mail multi-voucher reports for a specific party and period.

Refer to Multi-Voucher/Invoice for a selected party to know more.

Kindly Move You Tally Release to Latest 2.1

https://synergysoft.in/Emails - Reminder Letters

Emails - Reminder Letters

Jun 17, 2022
Synergy Tally

Send E-mails to Parties for Outstanding Bills | Reminder Letters

Reminder letters for current report :

Let’s consider the Bills Receivable report for e-mailing reminder letters for overdue payments.

1) From the Bills Receivable report, press Ctrl+M (E-mail). Alternatively, press Alt+M (E-mail) > Current.

2) Set up your E-mail details.

A. E-mail from: Select an e-mail profile. To create an e-mail profile, select Create under List of Profiles.

B. E-mail to: Select New Address, Multiple Addresses, or All Ledgers, as needed. Select All Ledgers to send mass e-mail to all parties in the report.

C. Enter the Subject of the e-mail and E-mail message (if any) and press Enter. You can select a predefined message template by pressing Alt+S.

3) Configure E-mail for Reminder Letters.

A. Press C (Configure) > set Report Type as Reminder Letter. Note: The Report Type is Bills Outstanding by default.

B. In the Company Ageing Alteration screen, select the age of the outstanding amount for which you want to send the reminder letter.

C. Configure other options as needed for the Reminder Letters.

4) Save the configurations and press M (E-mail).

Based on the configurations you have set, the reminder letter for the dues will be sent to the parties.


https://synergysoft.in/Interest Calculation

Interest Calculation

Jun 16, 2022
Synergy Tally

Interest Calculation in TallyPrime

Interest can be calculated on the basis of Simple or Compound Interest. With TallyPrime you can make the required configurations and view the reports on interest calculated based on these configurations. In TallyPrime, the calculation of interest will be based on outstanding receivables or payables.

Enable Interest Calculation in TallyPrime

1) Press F11 (Features) > set Enable Interest Calculation to Yes. If you do not see this option:

A: Set Show more features to Yes.

B: Set Show all features to Yes.

2) Press Ctrl+A to save the Company Features Alteration screen.


https://synergysoft.in/Cheques : Print Amt in Lakhs/Millions

Cheques : Print Amt in Lakhs/Millions

Jun 11, 2022
Synergy Tally

Print amount in Lakhs/Millions on Cheques

You can print the value in the cheque in both lakh and crore units, by changing the settings for the display of amounts.

1) Press Alt+K (Company) > select Alter.

2) Select the company from List of Companies to view the Company Alteration screen.

3) Press F12 (Configure) > set Provide Additional Base Currency details as Yes, to enable additional base currency options.

4) Set the option Show amount in millions? to Yes.

5) Accept the screen. As always, you can press Ctrl+A to save.

During cheque printing, the amount will now be printed in lakhs and crores.

https://synergysoft.in/Set Credit limit

Set Credit limit

Jun 09, 2022
Synergy Tally

Enable and set credit limit    :    You may want to set a credit limit for party ledgers.

In TallyPrime, you can set credit limits for ledgers grouped under Sundry Debtors and Sundry Creditors.

Set credit limit for each ledger one-by-one

1) Gateway of Tally > Alter > Ledger > select the party ledger > and press Enter. Alternatively, press Alt+G (Go To) > Alter Master > Ledger > select the party ledger > and press Enter.

2) Press F12 (Configure) > set Provide Credit Limits to Yes.

3) Enter the amount in the Specify credit limit field.

4) Enable the option Override credit limit using post-dated transactions, if required.


** Set credit limits for multiple parties in one-go

1) Gateway of Tally > Alter > Credit Limits > select the account group > and press Enter. Alternatively, press Alt+G (Go To) > Alter Master > Credit Limits > select the account group > and press Enter.

2) Select the required group of ledgers to set the credit terms.

3) In the Multi Ledger Limit Alteration screen, set:

A..Credit Limit – Specify the amount of credit limit against the ledger account in this field. You can set the amount in foreign currency, if required, for ledgers involving forex transactions.

B.. Credit Period – Specify credit period in number of days or the due date.

C..Check for Credit Days during Voucher Entry – Enable this to get a warning message when the party ledger selected in a transaction has exceeded the credit period, and the outstanding bills are not cleared.


To view this report for a different group, press F4 > select the group > and press Enter.

The credit limits defined in the party ledgers will be applied in the transactions.

https://synergysoft.in/E-mail  : Using Gmail, Yahoo

E-mail : Using Gmail, Yahoo

Jun 08, 2022
Synergy Tally

E-mail : Using Gmail, Yahoo

**Send Invoices, Reports, & Reminder Letters Send e-mails from TallyPrime using Gmail :

1) Go to the voucher or report of TallyPrime which has to be e-mailed.

2) Press Ctrl+E (E-Mail). Enter your Gmail ID as the Username for authentication.

3) If you are using:

Method

 1: Enter the Password of your Gmail (provided for the Username for authentication field). Method               2: Generate the App Password in your Gmail account, copy it and paste it in the Password field of TallyPrime.

4) Enter the E-Mail to.

5) Press Enter to send the e-mail.

Note: If the e-mail does not appear in the Inbox, check for it in the Junk Folder and move it to Inbox.


Send e-mails from TallyPrime using Yahoo :

1) Go to the voucher or report of TallyPrime which has to be e-mailed.

2) Press Ctrl+E (E-Mail). Enter your Yahoo Mail ID as the Username for authentication.

3) If you are using:

Method

1: Enter the Password of your Yahoo (provided for the Username for authentication field).

2: Generate the App Password in your Yahoo account, copy it and paste it in the Password field of TallyPrime.

4) Enter the E-Mail to.

5) Press Enter to send the e-mail.

Note: If the e-mail does not appear in the Inbox, check for it in the Junk Folder and move it to Inbox.

https://synergysoft.in/Forex Rate

Forex Rate

Jun 07, 2022
Synergy Tally

Define forex rates of multiple Currencies (multi-alter)

There may be more than one currencies in TallyPrime for which you want to define forex rates. You can do so using Chart of Accounts.

1) Press Alt+G (Go To) > type or select Chart of Accounts and press Enter > type or select Currencies and press Enter. Alternatively, Gateway of Tally > Chart of Accounts > type or select Currencies and press Enter. Chart of Accounts with List of Currencies appears.

2)Press Alt+H (Multi-Alter) > Rate of Exchange and press Enter.

3)Provide the details of forex rates.

A. Std Rate: enter the standard rate of exchange.

B. Selling Rate: enter the rate used while selling.

C. Buying Rate: enter the rate used while creating buying.

https://synergysoft.in/POS : Multiple Payment Modes

POS : Multiple Payment Modes

Jun 06, 2022
Synergy Tally

Record POS Invoice with Multiple Modes of Payment :


1) Open the POS invoice screen and provide the details of stock items.

A. Gateway of Tally > Vouchers > F8 (Sales) > select POS Invoice. Alternatively, press Alt+G (Go To) > Create Voucher > press F8 (Sales) > select POS Invoice.

B. You can set the Party A/c Name to Not Applicable when the buyer details are not known. If you know the buyer details, you can select the same.

C. Select the Sales ledger.

D. Select the stock item. By default, the Quantity appears as 1. You can press Backspace and change it, if needed. E. The Rate will be auto-filled, if available for the stock item. However, you may choose to enter the Rate.


2) Select the modes of payment and enter the amount.

A. Press Alt+I (Multi Mode Pymt). The multi mode payment options appear.

B. Gift Voucher – You can select only the ledgers created under Sundry Debtors/Sundry Creditors. Select the gift voucher ledger created under these groups.

C. Credit/Debit card and Cheque – Select the bank ledgers.

D. Cash – Enter the Cash tendered, if applicable. The Balance amount, if any, appears.


3) Accept the screen. As always, you can press Ctrl+A to save.

4) Print the invoice. You can print the POS invoice with the required details.


https://synergysoft.in/Generate Bulk E-invoices

Generate Bulk E-invoices

Jun 01, 2022
Synergy Tally

How to generate bulk e-invoices in TallyPrime?

Let’s look at the steps to generate bulk e-invoices in TallyPrime.

1) From any screen, press Alt + Z or click on ‘Exchange’ option available in the top menu

2) Next, select ‘Send for e-invoicing’

3) On selecting ‘Send for e-invoicing’, all the invoices that are pending for e-invoice generation will be shown

4) Click on ‘Send’ to generate e-invoice for all the pending bills or select the one that you want to upload

5) TallyPrime will show you the count of invoices that are being sent for e-invoice generation. Press ‘Y’ to confirm

6) Instantly, TallyPrime will generate the e-invoices and will update the IRN and QR code details in the transactions

7) Next, you can print or mail these e-invoices with IRN and QR code.

Generating e-invoices, be it a single invoice or bulk is amazingly simpler and faster.

Inspired by the way you work, Tally is designed to delight you.

https://synergysoft.in/Export Digitally Signed Documents

Export Digitally Signed Documents

May 31, 2022
Synergy Tally

Export Digitally Signed Documents

If you want to Export a digitally signed voucher or report, from the voucher or report:

A. Press Ctrl+E (Export). The Export Settings screen appears with digital signature configured.

B. Press Ctrl+A to save and proceed. You can change the digital signature, if you have a different dongle for which digital signature is not configured in TallyPrime.

C. Press E (Send).

D. Press Y (Yes) to add digital signature in the transaction/report, if you have set Ask before signing to Yes. If you press N (No), then the PDF will get exported without the digital signature.

E. Enter the User PIN provided by the Certifying Authority and click OK.

Once you enter User PIN, you will not need to enter it again until you close TallyPrime or remove the digital signature dongle from your system.

** Sample PDF documents with the Digital Signature.

https://synergysoft.in/GST Not Calculated Automatically

GST Not Calculated Automatically

May 30, 2022
Synergy Tally

GST Not Calculated Automatically In a few scenarios, GST is not calculated automatically.

You can do the following to automate the calculation. The HSN will appear from the master in which the tax rates are defined.

Based on the HSN code displayed in the Tax Analysis screen of the invoice, you can identify the master from which it is captured.

**If HSN and tax rates are defined in the stock item, different HSNs appear for each item, as shown below:

** If HSN and tax rates are defined in the sales or purchase ledger, the same HSN appears for each item, as shown below:



https://synergysoft.in/Record sales voucher with price list

Record sales voucher with price list

May 28, 2022
Synergy Tally

Record sales voucher with price list

Based on your requirement of price lists for low or high volume of goods, you can select the price level in the voucher.

1) Open the sales voucher screen and select the item invoice mode.

A. Gateway of Tally > Vouchers > F8 (Sales). Alternatively, press Alt+G (Go To) > Create Voucher > press F8 (Sales).

B. Press Ctrl+H (Change Mode) to select the required voucher mode (Item Invoice, in this case).


2) Specify the buyer details.

A. Party A/c Name: Select the party name.

B. Party Details: Provide the Dispatch, Order, and Buyer details as per your invoice requirements. If you do not see the Party Details screen, press F12 (Configure), and set Provide Dispatch, Order, and Export details to Yes. As always, you can press Ctrl+A to save and proceed.


3) Select the Price Level for the voucher. You can also predefine a price level for the party ledger.

4) Select the Sales ledger to allocate the stock items.

5) Provide the stock item details.

A. Select the stock item.

B. Enter the Quantity. The Rate will appear as defined in the price list linked to the price level. To modify the rate per unit in the voucher, press F12 (Configure) and set the option Modify all fields during entry to Yes.


6) Select additional ledgers, like transportation charges, insurance, or discount, if any.

What you see on the screen can vary based on your choices. Press F12 (Configure) to change the options and F11 (Features) to enable or disable features.

7) Provide Narration, if needed, and accept the screen. As always, you can press Ctrl+A to save.

** You can record sales invoices by selecting the required price levels.

https://synergysoft.in/Standard Cost ( Selling Price )

Standard Cost ( Selling Price )

May 27, 2022
Synergy Tally

Manage Selling Price Using Standard Price :

If you have set a standard cost for your stock items, you can also set the standard selling price.

Specify standard selling price for stock item For a stock item, you can specify the standard selling price on a daily basis by entering the date.


1. Open the stock item alteration screen, and configure it to enter standard selling price.

A. Gateway of Tally > Create > type or select Stock Item > and press Enter. Alternatively, press Alt+G (Go To) > Create Master > Stock Item> and press Enter.

B. Press F12 (Configure) > set the option Provide Standard Buying and Selling Rates to Yes. If you do not see this option, set Show more configurations to Yes.


2. Specify the standard selling price.

A. Set the option Alter standard rates to Yes.

B. Enter the Standard Selling Price with the Applicable From date and Rate per unit.


3. Press Ctrl+A to accept the Standard Rates screen.

4. Accept the stock item screen. As always, you can press Ctrl+A to save.

https://synergysoft.in/Standard Cost (Purchase Price )

Standard Cost (Purchase Price )

May 26, 2022
Synergy Tally

Manage Buying (Purchase) Price Using Standard Cost :

If you want all your data entry operators to use the same cost price while purchasing a stock item, Then Set it.

Specify standard cost for stock item :

For a stock item, you can specify the standard cost on a daily basis by entering the date.

1. Open the stock item alteration screen, and configure it to enter standard rates.

A. Gateway of Tally > Create > Stock Item > and press Enter. Alternatively, press Alt+G (Go To) > Create Master > Stock Item> and press Enter.

B. Press F12 (Configure) > set the option Provide Standard Buying and Selling Rates to Yes. If you do not see this option, set Show more configurations to Yes.

2. Specify the standard cost.

A. Set the option Alter standard rates to Yes.

B. Enter the Standard Cost with the Applicable From date and Rate per unit.

3. Press Ctrl+A to accept the Standard Rates screen.

4. Accept the stock item screen. As always, you can press Ctrl+A to save.


https://synergysoft.in/Validate HSN/SAC

Validate HSN/SAC

May 25, 2022
Synergy Tally

Validate HSN/SAC information online in TallyPrime at the Stock Item level :


1) Press Alt+G (Go To) > Alter Master > Stock Item > type or select the Stock Item and press Enter. Alternatively, Gateway of Tally > Alter > Stock Item > type or select the Stock Item and press Enter. The Stock Item Alteration screen appears.

2) Under Statutory Details, set Set/Alter GST Details to Yes and press Enter.

3) Press F12 (Configure) > set Allow HSN/SAC details to Yes > press Ctrl+A to save. Note: If you had already set Allow HSN/SAC details to Yes, then you will not need to perform this step.

4) Press Alt+B (Get HSN/SAC Info).A confirmation screen appears.

5) Press Y to accept. The e-Invoice Login or e-Way Bill Login screen appears, based on the feature that is enabled. If both the features are enabled in the Company, then the e-Invoice Login screen appears.

6) Enter your Username and Password, and press Enter. TallyPrime exchanges information with the e-Invoice portal. You can take a print or export Get HSN/SAC Info Summary, if needed.


https://synergysoft.in/Banking – Errors and Resolutions :

Banking – Errors and Resolutions :

May 23, 2022
Synergy Tally

Banking – Errors and Resolutions :

1) Payment Rejected by Authorizer Cause:

This error message appears when the authorizer rejects a payment in the bank portal but does not enter the reason for rejection.

Solution: In the e-Payments report, mark the transactions as not applicable and make the necessary changes for the transactions. Reset the status of the transactions and send them to the bank again. Next time when you need to reject a transaction, provide a reason in the bank portal to avoid getting the error message.

2) Error Code 31001 Cause:

This error appears either because the bank server is not responding or the connection to the bank server is timed out.

Solution: Re-send payment instructions to the bank after some time.



https://synergysoft.in/Purchase Transaction for Fixed Asset

Purchase Transaction for Fixed Asset

May 21, 2022
Synergy Tally

Purchase Transaction

** Record purchase of a fixed asset


1. Gateway of Tally > Vouchers > F9 (Purchase). Alternatively, press Alt+G (Go To) > Create Voucher > press F9 (Purchase).

2. Enter the Supplier Invoice No. and Date.

3. Press Ctrl+H (Change Mode) to select the required voucher mode (Accounting Invoice, in this case).

4. Select the ledger grouped under Fixed Assets with the nature of transaction set to Purchase Taxable, and the Nature of goods set to Capital Goods.

5. Select the GST ledgers.

6. Press Enter to save.


** Purchases from Other Territory: To record purchases from other territories, enable the option Assessee of Other Territory in the party ledger.

A) Other territories to other territories: Central and UT taxes are applicable

B) Other territories to a state or union territory: Integrated tax is applicable

C) State or union territory to other territories: Integrated tax is applicable



https://synergysoft.in/Track Item Cost in TallyPrime

Track Item Cost in TallyPrime

May 20, 2022
Synergy Tally

Track Item Cost in TallyPrime



** Configure Stock Item for Cost Tracking

1. Enable Item Cost Tracking # Press F11 (Features) > set Enable Cost Tracking to Yes. If you do not see this option: # Set Show more configurations to Yes. # Set Show all configurations to Yes.

2. Accept the screen. As always, you can press Ctrl+A to save.

3. Gateway of Tally > Create > type or select Stock Item > and press Enter. Alternatively, Alt+G (Go To) > Create Master > type or select Stock Item > and press Enter.

4. In the Stock Item Creation screen, press F12 (Configure) > set Is Cost Tracking applicable for Stock Items to Yes. If you need to use this option only for the current voucher, press Ctrl+I (More Details) > type or select Cost Tracking > set Enable Cost Tracking as Yes and press Enter.

5. Set the option Enable Cost Tracking to Yes in the Stock Item screen.

6. Enter other details as required and accept the screen. As always, you can press Ctrl+A to save.

Note: The option Enable Cost Tracking will not be displayed if the Unit of measure for the stock item isn’t selected.



https://synergysoft.in/Go To Button - Tally Prime

Go To Button - Tally Prime

May 14, 2022
Synergy Tally

Tally Prime & Tally ERP9

GO TO : With TallyPrime, you need not to worry about the navigation path to access the reports or need to learn the navigations. All you need to do is just press “Alt + G”, the shortcut key for Go To, and type and select the report you want to view.



Example of GO TO Feature :

Let’s say, you are in a sales register and want to view the stock ageing analysis. You can simply navigate using Go To.


Difference :

Tally ERP9 : Multi Tasking not possible in a single instance of Tally

Now,

Tally Prime : Multi Tasking is easily possible in a single instance of Tally Prime.

Open Multiple Reports / Vouchers without opening a new instance of Tally using the New GoTo Button


Suggestion from Synergy :

Convert Your Tally ERP9 to Tally Prime & Stay Updated !!
Install TallyPrime, discover easily and do more.


https://synergysoft.in/Viewing Reports

Viewing Reports

May 13, 2022
Synergy Tally

TallyPrime Features for Viewing Reports

To open Balance Sheet,

Go to Gateway of Tally > Balance Sheet or use Alt+G (Go To) > Balance Sheet.

1) Explore the Balance Sheet, by drilling down.

2) Notice that the Capital Account is selected when the report is opened.

3) Press Enter to view further details of Capital Account – Group Summary.

4) Notice that the first Group in the report is selected. Use Down and Up arrow keys to move to other Groups.

5) Press Enter to view the details of the Group – Ledger Monthly Summary.

6) Select any month and press Enter.

7) You can continue to drill down till the vouchers.

8) Press Esc to move up one level at a time.

In a similar way, you can open any other report and explore.

https://synergysoft.in/Auto Bank Reconciliation

Auto Bank Reconciliation

May 11, 2022
Synergy Tally

Use Auto Bank Reconciliation Feature :


You need to enable the option provided for auto bank reconciliation in the bank ledger to reconcile the transactions made with that bank.

**Enable auto reconciliation in bank ledger

1. Go to Gateway of Tally > Accounts Info. > Ledgers > Create / Alter . 2. Set the option Enable auto reconciliation? to Yes . Auto Reconciliation of the Bank Statement with the Company Books 1. Go to Gateway of Tally > Banking > Bank Reconciliation .

2. Select the required ledger from the List of Bank Ledgers Note: The List of Bank Ledgers displays only those banks for which the auto bank reconciliation option is enabled. The Bank Reconciliation screen for the selected bank appears

3. Click B : Bank Statement to import the bank statement.

4. Select the File Name (bank statement downloaded from the bank) in the Select File screen

5. Press Enter . A confirmation message with the Total Entries in Bank Statement , number of Reconciled transactions, and Additional Bank Entries appears

6. Press any key to view the Bank Reconciliation screen with the reconciled and additional transactions.



https://synergysoft.in/E-Way Bill with Bulk Creation

E-Way Bill with Bulk Creation

May 09, 2022
Synergy Tally

e-Way Bill Report

The e-Way Bill report is a one-stop shop for your e-Way Bill needs in TallyPrime. You can also open the the e-Way Bill portal directly from the report, if required, by pressing Alt+V (Open EWB Portal).

** Steps :

Gateway of Tally > Display More Reports > GST Reports > e-Way Bill, and press Enter. Alternatively, Alt+G (Go To) > type or select e-Way Bill, and press Enter.


**Generate e-Way Bill in Bulk : 

If you do not want to generate the e-Way Bill while recording the transaction, then you can do it later from the Exchange menu. You can select one or more transactions and generate the respective e-Way Bill number for your vouchers.

1) Press Alt+Z > Send for e-Way Bill. The Send for e-Way Bill screen appears. You can view the transactions that are pending for generation and cancellation.

2) Select the required transactions and press S (Send) to send the details.

3) Press Enter to continue.

4) Specify the e-Way Bill Login details and press Enter to continue Note : TallyPrime will start exchanging information with the e-Way Bill system. After the exchange of information, a confirmation message will appear.



https://synergysoft.in/Payroll : Salary, PF, ESI

Payroll : Salary, PF, ESI

May 06, 2022
Synergy Tally

* Create Salary, PF, ESI in TallyPrime (Payroll)


1) Salary Payable Ledger With a salary payable ledger, you can account for the salary that is earned by an employee but has not yet been paid.

* Gateway of Tally > Create > type or select Pay Head > and press Enter.

* Alternatively, press Alt+G (Go To) > Create Master > Pay Head > and press Enter.

* Enter the name of the ledger in the Name field.

* Select Not Applicable as the Pay head type from the list of Pay Head Types Select Current Liabilities from the List of Groups in the Under field. Accept the screen.

* As always, you can press Ctrl+Ato save.


2) PF Payable Ledger In order to process salaries in TallyPrime, you need to create a PF payable ledger along with Salary Payable Ledger, ESI Payable Ledger, NPS Payable Ledger and PF Admin Expenses Ledger.

* Gateway of Tally > Create > type or select Pay Head > and press Enter.

* Alternatively, press Alt+G (Go To) > Create Master > Pay Head > and press Enter. Enter the name of the ledger in the Name field.

* Select Not Applicable as the Pay head type from the list of Pay Head Types Select Current Liabilities from the List of Groups in the Under field. Accept the screen.

* As always, you can press Ctrl+Ato save.

3) ESI Payable Ledger In TallyPrime, you can create the ESI Payable ledger and use it in all related transactions.

* Gateway of Tally > Create > type or select Pay Head > and press Enter.

* Alternatively, press Alt+G (Go To) > Create Master > Pay Head > and press Enter. Enter the name of the ledger in the Name field.

* Select Not Applicable as the Pay head type from the list of Pay Head Types Select Current Liabilities from the List of Groups in the Under field. 

* Accept the screen. As always, you can press Ctrl+Ato save.



https://synergysoft.in/Split Company Data

Split Company Data

May 05, 2022
Synergy Tally

*Split Company Data

To split and move the data to the new financial year:

1) Verify the data

2) Split the data

3) Take a backup of your data


**To verify the company data :

Go to Gateway of Tally > press Alt+Y (Y: Data) > Split > Verify Data.

Select the required company.

Press Enter to view the Possible Errors screen.

Rectify the errors before you proceed to split the data.


**To split the company data :

Go to Gateway of Tally > press Alt+Y (Y: Data) > Split > Verify Data

Select the required company for which the data has to be split.

Enter or retain the Split from date. Press Enter to split the data.

Data will split into two periods.


Note : The synchronisation rules are carried forward in the split data, in both the server and client. The new company name is automatically updated in the Client Rule. If you have renamed the split company, update the same in the Client Rule on the server.

https://synergysoft.in/*Digital Signature in TallyPrime*

*Digital Signature in TallyPrime*

May 04, 2022
Synergy Tally

*Digital Signature in TallyPrime for PDF Documents*

How to configure and add digital signature on PDF to share with concerned parties via Export, E-mail, and Print.

Connect your digital signature dongle to your system and:

1)From any voucher or report, initiate Export, E-mail, or Print, as needed. Press Ctrl+E (Export). Press Ctrl+M (E-mail). Press Ctrl+P (Print). Select format/printer, as applicable.


2) In case of Export and E-mail, select Format: Press F8 (File Format) in case of Export and E-mail. Alternatively, press C (Configure),

type or select File Format and press Enter. List of File Formats: PDF (Read-only document). When you select PDF (Read-only document), digital signature configurations start appearing.


3) Select the digital signature. In Digital Signature, select the signature from the List of Digital Signature Certificates.

Ask before signing: Yes. Henceforth, when you export, e-mail, or print a document, TallyPrime will ask before adding digital signature to it.

Set it as No if you want to add digital signature to all documents.


4) Format of Signature: Only Text to include only digital signature. Digital Signature in TallyPrime - Only Text Text & Image to add an image of your Company’s logo, stamp, your handwritten signature, or other such images.

https://synergysoft.in/FAQ's on e-Way Bill transactions

FAQ's on e-Way Bill transactions

May 03, 2022
Synergy Tally

Todays Blog

All About e-Way Bill in Tally Prime

FAQ's on e-Way Bill transactions


1) I Can generate an E-Way Bill on saving a voucher in case of Sales Invoice And Delivery Note and Not in the case of Credit And Debit Note. Is it SO ??

Ans : The facility of generating e-Way Bills on saving a voucher is provided for Sales Invoice and Delivery Note so that you can conveniently generate an e-Way Bill at the time of voucher creation. In the case of other voucher types that include Credit and Debit Notes, Sales-POS, Journal Voucher, Receipt Note, and others, you can use the Send for e-Way Bill option under Exchange, which is on the top menu. The option enables you to upload multiple transactions for e-Way Bill activities.

2) Is the Export Option for generating an E-Way Bill using an IRN transaction is available ??

Ans : Online generation of e-Invoice and e-Way Bill both are provided in TallyPrime from TallyPrime Release 1.1 and 2.0, respectively. In the case of exceptional scenarios, the offline generation of e-Invoice and e-Way Bill is supported. However, after the generation for e-Invoice or IRN, the generation of e-Way Bill offline using the IRN number is not supported. You will need to generate e-Way Bills for IRN transactions online only.

3) If I add, Insert, delete, a transaction in Tally Prime, will the cause a mismatch in the e-way bill generated section of the e-way Bill report ??

Ans : Unlike an e-Invoice where a QR code is obtained from the NIC systems, TallyPrime generates the QR code for e-Way Bills based on three pieces of information - e-Way Bill No., Supplier GSTIN, the Date and Time of e-Way Bill generation. Hence, any changes to the voucher after generation will not cause any discrepancies in the e-Way Bill report. The transaction will not move to sections like Uncertain Transactions or Missing/Invalid Information. It will continue to stay in the e-Way Bill generated section.

https://synergysoft.in/Rewrite Data in Tally Prime

Rewrite Data in Tally Prime

May 02, 2022
Synergy Tally

Repair Company Data in TallyPrime | Rewrite Data


If there any issues in your company data, then it might come in the way of your daily operations and also hinder data activities like backup or split. For such a scenario, TallyPrime comes with a useful tool that will help you recover your data.

If you are facing this issue contact us.

Thank You Team Synergy Tally

https://synergysoft.in/New Upcoming Feature of Tally

New Upcoming Feature of Tally

Apr 28, 2022
Synergy Tally

New Upcoming Feature of Tally

*Excel to Tally ERP9 & Tally PRIME (TReports Zero 3.0)

*Stay Updated

*Renew You Tally.net Subsciption

https://synergysoft.in/Accounting - Voucher Class

Accounting - Voucher Class

Apr 27, 2022
Synergy Tally

Voucher Class for Sales – Accounting Invoice (Service Tax)

The sales ledger is configured as additional ledger in the voucher class to allow recording of value against it during voucher entry, as there are no items involved.

To configure voucher class in sales voucher type for usage in accounting invoice mode

Gateway of Tally > Alter > type or select Voucher Type> and press Enter.

Alternatively, press Alt+G (Go To) > Alter Master > Voucher Type > and press Enter. Select Sales.

Navigate to Name of Class field in Voucher Type Alteration screen.

Enter name for voucher class and press Enter to display Voucher Type Class field.

Select the sales ledger under Ledger Name in Default Accounting Allocations for all items in Invoice (except for the items specified below) section.

Disable the option Set/Alter Tax Class?. Press Enter to move to next section.

Select the sales ledger under Ledger Name in Additional Accounting Entries (e.g. Taxes / Other charges) to be added in Invoice section.

Select the option As User Defined Value in the field Type of Calculation.

Select Service Tax duty ledger in the Ledger Name in Additional Accounting Entries (e.g. Taxes / Other charges) to be added in Invoice section. Press Enter.

Select Swachh Bharat Cess ledger and press Enter. Select Krishi Kalyan cess ledger and press Enter.



The Voucher Type Class screen appears as shown below: Press Ctrl+A to accept. Press Ctrl+A to accept and save the voucher type.

https://synergysoft.in/Inventory - Stock Mgmt

Inventory - Stock Mgmt

Apr 26, 2022
Synergy Tally

Delete Unused Stock Items

You may want to delete the unused stock items that you do not trade with anymore.

Steps :

*Gateway of Tally > Chart of Accounts > type or select Stock Items > and press Enter.

*Alternatively, press Alt+G (Go To) > type or select List of Accounts > Stock Items.

*Press Ctrl+J (Exception Reports) > Show Unused > and press Enter.

*The unused stock items appear.

*Select the stock items to be deleted.

*To select multiple stock items, press Spacebar and select the required stock items.

*Press Alt+D > select Yes to confirm deletion. The selected stock items will be deleted.



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