Tally

1 What the Tally link does Two files, made here and imported into TallyPrime: your sales, purchases and payments with their GST, and the… 2 Before you start What your Tally company needs switched on, which modules and permissions you need here, and why the first… 3 What you can send, by module and plan Which part of your books can go to Tally depends on the modules your business has. Here is… 4 Set-up: company, release and dates The four settings that decide where the files go and what form they take: company name, Tally release,… 5 Ledger names The twenty ledgers every voucher posts to, what each is for, and the group it goes in if… 6 Voucher types, units and bank accounts The voucher type each document becomes, the GST unit codes your units are reported in, and which Tally… 7 Making the files Choose the dates and what to send, check what will go, and make the two files, with every… 8 Importing into TallyPrime Masters first, then transactions, and how to read what Tally says back. 9 How each document arrives in Tally Debits, credits, bill references, GST, round-off, discount, charges, TDS and stock lines, document by document. 10 Sending again: new, changed and cancelled What happens when a document is edited, revised or cancelled after it was sent, and how the history… 11 When something is left out Every reason a document can be left out of the files, what it means, and how to put… 12 What it does not do yet Everything the Tally link leaves to you for now, so nothing is assumed to have reached Tally when… 13 Worked examples Four businesses, four ways of using the link: a trader with stock, a service firm, a shop with… 14 Who can set it up and send Two permissions for the link itself, plus permission to see what is being sent. 15 Testing the Tally link For businesses trying the Tally link while it carries its Beta label: what to set up, the documents…