TALLY.

ERP 9
Tally.ERP 9 – It is Fast, Powerful, Scalable… And very reliable!

Tally.ERP 9 is the world’s fastest and most powerful concurrent Multi-lingual business Accounting and
Inventory Management software. Tally.ERP 9, designed exclusively to meet the needs of small and
medium business, is a fully integrated, affordable and highly reliable software, Built on the proprietary
technology of Tally Solutions – C: MuLATE (Concurrent Multi-lingual Accelerated Technology
Engine) – Tally.ERP 9 is a perfect fusion between the path – breaking Concurrent Multi lingual platform
and an Object Oriented Database Engine. Technology on which someday all business accounting
solutions will be built.

Tally.ERP9 is easy to buy, quick to install, and easy to learn and use. Tally.ERP 9 is designed to
automate and integrate all your business operations, such as sales, finance, purchasing, inventory, and
manufacturing. With Tally.ERP 9, accurate, up- to – date business information is literally at your
fingertips anywhere. The powerful new features and blazing speed and power of Tally.ERP 9 combine
with enhanced MIS, Multi – lingual, Data Synchronization and Remote capabilities help you simplify all
your business processes easily and cost – effectively.

Simply to say,

Tally.ERP 9 is “A Multilingual Accounting Inventory and Payroll Package”

• Package :
A package is a collection of different programs developed through
a language for a specific purpose.
• Accounting Package :
A package in which we can maintain the accounts of a company
• Inventory Package :
A package in which we can maintain the stock details of a
company
• Payroll Package :
It is a package in which we can maintain employees’ attendance
and salary details.
• Multilingual Package :
It is a package which will support to record the data in multiple
Languages.
Developers of Tally:-

• The creators of Tally package is “Tally Solutions Pvt. Ltd” which is at Bangalore.
• The founder of Tally is “S.S.Goenka” in 1986 and later on from 1988 it was improving
and implementing by his son “Bharath Goenka”.
• Website: - www.tallysolutions.com.
• At present Tally can be maintained in 13 languages.

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Versions of Tally:-

P.F.A (Personal Financial Accountant)

Tally 3.0
3.1
4.0
4.5
5.0
5.4
6.3
7.2
8.1
Tally9 Tally.ERP 9 (Series A)

Salient Features:

The Tally.ERP9 encompasses the following salient features:

Simplicity:
Tally.ERP9 is simple, easy to setup and use. It also allows easy keyboard
operations it requires basic knowledge of Accounts and English to use it.

Speed:
Tally.ERP9 provides the capability to generate instant and accurate reports, which
assists the management to take timely and correct decisions for the overall productivity and growth
of the company.

Power:
Tally.ERP9 allows the user to maintain multiple companies and with unlimited
levels of classification & grouping capabilities. It also allows drill down facility from report level to
transaction level.

Flexibility:
Tally.ERP9 provides flexibility to generate instant reports for any given period
(month/year) or at any point of time besides providing the facility to toggle between Accounting &
Inventory reports of the same company or between companies.

Scalability:
Tally.ERP9 suits to any style of business needs and eliminates the necessity for a
business to change its style of operation, in order to adapt to the application.

Concurrent Multi – lingual Capability:

Tally.ERP9 offers you the exclusive capability of maintaining your accounts in
any Indian language, viewing them in another language and printing them in yet another Indian
language.

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 Real time processing:

Immediate posting & updating of books of accounts as soon as the transactions are entered,
thereby facilitating instant statements & reports. It also facilitates real – time multi – user
environment.

Accounting without Codes:

Tally.ERP9 allows accounting with the regular names (the way you spell them or use in
normal parlance) without any account codes.

Technical Support:

Timely support is available from the experts at the Tally Service Partners (TSPs)

Online Help:

The Tally.ERP9 online help provides instant assistance on basic and advanced features or
any other relevant topics of Tally.ERP9

Tally.NET:

It is an enabling frame work which establishes a connection through which the remote user
can access the Client’ s data without copying / transferring the data.

Remote Access:

Tally.ERP9 provides remote capabilities to access the data from any where and anytime.

Auditor’s Edition:

Tally.ERP9 offers a special Auditor’ s Edition of Tally.ERP9, which provides auditing and
compliance capabilities exclusively for Chartered Accountants.

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Major Enhancements between versions:-

• From Tally 5.4 to Tally 6.3:-

a. Budgets and controls
b. Scenario Management
c. Re-Order Levels
d. Ageing Analysis of Stock items and Outstanding Balances
e. Consolidation of Data
f. Splitting of a company data
g. Export and Import of Data
h. Synchronization

• From Tally 6.3 to Tally 7.2 :-

a. VAT (Value Added Tax)

b. TDS (Tax Deducted at Source)
c. TCS (Tax Collected at Source)
d. Service Tax

• From Tally 7.2 to Tally 8.1 :-

a. Support in multiple languages

b. Phonetic keyboard ( an inbuilt technology of tally which supports to enter data
in multi languages)
c. Composite VAT ( For Turnover Tax Dealers)
d. Excise for Dealers
e. Fringe Benefit Tax (FBT)
f. Copy and Paste of Text
• From Tally 8.1 to Tally 9:-
a. Payroll
b. POS(Point of Sales)
c. Support in Malaysian and Indonesian languages
d. Taxation Support for Different countries
• From Tally 9 to Tally.ERP 9(Series-A):-
a. Remote access of License and Data
b. Excise for Manufacturers
c. Enhanced TDS options
d. Enhanced Service Tax options
e. Enhanced Payroll options
f. Enhanced Look and Feel
g. Enhanced Auditing Options
h. Exporting of Reports into PDF and Image file formats

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Technical Advantages of Tally:-

• Automatic preparations of all Financial Reports.

• Code less Accounting.
• E-mail of Reports
• Uploading of Reports ( Web publish of Reports)
• Backup and Restore of Data
• Tally Vault Password
• Security restrictions for different users
• Export and Import of Data
• Export and Import of Reports ( From Tally to Ms-Excel, HTML, Txt, XML formats)
• Consolidation of Data
• Synchronization
• Splitting of a Company data for different periods
• Multi language support
• Drill down facility from Reports level to Voucher level
• Stock Ageing Analysis
• Unlimited Levels of Classification of Account Heads / Chart of Accounts
• Multi Currency Accounting
• Copying and Paste of Text between Tally & any windows based software
• Unlimited Companies
• Remote Access of License and Data

Tally – Types of Editions:-

Tally package is available in the following 2 editions,

1. Single user(Silver) :-

This edition is for the users having “Stand alone system” i.e., not in LAN

2. Multi user(Gold) :-

This edition is for the users having multiple systems with in LAN

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Installing Tally.ERP 9:

You can install Tally.ERP 9 using one of the following methods:

Method 1:

• Double click the install.exe icon on the CD.

Method 2:

• Click START from Windows.

• Select RUN.
• TYPE <CD drive>:\INSTALL.
• Press ENTER.

Follow the instructions displayed on your screen to proceed with the installation of Tally.ERP 9.

1. Click Next to continue with the installation

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2. The Tally.ERP 9 Setup screen appears as shown,

3.
3.1 In the Programs section check select Tally.ERP 9.
3.2 In the Tally.ERP 9 Setup section, you can accept the default directories as shown or
click on the buttons provided next to the respective text boxes to change the path of
“Application Directory” , Data Directory, Configuration Directory and Language
Directory.
3.2.1 Application Directory - The program files reside in this directory.
3.2.2 Data Directory – by default Tally.ERP 9 data is stored in C:\Tally.ERP 9\Data. During
the installation process, the wizard detects and retains the data path of previously
installed version of Tally.ERP 9.
3.2.3 Configuration Directory – by default the configuration files reside in the application
directory.
3.2.4 Language Directory – by default the Language files with the extension “.dct” are stored
in the application directory.

4. Click Next.

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 5. In the Country/Language Selection screen, check Install Operating System Language
Support to install Tally.ERP 9 with multi-lingual support.

Note: To use Tally.ERP 9 in English only, uncheck Install Operating Systems Language Support
6. By default, India/SAARC appears in the Country Selection. Select others if you are not
residing in India or any of the SAARC countries.

7. Click Install.

8. You will be prompted for the language support files in the Files needed screen, insert operating
systems CD in the drive or click Browse and select the i386 folder where the required language
support files reside on your computer.

9. Click OK to install Language Support.

Note:

Incase you click Cancel or do not have the operating system CD; the language support will not be
available.

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 10. In the installer screen click Finish to complete Tally.ERP 9 Setup.

11. Click Finish to complete Tally.ERP 9 Installation.

To start the Tally.ERP 9 application, double click the Tally.ERP 9 icon on the desktop.

Activation of Tally:-

After installation of Tally the user has to convert in to “ Licensed Mode” by activating Tally
using the “ Serial number & Key” provided in along with the package purchased. This Activation of
Tally can be done in any one of the following two ways,

1. Online Activation: - Activation of Tally in presents of Internet to our system.

2. Offline Activation: - Activation of Tally in absence of Internet to our system.

If Tally is not activated then it can be accessed in “ Educational Mode” in which the user can
not proceed with the regular data entry, which is help full for students to learn Tally.

Note: - In Educational mode of tally user can not change dates because Tally will not accept any date
except 1st, 2nd and 31st dates

Components of Tally Screen:-

Horizontal Button Bar

Working Area

Vertical Button Bar

Info Pane

9 Calculator Pane