Month: September 2024
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Voucher Type Security for Users in TallyPrime: 3 Steps + Example
1. Understanding Voucher Type Security in TallyPrime Voucher type security in TallyPrime allows you to restrict user access to specific types of vouchers. This helps maintain data integrity and control over financial transactions. 2. Steps to Set Up Voucher Type Security in TallyPrime: 1. Enable Voucher Type Security: 2. Create Voucher Groups: Organize your voucher…
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Security for Pre-defined Groups of Vouchers in TallyPrime: 3 Steps
TallyPrime allows you to implement granular security controls at the voucher group level. This means you can restrict access to specific voucher types for different user groups or individual users. 1. Key Steps to Enable Security for Pre-defined Groups of Vouchers in TallyPrime: 1. Create Voucher Groups: Organize your voucher types into logical groups based…
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Delete a Voucher Type in TallyPrime: 3 Steps + Example
In TallyPrime, if you no longer need a specific voucher type (such as sales, purchase, payment, etc.), you can delete it by following these steps: 1. Steps to Delete a Voucher Type in TallyPrime: 1. Access Voucher Types: Go to Gateway of Tally > Accounts Info > Voucher Types > Alter. 2. Select the Voucher…
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Delete Transactions Recorded Using a Voucher Type in TallyPrime
In TallyPrime, if you want to delete transactions recorded under a specific voucher type (like sales, purchases, etc.), you can follow these steps: 1. Steps to Delete Transactions Recorded Using a Voucher Type in TallyPrime: 1. Access the Voucher Register: Go to Gateway of Tally > Display > Day Book or Display More Reports >…
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How to WhatsApp Invoices Immediately After Saving in TallyPrime
TallyPrime provides seamless integration with WhatsApp, allowing users to instantly send invoices after saving them. Here’s how you can set this up and use it: 1. Steps to WhatsApp Invoices: 1. Enable WhatsApp Integration: 2. Create and Save Invoice: 3. WhatsApp the Invoice: The invoice is automatically sent as a PDF to the customer’s WhatsApp…
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Default Accounting Allocations in TallyPrime: 3 Steps + Example
Default accounting allocations in TallyPrime allow you to predefine ledger allocations for stock items or groups, automating the allocation of transactions for quicker and more accurate entries. 1. Steps to Configure Default Accounting Allocations in TallyPrime: 1. Enable Inventory Features: 2. Define Allocations: 3. Save the Allocations: Once set, the allocations will automatically apply when…
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Common Narrations in Vouchers in TallyPrime: 4 Steps + Example
You can set up common narrations for specific voucher types in TallyPrime to avoid manually entering repetitive details for each transaction. This is particularly useful when the same narration applies to multiple transactions. 1. Steps to Set Common Narrations by Altering Voucher Type in TallyPrime: 1. Access Voucher Type Alteration: 2. Enable Common Narration: 3.…
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Zero-Valued Transactions in TallyPrime: 3 Easy Steps + Example
In TallyPrime, you can record transactions with zero value, which is useful when issuing free goods, services, or tracking inventory without financial impact. Here’s how to enable and use this feature: 1. Steps to Enable Zero-Valued Transactions in TallyPrime: 1. Activate Zero Value in Vouchers: 2. Record a Zero-Valued Transaction: 3. Save the Transaction: TallyPrime…
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Create Future-Dated Transaction in TallyPrime: 3 Steps + Example
In TallyPrime, future-dated transactions can be recorded using the Effective Date feature. This allows you to record transactions with a posting date that is different from the effective date, which is useful for post-dated cheques or other financial planning scenarios. 1. Steps to Create a Future-Dated Transaction in TallyPrime: 1. Enable the Effective Date Feature:…
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Activating & Deactivating Voucher Types in TallyPrime: 4 Steps
1. Understanding Voucher Types in TallyPrime In TallyPrime, voucher types define the nature of transactions. They categorize different types of business activities, such as sales, purchases, payments, receipts, and more. 2. Activating & Deactivating Voucher Types in TallyPrime You can control whether a voucher type is active or inactive in TallyPrime. This allows you to…