Altering Multiple Masters in TallyPrime: 5 Easy Steps

Mar 15, 2024

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TallyPrime offers a convenient feature for altering multiple masters (accounts, stock items, etc.) simultaneously, saving you time and effort.

Here’s how to achieve this:

Table of Contents

5 Easy Steps to Alter Multiple Masters:

1. Access Chart of Accounts:

Use the Gateway of Tally and select “Chart of Accounts”, or navigate there using Alt + G (Go To) followed by “Chart of Accounts”. (Refer to previous explanations for accessing methods).

2. Enable Multi-Alteration:

Press Alt + H (Multi-Masters) and choose “Multi Alter”.

3. Select Masters:

The “Multi Ledger Alteration” screen appears. In the “Ledger Name” field, enter the names (or part of the names) of the masters you want to modify. You can use wildcards (*) to match multiple entries partially.

Example: Entering “Cash*” will select all ledger names starting with “Cash” (e.g., Cash at Hand, Cash in Bank).

4. Apply Changes:

1. Modifying a Single Field:

If you want to modify a single field (like Opening Balance) for all the selected masters, enter the new value in the corresponding field (e.g., “Opening Balance”). The changes will be applied to all selected masters.

2. Modifying Multiple Fields (Advanced):

For altering multiple fields (like account name and group), you’ll need to use the “Advanced Alter” option within the screen. This allows you to define specific modifications for each master.

Consult the TallyPrime documentation for details on advanced multi-alteration, as it involves additional steps and functionalities.

5. Save and Accept:

Once you’ve made the desired changes, press Ctrl + A or click “Accept” to save the alterations to the selected masters.

Additional Tips:

1. Exercise Caution:

Modifying multiple masters simultaneously can have a significant impact on your data. Ensure you have backups and understand the implications of the changes before proceeding.

2. Selective Alteration:

Use wildcards effectively to target specific groups of masters for alteration while avoiding unintended modifications.

Benefits of Using Multi-Alteration:

1. Improved Efficiency:

Alter numerous masters quickly and easily in one go.

2. Reduced Errors:

Modifying data for multiple masters in a single screen minimizes the risk of errors compared to individual alteration.

3. Time-Saving:

This feature significantly reduces the time required to manage changes across a large number of masters.

When to Use Multi-Alteration:

When you need to update a common field (like Opening Balance) for a group of masters.
When making consistent changes to specific account types (e.g., modifying the group for all expense accounts).

Remember this while Altering Multiple Masters in TallyPrime:

Advanced multi-alteration requires a deeper understanding of the functionalities and might be better suited for experienced TallyPrime users.
Always prioritize data integrity and back up your data before making significant alterations.

By following these steps, considering the tips, and understanding the situations where multi-alteration is most beneficial, you can effectively manage changes to multiple masters in TallyPrime, streamlining your data management process.