TallySchool

Author: Rishit Shah

  • Zero-Valued Transactions in TallyPrime: 3 Easy Steps + Example

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    Rishit Shah
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    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…

  • Create Future-Dated Transaction in TallyPrime: 3 Steps + Example

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    Rishit Shah
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    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:…

  • Activating & Deactivating Voucher Types in TallyPrime: 4 Steps

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    Rishit Shah
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    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…

  • How to Allocate Costs to Projects in TallyPrime: 4 Steps + Example

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    Rishit Shah
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    In TallyPrime, you can allocate costs to projects using Cost Centers and Cost Categories. Here’s a detailed guide: 1. Step-by-Step Process to Allocate Costs to Projects in TallyPrime: 1. Enable Cost Centers and Categories: 2. Create Cost Centers for Projects: 3. Create Cost Categories (Optional): Navigate to Cost Categories if you want to allocate costs…

  • Job Work Analysis Report in TallyPrime: 2 Easy Steps + Example

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    Rishit Shah
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    The Job Work Analysis Report in TallyPrime provides detailed insights into the job work process, helping businesses track materials sent for job work and manage production effectively. It is especially useful for companies outsourcing certain manufacturing processes. 1. How to View Job Work Analysis Report in TallyPrime: From this report, you can drill down into…

  • How to Allocate Revenue to Projects in TallyPrime: 5 Easy Steps

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    Rishit Shah
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    Allocating revenue to projects in TallyPrime helps track income and expenses related to specific projects. Follow these steps: 1. Step-by-Step Guide to Allocate Revenue to Projects in TallyPrime: 1. Enable Cost Centers & Cost Categories: 2. Create Cost Centers for Projects: 3. Create a Sales Ledger: 4. Record Sales Invoice with Cost Allocation: 5. View…

  • Add Registered Business WhatsApp Number in TallyPrime: 5 Steps

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    Rishit Shah
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    To add a registered business WhatsApp number for communication in TallyPrime, follow these steps: 1. Enable WhatsApp Feature in TallyPrime: 2. Add Business WhatsApp Number: 3. Link WhatsApp Account: Open TallyPrime and scan the QR code using WhatsApp Web on your phone to link your business account. 4. Example: Enabling WhatsApp Feature in TallyPrime ABC…

  • How to Share Documents Using TallyPrime with WhatsApp: 3 Steps

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    Rishit Shah
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    Sharing documents through WhatsApp from TallyPrime is straightforward once the WhatsApp integration is activated. 1. Step-by-Step Process to Share Documents Using TallyPrime with WhatsApp: 1. Generate the Document: Create the required document (invoice, report, purchase order) in TallyPrime. 2. Select WhatsApp Sharing: After generating the document, select the option Send via WhatsApp. 3. Choose the…

  • How to Sign-Up for WhatsApp in TallyPrime: 7 Steps + Example

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    Rishit Shah
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    To start using WhatsApp with TallyPrime, follow these detailed steps: 1. Update TallyPrime: Ensure that your TallyPrime is updated or upgraded to the latest version that includes WhatsApp integration. 2. Enable WhatsApp in TallyPrime: 3. Enable WhatsApp in TallyPrime: 4. Link Your WhatsApp Account: 5. Complete the Setup: 6. Example: Signing-Up for WhatsApp in TallyPrime…

  • Single Entry Mode in TallyPrime: 2 Easy Steps + Example

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    Rishit Shah
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    Single Entry Mode in TallyPrime is a simplified way to record accounting transactions, particularly useful for beginners or those who prefer a straightforward approach. Instead of using traditional double-entry accounting, you can enter transactions in a single step. 1. How to Enable Single Entry Mode in TallyPrime: 1. Enable Single Entry Mode: 2. Record Transactions:…