Category: Intermediate

Accounting Invoice Mode in TallyPrime is primarily used for recording sales of services, as it doesn’t require detailed stock item allocation. It’s a simplified method for businesses that primarily sell services. 1. Steps to Record Sales of Services using Accounting Invoice Mode in TallyPrime: 1. Access Sales Invoice: Go to Gateway of Tally > Vouchers…

Item Invoice Mode in TallyPrime is a simplified method for recording sales transactions, particularly suitable for businesses with a limited number of products. It streamlines the process by eliminating the need for detailed stock item allocation. 1. Steps to Record Sales Using Item Invoice Mode in TallyPrime: 1. Access Sales Invoice: Go to Gateway of…

1. Understanding Logo Placement in TallyPrime TallyPrime allows you to print your company logo on various reports and vouchers. You can choose to place the logo in the header or footer of the document. 2. Steps to Print Company Logo in TallyPrime: 1. Create a Logo Image: Create a digital image of your company logo…

1. Understanding Voucher Numbering in TallyPrime: TallyPrime allows you to customize the numbering scheme for different voucher types. You can reset or restart the numbering sequence at any time. 2. Steps to Restart Voucher Numbering in TallyPrime: 1. Go to Voucher Numbering Settings: 2. Reset Starting Number: Set the “Starting Number” field to the desired…

TallyPrime provides various methods to number your vouchers, allowing you to customize the numbering scheme based on your preferences and requirements. 1. Automatic Voucher Numbering in TallyPrime: 1. Sequential Numbering: This is the default method. Vouchers are numbered sequentially within a voucher type. For example, sales invoices might be numbered as “INV001”, “INV002”, etc. 2.…

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…

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…

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…

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…

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…