Category: Intermediate

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…

To record payments for expenses made immediately after purchasing materials during a project in TallyPrime, you can follow these steps: 1. Record Payments for Expenses after Purchasing Materials in TallyPrime: 1. Create Expense Ledger: 2. Create Supplier Ledger: 3. Record the Purchase: 4. Record the Payment: 5. Allocate to Project/Cost Center (Optional): If using cost…

To accrue expenses while shipping materials from one godown to another in TallyPrime, you need to record the shipping cost as an expense and associate it with the material transfer. Here’s a detailed explanation: 1. Steps to Accrue Shipping Expenses in TallyPrime: 1. Create Expense Ledger: 2. Record the Stock Journal Entry: 3. Add the…

Recording the consumption of materials in TallyPrime involves tracking the usage of inventory items, particularly in manufacturing or project-based activities. Here’s a detailed explanation: 1. Steps to Record Material Consumption in TallyPrime: 1. Create Stock Items: Go to Inventory Info > Stock Items > Create and define the items to be consumed (e.g., Raw Material…

Recording an inter-godown transfer of materials in TallyPrime involves moving stock from one godown to another within the organization. Here’s how to do it: 1. Steps to Record Inter-Godown Transfer in TallyPrime: 1. Enable Multiple Godowns: 2. Create Godowns: 3. Record Stock Transfer: 4. Specify Quantity: 5. Save the Voucher: 2. Example: Transferring Stock Between…