How to View & Analyse Outstandings Report in TallyPrime: 2 Easy Steps

Viewing and analyzing outstandings in TallyPrime involves different reports depending on your needs. Here are two main approaches:

1. Viewing by Ledger:

This method is useful for a detailed breakdown of outstanding amounts for specific parties or accounts.

• Gateway of Tally > Display More Reports > Statements of Accounts > Outstandings > Ledger
• Alternatively, press Alt+G and type Ledger Outstandings.
• Select the desired ledger from the list.
• The report shows opening balance, current transactions, and closing balance, along with details like voucher type, date, and amount.

Analyzing Options:

• Press Alt+F4 (Ledger) to select a different ledger.
• Press Alt+F5 (Detailed) for a detailed view with voucher information.
• Press F6 (Ageing Method) to analyze outstanding amounts by age (days past due).
• Press F9 (Analysis & Ver Reports) for further analysis options like age-wise summary, overdue analysis, etc.

2. Viewing by Group:

This method provides a consolidated view of outstandings for a group of accounts, like debtors or creditors.

• Gateway of Tally > Display More Reports > Statements of Accounts > Outstandings > Group Outstandings
• Alternatively, press Alt+G and type Group Outstandings.
• Select the desired group.
• The report shows overall outstanding amount for the group, with options to:
  • Press F5 (Ledger-wise) for a party-wise breakdown within the group.
  • Press F6 (Age-wise) for age-wise analysis of outstandings for each party.
  • Press F9 (Analysis & Ver Reports) for further analysis options within the group.

Additional Tips while Analyzing Outstandings Reports in TallyPrime:

• You can filter reports by date range or other criteria using the “Display More Options” button.
• Use the search bar to quickly find specific ledgers or parties within reports.
• Export reports to Excel for further analysis and manipulation.

Remember, the best approach depends on your specific needs. Choose the method that best suits your analysis requirements for understanding your outstanding receivables or payables in TallyPrime.

I hope this helps! Let me know if you have any further questions.