Tally erp 9 Implementation
step by step Tally erp Implementation
Do you know certain things you can’t changes after Tally erp 9 Implementation? So you must follow or decide these important steps of Tally erp 9 Implementation. This 5 steps given below, will explain in detail and why it is important.
- 1) Financial Year(Not changeable later)
- 2) Accounting Starting Date(Book Beginning)
- 3) Deciding Base currency
- 4) Defining the Units
- 5) Voucher Numbering
Tally ERP 9 thinks that you intend to keep books right from the start of the financial year. Tally ERP 9 shows the time given in Financial Year From area immediately.
The day for Books starting from could be changed, just in case of businesses, which are included in the center of the year. You can choose to begin the books of accounts from the date of actual business of the company (date of creation) but close books based on the Financial Year as given by you, if your company is new.
For for all of the records could be given as on August 19, 2013 despite the fact that the Financial Year given is April 1, 2013 (April to March financial year) example, if your organization is set up on August 19, 2013, the beginning balances. The business’s books will start on August 19, 2013 and near on March 31, 2009, which ensures easy transition to another year.
you’re moving to Tally ERP 9 from any other system or from a accounting system on any day throughout the Financial Year this notion could be used even. Close books for the reason that other process on the prior day and start books on Tally ERP 9 out of this day. You’re permitted to give beginning balances of Ledger accounts including Revenue accounts.
Tally ERP 9 is having the facility to handle multiple currency.
To create Units (simpler or compound) of Measure: Go to Gateway of Tally > Inventory Info > Units of Measure > Create
Stock Items are mainly purchased and sold on the basis of quantity. The quantity in turn is measured by units. In such cases, it is necessary to create the Unit of Measure. The Units of Measure can either be simple or compound. Examples of simple units are: Ea(Each), Nos(numbers), Mtr(metres), Kg(kilograms), Pcs(pieces) etc. Once any stock item created mentioning any of these units you previously created and made transaction of these items, then Tally ERP will not allow you to change these units. but you can change the units of a stock item only after deleting all the transaction of that particular item.
An auto numbering of a voucher can be changed to manual numbering at any time.
Provide the number for the very first voucher. Often it’s 1. It can be set by you to any number you want. Tally ERP 9 may auto-increment out of this number for future transactions. Nevertheless, the numbering of voucher also depends upon other factors selected by you, details that will follow hereafter.
numerical Part count and digit length.
You might leave it blank to allow Tally ERP 9 automatically change the size based on the number. Nevertheless, if you’d prefer to have a numerical length to be set then set exactly the same. e.g., 3.
Prefill with ZERO?
Once the numerical length is given, the numbers ahead of the voucher number are left blank if this method is placed to ‘No’. E.g. Income Bill No: 1
If this method is placed Yes, it pre-fills the area with zeroes on the basis of the thickness of statistical part given. E.g. If the Width of Numerical Part is given as 3, and if Pre-fill with Zero is placed to Yes, then it show the voucher number as below:
Income Bill No: 001
If Width of Numerical Part is given as 4, then the voucher number is displayed by it as below:
Income Invoice No: 0001 and etc.