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Display Monthly Sales Summary in Tally.ERP 9

The monthly summary shows each month's total transactions and closing balance.

Group Monthly Summary

When drilling down from a statement into any Group, Ledger, Stock item or Cost centre, the Monthly summary screen is displayed first. Monthly Summary can also be accessed from a voucher level screen with the help of the monthly button. The monthly summary shows the opening balance for the year, and then lists each month's total transactions, inclusive of both debit (inwards for stocks) and credit (outwards for stocks) and finally each month's closing balance.

To view Group monthly summary,

Go to Gateway of Tally > Display > Accounts Books > Group Vouchers

  • Select Sales Accounts from the list of Groups

  • Press F6:Monthly

The Group Monthly summary screen is displayed as shown.


[Img-21]

Use F12: Configure to display the monthly summary according to your requirements.


[Img-22]

Press the button F5: Quarterly, to view the summarized quarterly figures.


[Img-23]

Use the options in F12: Configure to view the details of percentages, averages and so on.

Below the monthly summary, is a bar chart showing the movement of account.


[Img-24]

 
 
 
 
Tally.ERP 9 Reference Manual LIBRARY
1.
Installation of Tally.ERP9
2.
Site Licensing of Tally.ERP9
3.
Shortcut Keys in Tally.ERP9
4.
Maintaining Company Data
5.
Creating Masters
5a. Accounts Information [Creating Masters]
5b. Inventory Information [Creating Masters]
6.
Voucher Entry
7.
Reports in Tally.ERP9
8.
Excise for Dealer
9.
Excise for Manufacturer
10.
Reports [ Excise for Manufacturer]
11.
Excise for Importer
12.
Service Tax in Tally.ERP9
13.
Tax Collected at Source (TCS) in Tally.ERP9
14.
Tax Deducted at Source (TDS) in Tally.ERP9
15.
Value Added Tax (VAT) in Tally.ERP9
16.
Central Sales Tax (CST) in Tally.ERP9
17.
18.
19.
20.
21.
22.
23.
24.
25.
26.
27.
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