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General Configuration in Tally.ERP 9
1

You can configure Country Details, Style of Names, Style of Dates, Configuration of Numbers in the General configuration screen.

Go to Gateway of Tally > F12: Configuration Menu > General
Numeric Symbols Configuration in Tally.ERP 9
2

This enables you to set the number styles. The default styles and symbols are specified. However, you have the option of changing them in the respective fields according to your preference.

For example, change negative sign from (-) to (+).

Go to Gateway of Tally > F12: Configure > Numeric Symbols
Accts / Inventory Info. Configuration in Tally.ERP 9
3

Here you can configure the details you want in the masters over and above those provided by fault. You can access the F12: Configure screen from Accounts Masters andInventory Masters when required. The fields pertaining to both Accounting and Inventory Info. can be configured here.

Go to Gateway of Tally > F12: Configure > Accts/Inventory Info
Voucher Entry Configuration in Tally.ERP 9
4

This option allows you to configure the vouchers entries in Tally.ERP 9, both the Accounting and Inventory Vouchers can be configured from this menu for additional information.

Go to Gateway of Tally > F12: Configure > Voucher Entry
Invoice / Order Entry Configuration in Tally.ERP 9
5

This allows you to configure invoice, delivery notes and sales & purchase orders. The Invoice entry and Order entry screens can be configured for additional information such as export details, shipping details, etc.

Go to Gateway of Tally > F12: Configure > Invoice/Orders Entry
Banking Configuration in Tally.ERP 9
6

This allows you to configure the BRS Report and alter the Reconciled Vouchers.

Go to Gateway of Tally > F12: Configuration Menu > Banking Configuration

General Printing Configuration in Tally.ERP 9
7

The General Printing Configuration will help you to setup the print screens for various reports and transactions.

This Configuration is applicable to all the reports that are printed from Tally.ERP 9
Purchase Voucher / Invoice Printing Configuration in Tally.ERP 9
8

This screen allows you to configure a purchase invoice for printing.  The Print Configuration settings shown below is applicable to purchase voucher type only

Receipt Note Printing Configuration in Tally.ERP 9
9

This screen allows you to configure the Receipt Note for printing. The Print Configuration settings shown below is applicable to receipt note voucher type only.

Purchase Order Printing Configuration in Tally.ERP9
10

This allows you to configure the Purchase Order for printing. The Print Configuration settings is applicable to Purchase Order voucher type

Payment Voucher Printing Configuration in Tally.ERP9
11

This allows you to configure the dimensions and details of payment voucher, you can set the size, top margin of voucher, leave space on voucher for signature / verification purpose and decide the amount of information you wish to print.

Sales Invoice Printing Configuration in Tally.ERP 9
12

This screen allows you to configure Sales Invoice for printing. The Print Configuration settings is applicable to sales voucher type only.

POS Invoice Printing Configuration in Tally.ERP 9
13

This allows you to configure POS Invoice for printing, Title of the Document can be changed, you can print the Serial No., Batch Details, Card / Cheque No., Tax analysis of items, Narration and Default Name & Address of Party.

This configuration is applicable to Sales voucher type having the POS option enabled.
Delivery Note Printing Configuration in Tally.ERP 9
14

This screen allows you to configure Delivery Note for printing. This Print Configuration settings is applicable to Delivery Note voucher type.

Sales Order / Quotation Printing Configuration in Tally.ERP 9
15

This screen allows you to configure Sales Order for printing. The Print Configuration settings is applicable to Sales Order voucher type.

Receipt Voucher Printing Configuration in Tally.ERP9
16

This allows you to configure the dimensions and details of receipt voucher, you can set the size, top margin of voucher, leave space on voucher for signature / verification purpose and decide the amount of information you wish to print.

This configuration is applicable to Receipt voucher type.
Journal / Contra Printing Configuration in Tally.ERP9
17

This allows you to configure the dimensions and details of Journal/Contra voucher. This Print Configuration settings is applicable only to Journal and Contra voucher type.

Debit Note / Credit Note Printing Configuration in Tally.ERP 9
18

This allows you to configure the dimensions and details of Debit / Credit Note, you can set the size, top margin of voucher, leave space on voucher for signature / verification purpose, you can print the full ledger details like inventory details, bill-wise details, cost centre details and narrations.

This configuration is applicable to Debit / Credit note voucher type.
Reminder Letters Printing Configuration in Tally.ERP 9
19

The Reminder Letters feature in Tally.ERP 9 is used to send the outstanding Aging report to a customer in the form of Letter. You can also configure the letter in the Reminder Letter Configuration settings.

Go to Gateway of Tally > F12 Configuration > Printing > Reminder Letters
Confirmation Statement Printing Configuration in Tally.ERP 9
20

Confirmation Statements is used to send confirmation of account balance to customers, suppliers, lenders and borrowers.

You can configure the Confirmation Statement as per your requirement.

Go to Gateway of Tally > F12 Configuration > Printing > Confirmation Statement

Payment Advice Printing Configuration in Tally.ERP9
21

requesting an acknowledgement for the remittance made.

You can configure the Payment Advice as per your requirement.

Go to Gateway of Tally > F12 Configuration > Printing > Payment Advice Configuration
E-Mail Configuration in Tally.ERP 9
22

Setting up e-mailing facility from Tally.ERP 9 is a one time configuration.

Configuring e-mailing facility from Tally.ERP 9 is easy and simple because the user has the option to select some of the commonly used e-mail service providers and based on such selection, various details like Server Address, Port Number and Authentication details are pre-filled

Data Configuration in Tally.ERP 9
23

Tally.ERP 9 allows the user to add or modify the path wherethe Language, Data and Configuration files reside. To change the required configurations, execute the following steps.

Go to Gateway of Tally or Company Info menu
Advanced Configuration in Tally.ERP 9
24

The user can add or modify the required parameters required for Synchronisation, ODBC, Licensing and Tally.NET. To change the required configurations follow the steps shown:

Go to Gateway of Tally or Company Info menu
Update License Configuration in Tally.ERP 9
25

You require to update the license information, when the TDL/General configuration assigned to the account has to be applied to the respective site or when you renew/subscribe  forTally.NET. The procedure to update a Tally.ERP 9 license for Single Site and Multi Site is similar

Surrender License Configuration in Tally.ERP 9
26

You can surrender the activated Tally.ERP 9 when :

  • Hard Disk has to be formatted
  • Reinstalling the Operating System
  • Reactivating the license on another computer or site.
Configure Existing License Configuration in Tally.ERP9
27

 You can configure the existing license by providing the License Server Name and Port Number. By default, Tally.ERP 9 uses 9999 port for communication between the license servers and clients, in case you opt for a different port number, please contact the system or network administrator. To configure the existing license, execute the following steps

 

 
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Tally.ERP 9 Reference Manual
www.tallyerp9help.com
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.
Tally.ERP 9 Help LIBRARY
Short Cut Keys Command in Tally.ERP9
Reorder Levels & Reorder Quantity
Price Lists in Tally.ERP 9
Point of Sale (POS) in Tally.ERP 9
Job Costing in Tally.ERP 9
Interest Calculations in Tally.ERP 9
Features (F11) of Tally.ERP 9
Configuratioin (F12) of Tally.ERP 9
Data Migration in Tally.ERP 9
Cost Categories and Cost Centers
Budgets in Tally.ERP 9
Advanced Inventory Features
Advanced Accounting Features
Self-Running Tutorial with Audio
F.A.Q. Knowledgebase in Tally.ERP 9
Sample Reports @ Tally.ERP 9
Tips on Tally.ERP 9
 
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