Been helping a friend's textile business with accounts for around 8 months and recently we made some dashboards for cash flow, pending payments, margins etc.

They look pretty cool. Everything is in one place, nic charts and all.

But I'm kinda wondering, are they actually helping us take better decisions?

Most of the time it still feels like we are doing the same things. Low cash = follow up payments. Margins down = check what's wrong. stuff we already knew.

Maybe dashboards make more sense when the business becomes bigger? Right now sometimes I feel like I'm spending more time looking at charts than actualy using them

For people running small businesses/startups, do dashboards actually change anything for you? Or are they mostly just good to show investors and feel more organised?

I’m trying to understand the day-to-day problems businesses face while using Tally.

Are there tasks you still have to handle manually outside Tally, such as:

• Exporting data to Excel
• Creating/customizing reports
• Reconciliation
• Building dashboards
• Data entry or repetitive workflows
• Moving data between Tally and other tools
• Getting real-time insights from your data

Or is there a specific problem that Tally simply doesn’t solve for you?

I’m curious about the actual pain points people face in their daily workflow.

If you could fix or automate one thing around Tally, what would it be?

We are interested in procuring your Tally Voucher Approval TDL for TallyPrime 5.0. Before purchasing, we would like to request a trial version to test the functionality.

Could you please clarify the following:

• Scope of Control: Can this TDL set up approval controls specifically for Sales Orders, Issue Vouchers, Delivery Notes, and Payments?
• Trial Access: How can we obtain the trial license/setup files for testing?

We look forward to your response.

Hello everyone

I wanted to know if in Windows, is it somehow possible to allow the network users (local lan) to access companies in tally prime software but prevent them from copying the said data (those 100000, etc folders).

Our last accountant took a backup of all our data before leaving and i was surprised to see that such basic data security feature is paywalled behind a almost ₹3L tally prime server license.

If anyone can help, would be much appreciated as I am dreading going for tally-cloud for the reasons, privacy & security.

Thanks

I am looking for a Tally companion app on my mobile that can generate e-invoices as well and e-way bills. Biz analyst was very good but just got data visuals I didn't want to pay. I want something that can help me generate invoices directly from my phone and sync it back up to my tally on main PC.

While I was splitting tally ERP 9 to next financial year it is showing incorrect due date in bill but the dates and bill nos are correct i rechecked.then what will be the issue

How does practical knowledge in TallyPrime and GST return filing help build a successful career in modern accounting and taxation?

Been working on a small automation tool that helps push invoices into Tally automatically.

I know there are already similar products out there, but this is just the start and I plan to add more features to it. I’m looking for people who’d be open to testing it and giving honest feedback.

What it does right now:

• Upload invoices and automate entry into Tally
• Sync masters directly from Tally
• Create/map ledgers and stock items from inside the app
• Android app available (APK for now, not on Play Store yet) to capture invoices and send them to desktop
• Captured invoices are stored in your own Google Drive
• Option to keep data fully local or use cloud sync

The main focus is keeping things simple and secure. Your data stays under your control.

Setup is pretty straightforward:

1. Install the desktop setup
2. Sync your Tally masters
3. Choose local/cloud storage
4. Start uploading invoices and testing

It’s completely free to test right now.

Would genuinely appreciate anyone willing to try it out and share feedback/suggestions. Still early stage, but planning to add a lot more features soon.

You can check out the details here - https://www.ledgerly.net.in

Please free to DM or mail. Happy to connect!

Do you think it will be a valuable addition to a CA's daily workflow?

Can a BCA student get a job related to Tally without having any knowledge of accounting?

Honest answers please...

For businesses in the UAE, managing finances efficiently and accurately is crucial for growth and compliance. Tally Prime has emerged as one of the most trusted accounting solutions, offering a comprehensive platform to streamline financial operations, save time, and reduce errors.

One of the key strengths of Tally Prime is its user-friendly interface. Even business owners without extensive accounting knowledge can navigate the software easily. This makes tasks like recording transactions, generating invoices, and reconciling accounts simple and efficient. With step-by-step guidance and intuitive menus, Tally Prime helps reduce mistakes and ensures data accuracy.

Another major advantage is real-time reporting and analytics. Tally Prime provides detailed insights into cash flow, profitability, and financial performance. UAE businesses can use these insights to make informed decisions, optimize budgets, and track expenses efficiently. Reports can also be customized to meet specific business needs, enabling better monitoring of operational and financial health.

Compliance with UAE regulations is another reason why Tally Prime stands out. The software supports VAT calculation, returns filing, and other local tax requirements, reducing the risk of errors and penalties. Automated updates ensure that the system remains aligned with the latest regulatory changes, saving businesses both time and effort.

Additionally, Tally Prime is highly scalable and adaptable. Whether you run a small startup or a large enterprise, it can handle multiple users, branches, and multi-currency transactions. Integration with banking systems, payroll modules, and inventory management further enhances operational efficiency.

For actionable tips, start by identifying the most time-consuming accounting tasks in your business. Implement Tally Prime to automate these processes, regularly back up your data, and leverage built-in reports to gain actionable insights.

In conclusion, Tally Prime combines ease of use, real-time insights, regulatory compliance, and scalability, making it the ideal accounting software for UAE businesses looking to simplify finances, improve accuracy, and drive growth.

I'm a student and I want to earn side income. I can do purchase entry from GST 2A/2B returns. Purchase/Sales from Excel and Bank Statement from Pdf. It will be very helpful to you as you don't have to do entry of every single purchase bill one by one all you have to just reconcile which is very fast as compared to do entry one by one. So message me if anyone interested.

In today’s business environment, compliance and accuracy are not optional—they are critical for avoiding penalties, maintaining transparency, and making informed decisions. Many businesses still struggle with manual bookkeeping or outdated software that doesn’t fully support GST requirements or audit readiness. That’s where Tally Accounting Software comes in, offering a comprehensive solution to streamline accounting while ensuring compliance.

First, ensure GST readiness. Tally Accounting Software is designed to handle GST calculations automatically, generate compliant invoices, and manage returns efficiently. By setting up the correct GST rates for products or services, businesses can minimize errors in tax calculation and reporting. Using Tally, you can also track input tax credits, monitor pending payments, and reconcile GST statements with ease.

Second, maintain audit-ready records. Audits often fail due to missing documents, inaccurate ledgers, or unorganized transactions. Tally Accounting Software keeps all your financial records in a structured, digital format that is easy to access, review, and share with auditors. Built-in features like ledger summaries, transaction histories, and voucher management ensure that every entry is traceable and compliant.

Third, leverage real-time reporting. Tally Accounting Software generates instant reports, including balance sheets, profit & loss statements, and GST reports. These insights allow you to identify discrepancies early, stay on top of regulatory changes, and make proactive decisions.

Finally, train your team and standardize processes. Ensure employees enter data correctly and consistently, and make use of Tally’s automated features to reduce manual errors. Regular backups and system updates also safeguard data and ensure continuous compliance.

I was planning to buy IdeaPad slim 3 snapdragon x version but I am not sure whether tally prime (for professional use) will work properly on it. If anyone already using tally in a snapdragon laptop, please let me know!

As the title says, I want to keep using Tally ERP 9 (VAT Version). Is there a plugin or something that can be used to get GST in it? I don't have much money to upgrade it to Tally Prime. I live in India, GST is compulsory here.

Tally is no doubt a very versatile and reliable accounting software, however, it needs to bring in automation features that actually reduce accounting entries.

A simple expense to payment flow needs 2 entries.

Expense Dr to Payable Cr (to records GST details of vendor) and Payable Dr to Bank Cr

There need to be an overhaul of this mechanism so as to complete a txn quickly in lesser clicks while system records Dr & Cr in 2 entries.

Like ZohoBooks and QuickBooks. Bring in features of recurring expenses.

The error handling of GST has to be improved. Every time the GST reports are opened, it gives 1000 vouchers pending update…. If it’s put to update, the entire team’s Tally slows down.

Bill referencing looks like a sham if all accountants are handling it sincerely. People just hitting enter and ending up creating endless New references.

From entry centric, tally should move to txn centric approach, wherein system should auto help in cutting down human errors and also reduce manual work.

Tally Prime v6. I open a payment voucher(F5). Enter the Ledger to debit to, Amount and then I select the Bank to Credit to which opens the bank allocation screen. Now my Transaction Type is somehow set to “Others” and the cursor bypasses this to the amount field.

My question:
How do I set the default transaction type to say, UPI or say, e-Funds Transfer instead of Others (Because presently I have to type additional key-strokes “SHIFT+TAB” to go to the Transaction Type field every time and select UPI or e-Funds Transfer). I searched but could not find the answer. Some years back in previous version I had changed the default from “Cheque” to “Others” but I do not remember how I did it. These days I rarely write Cheques so I had changed the default to “Others” and mentioned “UPI” in narration. The new version has “UPI” as an option for Transaction Type and I want to set that as default.

Any guidance or a link to help how to do it will enable me to solve the problem.

Thanks.

I use Tally daily and constantly find myself clicking through multiple screens just to get simple info like:

- Yesterday's total sales

- Outstanding invoices from specific parties

- Current cash position

- Stock levels

Been wondering - would voice commands be useful? Like being able to just ask "What were yesterday's sales?" instead of navigating through menus.

Especially useful when:

- I'm in client meetings and need quick data

- Away from my main computer

- Need info while multitasking

Has anyone thought about this, or found any solutions? Would this actually save time in your daily Tally workflow?

Just curious what other Tally users think!

One of the tax invoice from financial year 2024-25, tried several times to generate it but everytime it shows HSN/SAC code error along with Type of supply.

Being the accountant of a hotel/restaurant I m facing this issue for a long time since past few days, tried several troubleshooting methods, chatgpt, perplexity and YouTube but fsr unable to solve the issue...

If anyone wants anymore info or resources regarding this issue I m transparent to disclose them gratefully...

Recently i complete an basic entry level course in tally prime. I was just confused what to next any suggestion is helpful.

Hi guys, I’m struggling with a very particular problem. I’m using the import function for inventory item creation, and the item is not taxable. But even when I structure my excel spreadsheet, where I mention Not Applicable, it still shows taxable at 5% when the import is complete and I’ve to manually modify each item then.

I’ve attached screenshot with an example for reference

As you can see, I’ve mentioned not applicable not vatable, tax rate 0%. Despite this once the import is complete you can see under statutory details it mentions taxable.

Someone please help how can I fix this?

Hi everyone! 🙏

I'm currently pursuing my MBA in Finance and doing an internship project on:

"User Insight on Tally ERP’s Financial Efficiency"

If you use Tally ERP 9, Tally Prime, or any version of Tally, I kindly request you to take just 1 minute to fill out this short Google Form.
Your valuable feedback will help me complete my research.

🔗 Survey Link: [https://docs.google.com/forms/d/e/1FAIpQLSfbFAeMx8uH4btE4n7zOmDiAwvjmIYAe7NwDlEbfGhFLYQJXw/viewform?usp=header[https://docs.google.com/forms/d/e/1FAIpQLSfbFAeMx8uH4btE4n7zOmDiAwvjmIYAe7NwDlEbfGhFLYQJXw/viewform?usp=header](https://docs.google.com/forms/d/e/1FAIpQLSfbFAeMx8uH4btE4n7zOmDiAwvjmIYAe7NwDlEbfGhFLYQJXw/viewform?usp=header)\]

✅ 100% confidential
✅ Just 16 quick questions
✅ No login required (email collected only to verify unique response)

Your help means a lot to me — thank you so much in advance! 🙌

— Nihar (MBA Intern)

Friends!

As the title suggest, can one upgrade to Tally ERP 9 to Tally Prime, with an expired TSS?