• To fulfill legal requirements - records as per standards and practices
• To pay taxes to various bodies - statutory needs
• Keep the business running - manage receivables & payables, cash, bank, etc
• Keep a watch on the pulse of the organisation - key performance indicators
• Respond to queries - to locate the right transaction immediately.

• With the entry of a voucher (this is what we call all accounting transactions) all books of accounts, all reports, all totals & sub totals are updated instantly. There is nothing more than needs to be done - whether you are inserting a forgotten entry, or correcting one
• Taxation requirements of all the states of India are available, in the prescribed formats
• Supporting tasks like reminder letters, delayed interest, ageing, bank reconciliation
• One single dashboard to look at all important business rations
• Drill down from any reports, even the Balance Sheet, right to any voucher or filter and search
• Data entry in the language of the users choice - and report in any other language (from the languages supported)
• Mark vouchers that are draft as 'optional' and conver these to final - with one button click

Your Lifeline - Finance at Your Finger Tips...!

Tally.ERP 9 comes with rich features & financial reports that give you the necessary management and control of your business. A few of these are listed below:

• Funds Flow & Cash Flow reports – help you locate bottlenecks
• Bank reconciliation - keeps your bank books in sync, and identify unclear instruments
• Customer Credit Limits - to limit risk of default and large losses
• Budgets - keep tabs on projected expenses against actuals
• Mark vouchers post dated - these will reflect into the books of accounts only on/after that date
• For needs where reports have to consider a transaction that has not happened (say salaries for this month that get paid the next month) vouchers (called 'reversing journals') can be marked to 'disappear' for reports post a specific date 
•  "Scenario" management - helps you with your business forecasting and planning. You can use optional, reversing journals and memorandum vouchers, to aid in recording provisional entries that are useful for interim reports
• Multiple inventory valuation. You can decide one valuation method for the business, and be able generate financial reports using any other valuation method - as the statutory method may not be appropriate for your needs, your bankers and for other decisions
• Cash balances can go negative - you can get warned if this is about to happen, or see reports and make the necessary corrections
• Several business exceptions are available (negative stocks, negative ledgers) - for you to exercise control over these activities
• A one-screen business ratios with drill down right up to the transactions - help you to correct course frequently
• Item wise & document wise profitability statements to control revenue leakage and inappropriate pricing
• Internal audits are supported with audit controls - authorised users can mark vouchers as 'audited' and can get to see reports on changes made post audit, and the name of the person making the change

Effective Sales and Collections Management...!

The lifeline of a business, efficiencies in sales operations, both of goods & services, directly impact growth and profitability. The need to optimise and keep a close watch here requires exceptional capabilities from your business IT system - and Tally.ERP 9 meets these demands.

The sales process is supported with the following documents:

• Quotations - records of quotes
• Sales orders - accepted customer orders
• Delivery Notes - documents that accompany goods
• Sales Invoices/Cash Bill - to record the sale
• Credit Notes - for financial adjustments
• Rejections in - for goods returns
• Receipts - for advances and receipts

Do you have cash sales (sales across the counter)? With support for Point of Sale printers, bar codes and receipts in multiple tenders, you POS enable your business at no additional cost. Product sales may come with added services - and the integrated product & service billing will close this.

Enforce credit limits, where needed. Along with the Payment Performance of Debtors report you can identify persistent problems and take necessary business decisions. Interest for delays & reminder letters aid in collection.

For businesses engaged in Excisable goods, you get full support for Excise for Dealers & Manufacturing Excise - matter of fact a business could be both!

Make multiple deliveries from one order, or one from multiple orders - this common need is available across all documents of the sales process.

Do you have multiple classes of customers? You can easily setup multiple prices (even in advance and specify the date from which they are effective).

Discounts against the line, or for the document, additional charges as a percentage or lump sum, automatic round off of bill totals, automatic computation of VAT & Service tax, returns & exchanges are all available.

Need to verify that you are making the desired sales margins? Item wise and bill wise profitability reports will help you keep tabs.

Efficient Purchases Strengthens Your Business...!

Tally.ERP 9 delivers the entire purchase cycle whether the need is the complete purchase order - goods receipt - rejections & returns - advances, debits & payments or a single payment entry, fulfilling all needs.

To ensure that you have the right stocks and minimise carrying costs, Tally.ERP 9 delivers the following to improve purchase orders:

• Define Re-order levels as a definite number or based on consumption
• Define minimum quantity to order as a definite number or based on consumption
• Pull up a report that shows the stock position, including complete details of open purchase orders, sales orders that need to be fulfilled - check on past purchase history, and then place orders
• Optionally stagger delivery dates in the PO

When receiving goods:

• Make entries in accordance with supporting documentation, including errors your suppliers could have made (say of multiplication & round off)
• Incorporate additional costs
• Automatically manage input taxes
• Flexibility allows receipt of goods, quantities and rates different from that ordered - since this is common in real life
• Record samples & free items (using different 'actual' & 'billed' quantities)
• Multiple receipts for one order or one receipt for multiple orders, or against verbal orders

In case there is a need to add other costs (say coolie and cartage) these additional charges can be apportioned to the cost of goods purchased.

Supplied goods may not match your needs and these are managed by the 'Rejections Out' inventory voucher. Supplier dues, input taxes and inventory positions are updated.

Suppliers often indicate likely profits, which may not be met. In case such assurances are made, you can look at Item profitability reports, and get the facts right. You could then negotiate a rebate and record this as a debit note.

Keep tabs of how much is due to whom, when. Manage advances, payables & post dated checks. Ensure there are no errors in payments - print checks from Tally.ERP 9.

• Multi-location Stock Control: Use Tally.ERP 9 to keep track of your stock at a single or multiple locations.
• Comprehensive Recording of Stock Movement: Record inventory transactions easily and comprehensively using Goods Receipt Notes, Delivery Notes, Stock Transfer Journals, Manufacturing Journals as well as Physical Stock Journals. All stock movements are fully recorded and maintained in Stock Registers.
• Management Reports: The Movement Analysis report gives the party-wise details of goods bought and sold and helps identify good and bad business partners. Stock Query is a unique single sheet report that gives information on stocks at different locations as well as total stock-in-hand.
• Aging stock Analysis: This report identifies old stocks to aid in decisions relating to their quick disposal.
• Batch-wise or lot-wise Inventory with Expiry: You can use the concept of Batches or Lots to track stock at the batch level, with expiry date support.
• Re-Order Levels: Know your stock order position with the comprehensive Order Status reports in Tally.ERP 9. Specify reorder levels and minimum reorder quantity in absolute quantities or based on previous consumption. In Tally.ERP 9, you can configure and use the following depending on your requirement:
• Stock categories: Stock Category offers a parallel classification of stock items. Like stock Groups, classification is done based on similarity in behaviour. The advantage of Categorising items is that you can classify the stock items (based on functionality) together – across different stock groups, which will enable you to obtain reports on alternatives or substitutes for a stock item.
• Multiple godowns: Locations/Godowns are places where Stock Items are stored. You can monitor the location-wise movement of stock by creating multiple Godowns. Tally.ERP 9 permits the creation of any number of godowns, under groups and subgroups to match the structure you need.
• Stock transfers to Locations/godowns: In Tally.ERP 9, Stock Transfers are recorded using Stock Journal Vouchers and are used to make stock adjustments. For example, to record any increase or decrease in stock due to shortage, wastage of stock or to record inter-godown transfers of stock, assembling or disassembling. It can be used to reflect the status of godown-wise stock. Additional costs incurred during stock transfer can also be tracked. This adds up to the value of the stock but does not get reflected in the accounts.

• Closing balance and its value.
• Cost price and Standard selling price of the product.
• Last purchase details such as date, party, quantity and rate.
• Information about last sales – date, quantity, rate, sales party etc. 
• Warehouse details.
• Stock items under similar categories etc.

Simple Manufacturing and Materials Management ...!

Manufacturing business produces items with the usage of machines, tools and labor. The core process of manufacturing involves raw materials that are transformed into finished goods on a large scale. Such finished goods may be used for manufacturing other, more complex products, such as household appliances or automobiles, or sold to wholesalers, who in turn sell them to retailers, who then sell them to end users - the "consumers".

Businesses in Manufacturing can benefit immensely from Tally.ERP 9 by the following functions and features:

Stock Item Classification as Raw material, Work in Progress, Finished goods:

The user can classify stock items as per his requirements. In manufacturing concerns the user will primarily have three broad classifications (Stock Groups) i.e.
 

• Raw Materials
• Work in Progress
• Finished Goods

All items that that are procured to manufacture a particular item is called Raw Material & is grouped under the group 'Raw Materials', where as, a product whose shape has changed, but has not reached its finished stage is called Semi-finished item. These items will be grouped under the Group 'Work-in-Progress' and any item that is changed its shape / nature completely and reached the final form to sell are called finished Goods and is grouped under 'Finished goods' group. The user can also create ledgers with the name Raw Materials, Work-in-Progress and Finished goods under the group Stock-in-Hand. Once the user has deactivated the option 'Integrate Accounts with Inventory', based on the Closing balances entered by the user, Tally.ERP 9 automatically displays the total of closing balances of all the ledgers grouped under the group Stock-in-Hand.

Bill of Material with auto adjustments of stock:
In many industries, especially assembly units there are number of components involved in the manufacture of finished items. It is extremely difficult to issue stock items each time a product is manufactured. Such situations can be handled in Tally.ERP 9 by using Bill of Material. To generate a Bill of Material, create a new item (finished or intermediate product) and specify the components that go in to manufacturing of that finished / intermediate product. Now, using manufacturing journal, specify the quantity of items to be manufactured. Tally.ERP 9 immediately selects all items that go in to manufacturing of the finished product and automatically adjusts (decreases) the stock. Any additional manufacturing cost like wages, power, water charges etc, can be added to the value of the manufactured product.

Additional cost of Manufacturing with notional value and percentage:
When a product is manufactured, other than the component cost, there are manufacturing costs like labor, electricity, accessories etc, which will have to be added to the cost of the product. In Tally.ERP 9, the additional cost can be added to the product while entering stock Journals or at the time of entering a manufacturing Journal (use B.O.M). The user can specify additional cost as a % of the component cost or even specify a notional value.

Track and Optimise Your Job Costs...!

Job Costing is a form of specific order costing, which applies to a job undertaken according to customer requirements and specifications. It applies to industries which produce definite products against individual orders from customers.

Key features of Job Costing module are:

• Ascertain profitability i.e., Net Profit / Loss for a particular Job / Project
• Track the transfer of materials from one godown to another
• Easily track the consumption of materials at different locations
• Drill down till voucher level for any kind of alteration or reference
• Track material-wise receipts, consumption, transfers and closing stock at multiple locations dedicated for a job
• Create job 'cost centres' and report on them
• Capture revenue and expenses as and when they are updated
• Compare and analyse various jobs
• Inventory movement: Opening, Inwards, Outwards , Transfer, Consumption etc
• Allows comparison of each element of cost, selling price and profit with other jobs
• Can ascertain the costs under each element when the job is in progress
• Do a Job Work Analysis where a service or a product is the output

Other related reports that can be generated on the fly are:

Job Work Analysis Report - It also allows you to drill down from the Job Work Analysis report to voucher entry, to view a break up of Job/Project

Materials Consumption Summary Report - displays Opening Value, Inward Value, Consumption, Other Transfers and Closing Value

Comparative Job Work Analysis Report - displays the details of Multiple Jobs in a single report in different columns

Simple Point of Sale Retailers' Delight...!

Point of Sale (POS) or Checkout is the location where a transaction occurs. Tally.ERP 9 POS feature helps you to streamline your retail operations, by automating the 'Check Out' process for you and your customers. It provides advanced capabilities with ease-of-use and ensuring smooth retail operations. A one-time configuration in Tally.ERP 9 is all it takes for the POS feature to be activated.

Some important features available in the POS module are:

• Generates POS Invoices with Date and time of transaction
• Ensures management of gift coupons, vouchers and discount tickets and so on.
• Eases Cash and Credit / Debit Card transactions and allows multiple mode of payment for a single invoice
• Tracks balances to be returned to buyers from the money tendered
• Facilitates bar code scanning of SKUs (or items).
• Provides quantified tracking of sales promotions
• Allows access to inventory levels and provides the option of quickly matching inventory with floor counts.
• Helps in identifying consumer purchasing patterns
• Generates standard and customized reports such as Cash Registers, POS Registers, Inventory Reports and so on.
• Increases efficiency, revenue and productivity at the point of sale.

Your Branch Offices Are Just Next Door...!

There is a huge amount of communication, sharing of information and co-ordination required among Head Office, Warehouse, Manufacturing Plant and the Branch Offices. Absence of a proper solution to share information can lead to inefficient, paper based, resource consuming processes.

Tally.ERP 9 eases Branch Management, enabling you to communicate and deliver consistent information. The system allows two way communications thereby reducing paper usage and redundant processes, enhancing efficiency for overall growth.

Important Tally.ERP 9 features for effective Branch Management are:

Branch Management using Remote Access:
Want to have real time access to your Branch offices or Manufacturing plants. This facility gives you an instant one click connect to your different office locations. You can choose to specify which branch company is accessible remotely. You choose which remote users have access; you decide what access a remote user gets.

Central User Management - a boon to Corporate Offices:
Business Users in your organization are spread across different branch offices and manufacturing plants. Users come and go too. You might also have a password policy requiring users to change passwords every few weeks. You can take advantage of the ease of central user and password management and even manage these centrally from your Head office.

Branch Management using Data Synchronisation:
Synchronisation refers to the movement of Business Information between two or more locations say, HO to Branch Office. This enables a Branch Office to send information to the Head Office in a secure way. You may decide to share information on a periodic fashion and set the date & timing. After the Synchronisation has been setup, sharing business information between the locations is just a single click away.

Branch Management through Multi-Company & Consolidation:
Tally.ERP 9 provides its users the facility for creating and maintaining any number of companies. Hence the user can maintain all his companies / Branch companies in Tally.ERP 9. The Tally.ERP 9 user can also handle companies concurrently i.e. the user can open more than one company and simultaneously work on all or any of the companies by shuffling as and when required.

Tally.ERP 9 also allows users to group companies and hence provides a consolidated report for the companies grouped so as to enable the management to analyse the performance of the company at a HO or Group Company level. Any changes done in any one of the branch companies, is updated at the HO. At any point of time a new company could be included in the list of companies of a particular group. Tally.ERP 9 also allows the user to create multiple levels of group companies. 

Control & Optimise Your Costs Using Tally.ERP 9...!

Costing is concerned with recording, classifying and summarising costs for determination of costs of products or services, planning, controlling and reducing such costs and furnishing of information to management for effective decision making.

Businesses can benefit from various Costing facilities in Tally.ERP 9. 

Essential costing functions are listed below:

Optimise Costs Using Cost Centre & Categories

A business, for achieving optimum cost-effectiveness, assigns its controllable costs to cost centres. Any unit of the organisation to which costs can be allocated is a Cost Centre. For Example: Branches, Departments, Projects, Products, Persons and so on.

Tally.ERP 9 enables a business to allocate transactions to Cost Centres. For example, besides the ledger-wise accounting allocation, a transaction may be allocated amongst different Branches. Tally.ERP 9 allows to compare one Cost Centre with another, hence provides information regarding the performance of each Cost / Profit Centre.

Cost Category is a cluster of related cost centres. Cost Categories allows parallel allocation of the same transaction in multiple dimensions. In many cases, a single transaction may have to be allocated to more than one type of Cost Centre. Cost Categories enable allocating costs to parallel sets of Cost Centres i.e. the same amount can be allocated to more than one cost centre.

Cost Centre Reports

Category Summary:
This report displays the summary of all the cost centres under a cost category.

Cost Centre Break-up:
This report displays Ledger and Group summary information for the selected cost centre.

Ledger Break-up:
This report displays the summary information of all Cost Centres for the selected Ledger.

Group Break-up:
This report displays the summary information of all Cost Centres for the selected Group.

Automatic Cost Allocation & Control
Cost Centre Classes are used to automate Cost Centre allocations in transactions. You can use cost centre classes if you do not wish to manually allocate amounts to cost centres in each entry.

Cost Estimation & Control
Cost estimation is the process of pre-determining the cost of a certain product job or order. Such pre-determination may be required for several purposes. Some of the purposes are as follows:
 

• Budgets & Variance
• Preparation of financial statements (valuation of stocks)
• Job Costing
•  

Budgets & Variance:
Budget is a detailed plan of income and expenses expected over a certain period of time. A budget can provide guidelines for managing future investments and expenses. Every Business has its objectives and goals and must have an efficient mechanism to set its targets and appraisal of achievements in respect of the target.

To achieve the important managerial controls, Tally.ERP 9 provides the flexible system of Budgets for Group, Ledger or Cost Centres. Tally.ERP 9 allows creating multiple Budgets for different purposes. For Example: Sales budget, Expenses budget, etc. You can compare the actual performance with budge created and also get variance report to ensure corrective measures, if required.

Stock Valuation:
Tally.ERP 9 allows you to view the effects of different stock valuation methods on the closing stock value. You can view a columnar display of different stock valuations.

Each stock item can be set up to have a different stock valuation method (E.g. Average Cost, Average price, Last Purchase cost, Last Sales price, FIFO). In some instances, a particular method of valuation may be required, for example, to assess the replacement value or saleable value of stock. Tally.ERP 9 displays stocks in any or all the valuation methods dynamically and simultaneously, without any complicated procedure.

Job Costing:
Job Costing is a form of specific order costing, which applies to a job undertaken according to customer requirements and specifications. It applies to industries which produce definite products against individual orders from customers.

Some industries where job costing plays an important role are: construction, manufacturing, printing, automobile, etc.

Tally.ERP 9 offers comprehensive Job Costing that helps businesses in project / job order mode to estimate costs and track them.

• Union Government is primarily responsible for imposing taxes on income, custom duties, central excise and service tax. 
• State Government is responsible for levying taxes like State Excise,  stamp duty, VAT (Value Added Tax), land revenue and professional tax. 
• The local bodies are also authorized to impose tax on properties, octroi and many more. 

• TDS
• TCS
• FBT

Indirect Taxes

• VAT
• CST
• Excise for Manufacturer
• Excise for Traders 
• Service Tax

Enjoy the Benefits of an Integrated Payroll...!

Tally.ERP 9 delivers integrated Payroll software which is completely rewritten to provide all the necessary Payroll Compliances. The software is capable of handling simple Payslip generation in five easy steps to complex associated processes - including handling Loans and
Advances, Salary revision and Arrear calculation, Deductions and ad-hoc payments etc.

Tally.ERP 9 Payroll module also covers a wide gamut of functions such as:
 

• Create and maintain the employee database viz. contact details, personal details, bank account details, statutory details etc., EXPAT details like passport, Visa and work permit details.
• Employee group or department wise categorisation. 
• Attendance, overtime, leave or production details can be recorded.
• Multiple salary structures can be created for different group of employees. For example, department wise salary structures and salary processing.
• Support Salary revision and arrear calculation both as prospective and retrospective change. 
• Tracking of loans and advance paid to employees and defining multiple criteria for recovery of such advances. The loan / advances can be recovered in complete or a number of installments from employee's salary.
• Complete support to implement Provident Fund and Employee Insurance Schemes along with Professional Tax calculation.
• Supports Gratuity as per the specified criteria.

Benefits of using Tally.ERP 9 Payroll

• Time spent on processing salaries, manual and paper work can be cut down to a great extent.
• Accurate and timely salary processing.
• Tracking and reviewing of employee's absence and salary calculation as per the attendance is much easier.
• Generate the Payment Advice to instruct the bank for salary payment.
• Payslips can be printed, exported to Excel or emailed to the respective email accounts of the employees.
• All payroll related reports can be generated with a click of a button. 
• Above all, the Payroll feature is completely integrated with Accounts.

The new Payroll Feature provides the following Statutory Reports:

Employees Provident Fund Computation & Support:

• PF deduction & contribution monthly statement
• PF Combined Challan
• Form 5
• Form 10
• Form 12A
• Form 3A
• Form 6A etc.

• ESI Computation & Support:

• ESI deduction & contribution monthly statement
• Payment Challan
• Form 3
• Form 5
• Form 6 etc.

Professional Tax computation for all the states with the following reports

• PT Computation Report
• PT Monthly Report...and more 

Self Manage Your Tally.ERP 9 Asset...!

The Control Centre enables users to centrally configure and administer Site/ User belonging to an account. Thus the Control  Centre acts like an interface between the user and Tally.ERP 9 installed at different sites.

With the Control Centre you save time, travel and communication costs, manage Tally.ERP 9 installations efficiently and effectively because it enables you to:

• Manage Licenses
• Perform Central Configuration
• Manage Users
• Manage Company Profile
• Manage Accounts
• Change Passwords
• Maintain Activity History

Self-service using Knowledge Base

Tally has compiled a large selection of articles for users to understand the product and its applications. Users can access the Knowledge Base and search from available topics at their convenience.

Manage Your Business on the Move...!

Trusted Remote Access in Tally.ERP 9

The concept of 'remote' arose from the limitations on business owners and staff from traditional software systems that seriously restricted what could be done, when it could be initiated and by whom, from outside their offices and factories. More often than not when a business closed for the day its data was effectively locked. (The same effect when the owner went home or traveled outside the city.) The revolutionary Remote Access in Tally.ERP 9 makes regular functions available outside the physical confines of the premises.

Your Business Requires You To Do Remote Edit of Business Transactions?

A feature essentially developed for people on the move with a capability to rectify or alter transactions or masters from anywhere. Tally.ERP 9 will be enabled to edit transactions and masters from a remote location.

This feature fundamentally helps business owners or auditors to amend the classification of master or transactions without actually being present at the business location.

It is necessary to create a user with the required permission and connect the company to Tally.NET server. The business owner/auditor logs in from a remote location even with Tally.ERP 9 running in Educational mode.

Request, receive & resolve... Support from within Tally.ERP 9

Integrated within Tally.ERP 9 and Shoper 9, this new feature enables the users to report and track their queries from within the product. You can directly target the query to your regular Tally Service Provider (or any other Tally Service Provider, if you are making your first query) and get responses quickly. These can even be reported and viewed remotely. You can then use the reference number to escalate the issue to Tally's Customer Centre in case you need to.

Business information so sensitive you need to carry it personally?

Presenting Data Synchronisation in Tally.ERP 9

Exciting advances make Data Synchronisation ideal for tying-up distributed business environments such as branch offices, distributors or vendors, retail chains, with the Head Office, or even any business with footprints across multiple geographies. Data Synchronisation in Tally.ERP 9 makes two sets of data identical, enabling a user to work with data that is current and the same as data at a central location.

You may be a growing business with one branch, or a medium sized business with multiple branches, or a large business with multiple branches - Data Synchronisation in Tally.ERP 9 connects you with your business where it happens and when it happens.

Transactions of sales orders, payments received and inventory across branches and consolidation of all these at head office is a common practice. Configure your business information such as sales orders & purchase orders, accounts receivable/ payable, inventory status etc to be available from all the branches to your HO. Consolidate the information at one or more branches, decide what information needs to flow from one branch to another. Availability of information when it is required will facilitate faster, better and informed business decisions

Instant information for enhanced decision-making in your business!

SMS is the most preferred mode of being in contact with people.

Now you can get your business information through SMS. You are a business owner or a traveling sales executive with a mobile phone, this feature gives you the instant business information at your fingertips.

Simply type an SMS to instantly access customer information, stock status, even your bank balance and much more from wherever you are! And amazingly, you don’t need to know any special technology or language, just plain English.

Want to use SMS...? It is very simple.

Imagine you are visiting your customer. You intend to collect outstanding balance. While you are in the customer’s office, you need to confirm the outstanding balance information from your office. All you need to do is send an SMS to Tally.ERP 9 (in your office) and you will receive the outstanding balance against the Customer account. In a matter of seconds.

Create a new SMS:
Type your question: (Example below)
What is the outstanding from Customer A?
Send SMS to 566779

You will receive the message: (Example below)
Customer A account balance Rs.2,23,540

Do you think this will help you? Just do a one time setup that takes hardly 2 minutes. You can do it yourself as mentioned below. Or call yus to do this one time setup for you. 

Advantages for Businesses
The Jobs & Recruitment feature puts Tally Certified Professionals within reach of every business running Tally.ERP 9. Not only does it provide businesses with a better choice of recruits from even outside their geographies, but it puts them in control, bringing them never- before value for the salaries they offer, higher productivity, and a reduced recruitment cycle.

Benefits:

• Wider reach
• Quicker recruitment
• Testing to the business standards
• Ability to compete with larger businesses for candidates

Advantages for Students
A major boost to career is what every student dreams of! This feature allows students to find new opportunities, practice for pre-recruitment testing, and find jobs even in far off places!

Benefits include:

• Direct contact with employers
• Resumes accessible by all Tally customers
• Learning, self-assessment and jobs all in one portal
• Recruitment preparation to ensure success
• Skill-mapping