Getting Functional with Tally.ERP 9

Getting Functional with Tally.ERP 9
Tally.ERP 9 Start-up Tally.ERP 9 can be started in any of the following ways :

• Click on Start > Programs > Tally.ERP 9 > Tally.ERP 9 or double click on the Tally.ERP 9 icon on your desktop

The welcome screen Tally.ERP 9 – Power of Simplicity appears while the software loads. You
will be ready to explore Tally.ERP 9, the moment the Tally.ERP 9 start up screen appears.
The Tally.ERP 9 Start-up Screen appears as shown below:

Tally.ERP 9 Start - up screen components

Tally.ERP 9 Screen Components

• Title bar: Displays the Tally.ERP 9 version number.
• Horizontal button bar: Selection of Language key, Keyboard Language and Tally.ERP 9 Help.
• Close button: Performs the standard Windows Operating Systems function (Windows 95 onwards), allowing you to minimise Tally.ERP 9 and work on other applications. To restore Tally.ERP 9, click the Tally.ERP 9 icon on the taskbar.
• Gateway of Tally: Displays menus, screens, reports and accepts the choices and options which you select to view data as required.
• Buttons toolbar: Displays buttons which provide quick interaction with Tally.ERP 9. Only buttons relevant to the current task are visible. 
• Calculator Area: Used for Calculator functions.
• Info Panel: Displays Version number, License details, Configuration details.

Mouse/ Keyboard Conventions
While working with Tally.ERP 9, use the following conventions.

Switching between Screen Areas
When Tally.ERP 9 first loads, the Gateway of Tally screen displays. To toggle between this screen and the Calculator/ ODBC server area at the bottom of the screen, press Ctrl+N or Ctrl+M as indicated on the screen. A green bar highlights the active area of the screen.

Quitting Tally.ERP 9
You can exit the program from any Tally.ERP 9 screen, but Tally.ERP 9 requires all screens to be
closed before it shuts down.
To quit working on Tally.ERP 9,

• Press Esc until you see the message Quit? Yes or No ? Press Enter or Y, or click Yes to quit Tally.ERP 9.
• Alternatively, to exit without confirmation, press Ctrl+Q from Gateway of Tally.
• You can also press Enter while the option Quit is selected from Gateway of Tally.

Creation/ Setting up of Company in Tally.ERP 9
The first step towards understanding Tally.ERP 9 is to create a company in Tally.ERP 9. Create a
company using the Company Creation screen.

Creation of a Company

Go to Gateway of Tally > Company Info. > Create Company

The Company Creation screen displays as shown.

company creation screen

 Each field in the Company Creation screen is explained below. To navigate between the fields,
use the enter key or the tab key or arrow keys or the mouse.

Fields	Description
Directory	Tally.ERP 9 assumes that the company is to be created in the data path given in the Tally.INI file, which is displayed by default. Thisfield is skipped by default. However, you can change this path, if you want to, by using the backspace key, so that Tally.ERP 9 saves the data to a different directory specified by you.
Name	This specifies the name of the company as it appears in Tally.ERP 9. If you have several companies to create with similar names, you will have to distinguish between them to provide a unique name for Tally.ERP 9.
Mailing Name	The company name given in the Name field automatically appears in this field. This can be changed according to your requirements. The correct name of the company for mailing purposes should be entered.
Address	The address of the company (The mailing name and address details are picked from here for any report such as balance sheet and statement of accounts).
Statutory Compliance for	Select India from the list of countries.
State	Select the appropriate State from the list of States.
Pin Code	Enter the PIN code of the specified address.
Telephone No.	Enter the telephone number of the company.
E- Mail	E-mail address will be used to e-mail documents, reports and data from Tally.ERP 9.
Mobile No.	Enter the mobile number of the company.
Currency Symbol	This refers to the currency symbol Tally.ERP 9 will use for monetary values. By default, Tally.ERP 9 displays Rs.
Maintain	Select the nature of the company i.e, Accounts only or Accounts with Inventory.
Financial Year	From Specify the Financial Year (FY) for the company. Tally.ERP 9 considers 12 months from the date you give here as the Financial Year. For example, if you give 1st April 2009, your FY will be April to March - in this case, ending with 31st March 2010.
Books Beginning From	The date given for ‘Financial Year From’ is automatically displayed. However, we can specify the actual date on which the books of accounts start. In case our accounts are opened mid-way during the financial year specified, we can enter the required date and start the books of accounts accordingly.
TallyVault Password	TallyVault is an enhanced security feature utilised to protect company data in an encrypted form by means of a Password. The TallyVault password entered ensures that the data is maintained permanently in an encrypted form without retaining information of the password used. Data is not accessible without the TallyVault password. Remember to keep this password private and known only to those who need to know. If the password is lost, your data cannot be recovered.
Use Security Control	Tally.ERP 9 has a range of security controls, which can define the authority of various users to access the information and to enter/ alter/delete the vouchers.

• Tally.ERP 9 will automatically adjust the spacing between the characters and lines entered to ensure that the details fit the space available.
• Accounts Only: Financial Accounts of the company only
• Accounts-with-Inventory: Both Financial Accounts and Inventory of the company.
• Tally.ERP 9 recognises a wide range of date formats, e.g. 1-4-09, 01/04/09, 1 Apr 2009, and will convert what you enter, to a standard format.