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New financial Year is here amid corona virus threat. Our interaction with people has decreased and all are doing work from home. I want to share few tips with you people about what should not be done in new financial year.
Few things people do which are wrong in my prospective are :-
Few thing to avoid in new financial year
Things to avoid in New Financial Year 

Don't do these things

  • Creation of New company
  • Altering company
  • Starting new year without changing invoice numbering
  • Splitting the company.


Creating New Company
Creation of company should be avoided if it is not super necessary. That way we have to create all the masters again and we lose our balances also.
Unless and until you want to get rid of your current company as you may have too many unwanted ledgers, cost centers, and items etc so you want a fresh start.

Further Read : New financial Year :Is it right time to start a new company ?

Altering Company
I have seen many people do this blunder. Just because they cannot enter vouchers in new year because they have not changed the period, they do it my altering the company. This should not be done in any case. It would delete your previous data.  Just simply press Alt + F2 in gateway of Tally and change the period. Nothing else is needed.

Starting New year without restarting invoice numbering
This is a common mistake people do. They just don't restart the numbering with special provisions. You should add company initials and year initials in invoice numbers.
Your invoice should be like  ABC/20-21/001 instead of simple 1. You should also configure your debit notes and credit notes etc also.
How this can be done is describe here.
How to restart your Invoice numbering

Splitting the company
This should not be done in new financial year. As this can be done any time when your last year books are prepared. Splitting the company also transfers the opening balances.

Check out this video for details



If you have any suggestions other then these you can tell me in comments.

This is my third post on Tally.ERP 9 rel 6.6 . As we all know latest release has one great feature which is web access. So if you upgrade to rel 6.6 you can access your data over a browser. See my post .
How to Enable web access in Tally.ERP 9 rel 6.6

 If you face any difficulty in accessing your data via web then this post will guide you

Error Handling in web access


But first upgrade the software.

Requirements:
1. Active internet connection
2. Active TSS

Here is a small video which would guide you to the process.


If you encounter any error you can mention in comment I will give you the solution.
Note :If your Tally software subscription is expired then after update your software would become educational. So you better update your TSS (tally software subscription ) first.

इस आर्टिकल तो हिंदी में यहाँ पढ़े.

अपनी टैली को लेटेस्ट वर्शन Tally.ERP 9 rel 6.6 में कैसे अपडेट करें ?




This article is in continuation of my previous article on latest feature of Tally.ERP 9 release 6.6 i.e. Tally reports via web browser.
See this article to understand the process of How to web access Tally reports in Tally.ERP 9 release 6.6
Error removal in browser access

The process is this simple as explained above, but you may not get success in the first go.  You can encounter many kind of problems. Just check what type of errors you are getting and resolve them patiently.
Based on my experience with customers I could figure out following possible issues in this process for which i am providing possible solutions. If you encounter any other issue you can ask in comment section i would provide the solution.

Not finding your company in the company list.
Reason:
This may be due to company not being connected or you may not be having the access to any company under your user name.
Solutions:
1. Check for the user name properly. Check if you have added same user email id in the company users security control and accessing web through same email id.
2. Secondly check if company is properly connected? If it is connected and still you are not seeing it in your list then you try to disconnect the company first and then connect it again. Probably you would see it now.
3. Check if your user has permissions to access or is it a Tally.Net user. This can be verified in the Security Control -- Security Level menu. In security level just see the level again and see if user level is allowed the Tally.Net access. Check the image below to under stand.
web access from tally.erp 9 rel 6.6, check security level of the user
Security Level
Do not have Tally.Net id or password
Problem:
If you are not having Tally.Net id or password then also you cannot get the web access.
Solution:
As discussed single user Tally has only one person allowed who can have web access at one time, so it is better to use the same id on which you have registered your Tally.
If need arise and you need another id then you have to add that user to your user list. It can be done by logging into your Control Center with you existing tally.net id and create another user in User Management  option.

Give full email id and mark Tally.Net user as Yes. As soon as you add a new user id, that email id would get an email from tally solutions and id and the password would be there in the email id.  Just login with that id.

Connect Button is not Highlighted
Reason :
If your Company button is not highlighted you may not have a user at all.
Solution :
Check if you enter user name and password before logging into company. If your company opens directly then you have to create an admin user first and then a web access user.
Check if you are not using Tally vault password. Sometimes you just use tally vault password and not the user password. In the case also you cannot connect 

Company just hangs as soon as you connect
Problem :
This error is seen with those users who are having windows 10 64 bit
Solution :
By default if your system is 64 bit then Tally would automatically installed as 64 bit. But in windows 10 version Tally gets stuck when you connect the company. To resolve this issue you have to install 32 bit Tally instead.
This bug would be resolved in coming releases as it is noted with Tally.

Don't know your Tally.Net id or password.
Problem:
You just forgot what is your Tally.Net id
Solutions:
Just open your Tally and see the middle box in the bottom. Here you would find Account id. 99% chance are that email id mentioned there is your account id. If still this is not your email id then only chance is you check your all possible mails. There try to find Tally.Net in search box. If you have activated your Tally on any of these mails then you would have probably got mail from Tally. (If you don't delete your mails from your accounts )
The password can always be reset  by pressing F5 in licensing operation screen. you would get reset link.

If you face any other issue then please let me know in comment box i would resolve it
Related Articles:
How to reactivate your Tally license.
Tally has released its latest release of Tally.ERP 9.i.e. release 6.6. The main feature of this release is the web access. This feature helps you to access your Tally reports on any web browser. Please refer to my previous article on the New release announcement.

Let us see how to enable this feature and use it.
The whole process has two parts. First is Tally Part and second part is Web Part. Let's start with Tally part.

Tally Part
First of all you have to enable users in Tally. If you directly access your company data without user name and password then you have to create a user in you company only then you can access this feature. If you already have a user then you can skip this step.

Creating a new user
While on Gateway of Tally press Alt+F3 (Company Info) Alter the company and enable user security control by putting it to Yes. Create main admin account by providing user name and password. You have to put password two times.
Creating a user in Tally

Do it carefully, if you forget the password then data may be inaccessible to you.So remember the user name and password provided.

Enable security control
Now go to Security Control -- User and password and add a user under Tally.Net Owner or Tally.Net user or Tally.Net Auditor. Look at the screen shot for reference.
You have to mention the email id and it should be a Tally.Net id. It is better if you use your email id on which you tally is registered as this is the best way. In single user Tally allows only one user to have web access. Whereas in multi user multiple users are allowed to have web access.
Adding a new users with web access in Tally.ERP 9 rel 6.6
Adding a New user and allowing him web access
So if you are having single user license then you should add your default Tally.Net id on which your Tally is registered.

Connect the Company
In Gateway of Tally you would see a Connect button would be highlighted with a Shortcut key as F4. Press F4 and connect the company. In the calculator pan you would see the success message and you would see a (c) is written between the name of the company and the date of last voucher entered. It means company is successfully connected.

The web part
Opening the user
Now we have connected the company and created the user who have web access. Now we have to see the reports. To do this you have to visit tally's site i.e. www.tallysolutions.com. Here you would see a login button on top right corner. Just click it and enter your Tally.Net user id and its password. You would see following screen.

Web access of Tally reports in Tally.ERP 9 rel 6.6
Select the company you want to see for web access
View Reports
Now you would have view of all the reports which are available in Tally.ERP 9. click on the report and see it. you can download a particular report if you want. It would be download into pdf format. You can even download the invoices also. You can filter the reports based on the date.
web access of Tally reports in Tally.ERP 9 rel 6.6
Tally web access reports

Extra Setting
Tally has a setting by which it is easier for us to use web access. In F11 and then TSS features F4, you can do a setting by which whenever you open a company to work on it would automatically be connected and you can access the data. Take a look at the screens shot to know details
Get the company connected every time it is logged in
Auto connect setting


Error handling
I am soon going to post another article on how to handle errors if you are not able to connect and see the reports. Please stay tuned for that article.

Related articles:
Download latest Tally.ERP 9 release
Tally has finally come up with a major new release. Recently it announced its latest release which is Rel 6.6. Users who are having a valid Tally software subscription can update their software to enjoy the latest features of Tally.ERP 9. So before going for update do you want to know what is latest in this release ?
Hold on here are the details.
Download the latest tally.ERP 9 software
Tally.ERP 9 Release 6.6 is here.

Tally.ERP 9 Rel 6.6 New features
This release is giving a new exciting feature which is web browser access. You can access your Tally Reports in any web browser.

What does this means for a general user?
This means that now you can view Tally data reports from anywhere on your mobile or tablet, or even your ipads. All you need is just an internet connection and a valid Tally Software subscription and a web browser like, google chrome, Firefox, Internet explorer or opera.



How This is going to impact me?
Suppose you are on a holiday or you are out on a trip and want to know urgent information regarding a client. How would you get data ? You would ask the accountant and he would send you the required information as he is in front of Tally and only he can extract the desired report. And if he is out of office and asks for some time then what ?. Or even out of coverage area then you are 100 percent dependent on him. But this is not a case anymore.
Now you just have to open any browser on any device ( public or private) and login with your Tally.Net and you can see the reports you need. You can download it in pdf format and can send it to anybody.

Should I download it?
I would say just go ahead and update this release.

Can I update it if my TSS is expired ?
No you need a active TSS. if you try to do it without subscription then your Tally would turn educational and ask for updations.

Can i Update my TSS online?
Yes you can. Just click the link and do it online.



Related Links:
How to buy/ Renew your TSS Online?
Download Latest Tally




Imagine you are in front of our customer and discussing what his next requirement is going to be. If we have our computer with you and Tally data, you can discuss each and every thing with him. His past record, his pending invoices, his most bought items, his last billed price etc.

But if you don't have data , then what ever info you need you have to depend on some body who is doing accounting in the office and let you have the required info.

Lets imagine another scenario, company CEO need to check his current outstanding and the liquidity position of the company. What amount is going to come in near future and what are his liabilities. For this he has to sit with the accountant to get the information required.


There are situations like these and many more when we need our business data with us instantly but we don't have our Tally with us so what we do is we call our accountant or Tally operator to let us tell that data.
But now we can have a better solution. All our Tally data now can be on our mobile, and instantly. Thanks to a marvelous app called Biz Analyst.



How this thing works
This app simply picks your company data from your computer in a secure way and  then transfers this data to your mobile. When ever the data is updated in Tally it picks it up and send it to the mobile. If at ant moment the mobile is not having internet then also you can browse the data. When ever the mobile gets the internet access the data is updated in the app. Now you have the latest data which you can use as per your need.




Real Time Tally Data

Now you can have all your business data on mobile, and that too in simplest way possible and it's real time. The moment data is entered in Tally in your office it is updated on your mobile instantly. If you are in a remote location and don't have internet access still you can browse the data and see the required report.

CEO Dashboard
Biz Analyst gives you summery of your business, so you need to ask for reports from accountants. Regular tracking helps in increasing the sales and reducing the outstanding.

Increase Sales field productivity
People in the field gets the real time data. They can share the updated invoices,  send reminders and can share ledger queries via email and whats app. They can see customer's real time history, active stock with price visibility. Even in remote locations this data can be seen without internet.

Easy to Setup
The setup is very easy to follow. Its a two step process. First of all download the app in your computer and then on your mobile. Click on the link below to download the app on your desktop.
Now install the app on desktop and create a user name for your self. and generate a password. your mobile number would be verified via OTP. After verification your account would be created.
Just check out this video on how to install it on your desktop.





Now install the app on your mobile and use the same user name and password. You would see your company on your mobile. You can have data of as many as company you want. You can have a free trial for seven days as ApniTally user.

In case of any help you can drop us a message our team would provide you free support via team viewer.


Come new financial year and a new  confusion has been seen by me with my customers which is , Should I make a new company in New Financial Year. The answer to this question is No.  It can be Yes as well but only in few cases. Today I am going to discuss the No portion. 


Why one should not create a new company in Tally in New Financial Year.

As the new financial year arrives people try to enter the new date of the new financial year i.e. 1/04/19 in this year case and it is not accepted in Tally. Why this happens? Because their current work period is 1/4/18 to 31/3/19. So Tally throws an error stating "Date cannot be above the current period" (see the screen shot)
Error Message usually seen on New Financial Year
So, most people think they should  create a new company in Tally in new financial year as  Tally is not allowing them to work in this company So they create a separate company with financial year beginning from 1/4/19, which should not be done. Why it should not be done ? What is the solution?
Lets discuss the solution first. In the main screen of Tally which is Gateway of Tally just Press Alt+F2 and change the period to 1/4/2019 to 31/3/2020. That's all is needed. Start entering your new year's transactions.

Now comes the part why it should not be done. 

1. You have to create all the ledgers once again which would be unnecessary work for you. If the ledgers are too much then work is also bigger for you, although you can export the ledgers and then import in the new company.
2. You have to create all the items and units once again which would be hard if they are too much and they are already defined. Although you can export all the items and then import in new company.
3. You would loose all the previous balances of the parties in the new company.
4. You would loose all the stock information which you have to reenter in the new company.
5. You have to do all the F11 configurations again.
6. If you create a new company you have to enter opening balances of the ledgers which you would not have until the balance sheet for last year is finalized.
7. If you have to enter back dated entries then you have to open the old company and then do it. 

So the moral of the story is don't create a new company in Tally in New Financial Year, just Press Alt+F2 and extend the current financial period to new one and continue working in the existing company. 
In what case you can create a new company? We would discuss it in coming articles.
One of the biggest problem a Tally user facing is changing invoice numbering and restart it from new financial year. ApniTally has received many calls related to this , so here is a quick post on how to restart your invoice numbering while moving to New Financial Year.

Sales voucher

The numbering of any voucher is decided from voucher types. So if you want to change the numbering of sales voucher then you have to go to sales voucher type and Alter it.
So go to Accounts Info and then Voucher type and then Alter and select Sales Voucher.
Gateway of Tally-- Accounts Info -- Voucher Types -- Alter
Now go to Advance configuration just below voucher numbering. Set it to yes and you would get new screen.
Now restart numbering column just give the date as 1-4-2018 and starting number is 1.
That's all you have to do. Your numbering would start from one.
One more smart thing can be done is adding something before numbering or something after bill numbering.

 For example instead of having plain bill numbers like 1, 2 ,3 etc you can have 18-19/1 or AT/18-19/1. If you want this then you go to prefix column and add date as 1-4-18 and add 18-19/ or AT/18-19/ in this column.

Your new style of numbering is ready.
If you want your numbering as 0001 instead of just 1 then mention the width of numeric part as 4 and show zero before numbering as yes. This style would also be added.
Hope this small tip would help you in restarting your invoice numbering in your New Financial Year.

Related post: What all you should know before moving to New Financial Year

Check out this video for details


As the new financial year is round the corner, there are my questions and doubts in minds of accountants as well as Tally users. As the new financial year approaches the activities increase the business world. Many think of moving ahead in new financial year, while others think to shift from manual accounting to computerized accounting. As a user of Tally software few thing which comes up in the mind of people and their possible solution would be discussed here.


First thing which comes in mind of a Tally users during this period is, "Should I create a new company in new financial year to continue accounting?" This thought comes due to many reasons. One them is that we think new financial year should start in new company as this would ease the work.  Old troubles with company data would be left behind ans as the company created is new the entries would be faster in new company.
But this is totally a wrong approach unless and until you want a complete new fresh start. This start would be in form of creation of new company or new entity etc. Or you may be just starting  your accounts on computer. Otherwise we should never create a new company in new financial year
The solution is just change the financial year to the next one in Gateway of Tally screen by pressing Alt + F2.
The complete problem and the solution is discussed by me few years back in this link.


The second issue or question which comes in the mind of accountant is to start separate accounting on new financial year and they want to do it by splitting the company.  The reasons may be that they think they should not carry the burden of  last year problems to the new year. 
This is also a wrong approach. You need not to split the company on 1-4 of every year. You can do it later on when you have finalized the balance sheet. Till then what you need to do is just change the financial year from Gateway of Tally Screen  by pressing Alt +F2

The process of splitting a company is explained here.



Third issue a Tally user faces is of Invoice numbering. As he moves up to new financial year he may face duplicate invoice number issue. As in new year invoice numbering starts with 1 and in previous year too it was one , it would give error if you are using bill wise bill referencing in Tally. As you may have created a ref. of 1 as the bill number is default ref number used by Tally you can get error message for same bill reference no. as 1. To avoid this problem you should use bill number prefixed by or suffixed.
The process of avoiding duplicate invoice number is explained here:


Moving to New financial Year with coputerization

If you have decided to move to computerized accounting in new financial year then you must be having some questions.You can read this article by Tally on How Computerization can help you in GST regime. You may be having some fears also, like the biggest one is I don't Know how to operated computers. I don't know the software. I don't have knowledge of GST, Who can help me out  etc. 
Here ApniTally is here for help. We would give you software as well as help to manage your accounts. It includes free training to work in Tally as well as how to generate GST Reports.
Know about our complete package here :



   Leave a comment below if you need any kind of help for starting your new financial year in Tally.
In the rapidly changing  GST scenario people are running here and there for being GST Ready Some are fence sitter while some have made decision to get digitized. Getting software is one thing but getting proper support is another one. Many of  ApniTally users have approached us for getting proper support for Tally. Till now ApniTally has limited itself in helping Tally users via written Tally articles and tips but now  keeping in view the headache customers are feeling related to GST we have offered free support also but with certain conditions. 
 ApniTally is offering Tally Online and free support with it for new Tally users.  If you are getting any difficulty in being GST compliant or are deciding to go digital in coming financial year then ApniTally is here for your help.

Step to follow:-

Get Tally.ERP 9
Here is the procedure to get your Tally software.
  • Download the Tally from this link.
  • Buy the licence online from ApniTally.
  • Once you buy via the link above we would get notification and would get in touch with you.
  • ApniTally would activate your licence by taking your system online via remote access, download the team viewer form this link. It's free for personal use.
The Initial Training
ApniTally would provide you initial training for software. The initial training includes :-
  1. Setting up your Company
  2. Hands on training on How to create GST ready sales bill using Tally.ERP 9 rel 6.4. 
  3. How to quickly enter your purchase entries.
  4. How to enter payments and receipts bill wise bill.
  5. How to make GSTR 3B and GSTR 1

Further support
 You get phone support from ApniTally although you are entitled to get support from Tally company itself. But if you have purchased from ApniTally we  would be pleased to offer you telephonic support.
You would get online remote access support using Team viewer on 50% discount. 

Already having Tally ?
You can have our online support in just  Rs. 5400/-

Have questions regard this ApniTally plan? Just give us your Name and Number, we would get in touch with you soon. 

The much awaited new release of Tally.ERP 9 is now online. As the country is going to embrace e-way bill system from March 7, 2018, it can be seen as major relief from customer point of view. Now people using Tally.ERP 9 can raise the invoice and Tally would tell them instantly about the need for e-way bill no or not.  Tally would prompt the user to fill the required information required for e-way bill, while raising an invoice. In addition to e-way bill system, many more features have been added including GSTR-1 format change and GST compliance for composite dealer. Let's see the changes in detail.

Highlights of Rel 6.4


Changes in GSTR-1

On Feb 20, govt. made changes in GSTR-1 format, which were incorporated by Tally very quickly. These changes were in excel offline utility, CSV format as well as in JSON format. Now monthly GSTR-1 can be filed easily without any hickups.



e-Way bill management

Tally captures all the information needed for generating e-way while raising an invoice. You need not to copy paste the details once again in the portal.
  • You can print the e-way bill no on the relevant invoice easily, take a printout and hand it over to the transporter quickly.
  • Single invoice as well as multiple invoice can be exported in json format for e-waybill to be generated. 
  • If vehicle no, place of supply, mode of transport are same for a set of invoices then invoices can be grouped and single json file can be made.
  • e-way bills can be generated on behalf of supplier or transporter. 
Check out this video on e-way bill to get insight of how you can handle e-way bill in Tally  rel 6.4

Tally for Composite Dealer
The GST compliance for composite dealer has been incorporated in rel   6.4.
GSTR-4 return in json format can be exported and directly uploaded to GSTN.

Product Enhancements
In addition to this product enhancements related to GST transactions, GST reports, Accounting vouchers, Inventory management and accounting vouchers has been done.

Check out the complete info in about what actually has been changed is given here in release notes 

If you need Tally software and training on GST and e-way bill then just fill this form we would get in touch with you to help you out.


Today i am going to share a small tip which is very cool too. As we all know that Tally is known for it's simplicity. The simplicity can be seen by the facility that usually people are not well verse in writing in case sensitive type. or example we find it hard to capitalize the first letter of every word and it takes special effort for those to type who are not good at typing skills. And most of the accounts guys are not typists. So to simplify Tally automatically makes the first letter of every word Capital automatically so that it doesn't look bad. Like ledger name "Global Supplier" would be written as it should be written, first letter capital and not as "global supplier".

But this simplicity becomes difficulty some times. In today's internet age we find names like e-way, iPhone, iCare Services, eVision Networks more often. The problem begins when you have to enter the name which really starts with small letter. for example if you have to add an item say iPhone or enter a company who has name as iCare Systems etc., then in Tally it would automatically become Iphone. And you you would get puzzled that how to write it as iPhone and not Iphone.

My today's tip is related to this only.



Howto make first letter of any master in Small Case in Tally?


The answer is very simple and short. When you in any master creation screen, just press Shift + F3 and now the case is changed. Now you enter anything and it would be in small letters. It would not be automatically changed to capital letter. You would be able to write iphone. To make P capital just type it by pressing shift key and you would be able to write iPhone in your list.

Check out this small video about this tip.




You can find lots of more such Tally Tips on ApniTally.

    

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