29 March 2020

Things to avoid in New Financial Year in Tally. [Video]

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.

22 March 2020

How to update your Tally to Tally.ERP 9 rel 6.6 in just a few seconds [Video]

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 ?




02 March 2020

Error handling in web access of Tally.ERP9 release 6.6

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.

How to enable web access in Tally.ERP 9 rel 6.6

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