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Tally.ERP 9
You bank and pay utility bills from home, why not do your business accounts? Or call up a stock status report and print a copy from wherever you are? Tally.ERP 9 has been designed with you in mind. Powerful connectivity makes information available with your staff, CA and other professionals, round-the-clock, in any place. It's also quick to install and allows incremental implementation-a novel capability that lets you activate just as many of its functions when required, even across locations.

Fuel Your Business with Tally.ERP 9...!

At Tally, we have a hard-earned reputation for empowering businesses with stable, effective software products and Tally.ERP 9 takes this further. Tally.ERP 9 has all the features required for high-performance business management. You bank and pay utility bills from home, why not do your business transactions? Or call up a stock status report and print a copy from wherever you are? Tally.ERP 9 has been designed with you in mind. Powerful connectivity makes information available with your staff, CA and other professionals, round-the-clock, in any place. It's also quick to install and allows incremental implementation-a novel capability that lets you activate just as many of its functions when required, even across locations.

With Trusted Remote Access, Audit & Compliance Services, an Integrated Support Centre and Security management, all focused on delivering peace of mind to You. It is a complete product that retains its original simplicity yet offers comprehensive business functionalities such as Accounting, Finance, Inventory, Sales, Purchase, Point of Sales, Manufacturing, Costing, Job Costing, Payroll and Branch Management along with capabilities like Statutory Processes, excise etc. Whatever the demands, Tally.ERP 9 makes life a lot easier. With an ideal combination of function, control and customisability built in, Tally.ERP 9 permits business owners and their associates to do more

Advantages of Tally.ERP 9:

  • Powerful remote capabilities that boost collaboration
  • Easy to find qualified personnel
  • Easy to customise
  • Low cost of ownership via quick implementation, Tally Integrator, Support Centre…


Two Decades of Experience

All your accounting requirements are supported.
And more. Accounting, also known as bookkeeping, is the recording and classifying of financial transactions into the books of accounts and associated registers.

Let us look at the some of the 'needs' for which businesses maintainbooks of accounts:
  • 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...
  • Keep a watch on the pulse of the organisation - key performance indicators
  • Respond to queries - to locate the right transaction immediately

Tally has been perfecting this 'simple' recording - accounting - for over twenty years. All this to deliver better, faster and more flexible ways to fulfill your needs, not just maintain books of accounts. A few examples will illustrate:
  • 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 that 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 ratios
  • Drill down from any report, 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 convert these to final- with one button click
Financial Management

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

Manage, Track and Optimize Inventory

Inventory is the total amount of goods and/or materials contained in a store or factory at any given time. Store owners need to know the precise number of items on their shelves and storage areas in order to place orders or control losses. Factory managers need to know how many units of their products are available for customer orders. Restaurants need to order more food based on their current suppliesand menu needs.

Some important features available in the Inventory module are:

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.

Stock query by stock group, or stock category: Stock Query is a statement which provides all the information related to a particular Stock Item such as:
  • 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.
In Tally.ERP 9, this statement can be generated either on the basis of a stock group or a stock category.

Multiple stock valuation methods:

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. 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.

Multiple units of measure:

Stock Items are purchased or sold on the basis of quantity. The quantity is measured by Units. In Tally ERP.9, you can define these quantities as multiples of a unit of measurement, for e.g. dozens, gross, carton, etc. Citing an example, you could buy 25 boxes of pens with each box containing 12 pens. You could then pack them into a single carton and sell it as one carton containing 300 pens.

Alternate units of measure:

Stock items can be purchased as one unit of measure and sold in a corresponding unit of measure, for e.g. you can buy paint in bulk in 50 litre barrels, repack and sell the same in 1 litre tins.
Tracking through receipt notes/ delivery notes/ rejections inwards/ rejections outwards: Tracking number is the reference to have a link between transactions. For e.g. if Tracking Number is selected in the Receipt Note, the details of the items are automatically displayed in the Purchase Invoice.

Additional costs incurred on purchase:

In many situations, more than one item is purchased where the expense incurred is charged as a lump-sum amount. However, to give an effective cost including the expense to each of the items, the additional costs of purchase option is used. This process is automated and allocation of the expense to a stock item can be done on a predefined basis. Expenses posted using Additional cost on Purchase features, do not affect the relevant nominal ledger accounts but update the cost of the Stock Item, i.e., the additional costs incurred are updated without actually affecting accounting, only the stock value goes up.

Movement analysis:

Party-wise/Item-wise/Stock Group-wise: Movement analysis shows the analysis of only those inventory transactions which are integrated with the accounts, i.e. inventories which are also recorded in the books of accounts.
Movement analysis is used for comparative studies and they give an insight into the flow characteristics of the stock in an organisation.

Price lists:

Price Lists are useful for orders and invoices. An up-to-date price list helps in decision-making even at the lower levels of the organization and quickens the sales process. Tally.ERP 9 assists in creating quantity based pricing with a complex discount structure. Price Lists are available only for inventory items and hence the feature is available only if inventory and invoicing are activated for the company.
You can have one or more price lists, because you may require more than one price list, when you have different price structures/levels for different purposes viz., different groups of customers requiring different discounts or dealing in different products.

Sales and purchase order processing:

When the order is received from a customer for the supply of goods, the Items, quantities, date of delivery, etc., details are given along with the Sales Order Number. Once these goods are delivered, this Sales Order is tracked for the order Details either in the delivery note or in the sales invoice.
When the order is placed with the suppliers for the supply of goods, the Items, quantities, date of receipt etc., details are mentioned along with the Purchase Order Number. Once these goods are received, the Purchase Order is tracked for the Order Details either in the receipt note or in the purchase Invoice.

Define and use Bill of Materials:

A Bill of Materials is a list of constituent items along with quantity details that can be allotted for the manufacture of a certain product, by-product or likewise. This facilitates the immediate reduction in stock of the item automatically. This process of listing the items that make up another item is made possible in Tally by enabling the Bill of Materials Facility.
Bill of Material (BoM) is created only for those items that are assembled in-house. For trading items, you do not need a BoM. Therefore, you need to specify a BoM at the time of creating a Stock Item or when altering its master.

Point of Sale (POS):

POS is an acronym for Point of Sale. Point of Sale could mean a retail shop, a check-out counter in a shop or any other location, where a sales transaction takes place. The various POS equipment used in retail outlets are Cash registers, card readers and barcode scanners. It is a computerized Cash Register which adds the sales total, computes the State sales tax or VAT, calculates the change from the money tendered and automatically adjusts the store's inventory.
Purchases and Payables

Efficient Purchases Strengthen 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.
Sales & Receivables

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 optimize 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.
Point of Sale (POS)

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.

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:

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.

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.
Job Costing

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.

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
Branch Management
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.
Data Synchronisation

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.
Statutory Compliance

Hassle Free Statutory Compliance

India has a well developed tax structure with a three-tier federal structure, comprising the Union Government, the State Governments and the Urban/Rural Local Bodies. The power to levy taxes and duties is distributed among the three tiers of Governments, in accordance with the provisions of the Indian Constitution.
  • 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.

Direct Taxes

The Tax whose burden can not be shifted from the assessee to other person is known as Direct Tax. The assessee himself has to borne it totally. Eg- Income Tax, Wealth Tax.
Tally.ERP 9 supports the following direct taxes:
  • TDS
  • TCS
  • FBT

Indirect Taxes

The Tax whose burden can be shifted from the assessee to other person is known as Indirect Tax. Eg- VAT, CST, Service tax, Excise Duty, Custom Duty etc.
Special Needs
This Page is Under construction

Security & Access Control
More than one user having access to Tally.ERP 9 and you begin to think 'control' - what are different users allowed to do. Some questions that arise are - Can user 'A' be allowed to make voucher alterations? Is he/she allowed to enter back-dated vouchers? Should he/she be allowed to print reports?

Tally.ERP 9 security works on this concept - everything is open by default (full access). You progressively 'lock-down' the system as the need arises. We believe that this mimics real life functionality. To simplify the use of this system, you can define standard sets of rights and use these as stencils for specific users - adding or removing rights for that user, if required.

Once you open your company for Tally.NET remote access, you can apply the same level of control to such users - a Tally.NET Identity (ID) is added in exactly the same way as the 'normal' user.

Other requirements are also covered:

  • Administrators can be denied data access! This stems from our understanding that IT & System administrators (if you do have them, this is not a requirement for Tally.ERP 9), typically, need access to the system and not to business data. Now administrators can get access to all features of the Control Centre, the enterprise wide control point, and be hands off from operating on business data.
  • You may have some data that requires an enhanced level of access control - you can specify a password that must be provided to even open the company. This is implemented with a secure encryption method and renders the data useless to anyone who manages to get a copy of the data files.
  • Unencrypted data may need protection against casual theft. With Tally.ERP 9 you can specify that data is not accessible locally via an Education version.
  • You might have customised and extended Tally.ERP 9 to deliver certain proprietary business capabilities: you might not like these to be available to others or 'leaked'. With Tally.ERP 9, you can limit access to specific Tally.ERP 9 serial numbers, and even restrict access from Educational versions.

Almost all security and access needs are covered by default. In case you require additional controls (say, suppliers are to be given remote access only to their respective accounts), these are customisable - contact your Tally.ERP 9 dealer or look up a Tally Service Partner.
Remote Access
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.

Various usage scenarios of Tally.ERP 9 Remote Access:
  • Manage business from home:
    You do not have to be present in your office any more to know the latest update on your business. You can plan your day in advance by checking status of payables and receivable, pending orders, stock status etc in the morning, before you reach office. Delegate and plan work better.
  • Business on the move:
    Your absence from office does not affect the visibility to business anymore. Access your business data from a laptop, cyber cafe or even computer in the hotel where you are staying. Stay connected to your business without being involved.
  • Enhance response time to customers:
    Sales staff in the field can access customer's outstanding statements for immediate reference or discussion. Also before booking a new order or promising delivery dates, a sales person can check the stock status and availability of goods by using Tally.ERP 9 installed on the customer's computer.
  • Chartered Accountant can access your business data sitting in his/her office:
    Enable remote access to the Chartered Accountant to save time and money in receiving expert advice. Chartered accountant and his/her article clerks can access your business data and provide tax computation, compliance and audit advices without having to visit your office. This can help you with continuous compliance.
  • A Tally expert can resolve your support queries remotely:
    Solution to support issues do not have to wait any more. Provide one time access to a Tally expert or a solution provider to fix your product, customisation or any other support issues instantaneously. This can save your business the delay in problem resolution.
  • Maintain personal account at home which can also be accessed from your office.
    The Tally.NET ID is the user's Identity, Tally.NET servers Authenticate the user as being a valid user; you decide what the user is authorised to do.

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.
Remote Edit
Your Business Requires You To Do Remote Entry And Edit

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

This feature lets users see MIS, Financial or Inventory related information...literally from ANYWHERE IN THE WORLD!! It also helps business owners or sales executives create or amend the classification of master or transactions without actually being present at the business location-a HUGE advantage.

Get your production ticking, get the cash counters ringing

Imagine this typical business scenario: you are on the field collecting orders. Like many traveling executives, you often faced issues of old information or poor connectivity with your office. Transactions were rarely completed in one sweep and delays in the processing of orders were frequent, resulting in unhappy clients and a stressed production floor. Tally.ERP 9 Remote Edit changes your typical work day. No longer do you need to return to your office to enter the orders you collected during the day. All you have to do is log in remotely to your Tally.ERP 9 license. In fact, it's so flexible, you don't even require a Tally.ERP 9 license or even a computer for that matter. If you're at your customer's office, you could use the Tally.ERP 9 license they are running to access your data. If you have a portable computer, you could do it by downloading an Educational license to complete your work...and finally, if you haven't either, just log in from the nearest browsing centre to place the order. With Remote Edit, production starts immediately. Quicker dispatches also mean quicker payments, therefore a healthier cash flow.
Similarly, when collecting outstandings from your clients. Make receipts and issue them instantaneously. Your transactions are complete.

Powerful Benefits of Remote Edit:
  • Your data is with you 24x7
  • You are NOT dependent on your Head Office
  • Your speed/productivity is vastly enhanced
  • You don't require an additional license
Editions Available

Tally.ERP 9 is presently available in two editions: Silver & Gold. (With Series B, Diamond & Platinum editions will also be available.)

Silver is for single user, while Gold is for unlimited users on a Local Area Network (LAN).

What other differences exist between editions? None - all capabilities and features will be available in every edition. The only reason to choose between editions is the number of systems from which Tally.ERP 9 can be accessed.

A 'user' in this context is actually a computer system. We do not complicate your decision with 'concurrent user', 'named user' and so on.

Silver Edition - Single User

Where a single computer with Tally.ERP 9 is adequate for your operations, the Silver edition is what you need. A 'user' in this context is actually a computer system.

This edition comes with all the features & capabilities including Tally.NET and services like Remote Access.

With Silver you can manage as many companies (business entities) and personal books of accounts as you need.

You can also create as many users as you need, and provide each with the appropriate level of security. Your only restriction is that these users will all need to access Tally.ERP 9 from the system on which it is activated (licensed).

Since Silver supports Remote Access as well, you can authorise access to your Chartered Accountant, who with his Auditors' Edition of Tally.ERP 9, can remotely provide audit, compliance and advisory services.

Similarly your Tally Service Partner can, via Remote Access, answer your queries and provide support.

As a Silver user, you can create one Tally.NET identity, which you can use to login to your own system from home or while on the move. Other users of Tally.ERP 9 can also grant access to you by authorizing this Tally.NET identity.

Gold Edition - Unlimited Multi User

Where more than one computer needs to have access to Tally.ERP 9, a Gold edition is what you need. Any number of users can simultaneously have read and write access. Note, that there can be some degradation of performance with a large number of users and we have found that the Gold edition is usable with a maximum of ten users. (Series B will deliver the Diamond & Platinum editions with support for hundreds & thousands of users).

Like with Silver you can manage as many companies (business entities) and personal books of accounts as you need. You may also create as many users as you need, and provide each with the appropriate level of security.

With Remote Access, you can authorise access to your Chartered Accountants, who with their Tally. ERP 9 - Auditors' Edition , can remotely provide audit, compliance and advisory services.

Similarly your Tally Service Partners can, via Remote Access, answers your queries and provide support.

As a Gold user, you can create ten Tally.NET identities, with which your mobile users can login to your system from home or while on the move. Other users of Tally.ERP 9 can also grant access to you by authorising these Tally.NET identities.

It is easy to migrate to Gold from Silver - contact your Tally Partner. Your license will get updated to Gold and you can now access Tally.ERP 9 from multiple systems without the need to make any other change!