The screen for India/Asia
Dec 18, 2008
Company Information
The very first time you start Tally, you would require to 'create' a company. 'Create Company' simply means giving basic information about the company whose books of accounts Tally is to maintain for you. Tally is smart, but it does need an introduction to your company. The initial screen would appear like this:
The Gateway of Tally screen is separated into four sections, – Title Area, Main Area (Ctrl + M), Calculator Area (Ctrl + N) and the Button Bar.
The screen elements of the Gateway of Tally screen is explained below:
Top Area
Top Area contains Version number, Release details (every time a new release of Tally is made, it is identified with a different release name like Release 3.14) and Current Date (the date configured in the computer). The name of the day, date, month and year is displayed in DD, MM, YYYY format on the left-hand side.
Tally logo is displayed at the centre of the Top Area.
The Product type (Tally Gold, Tally Silver, Tally Bronze or Educational) and Tally Serial Number appears on the upper-right corner. The software serial number is usually a unique number (taken directly from the TallyLock connected to the USB / Parallel port of the system). System time (the time configured in the computer) appears on the upper-right corner in Hour: Seconds: Minutes (HH/MM/SS) format.
Minimize Button
The Minimize button performs the standard Windows Operating Systems function (Windows 95 onwards), allowing you to minimize Tally and work on other applications. To restore Tally, click on the Tally icon on the taskbar.
Main Area (Gateway of Tally)
Main Area is separated into two areas:
Left-hand side area
Right-hand side area
The left-hand side area in Main Area provides information of Current Period, Current Date and List of Selected Companies (Name of the company and the date of last entry details).
The right-hand side area in the Main Area screen displays the Company Information menu (to select your instructions to Tally) > Select a Company, Create a Company, Backup a Company or Restore a Company.
Hot Keys
Hot keys are the text that are capitalized and are red in colour on all the menu screens. Typing any of the Hot Keys in the Company Info Screen will either take you to that particular screen or it may display the sub - menu’s within that Option.
Calculator Area
Press [Ctrl + N] to activate the calculator functionality. Calculator Area is used for calculator functions. Any type of Independent calculation can be done using calculator to get quick answers.
Button Bar
The buttons are designed to make the work easier and faster. These buttons vary from one screen to another based on the screen functionality. The buttons appear on the right hand side of the Tally screen. Only buttons relevant to the current screen will be active and the inactive buttons are greyed. These buttons are enabled with the short cut keys (like F1, F2 and so on). You can either click on these buttons or you can press the shortcut keys to access.)
On this screen, Tally displays the following buttons (keys):
Help (Alt + H) – to access Tally's online context-sensitive help (This feature is not available for Tally on RHEL)
Web Browser (Alt + W) – to access the Web Browser directly from Tally!
F1: Select Cmp – to access data from other data directories either on the local system or through the network.
F12: Configure – to access the configuration settings to manage the information put into Tally. Here, access the General Configuration to set country specific defaults. Use it before creating a company.
Note:
* Use the buttons on the right-hand side of the screen to explore the Potential of Tally.
* Press [Enter] wherever the cursor is placed in Gateway of Tally Menu’s and sub menu’s to know the Depth of Tally.
Buttons with a character or function key underlined means you have to press underlined character or the function key along with SHIFT key.
Buttons with a character or function key double underlined means you have to press character or the function key along with CTRL key.
F1: Press the shortcut function key to select a company
F1: Press SHIFT+F1 to shut a company
F8: Press CTRL+F8 to select the Credit Note voucher
Ctrl+M: Press Ctrl + M to access the Gateway of Tally.
Ctrl+N: Press Ctrl + N to access the Calculator/ODBC Server frame
Additional Information
The Tally Clock
While Tally processes data, you will see a clock on the screen indicating that you should wait until it disappears before performing the next action.
The Gateway of Tally screen is separated into four sections, – Title Area, Main Area (Ctrl + M), Calculator Area (Ctrl + N) and the Button Bar.
The screen elements of the Gateway of Tally screen is explained below:
Top Area
Top Area contains Version number, Release details (every time a new release of Tally is made, it is identified with a different release name like Release 3.14) and Current Date (the date configured in the computer). The name of the day, date, month and year is displayed in DD, MM, YYYY format on the left-hand side.
Tally logo is displayed at the centre of the Top Area.
The Product type (Tally Gold, Tally Silver, Tally Bronze or Educational) and Tally Serial Number appears on the upper-right corner. The software serial number is usually a unique number (taken directly from the TallyLock connected to the USB / Parallel port of the system). System time (the time configured in the computer) appears on the upper-right corner in Hour: Seconds: Minutes (HH/MM/SS) format.
Minimize Button
The Minimize button performs the standard Windows Operating Systems function (Windows 95 onwards), allowing you to minimize Tally and work on other applications. To restore Tally, click on the Tally icon on the taskbar.
Main Area (Gateway of Tally)
Main Area is separated into two areas:
Left-hand side area
Right-hand side area
The left-hand side area in Main Area provides information of Current Period, Current Date and List of Selected Companies (Name of the company and the date of last entry details).
The right-hand side area in the Main Area screen displays the Company Information menu (to select your instructions to Tally) > Select a Company, Create a Company, Backup a Company or Restore a Company.
Hot Keys
Hot keys are the text that are capitalized and are red in colour on all the menu screens. Typing any of the Hot Keys in the Company Info Screen will either take you to that particular screen or it may display the sub - menu’s within that Option.
Calculator Area
Press [Ctrl + N] to activate the calculator functionality. Calculator Area is used for calculator functions. Any type of Independent calculation can be done using calculator to get quick answers.
Button Bar
The buttons are designed to make the work easier and faster. These buttons vary from one screen to another based on the screen functionality. The buttons appear on the right hand side of the Tally screen. Only buttons relevant to the current screen will be active and the inactive buttons are greyed. These buttons are enabled with the short cut keys (like F1, F2 and so on). You can either click on these buttons or you can press the shortcut keys to access.)
On this screen, Tally displays the following buttons (keys):
Help (Alt + H) – to access Tally's online context-sensitive help (This feature is not available for Tally on RHEL)
Web Browser (Alt + W) – to access the Web Browser directly from Tally!
F1: Select Cmp – to access data from other data directories either on the local system or through the network.
F12: Configure – to access the configuration settings to manage the information put into Tally. Here, access the General Configuration to set country specific defaults. Use it before creating a company.
Note:
* Use the buttons on the right-hand side of the screen to explore the Potential of Tally.
* Press [Enter] wherever the cursor is placed in Gateway of Tally Menu’s and sub menu’s to know the Depth of Tally.
Buttons with a character or function key underlined means you have to press underlined character or the function key along with SHIFT key.
Buttons with a character or function key double underlined means you have to press character or the function key along with CTRL key.
F1: Press the shortcut function key to select a company
F1: Press SHIFT+F1 to shut a company
F8: Press CTRL+F8 to select the Credit Note voucher
Ctrl+M: Press Ctrl + M to access the Gateway of Tally.
Ctrl+N: Press Ctrl + N to access the Calculator/ODBC Server frame
Additional Information
The Tally Clock
While Tally processes data, you will see a clock on the screen indicating that you should wait until it disappears before performing the next action.
Dec 16, 2008
What is the process for converting data from Tally 7.2 to Tally 9 (Data Migration / Data Conversion)?
To migrate the data from Tally 7.2 to Tally 9, follow the below mentioned steps.
• Install Tally 9
• Now run 'TallyMigrateData' utility from Start > Programs > Tally 9 > TallymigrateData
[Note: You can also run the migration utility by double clicking tally72migrate.exe file located in the folder where Tally 9 is installed]
• The utility will launch Tally Data Migration Tool and Tally 9
• Select 'Migrate Data' in the Migration Company screen
• Specify the directory where Tally 5.4 data is located in the 'Directory' field (Say, 'C:\Tally54\data')
• Select the company from the List of Companies
• Data Migration utility loads the data of selected company and asks for confirmation
• Select 'Yes' and start the migration of selected company
• The status of is shown in the Migration Messages Pane
• When the migration is complete, it displays an information pop-up, "Migration Completed, Check Statistics (press any key)"
• On pressing any key 'Congratulation' message appears confirming the completion of the migration of the data
[Note: If any error occurs during migration, it gets logged into a file 'migration.err', which is automatically generated and made available in the folder where Tally 9 is installed]
• The migrated company is by default saved in the Tally 5.4 data folder. The migrated data is prefixed with a '0' and appears as a 5 digit number. For example, if the company folder number, before migration was '0099', after migration it would be '00099'.
• Now your migrated data is ready for use in Tally 9
• Install Tally 9
• Now run 'TallyMigrateData' utility from Start > Programs > Tally 9 > TallymigrateData
[Note: You can also run the migration utility by double clicking tally72migrate.exe file located in the folder where Tally 9 is installed]
• The utility will launch Tally Data Migration Tool and Tally 9
• Select 'Migrate Data' in the Migration Company screen
• Specify the directory where Tally 5.4 data is located in the 'Directory' field (Say, 'C:\Tally54\data')
• Select the company from the List of Companies
• Data Migration utility loads the data of selected company and asks for confirmation
• Select 'Yes' and start the migration of selected company
• The status of is shown in the Migration Messages Pane
• When the migration is complete, it displays an information pop-up, "Migration Completed, Check Statistics (press any key)"
• On pressing any key 'Congratulation' message appears confirming the completion of the migration of the data
[Note: If any error occurs during migration, it gets logged into a file 'migration.err', which is automatically generated and made available in the folder where Tally 9 is installed]
• The migrated company is by default saved in the Tally 5.4 data folder. The migrated data is prefixed with a '0' and appears as a 5 digit number. For example, if the company folder number, before migration was '0099', after migration it would be '00099'.
• Now your migrated data is ready for use in Tally 9
What is the procedure to install Tally 9?
You can install Tally using one of the given methods.
Method 1:
• Click install.exe from the CD
Method 2:
• Click START from Windows
• Select RUN
• TYPE:\INSTALL
• Press ENTER key
Follow the instructions on your screen to install Tally.
• The Tally Setup Wizard is displayed.
• Click Next to continue
• The Installation wizard displays the License Agreement. Read the license agreement before you proceed. Click I Agree to continue. Click I Decline to stop setup or click Back to go to the previous screen.
• In the Installation screen, you may accept the suggested directories. Else click Change Application Directory or Change data Directory or Change Configuration Directory or Change Language Directory to change the respective directory paths. Use Tab or the mouse to change the path in any of the directories.
Application Directory The Tally program files reside in this directory.
Data Directory
The Tally data resides in Data directory. The default directory where data is stored is C:\Tally\Data. To change click on Change Data Directory button and enter the new directory.
When Tally is installed in a directory with an earlier version, it detects and retains the data configuration path of the previous installation.
Configuration Directory
Tally configuration files reside in this directory. Specify the path of the directory where configuration files should be saved. It is usually the same path as that of the Application directory.
Language Directory
Tally Language files (.dct) reside in this directory.
Specify the path of the directory where the Language files will be maintained. It is usually the same path as that of the Application Directory.
Note: If you are a Multi-License User, select the Run Tally License Server at Windows Startup check box.
During installation, you are prompted to specify the path and the OS files to install the Indic languages.
• Click Install Operating System Language Support to enable Language Support.
• Select your Country name in Country Selection.
• 7. Select the Initial Startup Language from the list. When you start Tally for the first time, Tally will appear in the language selected as the Initial Startup Language (screen).
• Once you select the Initial Startup Language, Click Install to proceed with the installation.
• The installation progress status is displayed as shown below.
• Insert Windows CD to install language or Browse for the i386 folder in your system.
Note: You will be prompted to install the i386 language support folder only if it is not available in your system
• Click Finish to complete Setup.
After completing installation, you can click Tally icon on the desktop to start working on Tally.
Method 1:
• Click install.exe from the CD
Method 2:
• Click START from Windows
• Select RUN
• TYPE
• Press ENTER key
Follow the instructions on your screen to install Tally.
• The Tally Setup Wizard is displayed.
• Click Next to continue
• The Installation wizard displays the License Agreement. Read the license agreement before you proceed. Click I Agree to continue. Click I Decline to stop setup or click Back to go to the previous screen.
• In the Installation screen, you may accept the suggested directories. Else click Change Application Directory or Change data Directory or Change Configuration Directory or Change Language Directory to change the respective directory paths. Use Tab or the mouse to change the path in any of the directories.
Application Directory The Tally program files reside in this directory.
Data Directory
The Tally data resides in Data directory. The default directory where data is stored is C:\Tally\Data. To change click on Change Data Directory button and enter the new directory.
When Tally is installed in a directory with an earlier version, it detects and retains the data configuration path of the previous installation.
Configuration Directory
Tally configuration files reside in this directory. Specify the path of the directory where configuration files should be saved. It is usually the same path as that of the Application directory.
Language Directory
Tally Language files (.dct) reside in this directory.
Specify the path of the directory where the Language files will be maintained. It is usually the same path as that of the Application Directory.
Note: If you are a Multi-License User, select the Run Tally License Server at Windows Startup check box.
During installation, you are prompted to specify the path and the OS files to install the Indic languages.
• Click Install Operating System Language Support to enable Language Support.
• Select your Country name in Country Selection.
• 7. Select the Initial Startup Language from the list. When you start Tally for the first time, Tally will appear in the language selected as the Initial Startup Language (screen).
• Once you select the Initial Startup Language, Click Install to proceed with the installation.
• The installation progress status is displayed as shown below.
• Insert Windows CD to install language or Browse for the i386 folder in your system.
Note: You will be prompted to install the i386 language support folder only if it is not available in your system
• Click Finish to complete Setup.
After completing installation, you can click Tally icon on the desktop to start working on Tally.
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