Guides · Tally how-tos
Tally how-tos guides
Getting more out of TallyPrime: reports, bill-wise details, cost centres, multi-company and mobile access.
20 guidesFree to read
TallyPrimeTally on mobile: how it worksTallyPrime runs on a Windows PC. To use its data on a phone, a small program on that PC reads your companies from Tally and keeps a synced copy online3 min read
TallyPrimeHow to access Tally remotelyThere are four common ways to reach your Tally data when you are not at the office PC: remote desktop, Tally's own remote-access options, running Tall3 min read
TallyPrimeTally remote desktop vs a sync appRemote desktop shows you the office PC's screen, so you work in Tally itself. A sync app shows a copy of your Tally data in screens built for phones a3 min read
TallyPrimeSharing a Tally ledger on WhatsAppTo share a party's ledger from Tally, open the party's ledger for the right period, export it as a PDF, and send it on WhatsApp with a short message. 4 min read
TallyPrimeChecking Tally outstanding on your phoneOutstanding in Tally is only useful if you see it when you need it: before a customer visit, when a dealer calls for more stock, or while deciding whi4 min read
TallyPrimeBill-wise details in Tally, explainedBill-wise details let Tally track each invoice separately inside a party's ledger. Every bill gets a reference, and every payment or credit note is ma4 min readTallyPrimeTally cost centres for salespeopleCost centres let you tag income and expense entries in Tally with a person, branch or project. Create one cost centre per salesperson, allocate each s4 min readTallyPrimeManaging multiple companies in TallyMany Indian business families run several firms: a proprietorship, a partnership, a private limited company, sometimes one per state GSTIN. In TallyPr3 min readTallyPrimeTally reports across financial yearsTallyPrime can keep several financial years in one company and show reports for any period you set. Comparing years, or reporting on a range that cros3 min readTallyPrimeStock groups and stock categories in TallyStock groups and stock categories are two separate ways to classify items in TallyPrime. Groups form the main tree, usually by product type or brand; 4 min readTallyPrimeTally voucher types explainedA voucher is the record of one transaction in Tally. The voucher type tells Tally what kind of transaction it is, which decides the ledgers it touches3 min readTallyPrimeSales order processing in TallySales order processing in Tally tracks a customer's order from confirmation to delivery to invoice. You record a sales order, deliver against it fully4 min readTallyPrimeThe Tally Day Book, explainedThe Day Book in Tally lists every voucher entered for a date or period, in order: sales, purchases, receipts, payments, journals and more. It is the q4 min readTallyPrimeTally reports every owner should checkTally can produce hundreds of reports. An owner needs about ten, read on a rhythm: a few daily, a few weekly, the rest monthly. This guide lists them,4 min readTallyPrimeHow Tally data sync worksA Tally sync app works through a small program on the Tally PC that reads your company data from TallyPrime and sends a copy to an online service. App4 min readTallyPrimeTally connector setup guideSetting up takes four steps: install the connector on the PC where TallyPrime runs, sign in to the Cashflow OS app with your mobile number, scan the Q4 min read
TallyPrimeA GST returns workflow with TallyMost GST problems start weeks before the due date, in how invoices were entered. A steady monthly workflow, with checks at entry, before GSTR-1, durin3 min readTallyPrimePrice levels and price lists in TallyIn TallyPrime, a price level is a named rate tier, such as Dealer, Wholesale or Retail. A price list holds the actual rates and discounts for items at4 min readTallyPrimeGodowns and multi-location stock in TallyGodowns in Tally let you track stock by location: a main warehouse, a shop counter, a second godown, even a delivery van. Every inward and outward ent4 min readTallyPrimeAlternate units in Tally, explainedAlternate units let one stock item be counted in two units, such as boxes and pieces, with a fixed conversion. You can buy in one unit, sell in the ot4 min readCashflow OS · works with TallyPrime
Put this into practice with your own books
Cashflow OS shows your TallyPrime ledgers, outstanding, GST views and reports on every phone in the team. Try it free on your own data, or let our Jaipur team walk you through it.
