INTRODUCTION TO TALLY


Opening Screen of Tally

The opening screen of Tally is shown in Figure below. It contains the following components:

1. The top bar of the screen contains the product message and version, system date and time.

2. The middle bar of the screen is basically divided into two sections:
a) Left Hand Side: This portion contains the following information:


• Current company: It gives the information of the Companies that are already loaded or

selected.

• Current period: It is the Financial Year of the currently loaded company.

• List of selected companies: Displays all the active Companies. The currently selected

company will be in bold letters

• Date of last entry Displays last voucher entry date.

Right hand side displays the pop-up menu, from where the instructions to Tally are given.

Button Panel: the buttons on the panel help you perform various functions. These buttons can be

selected simply by clicking on them. The functions of these buttons are discussed later.

Direct Command: Press Ctrl and N keys simultaneously or click on this area to activate it. Even if

the mouse does not work, you can type commands in plain English in this area and execute them.

Note on the Buttons on the Button Panel

The underlined and non-underlined buttons work differently. You will have to press Alt key and the

corresponding Function key simultaneously if an option is underlined. You can even invoke a button

just by placing the mouse-pointer on it and clicking the left mouse-button.

Accounts Configuration

Features and Configuration

We notice the buttons F11 & F12 in almost every screen, which permits to activate / de-activate

options.

Tally controls operational Features through F11: Features button and allows to configure settings

through F12: Configure button.

F11: Features button appear almost in every screen upon selecting a company. You get same option

irrespective of screen where you launch it. Features settings are Company specific. You can activate

an option for one company and de-activate the same for another company. F12 : Configure is contextsensitive.

You get different options on launching this button at different screens. Configuration option

relevant to the specific screen would appear. The settings you make through

F12:Configure is global (and not company specific), change made becomes effective for all the

companies you work with Tally.

Note :Some features like multi-currency and multi-locations, once enabled and used, cannot be

modified. the two features. Cost centers and Bill-wise details – must be activated in features screen to

be available for ledger accounts. Feature changes (F11:Features)affect only the current company but

configuration changes (F12: Configure) affect all the open companies.