Tally Prime Features

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Let’s take a quick look at the Tally Prime features & patterns like Basis of Values and Go To that will help you to work efficiently with minimal learning. Understand these features & patterns so that you can try any feature in the product.

Once you install Tally Prime, activate the license, create a Company, and then you can start using Tally Prime features and record your business transactions. To make use of the flexibility of Tally Prime and enhance your productivity, take a quick look at the interaction experiences and understand the patterns.

Home screen that you see when you open Tally Prime includes the top menu, Go To/Switch To buttons, Gateway of Tally, and buttons on the right hand side. These options aid in finding and opening different ledgers, vouchers, and reports that help you accomplish your business tasks.

There are multiple ways in which you can reach the desired destination. You can choose the ways you prefer.

Navigation across TallyPrime widely uses Enter key and Escape key. While there are different ways in which you can reach a destination, pressing Enter will take you to the next level of information, and Escape will take you back to the previous level, until you reach Gateway of Tally. In addition to that, the same Escape key will let you close Tally Prime, with a confirmation. Similarly, you can use different key combinations to achieve what you want. In fact, you can navigate and use Tally Prime features completely using a keyboard.

Data entry for recording different types of transactions are made similar to enhance learning, and retention of knowledge. Master creation is made simple by using similar actions wherever possible, and multiple ways to reach the create options.

Reports are presented in a hierarchical manner for easy analysis. While Tally Prime provides a large number of reports, reading and understanding the reports are simplified with similar interactions.

When you open a report, you will get the summary data for the most relevant report period. From there you can change the report period, presentation format, and so on, up to the value that forms the basis of the report. Consistent interactions make it easier for you to navigate, and memorize the steps.

Sharing data in printed formats, or in electronic file formats through e-mail or export is one of the useful Tally Prime features available by default. You can share individual vouchers, or reports, as well as in bulk, with just a few key presses. Sending payslips to your employees, or reminder letters to your parties are equally simple.

Easy setup enables you to start using Tally Prime for recording your business transactions in a couple of minutes. While there are many features available out-of-the-box, you can decide to start with the minimal set, right away. You can start using the other Tally Prime features as and when you come across a business need. You can explore and use many features as your business grows and diversifies. This facility helps you to start simple, and gradually add more features as needed. You can switch many features on and off as you want or require. Alternatively, you can start using all the Tally Prime features in the beginning, if needed.

Set up for personal preferences is another flexibility that you get to in order to use the application comfortably. Such configurations can be done independently for every installation of Tally Prime using F12 Configurations. Different types of ledgers and vouchers can have different configurations. Similarly, you can set your preferences for reports, printing, and other data communication options.