Interactions in TallyPrime follow patterns that help you accomplish tasks with minimal learning. Understand these patterns so that you can try any feature.
Once you install TallyPrime, activate the license, and create a Company, you can start recording your business transactions. To make use of the flexibility of TallyPrime, and enhance your productivity, take a quick look at the interaction experiences and understand the patterns.
Home screenÂ that you see when openingÂ TallyPrime 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 TallyPrimeÂ widely usesÂ EnterÂ key andÂ EscapeÂ key. While there are different ways in which you can reachÂ a destination, pressingÂ EnterÂ will take you to the next level of information, andÂ EscapeÂ will take you back to the previous level, until you reach Gateway of Tally. The same Escape key will also let you close TallyPrime, with a confirmation. Similarly, you can use different key combinations to achieve what you want. In fact, you can navigate and control TallyPrime completely using a keyboard.
Data entryÂ forÂ 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.
ReportsÂ are presented in a hierarchical manner for easy analysis. While TallyPrime provides a large number of reports, reading and understanding the reports are simplified with similar interactions. When you open a report, summary data is provided 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,Â and memorise the steps.
Sharing dataÂ in printed formats, or in electronic file formats through e-mail or export is another facility 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 setupÂ enables you to start using TallyPrime 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 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. Many features can be switched on and switched off as you want. Alternatively, you can start using all the features in the beginning, if needed.
Set up for personal preferencesÂ is another flexibility that you get to in order to use the application comfortably. Such configurations can be done independently for every installation of TallyPrime using F12 Configurations. Different types of ledgers and vouchers can have different configurations. In a similar way you can set your preferences for reports, printing, and other data communication options.
When you open TallyPrime, you can see a home screen with different items â€“ a top menu bar with pull down options, the details of the Companies that are open, the Gateway of Tally menu, and a button bar on the right-hand side of the screen.
Top MenuÂ has options to manage your Companies, TallyPrime application, users in your Companies, and your data storage & sharing. This menu and child items in the menu are accessible from any screen in TallyPrime.Â HelpÂ menu has options to launch TallyHelp and to upgrade your application to a newer release of the product. Availability of a newer release is indicated with a red dot notification on the menu nameÂ Help. Other options under theÂ HelpÂ menu includeÂ Whatâ€™s New,Â Â TallyShopÂ for buying add-ons,Â TroubleshootingÂ to repair your application and data in case there are issues,Â SettingsÂ to configure your application,Â TDL & Add-OnÂ to manage your extensions/customisations, and anÂ AboutÂ report that shows the details of your TallyPrime installation and its environment.
ShortcutsÂ form an easy way to interact with TallyPrime.Â Shortcut/hotkey to access each option in the top menu is shown in bold capital letter that is underlined, or F1. When the shortcut has a single underline, you can just pressÂ AltÂ and the letter key to access the corresponding option. Shortcuts without underline work with the single key press. When you access any of the menu items, a list of options grouped under the menu item opens, and you can access each using the corresponding shortcut or mouse. For example,Â Alt+KÂ >Â CÂ will open Company Creation screen.
Tip:Â You can use just the keyboard to interact with TallyPrime if you prefer so. You can also comfortably use mouse. This is possible on all screens in TallyPrime.
Go ToÂ option on the top menu helps you to quickly access any report or feature that you want to use. Any screen that you access usingÂ Go ToÂ will open on top of the current screen, and closing the screen will take you back to the screen that was open earlier. You can useÂ Alt+GÂ to accessÂ Go To. The optionÂ Switch ToÂ is placed withÂ Go ToÂ as a toggle to help you move from the current screen to any other screen. You can useÂ Ctrl+GÂ to accessÂ Switch To.