TallyPrime Release 4.0

TallyPrime and TallyPrime Edit Log Release 4.0 bring great delight and joy to you with the following:

  • The facility to share your business articles such as vouchers and reports through WhatsApp in a jiffy
  • A simple way to import the masters and transactions maintained in the MS Excel format
  • The state-of-art Dashboard that gives you a quick glimpse of your business health

Furthermore, the product improvements in the modules such as GST and Payment Request coupled with the facility to print previous and current balances in the Invoice and other enhancements make your experience with TallyPrime all the fruitful.

Highlights – TallyPrime and TallyPrime Edit Log Release 4.0

TallyPrime Release 4.0 comes with new and exciting features that will make your experience even more delightful.

  • TallyPrime with WhatsApp for Business
  • Import Data from MS Excel
  • Graphical Dashboard

Instant Sharing of Business Details | TallyPrime with WhatsApp for Business

Considering the importance of seamless and efficient communication between businesses and their stakeholders, TallyPrime Release 4.0 brings to you the power of instant communication via WhatsApp for Business. This helps you take advantage of the technology advancements and experience enhancements in communication that rule the market.

Businesses can send documents directly from TallyPrime to one or more parties or stakeholders in a single click. Consider that you just closed your books for the quarter. You can send digitally signed financial statements to your investors and key stakeholders on WhatsApp. Similarly, you can send invoices and reminder letters to your parties via WhatsApp and get responses from them via WhatsApp. This will help in managing the cash flow better as the communications are instant.

If your business is in India, your domestic parties also get the flexibility to click the payment URLs in invoices and reminder letters sent via WhatsApp to make instant payments.

WhatsApp is now seamlessly integrated with TallyPrime. You can sign up with WhatsApp for Business from TallyPrime, and send documents to one or many parties or stakeholders at one go. While TallyPrime retains the facility to send documents through e-mail, no more worries about when the receiver would see any mail and act on it.

Easy Migration from Any Software to TallyPrime | Import Data from MS Excel

Manual data entry for high volume data is a nightmare for any business. Manual entry is time-consuming and error-prone. To address this, TallyPrime Release 4.0 provides seamless import from MS Excel. This is in addition to the existing option to import XML files.

As you might have experienced, many software products allow export of data to Excel. This enables you to get data in Excel workbooks, and import to TallyPrime.

What’s in store:

  1. Effortlessly import masters and transactions from Excel.
  2. Use any of the default templates/sample Excel files.
  3. Take data curated in any Excel workbook and map it to fields in TallyPrime, regardless of the format or order.
  4. Identify errors that occurred during import from the logs created while importing.

Visual Tool to Form Financial Insights | Graphical Dashboard

You can use Dashboards in TallyPrime for analysing business information using intuitive formats. Apart from the Sales and Purchase dashboards provided by default, you can create different dashboards. Based on your needs, you can include different reports as separate tiles, configure each tile as needed to cater to diverse requirements, and interact with each tile. Whether you’re a business owner, finance manager, or consultant, Dashboard empowers you to make data-driven decisions that fuel growth and success. You can use the graphs/charts in different tiles to monitor your cash flow, track revenue trends, analyse expense patterns, and gain a comprehensive view of your financial position and ledger balances for periods of your choice.

Dashboard in TallyPrime offers flexibility to:

  1. Add tiles or hide tiles, configure each tile independently, include or exclude data pointsand so on.
  2. Restrict access to dashboards, based on user rights. If specific users have restricted access to certain tiles, such tiles will not form part of a dashboard for those users.
  3. Create different dashboards for different purposes, organise tiles as per your preferences, and save the views.
  4. Load a dashboard as the home screen when you open a Company.
  5. Print, export, and share with stakeholders by e-mail or WhatsApp.

 

Click here for release notes

Click here for download

TallyPrime Release 2.0

Release Notes – What’s New in TallyPrime

You can count on us for a delightful journey with TallyPrime as we work to enhance the product with new features and fix issues, which will make your experience even simpler and more seamless.

Highlights – TallyPrime Release 2.0

Connected experience for e-Way Bill

With the connected experience for e-Way Bill, TallyPrime enables you to –

  • Generate e-Way Bill online at the time of voucher creation.
  • Generate multiple e-Way Bills online at one shot.
  • Cancel e-Way Bill, update Part B & Transporter ID, and extend validity for transactions in bulk.
  • Print e-Way Bill for invoices with e-Way Bill number and QR Code as per the government’s requirements.
  • Track the status of e-Way Bills using the e-Way Bill report and e-Way Bill Register.
  • Get the latest e-Way Bill information and status from the e-Way Bill system to a transaction using e-Way Bill report and e-Way Bill Register.

As a result, you need not juggle between TallyPrime and the e-Way Bill system for various e-Way Bill activities, as everything can be done from within the product.

 

Save View for reports

The Save View feature will delight you with a personalized experience for viewing reports in TallyPrime.

You can now:

  • Save a preferred view for a report with your desired configurations.
  • Save a view for a report for a specific period.
  • Save a view for a report opened for a particular master such as Party ledger, Stock Item, and others.
  • Save views, as per your requirement, for:
    • All companies on a particular computer
    • A specific company
  • Set a saved view as the default view.
    Henceforth, the report will always open as per the configurations applied in the saved view.
  • Change the default view, whenever needed.
  • Delete a saved view or all the views from all companies or a specific company, as needed.
  • Restrict users from saving views for reports or deleting views saved in a specific company.

Saving your preferred views saves a great deal of time as you need not apply the configurations time and again.

 

Online GSTIN/UIN and HSN/SAC validation

TallyPrime is here with a quick and simple process to validate:

  • GSTIN/UIN information for single and multiple Parties.
  • HSN/SAC information for single and multiple Stock Items.

As a result, you get to know if the information entered in your books is authentic and update it, if needed.

 

TallyPrime Reports in browsers

Mobile-responsive design

The all-new mobile-responsive design provides you with an intuitive experience right from company selection to downloading a voucher.

Additionally, you can now enjoy the benefits of the following features:

Quick access to change date in Day Book

You can now view Day Book for the previous and next dates by tapping on the left and right arrow keys, respectively.

Scale Factor in selected reports

You can now apply Scale Factor in a report to view the values in hundreds, lakhs, and so on.

Introduction of Show Details

You can now view additional information in selected reports by tapping on Show Details.

Simpler way to change period

You now have a better experience in changing the period of reports in browsers.

File Name of Report downloaded from browser

The file name of the report downloaded from the browser will now have an underscore, which will separate the date and timestamp for easy identification of the date and time of the download.

Furthermore, if the hour, minute, or second is in single digit, it will be preceded by 0.

 

e-Payments in TallyPrime

TallyPrime’s easy-to-use e-payment feature is now extended to RazorpayX Bank and Axis Bank.

Product Improvements – TallyPrime Release 2.0

File your GSTR-1 returns with HSN Summary as per the latest change

As per the latest amendments, in Table 12 of GSTR-1 (HSN Summary) the column Total Value is replaced with the column Rate of Tax. This release of TallyPrime enables you to file your returns with this change.

Party details in exported Ledger Group Outstandings

When you exported the Ledger Group Outstandings report to an MS Excel file, the details of some Parties were missing.
This issue is resolved.

Voucher Register with Verification Status

In the Voucher Register under Verification of Vouchers, the transactions did not appear for the selected Verification Status.
This issue is resolved.

e-Mailing Ledger and Group Outstandings

When you sent Ledger and Group Outstandings to parties via e-mail, the parties that did not have any outstanding amount received a blank report.
This issue is resolved.

GST calculation in sales transactions

When you recorded a sales transaction using Voucher Class, TallyPrime rounded off the tax value with three decimals to two decimals. Consequently, the calculated tax amount was lesser by 1 paisa.
This issue is resolved.

Terms of Delivery in Sales Invoice

Only the first line was visible in Terms of Delivery when you altered a Sales Invoice and provided the Order No.
This issue is resolved.

Performance enhancements in navigation

The performance enhancements in navigation will make your experience with TallyPrime all the more delightful. It will take fewer seconds to:

  • Navigate to Credit Note voucher from Gateway of Tally
  • Switch between Voucher Types
  • Display the List of Ledgers
  • Change Buyer Name
  • Accept the Supplier Details screen

TCS transactions and reports

The TDL storage error appeared in the TCS transactions and reports, when Use TCS Allocations was enabled in the sales transaction.
This issue is resolved.

Error while uploading Delivery Note on the e-Way Bill system

An error appeared while uploading a Delivery Note on the e-Way Bill system. This happened when you had selected Others as Sub Type while recording the Delivery Note.
This issue is resolved.

Change of ledger in a columnar report

The report details were not getting refreshed when you changed the ledger in a columnar report.
This issue is resolved.

e-Way Bill Number in Multi-Voucher Printing

In multi-voucher printing, the last e-Way Bill number was printed in all the invoices.
This issue is fixed.

TCS Debit Note not linked to TCS Receipt voucher

TCS Debit Notes were not getting linked to TCS Receipt vouchers.
This issue is resolved.

TRN in Sales invoice printed in Arabic

The TRN did not appear when you printed a sales invoice in Arabic.
This issue is resolved.

e-Way Bill number in altered invoice

The e-Way Bill number did not appear in the print when the invoice was altered.

 

Click here for release notes

Click here for download