Set Up TallyPrime | Load Company, Data Path, Auto-Login, Language, Multiple Addresses TallyPrime helps you to set up different preferences in your company based on your business needs. Once you have created your company, you can choose to open your company automatically next time you open TallyPrime. Similarly, you can set your company’s […]

Invoice Management System (IMS) in TallyPrime                                                                                               […]

Migration – Errors and Resolution Internal Error Port unavailable  Company is already being migrated  Company data is corrupted  Application files corrupted or missing

Cancel e-Invoice and and Cancel/Delete Voucher in TallyPrime If you’ve generated e-Invoice for a transaction in TallyPrime, you can cancel the e-Invoice and cancel or delete the voucher along with it. You can perform these actions using the familiar shortcuts: Alt+X to cancel and Alt+D to delete a voucher. TallyPrime will do the […]

Cancel e-Way Bill and and Cancel/Delete Voucher in TallyPrime If you’ve generated e-Way Bill for a transaction in TallyPrime, you can cancel the e-Way Bill and cancel or delete the voucher along with it. You can perform these actions using the familiar shortcuts: Alt+X to cancel and Alt+D to delete a voucher. TallyPrime […]

Cancel e-Way Bill & e-Invoice and Cancel or Delete Voucher in TallyPrime If you’ve generated e-Invoice and e-Way Bill for a transaction, you can cancel or delete the voucher in TallyPrime quickly after cancelling both documents, or cancel them individually if needed. You can perform these actions using the familiar shortcuts: Alt+X to […]

Setup for Backup and Restore Backup and Restore FAQ TallyPrime lets you back up and restore company data with ease, whether you store it locally or on TallyDrive, the secure cloud storage. With one-time setup and agreements for backup, schedule backup, restore, and TallyDrive services, you can streamline the process, avoid repetitive steps, […]

Unable to Migrate as TallyPrime could not find an available port. Try again later, or update the Port no. from Alt+Y (Data) > Configuration > Port. Cause: This error occurs when the migration tool fails to bind itself to a TallyPrime port. Resolution: Update the Migration Tool Port and the TallyPrime Port. Press […]

The selected Company (<Folder_number>) is currently undergoing migration in another instance of TallyPrime. Cause: This error occurs when you try to open a Company with Migration in Progress status. Resolution: Wait for migration to finish. If you have enabled the option Allow working on data during migration, you can continue working on the […]

Find with Conditions Find in TallyPrime | List of field names | FAQ | You can find within specific master types, fields, or voucher types, and refine results using specific operators. Use AND, OR, NOT to include or exclude results, and operators like >, <, or = to find values above, below, or equal […]

Notifications from Customisations The Notification Framework in TallyPrime provides a system-driven way to surface important alerts, reminders, and actionable insights to users. This has been introduced in Release 5 and it enabled system-level notifications. Starting from Release 7, the framework has been extended to allow developers to create, trigger, and manage custom notifications […]

Login and Logout of TallyDrive TallyDrive Login FAQ TallyPrime Release 7.0 has introduced TallyDrive, a cloud storage platform, for you to take backup of your company data. To secure your company’s data on TallyDrive, you must log in with a valid Tally.NET ID. This creates a secure and active session that is essential […]

Approve User Access and Manage User Rights to TallyDrive TallyDrive User Rights FAQ As the admin, you can easily approve and manage user access to TallyDrive services, which is essential when multiple users work under the same license. When a user requests TallyDrive access, you receive an email notification. You can then approve […]

Backup Company Data to Local Drive Backup FAQ TallyPrime Release 7.0 introduces the Auto Backup feature to help you schedule backups to a local drive. Now, along with one-time manual backups, you can also automate backups to run at regular intervals. Once set up, scheduled backups run in the background, so your company […]

Manage Backup Schedules | Schedule Backup Report Backup FAQ The Schedule Backup report in TallyPrime is your central dashboard to view and manage the backup schedules. The report displays existing schedule details such as the backup frequency, time, and the occurrence of backup. It also displays the date and time of the last […]

Restore Company Backup Data in TallyPrime Restore FAQ The Restore company data feature helps you in restoring your company backup effortlessly. It ensures the smooth recovery of your company’s data when required. In TallyPrime, you can easily restore backup data from TallyDrive and local drive. In case of scheduled backups, you have the […]

The Company Data (<Folder_number>) is corrupted. Repair the data in the previous compatible release, and Migrate again. Cause:  This error occurs when the data is corrupted during migration. Resolution: Repair data in the previous compatible release from which you are migrating. Press F1 (Help) > Troubleshooting > Repair > select the company that you need to repair. Alternatively, […]

Unable to Migrate as one or more required application files are either corrupted or missing. Repair TallyPrime application, and try again. Cause 1: This error occurs when the version of the Migration Tool does not match the version of the Tally client. It usually happens when you copy the Migration Tool from one […]

Release Notes for TallyPrime Developer Release 7.0 | What’s New in TDL This section gives an overview of all the new TDL capabilities introduced and the product improvements in Release 7.0. Product Improvements TallyPrime Developer Release 7.0 – Highlights: New Features and Enhancements TallyPrime Default TDL TallyPrime Developer Release 7.0 is enriched […]

TallyDrive Management from TallyPrime TallyDrive FAQ The TallyDrive Management report provides a centralized dashboard to monitor, download, and delete company backups. The report displays key details like backup size, date, and user details. It also provides options to manage user rights, extend storage limits, and resending Recovery Key. You can also switch license […]

Manage Duplicate Numbers for GST Vouchers in TallyPrime Transactions in a financial year that have duplicate Voucher Nos. or Document Nos. appear under Uncertain Transactions (Correction Needed) in reports like GSTR-1, GSTR-3B, GSTR-2A, GSTR-1 Reconciliation, GSTR-2B Reconciliation, Annual Computation, e-Invoice, and e-Way Bill. In TallyPrime 7.0 and later, you can easily view and […]

Post-Migration Activities After completing data migration, you can do the following before you start using TallyPrime to record your day-to-day transactions. Verify Company data You may experience a successful migration where the Summary report displays equal count of masters and vouchers post migration. However, the Statistics report might display a different count of […]

View Migration Summary Report If you are migrating from TallyPrime 2.1 or earlier to TallyPrime Release 7.0 or later, you will view a Summary report showing the statistics of your company’s vouchers and masters. The Migration Summary screen displays your company data with a unique 6-digit Company Number and key migration details. It […]

Migrate Data to the Latest Release | From Tally.ERP 9 Release 5.0 – TallyPrime 2.1 Before migrating your data to the latest release, follow the best practices for a seamless data migration experience. While migrating, you will experience the following: The original 5-digit company is saved as a folder for reference. You can […]

Migrate Data to the Latest Release | From Tally 5.4, 6.3 and 7.2 The latest release of TallyPrime can detect if your data is from earlier releases (such as Tally 9 to Tally.ERP 9), and guide you in the migration process. All your transactions, along with your company features, masters, security settings, and […]

Migrate Data to the Latest Release | From TallyPrime 3.0 or Later Before migrating your data to the latest release, ensure that you have followed the best practices for a seamless data migration experience. In the latest release of TallyPrime, Press F1 (Help) > Troubleshooting > Migrate > select the company that you […]

Base64 Conversion Functions Previously, files had to be converted to Base64 using external libraries before being sent to the backend. The new functions provide built-in Base64 encoding and decoding capabilities, eliminating the need for external dependencies. Why Base64? Binary data (such as PDFs or images) can get corrupted when transmitted over text-based […]

Migrate Data in TallyPrime Migrating your company data to the latest release of TallyPrime ensures a seamless experience and access to the latest features, including improved data entry and reporting. All your data, including vouchers, masters, and security settings, is retained and made compatible with the release you migrate to. Points to know […]

Setup for Backup and Restore in TallyPrime Backup and Restore FAQ TallyPrime lets you back up and restore company data with ease, whether you store it locally or on TallyDrive, the secure cloud storage. With one-time setup and agreements for backup, schedule backup, restore, and TallyDrive services, you can streamline the process, avoid […]

Login and Logout of TallyDrive in TallyPrime TallyDrive Login FAQ TallyPrime Release 7.0 has introduced TallyDrive, a cloud storage platform, for you to take backup of your company data. To secure your company’s data on TallyDrive, you must log in with a valid Tally.NET ID. This creates a secure and active session that […]

Export Data in TallyPrime TallyPrime allows flexible export of company data, including masters, transactions, vouchers, reports, GST returns, and dashboard tiles, supporting formats like ASCII (.txt), Excel (.xlsx), HTML (.html), JPEG (.jpg), PDF (.pdf), XML (.xml), and JSON (.json). You can export accounting and inventory masters (with ledger balances), specific or all vouchers […]

Backup Company Data to TallyDrive Backup FAQ TallyPrime Release 7.0 introduces TallyDrive, a secure cloud storage to back up your company data. Backing up to TallyDrive ensures that your data is safely stored online, protected from local system failures, and accessible whenever needed. Press Alt+Y (Data) > Backup & Restore > Schedule Backup. In […]

GSTR-1 Report in TallyPrime Filing your GSTR-1 might sound like a daunting task, but TallyPrime is here to make your journey as easy as possible. You can use the GSTR-1 report in TallyPrime to easily upload your details on the portal. The best part is that you don’t have to do anything out […]

Backup Company Data to TallyDrive Backup FAQ TallyPrime Release 7.0 introduces TallyDrive, a secure cloud storage to back up your company data. Backing up to TallyDrive ensures that your data is safely stored online, protected from local system failures, and accessible whenever needed. Whether you want to take a quick backup or schedule […]

Backup Company Data to Local Drive Backup FAQ TallyPrime Release 7.0 introduces the Auto Backup feature to help you schedule backups to a local drive. Now, along with one-time manual backups, you can also automate backups to run at regular intervals. Once set up, scheduled backups run in the background, so your company […]

GSTR-3B Report in TallyPrime Filing your GSTR-3B might sound like a daunting task, but TallyPrime will make your journey as easy as possible. You can use the GSTR-3B report in TallyPrime to easily upload your details on the portal. The best part is that you don’t have to do anything out of the […]

TallyDrive Management from TallyPrime TallyDrive FAQ The TallyDrive Management report provides a centralized dashboard to monitor, download, and delete company backups. The report displays key details like backup size, date, and user details. It also provides options to manage user rights, extend storage limits, and resending Recovery Key. You can also switch license […]

Import Data from JSON or XML into TallyPrime With Release 7.0, TallyPrime now supports importing data available in JSON format, in addition to other formats such as Excel and XML. The import steps remain the same for XML and JSON, except for selecting the required file format. If you are using Release 4.0 […]

Approve User Access and Manage User Rights to TallyDrive TallyDrive User Rights FAQ As the admin, you can easily approve and manage user access to TallyDrive services, which is essential when multiple users work under the same license. When a user requests TallyDrive access, you receive an email notification. You can then approve […]

Send Payment Advice to Suppliers Using Connected Banking in TallyPrime Once you send payments online using Connected Banking, you can also send payment advice to notify your suppliers and yourself as well upon successful completion of the payment in TallyPrime. Note that payment advice through Connected Banking is applicable only to online payments, […]

Send Payments from Your Axis Bank Account Using Connected Banking Aided by Connected Banking, TallyPrime brings in the facility of online payments from your Axis Bank accounts. Before you begin, it’s important to note that Axis Bank supports online payments only for the accounts with a single user. All you need is the […]

Send Payments from Your Kotak Mahindra Bank Accounts Using Connected Banking Aided by Connected Banking, TallyPrime brings in the facility of online payments from your Kotak Mahindra Bank accounts. All you need to have is the following: e-Payments enabled in your bank ledger Connected Banking login with your Tally.NET credentials Connected Kotak Mahindra […]

Send Payments from Your SBI Account Using Connected Banking Aided by Connected Banking, TallyPrime brings in the facility of online payments from your SBI accounts. All you need to have is the following: e-Payments enabled in your bank ledger Connected Banking login with your Tally.NET credentials Connected SBI accounts Online payments enabled for […]

Find Details Entered in Masters and Transactions in TallyPrime List of field names | Find with Conditions | FAQ Find in TallyPrime makes searching effortless. Just enter any detail like a party name or vehicle number and it instantly locates user-entered information in masters and transactions, all without leaving your screen. It remembers […]

Notifications in TallyPrime TallyPrime’s Notifications report ensures you never miss a time-sensitive or mandatory business activity. It provides a consolidated view of critical alerts, helping you take timely action and avoid business downtime. Starting with TallyPrime 5.0, you receive notifications for activities like uploading and downloading GST vouchers, and managing your TSS and […]