HomeMasters

How to create Ledger?Alter ,Delete ledger in tally erp 9

Let’s create a ledger in tally erp 9. In tally when you create a company the software itself create two ledgers called Cash-in- hand and Profit & Loss account. They are called default ledgers. You can create ledgers in two methods. Single Ledger  and multiple ledger method.  In single mode you can create one account at a time.But all options related to the ledgers are available in single mode. Where as in multiple mode you can create unlimited ledgers in a single screen.but no related options are available. GST options are available in a ledger creation screen only when you activate gst in tally. Ledgers are placed under various group provided by tally. So that classification becomes easy. Apart from default groups ,a user can create sub groups.

IN THIS CHAPTER YOU WILL LEARN THE FOLLOWING ABOUT LEDGERS

  1.  Creation
  2. Alteration.
  3. View
  4. Delete

How to create ledgers in tally?

Here we are discussing single mode

Go to Gateway of tally>Accounts Info>Ledger> create.

The shortcut key is A->L->C

This is the single ledger creation screen with GST options.

ledger creation screen in tally

You have to input name , under. Under means the group or accounting classification in which the ledger falls under. Here is a list of ledgers and under group for your easy ref.

Example

Create a Ledger for Stationery expense. Stationery is an Indirect expense, hence the group is Indirect expense.

Name: Printing & Stationery

alias: this is an alternative name or nick name . You can use both name for selection.

Under :Indirect Expense.

Inventory values are affected? No

If you set this yes. When you use this ledger in any voucher, tally will ask you to allocated inventory or stock item. This can be used for keeping stationery item stock only if required.  

Type of ledger : There are  two options available in latest versions. Discount & Invoice rounding Select not applicable  unless you are creating a discount & round off account.

Statutory information

GST options available in this form if you have activated GST in tally. These options are required for sales , gst tax ,Some  expenses like transportation,packing , customers & suppliers ledgers.

Here is the screen short of printing & stationery ledger  creation.

created ledger

Hit enter key to create and save.

How to view the ledger?

Now that you have created an account, now let’s see how to view the created ledger master.

Accounts info> Ledgers >Display

Alsit of ledgers will open, select the one you want to view and hit enter.

Here you cannot make any changes.You can just see what has created by you.

How to alter a ledger ?

You can edit a ledger in the following way.

Accounts info>Ledger>Alter

A List of ledgers will display, select the one you want to modify.

list of ledgers

Select the ledger you want to edit.make changes hit enter keys to save.

How to delete a ledger?

You can delete a ledger in the following way.

Accounts info>Ledger>Alter

the same list will display again.select the ledger to be deleted.

In the bottom of the screen you will see a button ‘Delete‘.  click on that or use

The shortcut key to delete a ledger is Alt+D

delete a ledger

Tally will ask you a confirmation ,Click on Yes or hit Y from your keyboard.

unable to delete ledger ?

If you are unable to delete a ledger or the delete button is not active or shortcut keys will not give you any result. This means you have already used this ledger in voucher entry. Tally ledger entry examples are ,Payment voucher, receipt voucher, contra vouchers etc.You should remove all entries in that ledger.You can edit that voucher and change the ledger.Then try to delete. otherwise you cannot delete any ledger.

If you liked this article, then please subscribe to our YouTube Channel for Tally erp 9  video tutorials. You can also find us on  Facebook.

Related Posts

Comments (49)

  • How can I allow my Tally users to be able to create ledgers but not delete them? I bear the admin password

    Reply
    • Hi eva sorry for the late reply,
      If you have already created user, then go to company info menu>>Security control>>Types of security in the list of security level select the option in which the user exists. for example “Data entry”, press enter, In the security level screen, on the left hand side ( disallow following facility ) set Full Access —- Accounting masters, then on the right hand side ( allow the following facility) Create Accounting masters

      Thanks ,

      Reply
      • SIR I NEED HOW DELETE A LEDGER
        ACTUALLY I KNOW HOW DELETE LADGER BUT AIT+D IN IS NOT WORKING I MEAN LEDGER NOT DELETED

        Reply
      • we are having multi products. the existing customer is planning to purchase some other product in our branch. that customer is having an ledger account. when i am rising the booking receipt it shows duplicate entry. so it is not generating booking receipt.now how i am create an booking receipt on the same account. reply me sir.

        Reply
  • Thanks Saju, this so helpfull.
    Another question I have recently realised I can not post any date say like 17.11.2012 but it accepts 01.11.2012, what should I do? In the date range alt + F2 I clearly indicated from 01.01.2012 to 31.12.2012 and yes its accepts 31.12.2012, what’s this?

    Reply
    • Hello Eva,

      I think you are using educational version of tally, you must purchase a licensed version to get access on all dates.

      Thank you

      Reply
  • Oh I am using a licenced Tally Erp 9 Gold, this has cleared out.?

    Another doubt in my previous knowledge of Tally when I was posting in a bank ledger it automatically wrote on narration part CHQ No. how can I bring that back also configure a way that when I repeat chq number it will give me a note. Is this possible

    Reply
    • I have looked every where and could not find the option to bring back part narration Ch No: In ERP9, and there is no warning message of duplicate cheque number entered in tally narration, but this option is available when you are using bank allocation feature.

      If any body have different openion about eva’s question, please provide

      Reply
  • Sir,
    I am using tally erp 9 licensed version. I have recently realised, my tally accounts financial year is 2012-2013 but tally display, date of last entry 25.9.2021 pls give solution sir.

    Reply
    • Hello Anandhi,

      There could be a transaction entered on the date 25.9.2021, this is possible once you have changed the financial year, go to day book on that date 25.9-2021 and delete that entry

      Reply
  • Thanks Saju, for trying to help me out.

    Why is my Tally system not asking me new ref/ agst ref? while I have configured payments to Pre allocate bills for payment to YES?

    Reply
  • Dear sir,
    I am using tally. Erp 9 Gold .How do we know which user can deleted payment voucher entry if we are not using daily tally audit function pls give me solution sir.

    Reply
  • very helpful to learn

    Reply
  • I want to learn tally erp9 ?
    please guide me.

    Reply
  • how to search deleted & cancel payment voucher in tally i want that voucher that’s why sir

    Reply
  • DEAR SIR,

    I HAVE ONE DOUBT REGARDING TALLY..,HOW CAN WE SEE DETAILED NARRATION IN OUTSTANDING STATEMENT OF SUPPLIERS & CUSTOMERS IN ACCOUNTS ONLY…
    I AM PUTTING THE NARRATION IN NARRATION COLUM BUT IT IS NOT SHOWING IN OUR OUTSTANDING..PLS HELP ME ..

    THANKS & REGARDS
    SANDHYA

    Reply
  • Dear Sir,

    Plz.Request my Questions Ans. How Tally Entery For Year Date ?
    Example That Company Opening date and Closing date Howmany year difference ?

    Reply
  • Sir,

    What is the shortcut to alter a ledger information (say the name is incorrect) while we are in the alteration mode.

    i know the hard way. Escape from the alteration screen and then go to ledger info, alter etc…..

    do you know the shortcut?

    Reply
  • THAKS BHIYA

    Reply
  • Dear Sir,

    Is there any way to check invoice numbers whether duplicate entries are being done or not.

    Regards
    Roli

    Reply
  • Send me pls tally 9 software link sir

    Reply
  • I want to learn tally erp9 ?
    please guide me.

    Reply
  • what is ledger of sandry debtors?

    Reply
  • what is ledger of direct incomes and indirect incomes?

    Reply
  • how to entry of goods return?

    Reply
  • How does the rebate entry?

    Reply
  • I want to read tally and HTML . Please guide me!

    Reply
  • i want know tally pls guid me

    Reply
  • I like this type of method to learn.

    Reply
  • Type your comment here…

    Reply
  • Pls i ve little knowledge about tally. How do u intend to teach me like a learner? How can i enter a petty voucher as a beginner?

    Reply
  • How to create, view, alter& delete Ledger in tally please guide me .

    Reply
  • Please any1 tell me how to put an enter while typing narration in tally?????

    Reply
    • Hi vinu,

      I think you want to break narration in to the next line, as typing in microsoft word.

      Use Ctrl + Enter to move on to next line

      Reply
  • Thanks Saju garu, this so helpfull.

    Reply
  • voucher passed in tally delete how

    Reply
  • in my pc indirect expenses showing openning balance but in alter there is no blance how to correct it

    Reply
  • Hi this is chandra reddy, when i am creating ledger opening balance difference shown in right corner of the screen.That opening balance difference taken as opening balance of the ledger.may i know what is opening balance difference and why it will take automatic opening balance?

    Reply
  • In tally , ledger showing split , when we doing sales invoice its not taking additational detail of party.

    Reply
  • Sir, i have one query and the query is “how can i change the PV no. in tally”. In my system after pv no. 93, it automatically show the pv no. 100. Plz. kindly guide me.

    Reply
    • It can happen becoz whenever we change the date of pv’s or delete any pv in between This happens most of the times.

      Reply
  • sir i wrongly enterd opening balance of drawing account,how i can delete this opening balance in tally erp 9

    THANK YOU

    Reply
  • how to edit the ledger the short cut key

    Reply
  • Very clear cut explanation along with additional information for better understanding..
    Thank you sir

    Reply
  • Hello sir. This is koumudini mehta. I have read & understand. I am a litrature student and now studing in f.y.bcom. This will very much healpful to me. Showing with picture is a biggest benefit for all students who goes through this web site… thankyou so much sir. I like it…

    Reply
  • Hi sir this is Erfan Raza.
    thanks a lot for this script. Its very helpful to me…..
    Thanks again.

    Reply

Leave a Reply

Your email address will not be published. Required fields are marked *

Translate »
Close
error: Content is protected !!