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How to use Tally erp 9 an introduction

Tally erp 9 is one of the leading accounting, taxation, payroll software .Tally is compatible With GST with Release 6 after the recent implementation of GST in india, Tally  Today I will share you about how to use tally software for extreme beginners.This includes knowing tally erp9 interface  the physical appearance of tally software  and navigation, usage of buttons etc.

How to use Tally ERP 9 Guide

After Installation  and activation of tally license double click on tally icon from your desktop, Tally will open and you will be landed into Gateway of tally with menu Company Info.
Tally ERP 9 Software interface

Let us divide the tally screen in to seven

  1. Top button Panel: – This is a panel with a series of buttons,some are active and some are not These buttons are used to do functions  like print, export email etc. On the right side of top button panel you will find language button to change the language of the software ,Keyboard buttons to change the typing language, Help to access Control center, Support center & access help files online.
  2. Gateway of Tally: – This is the working area and display area of tally. On the right hand side  there is a box with some texts it is called the menu of tally. Unlike other software tally does not have a pop down menu, context menu. Each time when you open the software the curser lies on menu screen highlighting the first option. In the above example curser highlighted on‘Select Company’.In this menu The ‘S’letter is boldface and red in color. This letter is called hot key. i.e, you need to press ‘S’ from your keyboard to select this menu. This helps you to faster moving through menus and faster data entry.

On the left side you can see

Current Period:- This shows current financial year of the company you can change the period by clicking on it or by pressing Alt+ F2

Current date: – This shows the current date that tally is in or the date of last voucher entered you can change it by pressing F2 only if a company is selected.

List of companies selected:-Just under the current date and current Period you can see the list of companies selected. On the left side Name of the company displayed and right side  shows date of last voucher entered. You can select more than one company at a time. But company name, which is highlighted in bold font only remain active. You can work with only one company at time. If you want to work with next company you have to switch that company by pressing F1 from gateway or click on the Company.

How to use Tally ERP 9 Button panel

  1. Right Button Panel: – This is the right button panel and the button displayed in this panel changes depends on relative screens. buttons are of three types.
  1. Button without under line
  2. Button with single under line
  3. Button with double underline

Why this underline? Underline helps the identification of short cut key. The idea is

A button with   F12 = Press  function key F12

A button with   F12 = Press ALT Key + F12 Function Key together
control key in tallyA button with double underline says  = Press Ctrl + F12

Use of Other Options In Tally ERP 9

  1. Infopanel: – In this panel you can see Product details, Version detail, License detail, configuration details etc. To view these information in detail click on each panel.
  2. Close Button: This panel will help you to close the tally software when you are in Gateway of Tally.Also used to come back to previous menu.
  3. Calculator: At the end of the panel there is one calculator if you click on calculator will expand the area and rest of the panel will disappear. Press Ctrl+N from gateway of tally to activate calculator and press Ctrl +M go back to company information screen. These two keys combination works as toggle between calculator and gateway of tally.
  4. Taskbar:-Like window task bar this bar shows Current date, Current time and menu path.

Navigation through tally using keyboard & Mouse

Let’s start the navigation through Menu

Menu navigation Using Keyboard

To navigate through Tally menu, item one to another you can use up and down arrow key.To move up, press up arrow key to move down, press down arrow key, Right and let arrow key has no role in navigation
See the above image, the menu item with grey background ( InvenTory Vouchers)is showing that the cursor is lying with that item or it is the selected item
To move from InvenTory Vouchers to ImpOrt of Data Press down arrow key from  the keyboard, to move from InvenTory Vouchers to Accounting Vouchers hit up arrow key

Menu navigation using Mouse

For moving from one item to another just click on it, For example you want to select Accounting Vouchers item just click on it. The grey color back ground will be highlighted that item; this means that the item is selected.

Move on to sub menu

To move on to the next level menu press enter from the keyboard and to come back to previous menu press escape ( Esc) button
To move on to Accounts info sub menu Select it and press enter.
move to submenu
To come back to Gateway of tally press Esc button

By using mouse

To move on to the sub menu, double click on it, For instance moving on to the sub menu of accounts info double click on ‘Accounts info’ 

Using  button control through key board

On the right hand side and on top of the software you can see so many buttons, Lets discuss why these buttons have Single underline, Double underline, Without underline, Inactive buttons etc. Each Button name start with F1,F2,F3 etc. To activate these buttons You have to use these Function keys in your keyboard as described below.
buttn panel

Buttons with Single underline

A button with single underline  indicate that Alt key is the combination used along with the Function Key and (F1, F2).

From the above image[ F2: Period] Is he key with single underline, to select period ,you have to press Alt key and F2 key at a time from your keyboard [Alt+F2].

Button with Double Underline

Double underline indicate that Ctrl key is the combination with Function Key and (F1, F2), & Alphabets.

From the above example’ H: Support Centre’ is the double underlined button, you have to press ‘Ctrl’ ‘Button and ‘H’ button at a time to use it [Ctrl+H]

So double underline indicate that ‘Ctrl’ Key

Button without Underline

Button without underline indicates that a single key stroke is required to activate this button.The above example shows that F2:Date is the button without underline, So press F2 function key only to use this button

Inactive Buttons

Inactive buttons says that this button cannot be used in the current screen

Navigation using hot keys

Tally offer another navigation method called hot key. Hot keys are the keys from your keyboard normally alphabetic letter, to access a menu using hot key just press the key

How to find out hot key?

It is very easy to find out the hot key of Display Menu item is D, D is in boldface letter and when the menu is selected hot key visible red in color, use that alphabet from your keyboard to go to the particular menu.
hot key in tally
To go to ledger you have to Press D, A, L in pursuit from the gateway of tally (Display, Account Book, and Ledger. For getting more ideas see this video on Basic training in Tally ERP 9.

Here is a video tutorial on how to use Tally ERP 9

Here is the complete tally erp 9 online classes.

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Comments (3)

  • i was using Windows 8 with tally.ERP9, and my computer got problem and now i reinstalled windows 7 and the tally.ERP9 ICON is here on the desktop and not opening how can i please get back my DATA?

    am in Kenya,Nairobi,
    tell: +254-722-932-222

    Reply
  • sir when i was entering the entry of sales by mistakely i had entered through party ledger account for that reason all number has been changed how can i rectify to original sales number

    Reply

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