Define unlimited Groups, Categories, Batches, Locations/Godowns

If your business has multiple product lines and each product line needs segregation, you can do so easily with Tally.ERP 9 by defining unlimited groups, categories, batches and locations/Godowns.

Flexible Units of Measure

Handling real-time complexities like ‘the requirement to buy in one unit and sell in another’, ‘Stock Items required to be quantified in more than one unit’, ‘measuring the unit of stock item with floating conversions’ etc. is no more a tedious task with
Tally.ERP 9. The flexible units of measure in Tally.ERP 9 allows you to manage and quantify the stock the way you want.

Manufacturing Journal

Record the entire cycle of manufacturing activity using Tally.ERP. Record raw materials involved, track godowns from where the raw material is dispatched and their purchase costs. Record the details of finished goods, by-products and scrap yielded.

Bill of Material

The comprehensive Bill of Material (BoM) feature in Tally.ERP 9 allows you to define the raw materials, assemblies, parts and components, along with quantities of each inventory, needed to manufacture a finished product. You can also define the by-products, co-products and scrap in BOM of finished products.

Re-order Level

Using Reorder level in Tally.ERP. 9, you can ensure that you never run out of stocks and in real-time get to know the stock which must be replenished along with right quantities. You can set re-order level and Minimum order level and automatically generate
re-order status report along with shortfall and quantities to be ordered.

Multiple Stock Valuation

Tally.ERP 9 lets you value your closing stock using different stock valuation methods. The flexible stock valuation method allows you to set different stock valuation method for each item based on your requirement. Tally.ERP 9 supports the following stock valuation Methods.

• Average Cost
• FIFO
• FIFO Perpetual
• Last Purchase Cost
• LIFO Annual

• LIFO Perpetual
• Std. Cost
• Monthly Avg. Cost
• At Zero Cost

Job Work

With Tally.ERP 9’s powerful Job work feature, you can completely manage Job work process both as Principal manufacturer and job worker. It’s flexible to record the Material issues, receipts, consumption of materials supported by job work reports to give
complete visibility of job status and material status.

Manufacture and Expiry Date Management

Manufacture and expiry date management is crucial for business dealing with products having defined shelf life or short durability.
With Tally.ERP 9’s batch summary report, you can maintain batches with manufacturing and
expiry dates and get the complete visibility of batch details such mfg Date, expiry date, no of days till expiry etc..

Additional Features for easy Inventory Management in Tally.ERP 9

• Flexible inventory management system to handle exceptions so that no crucial information stays outside the system and help you make informed decisions.
• Variety of inventory reports such as stock summary, aging Analysis report, item-wise profitability etc. help you to keep a watch on stock movement and manage your inventory more efficiently.
• Using Job costing feature in Tally.ERP you can track cost and revenue information like material, labour, and overhead for each job, down to the smallest detail.
• Effectively track and ascertain the procurement cost, landing costs, manufacturing or production costs, order cost or profit, and job cost or profit, using Item Cost Tracking feature in Tally.ERP 9.

Get a 360⁰ view of your business via Insightful Business reports in Tally.ERP 9

Wide variety of insightful business reports are available for you to assess the performance of the organization and for confident decision-making.

Accurate and Insightful reports at the blink of an eye

Tally.ERP 9, is carefully designed to provide insightful reports at the speed in which your mind seeks information. It is engineered to keep all the reports ready as and when transactions are recorded, and insights are right there, exactly when you need
them.

Designed to aid in analysis

In Tally.ERP 9, the business reports are designed to aid in analysis for confident business decisions. With a click of a button, you get comparative analysis across period (e.g. Weekly, Fortnightly, Monthly) and across multiple companies. You can drill-down
the report till you reach the source of transaction, correct the errors, if any and come back to the same report. you were on it.

Getting Around Reports is easier

It’s quite natural for mind to seek additional information in the process of decision making. You may want to see order outstanding while you are looking at the closing stock summary. We got it covered! In Tally.ERP 9, it’s very easy to navigate other
business-related reports with the capability to return to the same report with the click of a button.

Flexible to Configure Information in Report

The display of information in a report right from MIS reports to the Final reports can be configured by the user to get the maximum benefit from the data that is entered. Every report provides you with additional information for better business decisions.

Receivable and Payable Management

In Tally.ERP 9, for each invoice, a unique bill reference is automatically generated to manage the outstanding.All you need to do is track the bill on accepting or making payments, and voila, it will be easy for you to track and match invoice, and get
to know the pending bills.

Ageing Analysis

With Tally.ERP 9’s ageing analysis report, you can easily identify the bills which are ageing from a long time and accordingly follow-up. The ageing style and ageing interval can be set according to your needs.

Multiple Bill Settlement

Using Bill Settlement option in Tally.ERP 9, You have a faster method to clear a party’s bulk payments for multiple pending bills together.

Interest Calculations

When it comes to outstanding or credits management, you may charge interest on outstanding to the party. Tally.ERP 9 makes it easy by automatically calculating the interest either with Simple or Compound interest method and assists in accounting accrued
interest into the books.

Cash and Funds Flow

Get the status of cash flow and funds flow in a single click with Tally.ERP 9. Track and plan the cash flow and allocate capital rightly for the smooth functioning of the business.

Cash Flow Projection

A cash flow projection considers various instance of anticipated inflow and outflow and accordingly projects the net balance available for a given period. Instant cash flow projection report in Tally.ERP 9 helps in planning your investment or spendings
keeping in mind the expected inflow.

Credit Control Techniques

To ensure better credit management, you can set maximum credit limit based on the credibility of the customer. You will also be notified through an alert during a sales invoice if your customer has any overdue bills.

Few more things you can do to manage cash efficiently

• Send professional-looking reminder letters to your customers in a click.
• Get to know the average time your customers take to actually pay their bills through payment performance report.

GST Compliance and Filing

Whether you file GST returns yourself or share the data with your tax consultant, Tally.ERP 9 makes GST filing simpler for you. The built-in capability of error detection and correction ensures that you file your GST returns correctly.

E-way Bill

You can easily generate e-Way Bill for a single invoice or multiple invoices using Tally.ERP 9. The built-in intelligence detects invoice with the incomplete information and assists in correcting it. You can export the e-Way Bill in the prescribed format,
right from the system.

GST Compliance and Filing

Whether you file GST returns yourself or share the data with your tax consultant, Tally.ERP 9 makes GST filing simpler for you. The built-in capability of error detection and correction ensures that you file your GST returns correctly.

E-way Bill

You can easily generate e-Way Bill for a single invoice or multiple invoices using Tally.ERP 9. The built-in intelligence detects invoice with the incomplete information and assists in correcting it. You can export the e-Way Bill in the prescribed format,
right from the system.

GST Compliance for Composition Dealers

Businesses who have opted for composition scheme can manage their compliance easily using Tally.ERP. From recording Bill of Supply to generating GSTR-4/CMP-08 in the prescribed format Tally makes it simpler and easier.

Always Stay Compliant

No worries of changing laws, you are always up to date and compliant with Tally.ERP 9. Regular product releases ensure that new laws, law changes, returns etc. are supported on-time.

Support for Previous Tax Regimes VAT/CST, Excise

Wondering how to manage business data of previous tax regimes? With Tally.ERP 9, you can manage data from both the previous and current tax regimes in a single company. Viewing transactions and getting reports for the complete financial year is also not
taxing anymore.

Managing TCS and TDS is no longer tedious

In Tally.ERP 9, you can manage TDS and TCS requirements for your business in an accurate and simplified manner. The return forms are designed to detect errors/incomplete details and allow you to correct them seamlessly, so that the return is 100% fool-proof.

Other Features to Manage compliance with ease

• Easy and quick to configure the tax details via GST Rate Set-up.
• You can export the return data in the multiple formats. For e.g. GST Return data in JSON and MS-Excel.
• Generate consolidated e-Way Bill by selecting the required invoices.

Auto Bank Reconcilation

Reconciling bank statements with a long list of transactions is no more stressful! With Tally.ERP 9, you just need to import the e-statement downloaded from the bank portal and reconciliation will happen automatically. Supports bank reconciliation
for more than 100 banks.

Generate Cash Deposit Slips and Payment Advice

Is depositing cash or cheques an everyday activity for you? Get rid of the hassle by generating cash and cheque deposit slips from Tally.ERP 9. You only have to provide the denomination of notes and Tally.ERP 9 does the rest.

Cheque Management

Tally.ERP 9 provides effective cheque management systems by allowing creation of multiple cheque books with unique ranges for every bank. Cheque register helps you to view, search, and track your cheque details.

e-Payments

Using the e-Payments feature in Tally.ERP 9, you can simplify the payment process with the utmost security of your financial data. You can make payments through e-Fund Transfer, Electronic Cheque or Electronic DD/PO from one bank to another. Most popular
banks are supported for e-payments in Tally.ERP 9.

Additional Features for Effortless Banking

• Tally provides a host of pre-defined cheque printing formats for the majority of the banks, making it seamless for you to print cheques as per your business needs.
• On-time product updates to support the new bank formats and e-bank statements.
• Easy to track and manage post-dated cheques.
• Security levels for authorising users for doing banking operations as per your business needs.

Secure Remote Access

Access your data anywhere and anytime while your data stays only with you. Your data is always secure with Tally.ERP 9 which has built-in security at all levels.

Decentralization of books to multiple branches is no more difficult!

Having business at multiple locations? Synchronize business data across locations and get consolidated information at one location by using the Synchronization feature of Tally.ERP 9.

Seamless e-Banking facility

e-Banking module of Tally.ERP9 acts as a seamless interface between the bank and the business. With e-Banking module in Tally.ERP, simply upload and authorize the transactions on the portal and the payment is done. Saves time and efforts.

Do More with Tally’s Net Capabilities.

• You can record or alter the voucher using remote access on the go.
• On-Demand Synchronization allowing each system to independently complete their work without being ‘connected to each other live’.
• Synchronize the Data with Greater Control – Control the direction of Data synch (Send or Receive or both).
• Synchronise the data via private Network.

Cost Centre and Profit Centre Management

Easy to set-up the cost units, availability of reports with a click of a button and more importantly, effortless comparative analysis across period and cost centres, gives better insights about the cost/revenue and aid in decision making to increase efficiency.

Set Budgets & Track variance

Make informed business decisions by viewing variance reports and drilling down to the last detail. Deepen your understanding, realign your business strategies and plan budgets for increased performance with Tally.ERP 9. In Tally.ERP 9, it is simple to
set the budget at various levels such as specific type of cost, for department etc. and track it with the actuals.

Business Forecasting

Improve business forecasting by visualizing different business scenarios and analysing provisional reports for sound financial planning. Tally.ERP 9 simulates different business scenarios for you to help deal with uncertainties.

Few more features to be on top of your spendings

• Supports multiple Cost categories and facilitates third-dimensional reporting of cost and revenue.
• Tracking cost and revenue for each job/project using job costing feature.
• Pre-defined allocation of cost or revenue for each cost centre.

Tallyvault

Being a business owner, you would always prefer to keep your business data safe and secure. Use TallyVault to maintain the confidentiality of information by encrypting the data.

Define Multiple Security Levels

With Tally.ERP 9, you can create multiple security level, define user-level rights and assign specific access to employees as per their roles and responsibilities.

User Management

Creation and management of users is simple and quick in Tally.ERP 9. You can create multiple users, assign security level based on the role, assign password and deactivate the users easily.

Password Policy Management

A good password policy will enhance data security and allow only authorized users to view financial data. In Tally.ERP 9, you can set a password policy which defines the password strength, password expiry, password history, allowing the user to change
password etc.

Audit Trail

Tally.ERP 9 has an inbuilt feature ‘Tally Audit’ which helps you track changes that affect the integrity of a transaction, such as changes made to Date, Ledger Masters, Amounts in the Voucher, deletion etc. along with user details.

Payroll Accounting & Salary Processing

Manage employee payroll in a smart way with Tally.ERP 9. A collection of predefined processes in Tally.ERP 9 enables error-free automation of payroll process. Further, you can view and handle exceptions effortlessly.

Multiple Employee Grouping

Using Tally.ERP 9, you can classify employees based on different parameters, such as their job function, department, location, cadre/designation, and so on. You can also define salary structures at the Employee Group level to apply a common salary structure
for entire department such as Marketing, R&D, Sales, and Accounts.

Flexible Attendance/Production Types

Attendance/production types are used to compute the employee pay and track their presence/productivity. Using Tally.ERP 9, you can create multiple attendance types such as days which are paid (Present, Sick Leave, EL, CL etc.), unpaid (absent LOP), on
production (piece work) and so on.

Statutory Compliance in payroll

Tally.ERP 9 generates statutory reports with regard to provident fund(PF), employee state insurances(ESI), professional tax, gratuity and income tax. The tax computation report displays employee-wise income tax details to manage payroll related compliance
easily.

Even More, Features to Manage Payroll and related compliance

• Easy to define and process fixed and flexible pay-outs to the employees.
• Multiple Calendar type such as fixed days, as per calendar etc. to suit your requirements.
• Generate Monthly Returns, Annual Forms and Statements for PF, ESI, Professional Tax and Income Tax.