TECHNOLOGY & CAPABILITY ENHANCEMENTS

MULTI-SESSION

Support for multiple application windows, which can even be launched by clicking on a mail link or a ‘shortcut., Each of these is simultaneous ‘windows’ into different areas of your business processes & reports. Dynamic data refresh and the display of different views when resizing – e.g. smaller windows displaying a more consolidated view of data, will improve organizational management and productivity.

MULTI-THREADED

A ‘thread’ is a specific task that is being performed by the microprocessor. Enhanced capabilities will be enabled such that each application window can perform more tasks simultaneously instead of linearly, including processing messages from the server. Multi-core processors, even on the desktop, are now common. We will take full advantage of these as well.

MULTI STACK ARCHITECTURE FOR SCALE-UP & SCALE-DOWN DEPLOYMENTS

To deliver the capabilities described above, and the ones that follow, Tally.ERP 9 will become ‘componentized – consisting of several layers of programs – often referred to as ‘n-tier architecture’. These software components are horizontally scalable, meaning that you can add one more computer to increase the computing power needed for a layer. In the same way, you can remove systems as needed, or collapse them into a single system – all of them even on a notebook, if required.

HIGH TRANSACTION CAPACITY WITH LOW LATENCY & MANAGEMENT

You start generating a report that needs to be extracted from a few thousand vouchers. This process is run in a ‘session’, which is isolated from all other users. Even if other users delete or modify any of the vouchers needed for the report while the report is being compiled, there is no impact on this session and you will get to see the report as if these other users did not exist.

In the same way, the user performing the edit will also be isolated. After the edit, he can open the voucher and see it with his changes, perhaps even delete it. The architecture described above will in itself deliver substantial performance and transaction handling capacity. To push performance further in those cases when the storage media (typically the hard disk) is busy with other operations, additional capabilities will store these transactions ‘temporarily’ in a ‘Q’ for later write, while the user is free to continue his work (these transactions are protected against power failures and so on).

PAYMENT ENGINE FOR DEBIT & CREDIT CARDS

The facility for online payments using a variety of payment mechanisms (NEFT, online banking, credit cards), as well as receive payments (Debit / Credit Cards, NEFT, etc) will be available.

FUNCTIONAL ENHANCEMENTS

ONLINE BANKING AND RECONCILIATION

Collaborating with Banks who wish to facilitate their customers with this capability, we will provide Online Banking – including Payment Instructions, Standing Instructions, DD, NEFT, RTGS Transfers, Balance Queries, Instruction Status, Automated or Semi-Automated Bank Reconciliation.

POINT-OF-SALE FOR MOST RETAIL ENVIRONMENTS

Series B will support dedicated POS terminals, with Credit/Debit Card, Discount Coupons and various other payment mixes, Loyalty support, schemes, multi-layered supervisory control, simultaneous keyboard and scanner controls, integrated or isolated printing of bill and credit card authorization slip, item substitution, rate markup/markdowns, integration with measuring devices – such as weighing scales, bill suspension and retrieval, bill reversals and cancellations, etc. It can also be used for other store operations (receipting, inventory management, etc), and general business operations (finance and accounts) – both on the same machine or separate machines.

INCOME TAX

Comprehensive IT coverage encompassing corporate & individual income tax, including typical payroll requirements and e-Returns will be available.

EXIM DOCUMENTATION

Import & export documentation has become a growing need with the world economy becoming more open. This requirement will be supported, additionally covering the processes that need to be managed along with the documentation.

JOB COSTING

The enhanced Job Costing functionality will support most job costing needs to a level of granularity that is increasingly needed. We expect that you will be able to handle most, if not all, project accounting needs as well.

FIXED ASSETS

To take advantage of tax breaks as well as to manage organizational assets, this feature will support all requirements – from opening assets, adding, removing, amalgamating, grouping, vendor tagging, AMC‘s, servicing, service calendars, repairs and upkeep, refurbishing, breaking-down, depreciating and disposal for complete fixed asset management.

We have taken great pains to retain the essential look and feel as well and the user experience of the previous versions of Tally (6.3, 7.2, 8.1 & 9). Yet Tally.ERP 9 is a culmination of years of research & development – and with a development team of about 200 people.

TALLY.ERP 9, SERIES A, IS GEARED TO MEET THREE OBJECTIVES:

One is saving you time that you can invest elsewhere, including in growing your business (there is a direct correlation between the time top management invests in strategy and business growth). This is achieved via remote access capabilities and the integrated support center to enable many time-saving processes like remote audit & compliance and anytime, anywhere access to your live business data.

The second is to enable timely & affordable access to experienced professionals like Chartered Accountants (who wish to offer such services). Since these professionals can now access your data remotely, from anywhere in the world, as well as address your queries via the integrated support center, both the cost for such services and the time taken to resolve business problems will come down. Finally, new features in Series A, notably in taxation for industry & professionals deliver technical support for more of your business processes.

EXCEPTIONS ARE THE NORM:

Pause and consider your organization. You have laid down defined processes and procedures – so why do so many things land up on your table? Generally, within a defined framework, there will often be some need for a deviation. Software programs are great at supporting rigid, well-defined processes – and break down (or become complex) when managing these deviations. Principle: design to manage exceptions – defined processes will automatically be supported.

SOLUTIONS BRING PROBLEMS:

Especially with IT solutions! Some of your business problems are managed by a software solution and how many software problems do you now have to manage? Database administration, performance tuning, service packs, drivers, software conflicts, IT professionals – the list is endless. Principle: solving a business need should not add new problems – these must be solved as well.

KNOWLEDGE IS NOT KNOWN:

A lot of knowledge is contextual – when the situation arises we know how to respond. Therefore, no matter how much analysis is done, it is hardly possible to comprehend the full range of the simplest of the business processes. In a purchase process, one may follow the order, receipt, and payment for one item and just payment for another (say a consumable). Months can go by in needs analysis and yet things will be missed out. Principle: Do not assume that any system setup will not change.

GOOD IS ‘BAD’:

What’s essential for someone’s business can be a hindrance to you – and every business, even in the same business space, has subtle differences in what data is captured, what reports are needed, and what kind of control is needed. Principle: build in common functionality and build these well, and deliver capabilities that permit extremely easy extendibility and customisability.

In a few cases you might have customized or extended Tally – this would have been done with one or more TDL’s, most likely built by one of our partners. Tally.ERP 9 comes with a TDL conversion tool that will attempt to convert such TDL’s. Note, the word ‘attempt’ – since both the product and the TDL language evolve, there is a small possibility that the conversion may not succeed. In such cases, you would need to contact the author of the customization and make the necessary changes to the TDL. We, therefore, recommend that where customizations exist, there be a simple pilot undertaken to assess impact.

Account Management is now a major feature available in Tally.ERP 9. As part of the ‘Control Centre’, you have a powerful way of managing your deployments. Included is serial number management.

MIGRATING FROM OTHER PRODUCTS

WHEN MOVING TO TALLY.ERP 9 FROM OTHER SOFTWARE (LEGACY) PRODUCTS YOU HAVE TWO CHOICES:

The first option is the simplest – you ‘cut over’ to Tally.ERP 9 by ensuring that all opening balances and open dues (bill numbers, due dates & amounts) are available; here you continue to keep your previous software only to review old transactions.

The second option ranges from simple to very complex depending on how current transactions are stored and managed – yet you may choose to go with this option for several reasons and this is fully supported.

In both cases, what is required is that data be extracted from the legacy system and be made available in a specific XML format, which is then imported by Tally.ERP 9. These formats are available from within our product itself: all that is required is that you create a master or a transaction (in Tally. ERP 9) with a sample of the data you will provide and export these. The exported XML is in the same XML format that is required for import!

As before, it is best to plan this as a structured exercise along with your chosen Tally Partner, to ensure that your business is not impacted in unplanned ways.

Tally.ERP 9 security works on this concept – everything is open by default (full access). You progressively ‘lock down’ the system as the need arises. We believe that this mimics real-life functionality. To simplify the use of this system, you can define standard sets of rights and use these as stencils for specific users – adding or removing rights for that user, if required.

Once you open your company for Tally.NET remote access, you can apply the same level of control to such users – a Tally.NET Identity (ID) is added in the same way as the ‘normal’ user.

Other requirements are also covered:

• Administrators can be denied data access! This stems from our understanding that IT & System administrators (if you do have them, this is not a requirement for Tally. ERP 9), typically, need access to the system and not to business data. Now administrators can get access to all features of the Control Centre, the enterprise-wide control point, and be hands-off from operating on business data.
• You may have some data that requires an enhanced level of access control – you can specify a password that must be provided to even open the company. This is implemented with a secure encryption method and renders the data useless to anyone who manages to get a copy of the data files.
• Unencrypted data may need protection against casual theft. With Tally.ERP 9 you can specify that data is not accessible locally via an Education version.
• You might have customized and extended Tally.ERP 9 to deliver certain proprietary business capabilities: you might not like these to be available to others or ‘leaked’. With Tally.ERP 9, you can limit access to specific Tally.ERP 9 serial numbers, and even restrict access from Educational versions.
• Almost all security and access needs are covered by default. In case you require additional controls (say, suppliers are to be given remote access only to their respective accounts), these are customizable – contact your Tally.ERP 9 dealer or look up a Tally Service Partner.

• Quotations – records of quotes
• Sales orders – accepted customer orders
• Delivery Notes – documents that accompany goods
• Sales Invoices/Cash Bill – to record the sale
• Credit Notes – for financial adjustments
• Rejections in – for goods returns
• Receipts – for advances and receipts

Do you have cash sales (sales across the counter)? With support for Point of Sale printers, bar codes, and receipts in multiple tenders, your POS enables your business at no additional cost. Product sales may come with added services – and the integrated product & service billing will close this.

Enforce credit limits, where needed. Along with the Payment Performance of Debtors report, you can identify persistent problems and take necessary business decisions. Interest for delays & reminder letters aid in the collection.

For businesses engaged in Excisable goods, you get full support for Excise for Dealers & Manufacturing Excise – a matter of fact a business could be both!

Make multiple deliveries from one order, or one from multiple orders – this common need is available across all documents of the sales process.

Do you have multiple classes of customers? You can easily set up multiple prices (even in advance and specify the date from which they are effective).

Discounts against the line, or for the document, additional charges as a percentage or lump sum, automatic round off of bill totals, automatic computation of VAT & Service tax, returns & exchanges are all available.

Need to verify that you are making the desired sales margins? Item wise and bill wise profitability reports will help you keep tabs.

STOCK QUERY FROM INVOICE

ABSOLUTE CLARITY WHILE RAISING INVOICES…!

You are in the process of raising an invoice with the customer in front of you when you are suddenly struck with doubt. The all-new Stock Query option in Tally.ERP 9 generates information about Stock items with a single click. Since it happens on the fly, you can check your facts while you still have the invoice open, and complete the transaction for the customer. Decision-making has been taken to a new level!

QUICK DECISIONS MEAN HAPPY CUSTOMERS

The information you can access covers purchase cost, selling price, and even last discounts offered against a particular item, giving you a complete picture and enabling you to make an appropriate decision when you raise the invoice. It also helps you to choose from available substitutes or items of similar nature, so you don’t have to send the customer away empty-handed. The flexibility to view the contact details of your vendor or customer is an added advantage. Moreover, information about the latest purchases and sales can be viewed in an instant, and the warehouse where such stock is available can also be easily located. In addition, the Stock Query also provides statutory information, Reorders details, and Price List specified for the selected Stock item.

• Last Purchased details along with recent Purchase transactions
• Last Sales Details along with recent Sales transactions
• Closing Quantity, Balance, and Value
• Applicable Standard Selling price & Costing Method
• Warehouse / Location or Batch details
• Stock items of similar group/category Easy toggle to other stock items from the same screen

Save Paper with Tally.ERP 9… Sounds strange!!!

Now deliver Tally Reports in a Pdf format more elegantly and stylishly. You can protect your PDF document with passwords to open them. Set permissions to control printing or changes.

• Transform your everyday work into extraordinary work – and stand out from the crowd!
• Be confident your audience will be able to view your report exactly as intended!
• Send your Tally Reports shared in a single click, safe & polished file to your Boss!
• Apply passwords, set permissions, and share business-critical Tally reports – so you can feel confident your work is safe!

Sharing your “Tally Reports” in a “PDF / Image Format” has many benefits. Some of the reports and their benefits are listed below:

SALES INVOICES

Sending a ‘Sales Invoice’ / ‘Sales Quote’ in a PDF / Image format gives a professional outlook for your company in the eyes of Your Customers. Now you can generate your Sales Invoice in this format from Tally.ERP 9 directly!

PAY-SLIPS

Pay-slips are extremely private and confidential documents for employees. Tally.ERP 9 can now deliver ‘Pay-slips’ to employees in a neatly polished and secure way…! Employees can store their pay-slips in any folder and retrieve them with ease.

GOVERNMENT STATUTORY FILING FORMS (VAT/SERVICE TAX / EXCISE REPORTS)

All statutory reports need to be precise and clean to avoid any future hassles. With these reports churned from Tally.ERP 9 on a pdf format, you have complete peace of mind!

FINANCIAL REPORTS

The financial report is a sensitive document. If you are a private company: Your profits and loss information or your assets and liability information are known only to a close group of people in your organization and partners/shareholders. With Tally Financial reports in pdf/image format, you can now have access to passwords and share them with relevant people in a secure fashion.

If you are a public company: You do not want your P&L or B/S reports changed or manipulated by someone that will stain your company’s image. With Tally Financial reports in pdf/image format, you can publish your information on your website / share it with anyone interested in knowing your financial health, without worrying about any figures getting changed/manipulated.

STOCK REPORTS

You shipped 10 items and your stock point claims to have only received 5 and also shows the modified/manipulated stock report you sent! Does this happen to you? With Tally.ERP 9 Stock reports out in a pdf/image format this will never repeat!

This feature lets users see MIS, Financial, or Inventory-related information…literally from ANYWHERE IN THE WORLD!! It also helps business owners or sales executives create or amend the classification of master or transactions without actually being present at the business location-a HUGE advantage.

GET YOUR PRODUCTION TICKING, GET THE CASH COUNTERS RINGING!!

Imagine this typical business scenario: you are on the field collecting orders. Like many traveling executives, you often faced issues of old information or poor connectivity with your office. Transactions were rarely completed in one sweep and delays in the processing of orders were frequent, resulting in unhappy clients and a stressed production floor. Tally.ERP 9 Remote Edit changes your typical workday. No longer do you need to return to your office to enter the orders you collected during the day. All you have to do is login remotely to your Tally.ERP 9 license. In fact, it’s so flexible, you don’t even require a Tally.ERP 9 license or even a computer for that matter. If you’re at your customer’s office, you could use the Tally.ERP 9 license they are running to access your data. If you have a portable computer, you could do it by downloading an Educational license to complete your work…and finally, if you haven’t either, just log in from the nearest browsing center to place the order. With Remote Edit, production starts immediately. Quicker dispatches also mean quicker payments, therefore a healthier cash flow.

Similarly, when collecting outstanding from your clients. Make receipts and issue them instantaneously. Your transactions are complete.

POWERFUL BENEFITS OF REMOTE EDIT:

• Your data is with you 24×7
• You are NOT dependent on your Head Office
• Your speed/productivity is vastly enhanced
• You don’t require an additional license

To ensure that you have the right stocks and minimize carrying costs, Tally.ERP 9 delivers the following to improve purchase orders:

• Define Re-order levels as a definite number or based on consumption
• Define minimum quantity to order as a definite number or based on consumption
• Pull up a report that shows the stock position, including complete details of open purchase orders, sales orders that need to be fulfilled – check on past purchase history, and then place orders
• Optionally stagger delivery dates in the PO

When receiving goods:

• Make entries by supporting documentation, including errors your suppliers could have made (say of multiplication & round off)
• Incorporate additional costs
• Automatically manage input taxes
• Flexibility allows receipt of goods, quantities, and rates different from that ordered – since this is common in real life
• Record samples & free items (using different ‘actual’ & ‘billed’ quantities)
• Multiple receipts for one order or one receipt for multiple orders, or against verbal orders In case there is a need to add other costs (say coolie and cartage) these additional charges can be apportioned to the cost of goods purchased. Supplied goods may not match your needs and these are managed by the ‘Rejections Out’ inventory voucher. Supplier dues, input taxes, and inventory positions are updated. Suppliers often indicate likely profits, which may not be met. In case such assurances are made, you can look at Item profitability reports, and get the facts right. You could then negotiate a rebate and record this as a debit note. Keep tabs of how much is due to whom, when. Manage advances, payables & post-dated checks. Ensure there are no errors in payments – print checks from Tally.ERP 9.

STOCK QUERY FROM INVOICE

ABSOLUTE CLARITY WHILE RAISING INVOICES…!

You are in the process of raising an invoice with the customer in front of you when you are suddenly struck with doubt. The all-new Stock Query option in Tally.ERP 9 generates information about Stock items with a single click. Since it happens on the fly, you can check your facts while you still have the invoice open, and complete the transaction for the customer. Decision-making has been taken to a new level!

QUICK DECISIONS MEAN HAPPY CUSTOMERS

The information you can access covers purchase cost, selling price, and even last discounts offered against a particular item, giving you a complete picture and enabling you to make an appropriate decision when you raise the invoice. It also helps you to choose from available substitutes or items of similar nature, so you don’t have to send the customer away empty-handed. The flexibility to view the contact details of your vendor or customer is an added advantage. Moreover, information about the latest purchases and sales can be viewed in an instant, and the warehouse where such stock is available can also be easily located. In addition, the Stock Query also provides statutory information, Reorders details, and Price List specified for the selected Stock item.

The enhanced Stock Query report comprises the following information:

• Last Purchased details along with recent Purchase transactions
• Last Sales Details along with recent Sales transactions
• Applicable Standard Selling price & Costing Method
• Warehouse / Location or Batch details
• Stock items of similar group/category

The concept of ‘remote’ arose from the limitations on business owners and staff from traditional software systems that seriously restricted what could be done when it could be initiated, and by whom, from outside their offices and factories. More often than not when a business closed for the day its data was effectively locked. (The same effect when the owner went home or traveled outside the city.) The revolutionary Remote Access in Tally.ERP 9 makes regular functions available outside the physical confines of the premises.

Various usage scenarios of Tally.ERP 9 Remote Access:

Manage business from home:

You do not have to be present in your office anymore to know the latest update on your business. You can plan your day in advance by checking the status of payables and receivables, pending orders, stock status, etc in the morning before you reach the office. Delegate and plan work better.

Business on the move:

Your absence from the office does not affect the visibility of business anymore. Access your business data from a laptop, cyber cafe, or even computer in the hotel where you are staying. Stay connected to your business without being involved.

Enhance response time to customers:

Sales staff in the field can access customer’s outstanding statements for immediate reference or discussion. Also before booking a new order or promising delivery dates, a salesperson can check the stock status and availability of goods by using Tally.ERP 9 was installed on the customer’s computer.

Chartered Accountant can access your business data sitting in his/her office:

Enable remote access to the Chartered Accountant to save time and money in receiving expert advice. Chartered accountants and his/her article clerks can access your business data and provide tax computation, compliance, and audit advice without having to visit your office. This can help you with continuous compliance.

A Tally expert can resolve your support queries remotely:

The solution to support issues does not have to wait anymore. Provide one-time access to a Tally expert or a solution provider to fix your product, customization, or any other support issues instantaneously. This can save your business the delay in problem resolution.

Maintain a personal account at home which can also be accessed from your office. The Tally.NET ID is the user’s Identity, Tally.NET servers Authenticate the user as being a valid user; you decide what the user is authorized to do.

YOUR BUSINESS REQUIRES YOU TO DO REMOTE EDITS OF BUSINESS TRANSACTIONS?

A feature essentially developed for people on the move with a capability to rectify or alter transactions or masters from anywhere. Tally.ERP 9 will be enabled to edit transactions and masters from a remote location.

This feature fundamentally helps business owners or auditors to amend the classification of master or transactions without actually being present at the business location. It is necessary to create a user with the required permission and connect the company to the Tally.NET server. The business owner/auditor logs in from a remote location even with Tally.ERP 9 running in Educational mode.

Simply type an SMS to instantly access customer information, stock status, even your bank balance, and much more from wherever you are! And amazingly, you don’t need to know any special technology or language, just plain English.

WANT TO USE SMS…? IT IS VERY SIMPLE.

Imagine you are visiting your customer. You intend to collect any outstanding balance. While you are in the customer’s office, you need to confirm the outstanding balance information from your office. All you need to do is send an SMS to Tally.ERP 9 (in your office) and you will receive the outstanding balance against the Customer account. In a matter of seconds.

CREATE A NEW SMS:

Type your question: (Example below)

What is the outstanding from Customer A?

Send SMS to 566779

You will receive the message: (Example below)

Customer A account balance Rs.2,23,540

Do you think this will help you? Just do a one-time setup that takes hardly 2 minutes. You can do it yourself as mentioned below. Or call your Tally Partner to do this one-time setup for you.