Configuration of Tally Part-A

Configuration of Tally

Part A

The post on Configuration of Tally is too much extended so it is scattered in numerous posts so that reader may not get vexed while reading it and make himself skillful using a single post at a time.

You may access Part B, C, and D by clicking links given below.

Part-B ofConfiguration of Tally (Numeric Symbols andAccts / Inventory Info.)

Part-C of Configuration of Tally (Voucher Entry and Invoice /Orders Entry)

Part-D of Configuration of Tally (Banking Configuration)

In this Part-A, I am covering General only. Rest shall be covered in next posts.

Configuration can be selected or modified by using F12: Configure button. This button is available in almost all the screens of Tally.ERP 9 enabling the user to modify it as and when your requirements change.

Go to Gateway of Tally > F12: Configure

The menu consists of the following options.

·         General

·         Numeric Symbols

·         Accts / Inventory Info.

·         Voucher Entry

·         Invoice / Orders Entry

·         Payroll Configuration

·         Printing

·         E-Mailing

·         Data Configuration

·         Message Centre

·         Product & Features

·         Advanced Configuration

·         Licensing

1.               General :

Country Details

Use Accounting Terminology of:

This option displays the List of Countries.

For setting the accounting terminology, select India/SAARC or International from the List of countries.

Style of Names

Default appearance of Names in Reports:

This option displays the List of Name Styles for Ledgers.

By default, the name style of a Ledger is Name Only. You can change the name style by selecting from the List.

Default appearance of Stock item Names in Reports:

This option displays Name style for stock items.

By default, the stock item name style is Name Only. You can change name style by selecting from the List.

Style of Dates

Style of Short Date:

This option displays Style of Dates.

By default, date format is dd-mm-yy. You can change the date format by selecting a format from the List.

Separate Used in Short Date:

You can specify the separator for Date. By Default, hyphen (‘-‘) is the separator.

Configuration of Numbers

Decimal character to use:

You can specify a character for the decimal point.

Thousands separator to use:

You can specify a character for the thousand separator.

Put sign before currency or unit symbol:

If the option is set it to Yes, a Negative sign will be placed before the currency symbol, e.g. (-)$20.  If the option is set it to No, a Negative sign will be placed after the currency symbol, e.g.  $(-)20.

Show numbers in Millions (and not Lakhs):

This option is used for showing numbers in Millions. If you set this option to Yes, the number will be displayed in Millions. If you set this option to No, the number will be displayed in Lakhs.

Note: If you change any configuration under Style of Dates and Configuration of numbers, you need to restart the application for those changes to take effect.

Table Configuration

Use Common Table for Stock Items

If this option is set to Yes, Tally.ERP 9 will display only the Stock Item Name in the List of Stock Items during voucher entry.

Use 'Reducing List' for Tables

If this option is set to Yes, Tally.ERP 9 allows you to reduce the List for Tables to the extent of the matching keywords entered by user and select the required details from the reduced List of Tables based on the full or partial search keywords provided like Company name, Ledger name, Item name etc.

Apply for All Columns

If this option is set to Yes, Tally.ERP 9 allows you to make search and reduce the List of Tables based on all columns displayed in the List of Table. If the option is set it to No, it will search only in the first column of the table.

Note: The option Apply for all Columns is a sub- option and is displayed only when the option Use ‘Reducing List’ for Tables is enabled.

Table Configuration screen can also be invoked by pressing Ctrl + Alt + F12 from Gateway of Tally

Show tables with Masters only in Current Language

If this option is set to Yes, Tally.ERP 9 displays all the Masters in the language selected under L: Language configuration.

If this option is set to No, Tally.ERP 9 will display the default list of Masters in English and in any of the Indian languages selected in the L: Language configuration.

By default, this option set to No.

Import/Export Options

Ignore errors & continue during data import

By default, this option is set to No. If you set this option to Yes, data will get imported even if errors are reported.  

Note: This is applicable only in case of XML format import.

Overwrite vouchers during import

By default, this option is set to No. If you set this option to YES, Tally.ERP 9 overwrite the existing vouchers while importing data instead of duplicating the same.

Export Base Currency Symbol along with Amount

This facilitates the export of the currency symbol along with the amount into XML format.

Other Options

Show Monthly reports with Graphs

By default this option is set to Yes. The reports are configured to display the Graphs in accordance with the numeric information. The graphs will not be displayed in the reports if this option is set to No.

Use separate Menu for Final A/c Statements

By default, this option is set to No. If you set this option to Yes, a separate Menu Final Accounts will be displayed in Gateway of Tally. Under this menu, Balance Sheet, Profit & Loss A/c, Cash Flow, Funds Flow and Ratio analysis options are available.

Tally alert using beeps

If this option is set to Yes, an audio alert will be turned on and Tally.ERP 9 will gives a beep sound whenever a transaction has been saved or abandoned.

Always show Info Panel

If this option is set to Yes, Tally.ERP 9 will always display the Information Panel in all the screens or reports, but the user can hide the Info Panel using the [x] close button based on his requirement.


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