Yes, support for Tally.ERP 9 will continue.
You need to have a backup of Tally.ERP 9 data before you migrate to TallyPrime. Data once migrated to TallyPrime cannot be loaded on Tally.ERP 9. If you want to work on Tally.ERP 9, you need to work on the backup data which is not migrated.
Yes, we have stopped updates for Tally.ERP 9 and any enhancement in the future will be considered only for TallyPrime.
With a single interface, you can toggle to different modes of recording/altering a transaction without worrying about the pre-configuration or settings.
For example, in TallyPrime, you can record transactions in the following modes as per your business requirement:
From TallyPrime Release 1.0 till Release 2.0, we had not provided the bottom toolbar to ensure consistency with other universal key that were hidden in Tally.ERP 9.
However, Release 2.0.1 onwards, TallyPrime has introduced a much user-friendly bottom bar that will allow you to perform the most frequent actions with the click of a button, or by using the shortcut keys. When you are viewing the reports, if you need to use the shortcuts, you can easily refer to the bottom bar and apply the same.
Note that the bottom bar in Release 2.0.1 and later is enabled by default. If at any point you need to disable the bottom bar to increase the viewing space on your screen:
Like Tally.ERP 9, TallyPrime will continue to support both keyboard and mouse operations.
Far far away, behind the word Like Tally.ERP 9, TallyPrime will continue to support Arabic by default.
As per new product experience, we have minimised the number of options appearing on Gateway of Tally menu and all masters are made available under the Create option.
For Income and Expense Account to appear in TallyPrime, you need to go to the Profit & Loss A/c ledger and then enable the option Use as Income & Expense A/c.
The new look and colour of Tally is designed in a way to provide comfort to the eyes while working. It also makes the data more readable without causing strain in your eyes.
Switch To is same as Go To that will also allow user to navigate to any report while being in the product. However, user will not be able to go back to the previous place from where he triggered Switch To whereas in Go To, it is possible to return to where you had left and resume the action.
Facility has been provided to search for reports that you need. Secondly, commonly used reports have been included under a group named Common Reports. This would help you to identify the reports immediately.
We believe the new look will be welcomed by you and provide you with an even more delightful experience. So, unfortunately, the UI cannot be customised to look like the earlier Tally product.
In TallyPrime, you can navigate to a given report in multiple ways. You can access the same report via Gateway of Tally menu, Go To, Change View, Basis of Values, and drill down. Further to this, you can open the reports on top of each other using Go To. Since the navigation in TallyPrime is not linear, the concept of Show Open Reports has come into existence. It will allow you to view all open reports and navigate to any of them by clicking it. Show Open Reports is available under Go To.
All company features are available at F11: Features screen. During the creation of company, if any of the features are not activated – maybe during that time it was not necessary for the company or it was missed out, without worrying about the fact that features were activated or not, even while creating the masters, users will be allowed to activate/enable the feature.
TallyPrime comes with a whole new experience designed to give simplified and consistent experience across the product. We feel you will learn the product very fast. In any case, TallyPrime supports co-existence with releases of Tally.ERP 9, which means both products will continue to run independently. You can choose to install TallyPrime in a different folder, experience it, and move to TallyPrime whenever you feel comfortable.
This is to maintain consistency across the entire product and to help build memory of the buttons on the right-side as the placement is uniform across the product.
Tally Prime Release A comes with a new product experience. With this change, various options and configurations available in the product are rationalized to provide consistency and usability (specifically from the perspective of discoverability). So now, license information will be available as part of Top Menu in Tally Application.
At present, TallyPrime doesn’t support selection of multiple companies for loading. However, if you want to open multiple companies every time you start TallyPrime, you can do so from F1 (Help) > Settings > Startup. To know more, refer to Load Companies on Startup section in the Set Up TallyPrime topic.
We have added quite a few alias to existing report names so that you can find the report using different names as you are convenient with.
Go To will help you to access all default reports and view any report for quick reference. However, the flexibility of creating voucher and creating/altering master has been provided.
In TallyPrime, the report will be available as a part of Change View of the Cash Flow report or can be directly viewed from Go To. As Cash Flow Projection is meant to be seen along with Cash Flow report, the product is designed to provide all related reports together and it is one-time learning for you to get used to the necessary behaviour changes/discovery of accessing reports.
Currently, you are not warned on the transactions that are on hold. However, Go To helps you to go back to the original voucher type/report from where you had navigated.
At present, we do not have the capability to mark reports as favorites and to show under Go To. However, we have taken a note and will pass to our product development team for further analysis.
Receipts and Payments is now available under Change View of the Cash Flow report or can be also searched in Go To.
In Go To, there is a section named Show Opened Reports that will highlight all the reports viewed by you. You can click any of the reports and directly navigate there.
In TallyPrime, the report will be available as part of Change View of the Cash Flow report or can be directly viewed from Go To. As Receipts and Payments depicts the movement of cash either inward or outward, the product is designed to provide all related reports together, and it is one-time learning for you to get used to the necessary behavior's changes/discovery of accessing reports.
Go To will remain primarily for reports only.
We are checking with further feasibility to extend the support for searching voucher number in our future major releases.
The list of accounts/masters is now available under Chart of Accounts and can also be searched under Go To.
In Go To, search for Reversing Journals or Memorandum Vouchers. Then, select the respective reports.
From Trial Balance, press Alt+G (Go To) (available on the top bar) and select Day Book from the list of reports.
In TallyPrime Release 1.0, tax analysis for each taxation modules are separately available. This has been done to improve the readability and provide information for a specific taxation only. Providing shortcuts for all taxation modules is not suggested and even you will find it difficult to remember.
Scenario: Some cases the options differ based on the format, in this the user after selecting the format has to again go back or come front and then choose the option. For e.g., When we export Sales register we get pivot table option only when format is Excel, We get dependent masters only when format is XML. Here the user has to go back and choose these options after he selects the format.
Since print configurations are seldom changed, it was decided to put functional configurations on the top and print configurations in the bottom. However these configurations can be searched and enabled.
Exclude Order Voucher is dependent on Type of Voucher Entries. When the values for Types of Voucher Entries is selected other than All Vouchers, Exclude Order Voucher becomes active.