Getting Started With Tally 9

Getting Started
with Tally 9
Tally Solutions FZ LLC, Dubai, and Tally India Private Limited make no war-
ranty – express or implied – as to correctness/usefulness or otherwise of any
information contained herein. User may or may not use the information con-
tained herein voluntarily without recourse to any liability or claim on Tally
Solutions FZ LLC and/or Tally India Private Limited
Information contained herein may not be produced – in part or whole – in any

form, medium – electronic, mechanical, photocopying, recording or otherwise
or any purpose whatsoever without the written consent of Tally Solutions FZ
LLC. Permitting the downloading/printing of the contents herein is without
right to claim ownership intellectual property and other rights which continue
to vest with Tally Solutions FZ LLC.
Tally, Power of Simplicity are either registered trademarks or trademarks of

Tally Solutions FZ LLC. Other trademarks appearing herein are property of
the respective owners.
© 2008 Tally Solutions FZ LLC All rights reserved
Getting Started with Tally 9/Version 1.33/May, 2008
_______________________________________________
Processing, type setting and composing at Tally Press,
A division of Tally Solutions FZ-LLC.
Contents
Introduction ................................................................................1
System Requirements........................................................... 2
Minimum Hardware Requirements for Tally 9 ..................2
Operating System Requirements .............................................2
Installation of Tally ................................................................3
Pre-Installation ............................................................................3
Installing Tally - Silver ..............................................................3
Installing Tally 9 Gold - Server ..............................................8
Installing Tally 9 Gold - Client .............................................12
Launching Tally .....................................................................19
Activating Tally ......................................................................21
Activating Tally 9 Silver for Single User Licensing .......21
Activating Tally 9 Gold for Multi User Licensing ..........25
Registering Tally ....................................................................29
Validating Tally ......................................................................31
Tally Data Migration Tool ...............................................32
Uninstalling Tally ..................................................................33
Tally Features ..........................................................................37
Contact Details ........................................................................45
Software License Agreement ..........................................46
i
Welcome
Introduction
Congratulations on your purchase of Tally 9.
Tally has enhanced features but retains the same ease

and simplicity of its earlier versions.
Getting Started with Tally 9 helps you install and activate

Tally. You will be introduced to all the new features of
Tally 9 that facilitate easy maintaining of accounts in the
language of your choice right away.
Once you start Tally, refer to the Tally Online Help for a
detailed explanation of the features, functions and
concepts of Tally. Tally Online Help is a reference
document that is the source of information on how to use
Tally. It will guide you through the various stages of
implementation.
Let’s get started!
Tally Pack
The Tally Pack contains:
Tally Program CD
Getting Started with Tally 9 Manual.
Unique Serial label on the CD cover/Getting Started
with Tally 9 and the unique Key label inside the CD
cover/on the Getting Started with Tally 9 manual
1
System Requirements
System Requirements
Minimum Hardware Requirements for Tally 9

Processor Intel Pentium IV and above
or equivalent
Memory 256 MB RAM
Recommended 512 RAM MB
Free Hard Disk 40MB Minimum
Space (Excluding the data)
Monitor Resolution Recommended 1024 x 768
or higher
Note: An increased RAM will improve the performance of Tally 9.

Operating System Requirements
Microsoft Windows 98/ME/NT/2000/2003/XP/ Vista.
To make use of the complete functionality of the Concur-

rent multilingual capability of Tally 9, we recommend
Windows XP and above.
Note: The Tally License Server can be installed only on

Windows NT/2000/2003/XP/Vista.
2
Installation of Tally
When you install Tally, a folder named Tally is selected
by default, where the program files will reside. You have
the option of specifying a different folder name.
Pre-Installation
A note for Installations on Windows NT/2000/XP/
2003/Vista.
You need to have administrator rights (to create, write,
update, modify and delete) on the Application, Data,
Configuration and Language directory.
Ensure that the Operating System you use supports the
languages in Tally 9.
Installing Tally - Silver

Install Tally using any one of the following methods:
Method 1:
a. Click INSTALL.EXE from the CD
(OR)
Method 2:
a. Click START from Windows
b. Select RUN
c. TYPE <CD drive>:\INSTALL
d. Press ENTER key
The Tally 9 Setup Wizard is displayed.

Follow the instructions that appear on your screen to
install Tally.
3
Figure.1 Tally Setup Wizard
1. Click Cancel to stop setup or click Next to continue,

the Installation wizard displays the License Agree-
ment.
Figure.2 License Agreement
4
2. Read the license agreement before you proceed. Click

I Agree to continue. Click I Decline to stop the set-up
or click Back to go to the previous screen.
Figure.3 Tally Setup
3. In the Tally 9 Setup screen, you may accept the

default directories or click on the buttons provided to
change the path of Application Directory, Data
Directory, Configuration Directory or Language
Directory respectively. Use Tab or the mouse to
change the path of any of the directories.
Application Directory
The Tally program files reside in this directory.
Data Directory
The Tally data resides in this directory.
The default directory where data is stored is
C:\Tally\Data. To change, click on Change Data
Directory button and enter the new directory.
5
Tally detects and retains the data configutation path of

the previously installed version
Configuration Directory
Tally configuration files reside in this directory.
You can specify the path of the directory where the
configuration files should be saved. It is usually the same
path as the Application Directory.
Language Directory
Tally Language files (.dct) reside in this directory.
Language files will be maintained. It is usually the same
Note: If you are a Multi-License User, check My License Server is

Running at and enter the server name or server IP address
and port number in Name/IP and Port respectively.
4. Click Install Operating System Language Support

to enable Language Support. (Incase Language Sup-
port is already installed, Install Operating System
Language Support option is disabled)
5. Select your Country in Country Selection.
6. Select the Initial Startup Language from the List.
When you start Tally for the first time, Tally will
appear in the language selected as the Initial Startup
Language.
6
Figure.4 Country/Language Selection
7. Click Install.
The installation progress status bar is displayed as
shown below.
Figure.5 Setup Status
7
8. Insert Windows CD to install a language or Browse

for the i386 folder in your system.
Note: You will be prompted for the i386 folder only if it is not
available on your system and for specific operating systems
only.
9. Click OK to install Language Support.

10. Click Finish to complete Setup.
Figure.6 Tally Installed Successfully
You are now ready to use Tally. You can click the Tally
program icon on the desktop.
Enjoy the Power!

Installing Tally 9 Gold - Server
Method 1:
8

(OR)
Method 2:
b. Select RUN
d. Press ENTER key

install Tally.
1. Click Cancel to stop Setup or click Next to continue,

ment.
9

10
3. In the Installation screen, you may accept the

default License Server Directory and the Port
Number or click on the button provided to change the
license server path and enter the port number in Port.
Note: By default the Tally License Server is configured to run on

port 9090, this can be changed later by modifying the Tally.ini
file.
LicServerPort - A new Tally.ini Parameter has been introduced
to indicate the port where the Tally License Server is running
(e.g.: LicServerPort = 9090).
License Server Directory
The Tally License Server and License Server Admininstra-
tion program files reside in this directory.
4. Click Install.
shown below.
11
Installing Tally 9 Gold - Client

Method 1:
(OR)
Method 2:
b. Select RUN
d. Press ENTER key
12

install Tally.
1. Click Cancel to stop Setup or click Next to continue,

ment.
13

14
3. In the Installation screen, you may accept the

default directories or click on the buttons provided to
change the path of Application Directory, Data
Directory, Configuration Directory or Language
Directory respectively. Use Tab or the mouse to
change the path of any of the directories.
Application Directory
The Tally program files reside in this directory.
Data Directory
The Tally data resides in this directory.
The default directory where data is stored is
C:\Tally\Data. To change, click on Change Data
Directory button and enter the new directory.
Tally detects and retains the data configutation path of
the previously installed version
Configuration Directory
Tally configuration files reside in this directory.
configuration files should be saved. It is usually the same
Language Directory
Tally Language files (.dct) reside in this directory.
Language files will be maintained. It is usually the same
4. Check My License Server is running at and enter the

name or IP address of the server and the port number
in the Name/IP and Port respectively.
15
Note: The Tally License Server Name / IP Address and the

Port number can be changed later by modifying the Tally.ini file
5. Click Install Operating System Language Support
to enable Language Support. (Incase Language Sup-
port is already installed, Install Operating System
Language Support option is disabled)
6. Select your Country in Country Selection.
7. Select the Initial Startup Language from the List.
When you start Tally for the first time, Tally will
appear in the language selected as the Initial Startup
Language.
Figure.15 Country/Language Selection
8. Click Install.
16

shown below.
9. Insert Windows CD to install a language or Browse

for the i386 folder in your system.
Note: You will be prompted for the i386 folder only if it is not
available on your system and for specific operating systems
only.
10. Click OK to install Language Support.

17
18
Launching Tally
Launching Tally
Tally 9 is displayed in the Start menu as shown. The
sub-menu displays Tally 9 program. It also displays
Tally Help and uninstall Tally 9.
Figure.18 Tally 9
A shortcut to Tally 9 is set up on the desktop. The Tally 9

icon is displayed in the quick launch bar, if it is enabled.
Figure.19 Tally Shortcut Icon
19
Activating TallySilver for Single User Licensing
Activating Tally
Activating Tally 9 Silver for Single User Licensing
The Single User Licensing allows installation of Tally

only on ONE computer. Single User can be activated
through online or offline method.
If you have an Internet connection (Online)
You can activate the license using the Online option

available in F12: Configure settings.
Go to Gateway of Tally > F12: Configure > Licensing >

Online > Activate
Tally program will connect to the Tally Internet Services

server, validate your registration information and
activate the license. When you start Tally for the first
time, the Activation Form will display as shown:
Figure.20 Online Activation Form
1. Enter the Serial number printed on the CD cover.

2. Enter the Key printed inside the CD cover.
3. Enter email address.
4. Press Enter to proceed.
On entering the correct Serial number and Key, a

message displays indicating that your license is acti-
21
vated.
If you do not have an Internet connection
(Offline)
You can activate the license using the Offline option

available in F12: Configure settings. The Activation
Form is displayed when you start Tally for the first time.
Press Esc or Ctrl+Q to quit this form.
Now, go to Gateway of Tally > F12: Configure >

Licensing > Offline > Activate
The same Activation Form is displayed in the offline

mode.
Figure.21 Offline Activation Form
1. Enter the Serial number printed on the CD cover.

2. Enter the Key printed inside the CD cover.
3. Enter your email address.
4. Press Enter to proceed.
If your Serial number, Key and Email/Id are correct, you
will get a message that your tally_req.lic file has been suc-
cessfully generated.
1. The tally_req.lic file is stored in the Tally

folder.
2. Copy the tally_req.lic file in a CD or a floppy.
22
3. Insert the CD/floppy in the computer which has

Tally installed and is connected to the Internet.
4. Copy the tally_req.lic file from the CD/floppy to the
Tally folder in this computer.
5. Start Tally on the computer connected to the Internet.
Go to Gateway of Tally > F12: Configure > Licensing
> Offline
6. Click Send External Request to send the request to
the Tally Internet Services server.
7. The response will be saved in a new file called
tally_resp.lic, which will be generated in the Tally
folder. Copy the tally_resp.lic file onto a CD/floppy
from the computer connected to the Internet
8. Copy the same file into the Tally folder of your
computer. You are now ready to use Tally.
Note: If you cannot activate Tally because of connectivity issue or for
any other reason, please try again after sometime. For more
details on Licensing, refer to Tally Online Help
License Menu in Single User System

The user can find the following options in the
license menu of the Single user edition.
List of Add-Ons
Online
Offline
Quit
Note: To use Tally Single user on another computer, you need to
surrender the license active on the first computer. To do this,
use the option Surrender (Go to Gateway of Tally > F12:
Configure > Licensing > Online/Offline > Surrender) and
subsequently activate the same on a different computer.
Refer to Tally Online Help for more details on the

options available in the Licensing menu and Surrender-
ing the license.
23
Note: In such an instance where the Tally multi-user and

License Server are installed on the same computer. The
method of activation remains the same as that of the Single-
user.
24
Activating TallyGold for Multi User Licensing
Activating Tally 9 Gold for Multi User Licensing
Multi User licensing allows you to install Tally on all the

computers connected through a local area network
(LAN). In such a set-up, one computer is designated as
the License Server and all other computers will be
License clients. The Tally license server is installed on
the computer designated License Server.
Tally License Server Admin Tool
1. Double click on LicenseServerAdmin.exe which is

available in the Tally default folder. The License
Server Admin tools appears
Figure.22 Tally License Server
Click Activate enter the Tally Serial Number, Activa-

tion Key provided in the startup kit and a valid email
address in the Activation Form.
25
Figure.23 Activation Form
On successfully activating the Tally License a win-

dow appears displaying a message that the license
was activated successfully.
Figure.24 License Successfully Activated
Parameters that appear in Tally.ini file on the

License Clients
On successful installation of Tally on the client, open
Tally.ini file located in the Tally directory and set the
following parameters.
26
TallyLicenseServer = Name or IP of License Server Computer :

Port Number.
Note: To use TallyGold on another computer, you need to surrender

the license active on the first computer. To do this, use the
option Surrender (Go to Gateway of Tally > F12:
Configure > Licensing > Online/Offline > Surrender) and
subsequently activate the same on a different computer.
Refer Tally Online Help for more details on the options

available in the Licensing menu and the parameters to be
set in Tally.ini file.
License Server Admin Tool
The License Admin Tool Menu has the following

options.
License Server Operations (Only for License Service for

Multi-user environment)
Install - To install the Tally License service
Uninstall - To uninstall the previously installed Tally
License Service
Restart - To restart the License Service
License Operations(Only for License Server for Multi-

user environment)
Proxy Configuration - to configure the proxy server
for internet access.
Activate - to activate Tally License
Update - to update Tally License
Surrender - to surrender Tally License
License Server Status (for License Clients)
Name/IP - The Name or the IP Address of the com-
puter designated as the License Server
27
Port - is the dedicated port number on which the

License server is running
Ping - To ping the License Server and check the sta-
tus of the License Server and if the License Service is
running.
Important: If you desire to make any changes to your Hardware, such as

Hard Disk and Removable Storage Devices, it is recommended
that you surrender the License from your computer, before
initiating these changes. Else, Tally will switch to Educational
mode.
Note: If Tally and License server are installed on the same
machine the License can also be activated using Gateway of
Tally >F12:Configuration >Licensing, similary to Tally 9 Silver
activation.
Refer Tally Online Help for more details on
Surrendering the license.
28
Registering Tally
Registering Tally
To register Tally,
Go to Gateway of Tally > F12: Configure > Licensing
You can register Tally through the Internet using the

Register Yourself button on the right side of the
Gateway of Tally screen.
The Login screen displays the following:

1. Enter the Serial Number and Key/ID in their
respective fields
2. Click Login to proceed.
The Registration screen is displayed.
3. Enter your details in the form.
4. Click Save.
You will get a message confirming your registration.
You can also register your Tally by clicking on the

Register Yourself link at www.tallysolutions.com.
29
Validating Tally
Validating Tally
The procedure for validating Tally is the same for Single
and Multi User editions. The License has to be validated
within 45 days of activation and is a one - time process.
Tally will prompt you to validate the license, one week
before the expiry date. If you do not validate, Tally will
switch to Educational Mode.
If you are connected to the Internet on Tally

(Online):
For an online user who has administrator privileges,

Tally will validate the License and display the License
Updated Successfully message.

Online > Update
If you do not have an Internet connection

(Offline):
If you are an Offline User, Tally will display the message
- Your License is about to expire! Please re-activate.
You will have to validate the license in a computer that
has Internet connection.
Refer to the procedure explained in the section on If you

do not have an internet connection in Activating Tally
To validate the license manually,

Offline > Update
31
Tally Data Migration Tool
Tally Data Migration Tool

Tally 7.2 customers can now migrate their data from
Tally and Tally Compliant Products ( TDL files / Cus-
tomised files ) to Tally 9 using the Tally Data Migration
Tool.
The Tally Data Migration Tool works with the Tally 9.exe
and allows migration of company data including
Masters, Vouchers and Reports.
The data migrated from Tally 7.2 to Tally 9 will appear in

the Tally 7.2 data folder. The migrated data is prefixed
with a 0 and appears as a 5 digit number. The Migration
tool resides in the Tally folder after the installation of
Tally 9.
Refer to the Tally Online Help for a detailed explana-

tion on migration process.
32
Uninstalling Tally 9
Uninstalling Tally
1. Click UninstallTally 9 from Start > Programs >

Tally 9.
Figure.25 Uninstall Wizard
2. By default, Tally 9 is selected.

3. Click on Uninstall to uninstall Tally 9.
Note:
You need to have administrator rights to uninstall Tally 9
If any of the Tally 9 files are running then a message is
displayed ‘Couldn’t Delete Some of the files. Exiting
Uninstallation…’ Click OK. To uninstall, close the file/s
and start the uninstall procedure again.
33
Figure.26 Uninstallation Successful - Finish
4. Click Finish to complete uninstalling.
Uninstalling removes all the files created during

Installation except for the Data Folder which is left intact.
On uninstallation, a Backup folder containing a Restore

folder along with the date and time of uninstallation
appears in the Tally folder.
The Restore_date_time folder contains the Lang folder

which has the dct files and the stat.900 file as both these
files are not deleted on uninstalling.
34
Uninstalling License Server
1. Click UninstallTally 9 from Start > Programs >

Tally 9.
Figure.27 Uninstall Wizard
2. By default, License Server is selected.

3. Click on Uninstall to uninstall the License Server.
4. Click Finish to complete uninstallation of Tally
License Server.
35
Figure.28 Uninstall License Server.
Note: In a situation where the Tally 9 and the License Server

are installed on the same computer you can uninstall both the
Tally 9 and the License Server by selecting both the options.
36
Tally Features
Tally Features
Tally uses the latest technology and incorporates complex
features in a simplified manner. It is a robust easy to use
system.
Multilingual Business Accounting and Inventory

Management Features
Payroll: Tally Payroll enables users to set up and

implement salary structures, ranging from simple to
complex, as per the organization’s requirements. You
can align and automate payroll processes and
directly integrate them with main stream accounting
applications. Payroll data can also be viewed as part
of the existing and configurable cost centre reports
for business analysis.
Excise for Dealers: The Dealer Excise functionality in
Tally is easy to use with fast and error free voucher
entry. You can track excise duty on each transaction
and print invoices with Supplier & Manufacturer
details as User configurable options. You can also
generate reports and quarterly returns in Form-2 as
per Central Excise Statutory requirements.
Multilingual Support: Tally can now be used
concurrently in the language of your choice. Tally’s
Interface is now available in Bahasa Melayu besides
English and the Indic languages Hindi, Kannada,
Bengali, Gujarati, Marathi, Tamil, Punjabi, Telugu,
Malayalam and Hinglish (colloquial).
FBT (Fringe benefit tax): FBT in Tally supports
Challan management and printing for prompt and
accurate filing of tax. On entering the transactions,
Tally automatically calculates the FBT and generates
the Reports.
VAT Composition Returns: VAT Composition
Returns in Tally provides fast and error-free voucher
entry with complete tracking of each transaction. It
37
Tally Features
supports the printing of VAT Composition Returns of

any state in which VAT has been implemented. The
Composition Rate of VAT is automatically
recognised based upon turnover and the tax payable
is calculated automatically and shown in the Return
Form
TDS (Tax Deducted at Source): TDS in Tally
provides an easy-to-use interface with complete
flexibility. It helps you to handle all intricate cases
and automatically/manually calculate the tax
amount payable to the Income Tax Department. You
can also generate TDS challans and Exception
reports.
VAT (Value Added Tax): VAT is completely
integrated with Tally. To make the computation
easier, VAT comprises pre-defined list of sales and
purchase classification. It enables fast and error-free
voucher entry, printing of Tax invoices and better
VAT-returns management.
Synchronisation in Tally helps you transfer data
between two or more locations (Example: A Branch
Office and the Head Office of a company are at two
different locations). Synchronization can be done
both ways (Data transfer from Branch Office to Head
Office and vice-versa)
E-mail reports and documents directly from Tally. It
not only saves postage cost, but also your valuable
time
Publish reports in HTML on Web or Intranet and
share them with suppliers, customers or own staff
Direct web browsing capability in Tally helps avoid
switching between programs.
Exchange data with other systems using XML. Tally
provides you with means to collaborate with other
databases and share information like never before.
ODBC connectivity opens up Tally. This makes
Tally fields in ODBC to be compliant with programs
like MS Word and MS Excel. This enables you to
38
Tally Features
integrate Tally data dynamically into other ODBC

systems. It even designs a form like remittance advice
and imbed fields like Customer name and address,
account balances and so on, in Excel/Word.
Note:
ODBC connectivity will work with ODBC compliant
programs.
Tally enables publishing on the Web using FTP and
HTTP.
Secure HTTP is used for encrypted data exchange.
XML – XML is rapidly replacing SDF as the primary
format for exchange of data between application programs.
It facilitates integration of different systems.
Performance and Implementation Features

Colours: The user interface has now changed with
more appealing colours, aimed at enhancing your
experience with Tally.
Tally’s Phonetic Keyboards: Tally’s Phonetic
keyboard is useful for those who speak the language
but do not know how to type it using the operating
system keyboard. It is user friendly with the same
layout as that of the English characters. You can spell
the term based on its sound and the data is
transliterated in the language selected.
Copying Text From Tally to Windows: Copying text
to and from Tally to Windows is now a simple
process. Use Ctrl +Alt + C to copy text from Tally and
Ctrl + Alt +V to paste text into Tally.
Rapid Implementation: This means low start-up
costs, with the lowest training requirements of any
accounting system in the world! A consistent data
entry interface has your accounting up and running
in minutes.
Real Time Processing: Tally updates all your books,
ledgers and reports as soon as a transaction is
39
Tally Features
accepted. Your statements are always ready with the

last saved transaction.
Speed: Businesses automate their accounts so that
they can get information FAST. Tally outpaces all
other systems with its ‘faster-than-thought’
performance.
Unlimited Companies and Periods of Accounting:
In Tally, you can handle the accounts of more than
one company, simultaneously (if required). You can
compare data across companies and financial
periods; view information for any period (for
example, 19 months) and consolidate companies with
a single keystroke.
Unbelievable Period End Handling: The unique
date-driven approach of Tally, with dynamic and
automatic periods, makes the financial year end
simple and hassle-free.
Dynamic Interactive Reports and Unique Drill-
Down Facility: All reports are dynamic and allow
further interrogation from summary to the actual
transaction voucher.
Comprehensive Print Capabilities: Print Quotations,
Orders, Invoices, Vouchers and Cheques through Tally.
Choose from several default formats, use ODBC
compliant systems to print other special formats, or
contact us to meet your requirements.
Print Preview: View reports and their layouts, prior
to actual printing.
Accounting and Inventory Control Features
Tally provides a total solution for managing your

accounts and stocks. Its vast array of management
reports put you on top of your operations, be it a small
business or a large one or even a non-profit organisation.
40
Tally Features
Accounting Features
Accounting without CODES! The sensible way to
keep your records is to use regular names for your
accounts. With unlimited levels of classification in
Tally, you can manage the most complex ledger
systems with ease.
Unified Ledgers: Tally pioneered the concept of
Unified Ledgers where the General, Sales and
Purchase Ledgers are integrated into a Single Ledger
and organised into groups for easy management.
This concept combines the power of reporting along
with the ease of data entry.
Complete Book-Keeping: Recording transactions
using a unique voucher entry system that is easy and
flexible to configure for diverse transactions.
Comprehensive Accounting: Obtain your Balance
Sheets, Profit & Loss Statements, Cash and Funds
Flow, Trial Balances and others at any time.
Multi-Currency Accounting: Tally handles
unlimited currencies and manages the complexities
of Forex Gain/Loss intelligently. A single transaction
may contain more than two currencies.
Bill-wise Tracking of Trading and Non-Trading
Accounts: Tally tracks Party accounts or Loan
Accounts on a Bill-by-Bill basis (for example, new
bills raised, payments, receipts, adjustments against
bills)
Interest Calculation: Tally has completely definable
Interest Calculation methods that can be customised
for each transaction.
Receivables and Payables: Allocate payments
against invoices with reference to due dates. Reports
are classified, grouped and aged to your definitions.
You can have customisable reminders for overdue, as
well as measure ‘payment performance’ segragating
your good and bad customers.
41
Tally Features
Ratio Analysis: A range of key performance ratio on

a single sheet puts you in total control of your
business.
Budgeting, Auditing and Security Control: Use
Original and Revised Budgets over varying periods.
Define security levels to control access and use the
powerful Audit capabilities to track malafide
changes, while making genuine corrections with
unparalleled ease.
Scenario Management: Use Optional, Reversing
journals and Memorandum vouchers to record
provisional entries. For example, use Optional
Vouchers to record provisional sales and compare
with actuals. Prepare reports including provisional
figures without affecting actual accounts using
automatic reversing journals.
Unlimited Cost/Profit Centres – with Power Project
Oriented Reporting: Projects, Departments,
Marketing Zones are just a handful of analysis
criteria you can use with Tally. With unlimited
sub-classification, Tally gives you multi-dimensional
analysis and comparisons.
Inventory Features
Multi-location Stock Control: Use Tally to keep
track of your stock at a single or multiple locations.
Create unlimited classification systems for your Items
and your own units of measure.
Comprehensive Recording of Stock Movement:
Record inventory transactions easily and
comprehensively using Goods Receipt Notes,
Delivery Notes, Stock Transfer Journals,
Manufacturing Journals as well as Physical Stock
Journals. All stock movements are fully recorded and
maintained in Stock Registers.
Management Reports: Movement Analysis that
gives party-wise details of goods bought and sold
and helps identify good and bad business partners.
42
Tally Features
Stock Query is a unique single sheet report that gives

information on stocks at different locations as well as
total stock-in-hand .
Aged stocks Analysis: This report identifies old
stocks to aid in decisions relating to their quick
disposal.
Batch-wise or lot-wise Inventory with Expiry: Use
the concept of Batches or Lots to track stock at the
batch level .
Re-Order Levels and minimum order quantities:
Know your stock order position with the
comprehensive Order Status reports in Tally. Specify
reorder levels in absolute quantities or based on
previous consumption.
Sales and Purchase Order Processing

Sales and Purchase Orders: A comprehensive
facility to record orders with a complete cycle of
recording and allocating them through inventory
deliveries, invoicing and accounting. Single sheet
reports give current stocks, orders due for delivery,
orders due for receipt, shortfalls (if any). Get
party-wise or item-wise details of orders outstanding
and/or fulfilled.
Invoicing
Sales invoices are generated directly from Tally.
Print, Export, E-mail or publish them. Tally has a
very comprehensive invoicing system that allows
flexible handling of charges and taxes. The invoice
format is available in different formats and you could
adopt them as your own or have a completely
different layout designed!
43
Contact Details
Contact Details
For all your queries, please Contact our Technical
Services Representative.
E-mail Support:
For any technical support or assistance in using Tally,
email support@tallysolutions.com
Chat Support
Chat online with a Tally Advisor using WebChat at
www.tallysolutions.com.
Phone Support:
Reach our Technical Support Representatives at the
following telephone numbers:
India 1-800-22-8859
Or
1- 800 - 425-8859 (Toll Free Num-
bers for BSNL and MTNL (sub-
scribers)
Or
+91-80-25638240 (for other sub-
scribers)
UAE 00 - 971 - 4 - 800 - 82559
Visit the Tally website at www.tallysolutions.com to

know about new releases and upgrades.
45
Software License Agreement
Read this section before using the product

TALLY 9
This is a legal agreement between yourself, the lawful purchaser of the software
described hereunder, hereinafter referred to as the LICENSEE on the one part and Tally
Solutions FZ-LLC, hereinafter referred to as the COMPANY on the other part. By
installing the software described below, the Licensee agrees to be bound by the terms of
this agreement. If you, the Licensee, do not agree to the terms of this agreement,
promptly return the complete and undamaged software packet along with the accompa-
nying items (including written materials, binders, brochures etc) to the place from
where the software was purchased for a full refund of price paid.
1. GRANT OF LICENSE: The COMPANY grants to the LICENSEE a non exclusive

and non-transferable right to use the accompanying software program, TALLY 9
hereinafter called the SOFTWARE. The SOFTWARE is in ‘use’ on a computer
when it is loaded into temporary memory (that is RAM) or it is ‘installed’ into per-
manent memory (example, Hard Disk, CD-ROM Disk, or any other storage device
on the computer). The SOFTWARE may be used on a single computer (for the Sin-
gle User edition of the SOFTWARE) or on a Local Area Network (LAN) Server (for
the Unlimited Multi User Edition of the SOFTWARE) for use on any one or more
nodes connected directly to the LAN server for simultaneous use by more
than one user. This is the only situation under which more than one user can use
the SOFTWARE simultaneously. The SOFTWARE may be freely moved from one
computer to another belonging to the LICENSEE. The LICENSE is granted only
for the use of the LICENSEE. The LICENSEE shall not rent, lease, or otherwise
transfer this SOFTWARE and the rights to use the SOFTWARE.
2. INTELLECLTUAL PROPERTY & COPYRIGHT: The SOFTWARE is owned by
Tally Solutions FZ-LLC and is protected by Copyright Laws of UAE and
International Treaty Provisions relating to protection of all Intellectual Properties.
Therefore, the Licensee must treat this SOFTWARE like any other copyrighted and
intellectual property material (e.g. a book or musical recording). The Licensee shall
not copy the SOFTWARE and/or written materials accompanying the
SOFTWARE.
LIMITED WARRANTY AND REMEDY
1. WARRANTY: There is a limited warranty from the Company that the SOFT-
WARE will perform substantially in accordance with the accompanying written
materials for a period of 90 (ninety) days from the date of purchase and that the
medium on which the SOFTWARE is supplied, will be free from defects in
materials and workmanship under normal use and service for a period of 90
(ninety) days from the date of purchase. WARRANTY is void unless the purchase
of the SOFTWARE is from authorized vendors in the geographical territory of the
LICENSEE, or from the COMPANY. WARRANTY is applicable if, and only if, the
licensee has completed the activation process by logging in the serial number and
the key for the software, and the registration information of the licensee has been
received and acknowledged by the COMPANY. Otherwise the WARRANTY shall
not apply.
2. NO OTHER WARRANTY: The COMPANY and all its suppliers disclaim all other
warranties, whether expressed or implied, including, but not limited to, implied
warranties of merchantability and fitness for a particular purpose, with regard to
the SOFTWARE and the accompanying written materials.
3. LICENSEE’S REMEDIES: The COMPANY and its suppliers’ entire liability and
Licensee’s exclusive remedy shall be at the option of the COMPANY, either (a)
refund of the price paid on the return of the SOFTWARE to the supplier and
giving the proof of having uninstalled the activation license, or (b) repair or
replacement of the SOFTWARE that does not meet LIMITED WARRANTY of the
COMPANY, and which is returned to the supplier with a copy of the proof of
purchase (such proof of purchase being either the original invoice or receipt of the
supplier). The LIMITED WARRANTY is void if the failure of the SOFTWARE has
resulted from virus, any other software or process on the computer of the
LICENSEE, improper use, accident, theft, abuse or misapplication of the
SOFTWARE. Any replaced SOFTWARE will be warranted for the remainder of
the original warranty period or 30 (thirty) days whichever is longer.
4. NO LIABILITY FOR CONSEQUENTIAL DAMAGES: The COMPANY and its
suppliers under no circumstances shall be liable for any damages whatsoever
(including, without limitation, damages for loss of business profit, business
interruption, loss of business information, or any other monetary or non-monetary
loss) arising out of the use or the inability to use this SOFTWARE, even if the
COMPANY has been advised of the possibility of such damages.
DISPUTE RESOLUTION AND JURISDICTION

All disputes between the parties connected with the terms of this agreement, or the use or
inability to use the SOFTWARE or any other services of the COMPANY, related to the
SOFTWARE, shall be subject to arbitration of a person to be appointed by the COMPANY, and
the decision of the arbitrator will be binding on all parties as per applicable statutes. The
arbitration proceedings shall be conducted in English and place of arbitration shall be Singapore.
All proceedings shall be governed and construed in accordance with the laws prevailing in
Singapore and only competent courts within Singapore shall have jurisdiction to adjudicate the
same.
If you have any questions or clarifications concerning this LICENSE, please contact in
writing:
CUSTOMER SERVICE CELL
C/o Tally (India) Pvt. Ltd.,
331-336, Raheja Arcade, Koramangala,
Bangalore – 560 095 INDIA.
Telephone: 1800-425-8859 E-mail: support@tallysolutions.com
(Please quote your Tally 9 serial number in all correspondence or contact with the
COMPANY concerning the SOFTWARE)

Getting Started With Tally 9

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Getting Started With Tally 9

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Getting Started

Information contained herein may not be produced – in part or whole – in any

Tally, Power of Simplicity are either registered trademarks or trademarks of

© 2008 Tally Solutions FZ LLC All rights reserved

Getting Started with Tally 9/Version 1.33/May, 2008

Tally has enhanced features but retains the same ease

Getting Started with Tally 9 helps you install and activate

Let’s get started!

Minimum Hardware Requirements for Tally 9

Note: An increased RAM will improve the performance of Tally 9.

To make use of the complete functionality of the Concur-

Note: The Tally License Server can be installed only on

Installing Tally - Silver

The Tally 9 Setup Wizard is displayed.

Figure.1 Tally Setup Wizard

1. Click Cancel to stop setup or click Next to continue,

Figure.2 License Agreement

2. Read the license agreement before you proceed. Click

Figure.3 Tally Setup

3. In the Tally 9 Setup screen, you may accept the

Tally detects and retains the data configutation path of

Note: If you are a Multi-License User, check My License Server is

4. Click Install Operating System Language Support

Figure.4 Country/Language Selection

Figure.5 Setup Status

8. Insert Windows CD to install a language or Browse

9. Click OK to install Language Support.

Figure.6 Tally Installed Successfully

Enjoy the Power!

a. Click INSTALL.EXE from the CD

The Tally 9 Setup Wizard is displayed.

Figure.7 Tally Setup Wizard

1. Click Cancel to stop Setup or click Next to continue,

Figure.8 License Agreement

2. Read the license agreement before you proceed. Click

Figure.9 Tally Setup

3. In the Installation screen, you may accept the

Note: By default the Tally License Server is configured to run on

Figure.10 Setup Status

5. Click Finish to complete Setup.

Figure.11 Tally Installed Successfully

Installing Tally 9 Gold - Client

Follow the instructions that appear on your screen to

Figure.12 Tally Setup Wizard

1. Click Cancel to stop Setup or click Next to continue,

Figure.13 License Agreement

2. Read the license agreement before you proceed. Click

Figure.14 Tally Setup

3. In the Installation screen, you may accept the

4. Check My License Server is running at and enter the

Note: The Tally License Server Name / IP Address and the

Figure.15 Country/Language Selection

The installation progress status bar is displayed as

Figure.16 Setup Status

9. Insert Windows CD to install a language or Browse

10. Click OK to install Language Support.

Figure.17 Tally Installed Successfully

A shortcut to Tally 9 is set up on the desktop. The Tally 9

Figure.19 Tally Shortcut Icon

The Single User Licensing allows installation of Tally

If you have an Internet connection (Online)

You can activate the license using the Online option

Go to Gateway of Tally > F12: Configure > Licensing >