TallyPrime Customized Modules

TallyPrime Customized Module enables automation of TallyPrime processes like inventory management, workflow management, emails, SMS, etc. If a user is using Tally but wants to perform specific actions that they cannot perform in the existing Tally software, they can use TallyPrime Customized Modules.

TallyPrime Customized Module Components

1

Dashboard

Business Intelligence tool showcasing metrics and key performance indicators

2

Auto-Email

Automatically respond to any email ids mentioned in the master data

3

Negetive Stock

Invoice creation is restricted when stock is not available.

4

Tally SMS

Remind users about dues/send other important notifications

5

Tally Auto-Backup

Automatically backup in the mapped drive configured by the user.

6

Accounting Transaction Voucher History

See reports related to user activity (actions by the user like transaction creation, modification, and deletion)

7

Approval Matrix Module

Selected users will approve vouchers before being used for financial records.

8

Document Attachment Module

The module includes the feature of attaching any document with any transaction and can also be previewed while taking a look at any particular transaction.

9

Salesman Module

View reports like sales-wise, outstanding payment, aging, and item-wise sales reports.

10

Document Attachment Module

View customer-wise sales reports

11

Party/Item wise discounts

You can give a different discount to each party/customer for a particular item using this module.

12

System Date as Transaction Date

Make the system date the transaction date instead of manually selecting a date.

13

Godown Control

Access data related to a specific godown instead of data related to all the godowns

14

Stock Group filter on Invoicing

Select specific groups of items for invoicing purposes.

15

Category wise filter on Invoicing

Select a category such that only the category is selected at the time of invoicing.

16

Group wise Security Control

Give rights to a user to perform a transaction entry related to selected groups.

17

Free Quantity Report

View reports of items dispatched free of cost due to company schemes/offers. The items dispatched free will be shown differently from other items in the accounting records. Easy viewing of such items is possible through this module.

18

Order Control

Ensure expense and invoice control. No invoice can be made without a sales order, and no purchase can be made without a purchase order.

Order control ensures segregation of duties with roles to control the standard operating procedure (SOP).

19

Ledger wise security Control

Give rights to a user to do transaction entries related to selected ledgers.

20

Excel Import Tool

The tool helps import data from Excel to the Tally software

21

School Module

The school module is a facility for users who can easily manage the financial aspects of their students’ database. The school module helps users keep records like tuition fees, security deposit payments, transportation and hostel fee, etc.

22

Petrol Pump Module

The petrol pump module helps users manage the day-to-day activities of a petrol pump like daily meter reading, vehicle details, and credit sale details.

23

Digital Signature

You can use a digital token to sign invoices and send them over email.

24

Multi-GSTN

This module is for a company with multiple branches. For example, the return of multiple data can be filed by a single branch.

25

Tally Owner Mobile App

Through Tally Owner Mobile App, users can check records related to sales, purchases, and invoices on their mobile phones.

26

Tally on Cloud

Run Tally software anytime, anywhere through any electronic device.

27

CRM Module

Manage your interactions with your current and prospective customers. Improve relationships to drive sales and profitability. Increase conversions and deliver superior customer experiences with customer relationship management software.

28

Material Requirement Planning

The material management module helps in determining material requirements for the business. Know material requirements so that you can plan business operations in a better way.

29

MIS & Dashboard

An information management tool to track key performance indicators, key metrics, and other data relevant to the business.

30

Task Management

Manage all tasks related to the project or the workflow. Track projects from beginning to end and set task priorities.

31

Auto E-way Bill

Automatically generate e-way bills along with your invoices.

32

E-Invoicing

Generate invoices automatically with Tally ERP 9

33

Whatsapp Integration

Send WhatsApp messages directly from Tally. Easily manage both WhatsApp and Tally.

34

B2C QR Code

Generate and add UPI QR Code on B2C invoices, making payments is easier through the B2C QR Code on invoices.

35

Gas Agency Module

Manage all the accounting procedures of your gas agency. Manage sales, purchases, and stocks related to your gas agency.

36

TSD194Q

Handle all 194Q provisions and update the ledger master accordingly.

and many more...

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