Generate e-Way bill Instantly Using TallyPrime

Electronic waybill, popularly known as an e-Way bill is a document that needs to be generated for consignment involving the movement of goods beyond the notified value. Most states have a threshold value of 50,000 and a higher threshold value in a few states.

e-Way bill is not a new concept. It has been in place for a few years now and in fact, even before GST with different names. We all know it is a process that requires the supplier/transporter to generate an e-way bill from the portal before transporting or shipping the goods. Once the e-way bill is generated, a unique number is generated for a specific consignment along with an e-way bill document and the supplier can choose to capture it on the invoice.

Today, most businesses generate e-way bills by mentioning the invoice details on the portal either using offline tools (JSON) or direct entry on the portal. While it is a mandatory need, but the effort and time that goes into generating the e-way bills, make the entire process of invoicing to shipping a cumbersome one. Guess, this is a common difficulty that you must have already felt irrespective of how big or small is your business.

To alleviate the difficulty in the current way of generating the e-way bill and to make the entire process simple and seamless, the latest release of TallyPrime comes with an inbuilt connected e-way bill solution that generates e-way bill instantly.

Yes, you read it right! You just need to record an invoice and the e-way bill be generated automatically.

Using TallyPrime’s online connected e-way bill solution, you can instantly generate e-way bills. All you need to do is just record an invoice in your usual way, and TallyPrime will automatically generate an e-way bill and capture the e-way bill number on the invoice.

instant-e-way-bill-in-tallyprime

Tally being one of the recognised ISO certified GSP (GST Suvidha Provider), TallyPrime directly integrates with the e-way portal to seamlessly generate e-way bills for you. It is so simple that you will certainly feel that generating an e-way bill is just the same as invoicing.

Online connected e-way bill features in TallyPrime

Tally’s fully connected e-way bill solution is simple, seamless with zero manual work. Take a look at some of the key features of a connected e-way bill solution.

Generate e-way bill instantly.

Given the compliance need of e-way bills in the process of invoicing and shipment, you no longer need to look at invoicing and e-way bill generation separately. Using TallyPrime, you seamlessly generate an e-way bill online by just recording the invoice. TallyPrime’s full connected solution absorbs the complexity by directly sending the details in prescribed format to the portal and fetches e-way bill details automatically.

e-way bill generated in TallyPrime

Cancel, Extend and update e-way bill online

In some situations, the invoices for which e-way bill is already generated requires to be cancelled. It could be for various reasons such as data entry mistake/order cancelled etc. Also, in an exceptional circumstance like natural calamity, trans-shipment delay, accident, break-down etc. you may want to extend the validity of the e-way bill. No matter what situations you encounter, using TallyPrime, you can cancel, extend ad update e-way bills online without the need to manually perform these actions from the portal.

cancel and extend e-way bill in TallyPrime

Also, for some reason, if you have generated an e-way bill either manually or using any of the available modes (outside TallyPrime), you can auto-fetch such details and capture the e-way bill number on the invoice. Thus, keeping your books up to date.

Flexibility to generate EWB online along with e-Invoice or separately.

By design, the e-invoice system (IRP) integrates with GSTN and e-way bill system. As a result, one can generate an e-invoice along with e-way bill as well. Using TallyPrime’s connected e-way bill solution, you get even more flexibility to do so. You can choose to generate an e-way bill along with an e-invoice or can separately generate only e-way bill as it suits your need.

e-invoice and e-way bill in tallyPrime

Flexibility to generate e-way bill for a single invoice or in bulk from a report

TallyPrime’s connected e-way bill solution comes with the flexibility to generate e-way bill for a single invoice or in bulk. You can generate an e-way bill for a single invoice in the flow of recording the transaction or you can choose to generate e-way bills in bulk (for more than one invoice) from the report. Generating e-way bills, be it a single invoice or bulk is amazingly simpler and faster.

bulk e-way bill in TallyPrime

Enhanced e-way bill reports

TallyPrime’s connected e-way bill solution comes with exclusive reports for e-way bill giving you a complete view of the e-way bill transactions and their status. With the help of the report, you will stay on top of the e-way bill status (Pending/cancelled/generated) and perform various other actions such as cancel, extend, etc. as per your needs.

Supports other modes for e-way bill generation.

In case of exigency cases like unavailability of internet services on a system or due to any other reason, if you wish to use other modes of e-way bill generation such as using offline utility, a direct entry on the portal etc. TallyPrime fully supports these situations.  Not only it supports these circumstances, but also auto-fetches details and updates the e-way bill number on the invoice. Thus, keeping your books up to date.

Offline-mode-e-way-bill

What’s more? The online connected e-way bill solution of TallyPrime comes with an inbuilt alert system to prevent redundancy and ensure that the latest data is shared with the portal, especially in a multi-user environment. Furthermore, the renowned and trusted ‘Prevention, Detection and correction’ capability ensure that the transactions are validated and only the correct and complete details are sent for e-way generation. This way you can prevent errors and work error-free.

Tally Prime Shortcut Keys

Shortcuts That Work Across Tally Prime

Shortcut Key Description
Alt+G To primarily open a report, and create masters and vouchers in the flow of work.
Ctrl+G To switch to a different report, and create masters and vouchers in the flow of work.
Alt + E To open the export menu for exporting masters, transactions, or reports.
Alt+K To open Company top menu.
Alt + K To open the company menu with the list of actions related to managing your company.
Alt + M To open the e-mail menu for sending transactions or reports.
Alt + O To open the import menu for importing masters, transaction, and bank statements.
Alt + P To open the print menu for printing transactions or reports.
Alt + Y To open the list of actions applicable to managing the company data.
Alt + Z To open the list of actions applicable to sharing or exchanging your company data.
Alt + F3 To select and open another company located in the same folder or other data paths.
Ctrl + F1 To open Tally Help topic based on the context of the screen that is open.
Ctrl + F3 To shut the currently loaded companies.
Ctrl + K To select the display language that is applicable across all screens.
Ctrl + W To select the data entry language that is applicable to all screens.
Ctrl + Left /
Ctrl + Right
To move to the left-most/right-most drop-down top menu.
Ctrl + Up /
Ctrl + Down
To move to the first/last menu in a section.
Home To from any point in a field to the beginning of the text in that field.
Home &PgUp To move from any line to the first line in a list.
End To move from any point in a field to the end of the text in that field.
End &PgDn To move from any line to the last line in a list.
Esc To go back to the previous screen by closing the currently open screen.
Esc To remove inputs that is provided/selected for a field.
F1 To open the Help menu.
F11 To open Company Features screen.
F12 To open the list of configurations applicable for the report/view.
F3 To switch to another company from the list of open companies.
Left arrow To move:
One position left in a text field
To the previous column on the left
To the previous menu on the left
Right arrow To move:
One position right in a text field
To the next column on the right
To the next menu on the right
Up arrow To move one line up in a list.
To move to the previous field.
Down arrow To move one line down in a list.
To move to the next field.

Shortcuts in Reports | Tally Prime Shortcut Keys

Shortcut Key Description
Alt + 2 To create an entry in the report, by duplicating a voucher.
Alt + A To add a voucher in a report.
Alt + A To alter a column
Alt + C To add a new column.
Alt + D To delete an entry from a report.
Alt + D To delete a column.
Alt + F1
Alt + F5
To view the report in detailed or condensed format.
Alt + F12 To filter data in a report, with a selected range of conditions.
Alt + I To insert a voucher in a report.
Alt + N To auto repeat columns.
Alt + T To hide or show the details in a table.
Alt + U To display all hidden line entries, if they were removed.
Alt + V To open the GST Portal.
Ctrl + Alt + I To invert selection of line items in a report.
Ctrl + B To view values in different ways in a report.
Ctrl + Enter To alter a master during voucher entry or from drill-down of a report.
Ctrl + F12 To calculate balances using vouchers that satisfy the selected conditions.
Ctrl + H To change view – display report details in different views.
To navigate to Voucher View from Summary reports.
To navigate to post-dated cheque related transactions report.
Ctrl + J To view the exceptions related to a report.
Ctrl + R To remove an entry from a report.
Ctrl + Shift + End To select or deselect lines till the end.
Ctrl + Shift + Home To select or deselect lines till the top.
Ctrl + Space bar To select or deselect all lines in a report.
Ctrl + U To display the last hidden line (If multiple lines were hidden, pressing this shortcut repeatedly will restore the last hidden line first and follow the sequence).
Enter To drill down from a line in a report.
Shift + Enter To expand or collapse information in a report.
Shift + Sapce bar To select or deselect a line in a report.
Shift + Up /
Shift + Down
To perform linear selection/de-selection multiple lines in a report.
Space bar To select/deselect a line in a report.

Shortcuts in Vouchers | Tally Prime Shortcut Keys

Shortcut Key Description
F4 To open Contra voucher.
F5 To open Payment voucher.
F6 To open Receipt voucher.
F7 To open Journal voucher.
F8 To open Sales voucher.
F9 To open Purchase voucher.
F10 To view list of all vouchers.
Alt + F5 To open Debit Note.
Alt + F6 To open Credit Note.
Alt + F7 To open Stock Journal voucher.
Alt + F8 To open Delivery Note.
Alt + F9 To open Receipt Note.
Alt + C To open the calculator panel from Amount field.
Alt + D To delete a voucher/transaction.
Alt + R To retrieve Narration from the previous ledger.
Alt + S To open the Stock Query report for the selected stock item.
Alt + V To open a manufacturing journal from the Quantity field of a journal voucher.
Ctrl + F4 To open Payroll voucher.
Ctrl + F5 To open Rejection Out voucher.
Ctrl + F6 To open Rejection In voucher.
Ctrl + F7 To open Physical Stock.
Ctrl + F8 To open Sales Order.
Ctrl + F9 To open Purchase Order.
Ctrl + D To remove item/ledger line in a voucher.
Ctrl + F To auto fill details.
Ctrl + H To change mode: open vouchers in different modes.
Ctrl + L To mark a voucher as Optional
Ctrl + R To retrieve the Narration from the previous voucher, for the same voucher type.
Ctrl + T To mark a voucher as Post-Dated.

Shortcuts in Masters & Vouchers | Tally Prime Shortcut Keys

Shortcut Key Description
Tab To go to the next input field.
Page Up To open the previously saved master or voucher.
To scroll up in reports.
Page Down To open the next master or voucher.
To scroll down in reports.
Backspace To remove the value typed.
Shift + Tab To go to the previous input field.
Alt + C To create a master, on the fly.
Alt + C To open the calculator panel.
Ctrl + I To add more details to a master or voucher for the current instance.
Alt + 4 /
Ctrl + 4
To insert the base currency symbol in an input field.
Ctrl + C To copy text from an input field.
Ctrl + Alt + C To copy text from an input field.
Ctrl + V To paste input copied from a text field.
Ctrl + Alt + V To paste input copied from a text field.

Shortcuts for Vouchers & Reports | Tally Prime Shortcut Keys

Shortcut Key Description
Ctrl + E To export the current voucher or report.
Ctrl + M To e-mail the current voucher or report.
Ctrl + P To print the current voucher or report.
Alt + J To define stat adjustments.
Alt + X To cancel a voucher.
To cancel a voucher from a report.
Alt + Z To zoom in while on print preview.

Shortcuts for Reports, Vouchers & Masters | Tally Prime Shortcut Keys

Shortcut Key Description
+ To navigate to the next artifact in the context.
To increment the Report date or next report in a sequence of reports displayed.
– To navigate to the previous artifact in the context.
To decrement Report date or previous report in a sequence of reports displayed.
F2 To change the date of voucher entry or period for reports.
Alt + Enter To expand or collapse a group in a table.
Alt + F2 To change the date of voucher entry or period for reports.
Ctrl + End To move to the last field or last line.
Ctrl + Home To move to the first field or first line
Ctrl + A To accept or save a screen.
Ctrl + N To open or hide calculator panel.
Ctrl + Q To exit a screen or the application.

Shortcuts for Data Processing | Tally Prime Shortcut Keys

Shortcut Key Description
Ctrl + Alt + B To view the build information.
Ctrl + Alt + R To rewrite data.
Ctrl + Alt + T To view TDL / Add-on details
Alt + Z To synchronize data.
Alt + F4 To quit the application.

 

Get Familiar with TallyPrime

Interactions in TallyPrime follow patterns that help you accomplish tasks with minimal learning. Understand these patterns so that you can try any feature.

Once you install TallyPrime, activate the license, and create a Company, you can start recording your business transactions. To make use of the flexibility of TallyPrime, and enhance your productivity, take a quick look at the interaction experiences and understand the patterns.

Home screen that you see when opening TallyPrime includes the top menu, Go To/Switch To buttons, Gateway of Tally, and buttons on the right hand side. These options aid in finding and opening different ledgers, vouchers and reports that help you accomplish your business tasks. There are multiple ways in which you can reach the desired destination. You can choose the ways you prefer.

Navigation across TallyPrime widely uses Enter key and Escape key. While there are different ways in which you can reach a destination, pressing Enter will take you to the next level of information, and Escape will take you back to the previous level, until you reach Gateway of Tally. The same Escape key will also let you close TallyPrime, with a confirmation. Similarly, you can use different key combinations to achieve what you want. In fact, you can navigate and control TallyPrime completely using a keyboard.

Data entry for recording different types of transactions are made similar to enhance learning, and retention of knowledge. Master creation is made simple by using similar actions wherever possible, and multiple ways to reach the create options.

Reports are presented in a hierarchical manner for easy analysis. While TallyPrime provides a large number of reports, reading and understanding the reports are simplified with similar interactions. When you open a report, summary data is provided for the most relevant report period. From there you can change the report period, presentation format, and so on, up to the value that forms the basis of the report. Consistent interactions make it easier for you to navigate, and memorise the steps.

Sharing data in printed formats, or in electronic file formats through e-mail or export is another facility available by default. You can share individual vouchers, or reports, as well as in bulk, with just a few key presses. Sending payslips to your employees, or reminder letters to your parties are equally simple.

Easy setup enables you to start using TallyPrime for recording your business transactions in a couple of minutes. While there are many features available out-of-the-box, you can decide to start with the minimal set, right away. You can start using the other features as and when you come across a business need. You can explore and use many features as your business grows and diversifies. This facility helps you to start simple, and gradually add more features as needed. Many features can be switched on and switched off as you want. Alternatively, you can start using all the features in the beginning, if needed.

Set up for personal preferences is another flexibility that you get to in order to use the application comfortably. Such configurations can be done independently for every installation of TallyPrime using F12 Configurations. Different types of ledgers and vouchers can have different configurations. In a similar way you can set your preferences for reports, printing, and other data communication options.

Home Screen

When you open TallyPrime, you can see a home screen with different items – a top menu bar with pull down options, the details of the Companies that are open, the Gateway of Tally menu, and a button bar on the right-hand side of the screen.

Gateway of Tally

Top Menu has options to manage your Companies, TallyPrime application, users in your Companies, and your data storage & sharing. This menu and child items in the menu are accessible from any screen in TallyPrime. Help menu has options to launch TallyHelp and to upgrade your application to a newer release of the product. Availability of a newer release is indicated with a red dot notification on the menu name Help. Other options under the Help menu include What’s New,  TallyShop for buying add-ons, Troubleshooting to repair your application and data in case there are issues, Settings to configure your application, TDL & Add-On to manage your extensions/customisations, and an About report that shows the details of your TallyPrime installation and its environment.

Shortcuts form an easy way to interact with TallyPrime. Shortcut/hotkey to access each option in the top menu is shown in bold capital letter that is underlined, or F1. When the shortcut has a single underline, you can just press Alt and the letter key to access the corresponding option. Shortcuts without underline work with the single key press. When you access any of the menu items, a list of options grouped under the menu item opens, and you can access each using the corresponding shortcut or mouse. For example, Alt+K > C will open Company Creation screen.

Tip: You can use just the keyboard to interact with TallyPrime if you prefer so. You can also comfortably use mouse. This is possible on all screens in TallyPrime.

Go To option on the top menu helps you to quickly access any report or feature that you want to use. Any screen that you access using Go To will open on top of the current screen, and closing the screen will take you back to the screen that was open earlier. You can use Alt+G to access Go To. The option Switch To is placed with Go To as a toggle to help you move from the current screen to any other screen. You can use Ctrl+G to access Switch To.

 

TallyPrime

Tally_Prime

The all-new TallyPrime is a business management software that provides a complete business solution to manage the growing needs of small and medium businesses. Using TallyPrime, you can manage invoicing, accounting, inventories, banking, taxation, payroll and much more. The robust features understand your business needs and simplifies the lives of business owners through simple to use software, insightful reports, multi-task capability and much more.

With a wide range of features, the all-new TallyPrime can be your perfect business companion. Here is the list of TallyPrime’s features:

  • Simplified Interface
  • Insightful Business Reports
  • Invoicing & Accounting
  • GST / Taxation
  • Inventory Management
  • Cash Flow Management
  • Multitasking Capabilities
  • Go To feature
  • Access business data Online
  • Secured Data

Let’s explain some of the key features of TallyPrime.

Top 10 TallyPrime Features

  • Simplified Interface

Getting started with TallyPrime is extremely simple. You can set up the application in less than a minute and get started with invoicing in the even faster

Feature 1: Tally Prime Simple Interface yet powerful & fast

  • Insightful Business Reports

TallyPrime comes with more than 400 business reports which are readily available with powerful insights that will allow you to make informed decisions for the growth of your business. TallyPrime’s amazing flexibility allows you to slice and dice your reports and look at them the way you want, the way it works for your business. At a click of a button, you can change the view, modify the parameters of reports and much more.

Insightful and Powerful Business Report

 

  • Invoicing & Accounting

TallyPrime makes it amazingly simple to create and record invoices. Optimized invoice components, host of configurations, multiple billing modes and so on.. makes TallyPrime really moulding to your business.  The wide variety of TallyPrime’s features such as multi-currency, price level, sales and purchase management etc. makes it a simple accounting system.

Feature 3: Invoicing & accounting feature in Tally Prime

 

  • GST/ Taxation

With TallyPrime, you can generate GST compliant invoice in seconds. You can generate different types of GST invoices such as tax invoice, bill of supply etc. automatically. The renowned ‘Prevention – Detection – Correction’ technology of TallyPrime helps you generate and file accurate returns always. Using TallyPrime’s features, you can also manage TDS, TCS and payroll statutory such as PF, ESI and employee income tax.

Feature 4: GST Compliance

  • Inventory Management

The features of TallyPrime’s make it one of the most flexible system for optimal inventory management.  With a wide variety of features in TallyPrime such as godown management, stock valuation, manufacturing, batch and expiry date, job costing etc., and the powerful inventory reports makes inventory management a cakewalk.

Feature 5: Powerful Inventory Management in Tally Prime

  1. Multi-task capability

TallyPrime supports multi-tasking and helps you handle the day-to-day interruptions. You are in the middle of the sales invoice but want to record another new sale? Or in the middle of making a payment entry but want to refer to outstanding report before proceeding? Or want to print another report being in middle voucher entry? Using TallyPrime, you will be able to handle many such situations without the hassle of switching between multiple instances of Tally or the worry of losing your progress

  • Cash Flow Management

By increasing the efficiencies in accounts receivable, accounts payables, inventories, and several other areas of business, TallyPrime helps you optimise cash flows. Using TallyPrime’s features, you can automate and keep a complete track of accounts receivables and payables cycle.  With powerful inventory features such as re-order level and actionable insights such as fast/slow-moving goods, item-wise profitability etc. you can plan your investment and be on top of your cash flow.

Feature 6: Cash Flow Management Like Never Before in Tally Prime

  • Multi-task capabilities

TallyPrime supports multi-tasking and helps you handle the day-to-day interruptions. You are in the middle of the sales invoice but want to record another new sale? Or in the middle of making a payment entry but want to refer to outstanding report before proceeding? Or want to print another report being in middle voucher entry? Using TallyPrime, you will be able to handle many such situations without the hassle of switching between multiple instances of Tally or the worry of losing your progress.

Feature 7: Multi-Tasking Capabilities in Tally Prime

  • Go To feature

With TallyPrime, discovering insights just got easier. This is made possible with TallyPrime’s new and powerful search bar called “Go To”. Using Go To, you can search and find the things you didn’t know Tally could do for you and discover new insights to run your business better.

Feature 8: The most powerful one is “Go To” feature of Tally Prime

  • Access business data Online

TallyPrime gives you the ability to view business reports online from the comfort of a web browser, wherever you are with the promise that your data will always rest with you.

Feature 9: Access business data online. Anytime, Anywhere

  • Secure data

We understand that your business data is sensitive and ensure that you will always remain in custody of it. With multiple user access control and feature-based security, levels ensure that access to your data is restricted based on your choice

Feature 10: Above all your business data is secured and safe in Tally Prime

To summarize, TallyPrime is a comprehensive business management software for small and medium business. By helping you meet your growing business needs, better control over cash flow, optimized inventory management, tax compliance etc. makes TallyPrime the perfect companion for your business. There are several features in TallyPrime which are sure to delight you, most of which would need to be experienced to truly feel their power.