Slab Rate in Masters

For items or services with varying GST rates for slabs of different amounts, you can now specify slab rates not only in Stock Items but also in the Stock Group, Ledger, and Company, as needed.

Retention of Original Voucher Numbers for Automatic or Multi-user Auto

For Voucher Types with Automatic or Multi-user Auto method of voucher numbering, TallyPrime retains the original voucher number in case of voucher insertion or deletion.

This ensures that the voucher numbers of transactions remain intact despite insertion or deletion.

However, you can choose to renumber vouchers at the time of voucher insertion or deletion, if you follow the practice in your business.

Quick access to business information with Report Filters

Finding required information and data analysis has become all the faster, easier, and delightful with a versatile facility for applying filters that is:

  • Easily discoverable
  • Accessible in just one click
  • Enhanced to cover the gamut of business scenarios

In a report, you can now:

  • Search for the information across all the fields or a specific field in a transaction or master, as needed.
    You can search across an exhaustive range of fields available in transactions and masters such as:
    • GST details like, GSTIN/UIN, GST Rates, HSN/SAC.
    • Fields in supplementary details.
    • e-Way Bill and e-Invoice-related fields.
  • Select from the following types of filters, based on the specificity and complexity of information required:
    • Basic Filter, which works like a quick search engine.
    • Multi-Filter, which enables you to add more than one search criteria to find the information.
    • Advanced Filter, which helps you add search criteria to find the information across masters and transactions both. 
  • View Filter Details in just one click to know about the filter applied in a report.
  • Choose a default filter to be applied in any report, based on the frequency of use in your organization.

What’s more, you can save the view of a report in which you have applied the filters and refer to the filtered information quickly.

Payment Request

TallyPrime now comes with the Payment Request feature that will help you generate and share payment links and QR codes (using Payment Gateway or UPI) in a jiffy. This will also empower your parties to settle the payments with you, instantly and conveniently.

Payment Request comes loaded with the following features, and more:

  • Instant Payment Request: Once you have completed your setup, Tally Prime will help you instantly generate and send payment links and QR codes. All in the flow of your regular business!
    We understand that your business might have special requirements with respect to payment, and accordingly, TallyPrime provides you with numerous flexibilities to cater to your needs.
  • Seamless reconciliation: Tally Prime provides the icing on the cake by facilitating a smooth reconciliation of all your Payment Requests. 
    The Payment Reconciliation report will provide you with a neat summary of the unreconciled as well as reconciled transactions.
  • Data security: We understand that the safety of your financial data is paramount for your business, and we have taken the utmost measures to ensure that your data remains absolutely secure.
    We have partnered with prominent Payment Gateways to provide you with the best-in-class security policies, and we want you to rest assured that your payments are in safe hands.

Enhanced data management experience

The improved data management facilities not only ensure that the migration to the release is seamless but also delight you with enhanced simplicity in migration, repair, import, and synchronisation. You can also view the progress of the activity in detail and resolve the exceptions, if any.

Improved Migration and Repair experience

Status for migration and repair

The status against the Companies will promptly let you know if a Company needs to be migrated or repaired.

Progress of migration and repair

Right from the verification of masters and transactions to the successful migration or repair of your data, the enhanced process keeps you abreast of the progress.

View Migration and Repair summary

At the end of data Migration or Repair, you can view a summary with the total vouchers and masters before and after the completion of the process.
This helps you know if there is a loss of data during the process.

View and resolve errors that occurred during the process

At the end of migration, repair, import, or synchronisation, you can easily:

  • Identify the exceptions that occurred during the process. 
  • Resolve one or more exceptions at a time, as applicable.

What’s more, you have the flexibility to resolve exceptions at the end of the process or later, as per your convenience.

the portal and continue to reconcile your transactions.

Connect or disconnect multiple companies on a single screen

You can now connect or disconnect multiple companies for online access using a single screen, thereby saving time that was consumed in selecting companies one by one. 

This is especially useful for businesses that have multiple companies that you may need to connect online for remote working, synchronization or browser access.