Tally Prime 4.0 Features
Easily import ledgers and transactions
Excel spreadsheets are a common tool used in businesses for managing a wide range of data, like customer info, finances, and inventory. They’re the go-to format for sharing transaction details in the business world.
Even if businesses use software for most tasks, they still rely on Excel for some data. For example, when a business gets order or invoice info from an e-commerce platform, it’s often in Excel format.
The big question is: what do they do with this data in Excel? The answer is quite simple. They need to manually enter this data into their main business software. Imagine you’ve got a bunch of invoices in an Excel sheet from your e-commerce partner. You have to type them into your accounting or business software one by one. This process takes time, and with a lot of data, it can be a bit of a headache.
With the 4.0 release, TallyPrime now offers a user-friendly and efficient Excel Import Function that allows users to import ledgers and transactions seamlessly. This feature is a game-changer for businesses looking to streamline their data entry processes, saving time and reducing the chances of errors.
Some scenarios where TallyPrime’s Excel Import Function would be useful:
- If you receive a price list from a dealer in Excel
- If you download the details of your receipts and payments from your collection agent in Excel
- If your field staff shares data on stock orders or payments received in Excel
- If you are switching from one business management software to another,
- If you are using multiple software applications, such as accounting software and logistic software
- If your field staff shares data on stock orders or payments received in Excel
- And many more
In this blog, we will explore how TallyPrime’s Excel Import Function simplifies the data import process.
Tally 4.0
TallyPrime’s Excel import function is designed to make data migration a breeze. You can import all your ledger and transaction data from Excel into TallyPrime with just a few clicks. This saves you the time and effort required for manual data entry, reducing the risk of human errors.
Tally Prime 4.0 Features
TallyPrime with WhatsApp for Instant and Secure Communication
In the fast-paced world of business, seamless communication is the lifeblood of success. TallyPrime 4.0 recognizes this critical need and offers a seamless integration with WhatsApp for Business. This powerful combination empowers businesses to communicate quickly, efficiently, and securely with their customers. In this blog, we’ll delve into the various features and advantages of integrating TallyPrime with WhatsApp for instant and secure communication.
Quick and instant document sharing
One of the standout features of this integration is its ability to facilitate rapid document sharing. Whether you’re dealing with invoices, orders, reports, or any other essential business documents, TallyPrime simplifies the process. With a single click, you can share documents directly from TallyPrime to one or more recipients. This not only saves time but also enhances the efficiency of your operations.
There’s more. You can share instantly as soon you create an invoice or choose to do it later as it suits your need.
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Bulk sharing of ledgers reports
A significant advantage of TallyPrime with WhatsApp is the ability to share the ledger reports and reminder letters in bulk. This means you can efficiently manage and share these documents or communicate with multiple customers simultaneously. Thus, saving you time and effort, and ensuring that communication remains swift and efficient even in large-scale operations.
Share documents in multiple formats
Recognizing the importance of flexibility in document sharing, TallyPrime allows you to share documents in various formats. Whether your customers prefer PDF, JPEG, or Excel, TallyPrime adapts to meet their requirements. This flexibility ensures that your communication is tailored to your audience’s preferences, thereby enhancing the overall customer experience.
From sharing invoices to payment collection
TallyPrime goes the extra mile by facilitating payment collection through WhatsApp. You can share invoices that include a payment link and a QR code with a ‘Pay Now’ option directly embedded in the message. This seamless payment option simplifies the entire process for both you and your customers. It not only ensures that payments are received promptly but also minimizes the friction associated with payment collection.
Ready-to-use templates
To ensure top-notch communication standards for WhatsApp Business, META has instituted a requirement for businesses to create and secure approval for message templates. All messages that go from business must adhere to the META-approved templates. TallyPrime simplifies this process by offering a selection of pre-defined and approved templates. It ensures that you get started right away with approved templates.
These templates include options for messaging with name personalization, templates featuring effective calls to action such as payment links, templates dedicated to report sharing, and various other valuable choices. This feature ensures that your communications are not only efficient but also tailored to each recipient, creating a more personal and engaging interaction.
Dedicated inbox
TallyPrime with WhatsApp offers a dedicated WhatsApp portal or Inbox where you can view and manage all incoming messages from customers. This helps businesses to track the replies from their customers and respond to them suitably.
Ensuring security
In today’s digital landscape, data security is a top concern. TallyPrime with WhatsApp ensures that your communication is not only instant but also secure. WhatsApp provides a high level of security for your messages and documents, giving you peace of mind in all your interactions.
Enhanced customer satisfaction
By embracing the capabilities of TallyPrime with WhatsApp, you can greatly enhance customer satisfaction. Timely and personalized communication, along with convenient payment options, not only streamlines your operations but also improves the overall customer experience.
Conclusion
In a world where business operates at lightning speed, staying connected with your customers is crucial. TallyPrime with WhatsApp opens up new avenues for instant and secure communication, ensuring that you’re always in touch with your clients. From quick document sharing and flexible document formats to easy error rectification and enhanced security, this integration is a game-changer for businesses looking to thrive in today’s digital age. Embrace the future of communication with TallyPrime and WhatsApp for Business, and watch your business soar to new heights.
Accounting Management
- With Tally.ERP 9, a business owner can easily create and track sales vouchers; and get detailed reports on a daily, weekly, monthly or yearly sales basis
- Business owners can easily create purchase vouchers and view supplier-wise purchase details
- Order processing and tracking can be easily done using Tally’s ERP software
- Businesses get full support and functionality to create journal, payment, receipt and contra vouchers
Banking Transactions Support
- Business owners can manage cheques easily with Tally.ERP9. You can generate cash/cheque deposit slips and track them.
- You will find it very handy to use Tally.ERP 9 for reconciling business transactions directly with bank statements. Just upload the soft copy of the statement into the software. Within a few seconds, you will get the list of reconciled transactions based on reference numbers.
- Tally.ERP 9 supports transactions made in the form of e-Payments with multiple banks.
Helping Poor
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Track your business anytime, anywhere
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Send Outstanding Reminders and Get Paid faster
Multiple reminders at one click
Share payment reminders via email, whatsapp SMS with few taps
Upto 50% reduction in payment delays
Avoid poor cashflow because of delays in payments
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