• TallyPrime Edit Log: If your business needs to track all activities for a better internal control throughout the financial year. Edit Log cannot be disabled in this product.
• TallyPrime: If you want to maintain trails for internal audit purposes or view the logs intermittently, you can leverage the Edit Log facility in your day-to-day business operations.
  By default, TallyPrime will not track activities and modifications in your transactions and masters. You can enable or disable Edit Log, when needed.

Furthermore, the facility of digital signature will help you digitally sign and authenticate your documents with great ease. Thereafter, you can securely share them with your stakeholders. 

Highlights – TallyPrime and TallyPrime Edit Log Release 2.1

Introduction of Edit Log

The Edit Log in TallyPrime helps you keep a track of your financial data, as you can stay abreast of the activities and modifications in your transactions and masters.

With Edit Log in TallyPrime, you can:

• Track all the activities performed in:
  • Transactions: All vouchers.
  • Masters: Stock items, ledgers, and accounting groups.
  • Company data: Migration, repair, import, split, and so on.
• Gain information about the following aspects in the Edit Log screen:
  • Version number that captures the number of logs created for a particular transaction or master.
  • Nature of activity such as creation, alteration, and deletion.
  • The users who performed the activity.
  • Date and time at which the activity was performed.
• Compare the details with the previous version by drilling down.
  Additionally, you can configure the comparison to view different types of values, for instance, altered values and configuration-based values. 
• View altered and deleted:
  • Vouchers in Day Book and ledger vouchers reports.
  • Masters in Chart of Accounts.
• Migrate data seamlessly, while retaining the report views saved in it.

What’s more!

Depending on the requirement of Edit Log in your business, you can choose between the two products:

• TallyPrime Edit Log Release 2.1: It ensures that logs are created for all the activities in transactions and masters throughout the financial year, as you cannot disable the feature.
• TallyPrime Release 2.1: You can enable Edit Log, if needed, and track key activities. This will ensure that you have a control over actions such as alteration and deletion of vouchers and masters.

Refer to the Edit Log in TallyPrime topic for more information.

Add Digital Signature in PDF Documents

TallyPrime Edit Log Release 2.1 and TallyPrime Release 2.1 support dongle-based digital signatures. 

You can now seamlessly sign documents such as vouchers and reports while: 

• Exporting documents as PDF.
• E-mailing PDF documents.
• Saving documents as PDF while printing.

Furthermore, you can add digital signature in a multi-voucher report, while ensuring that all the vouchers are digitally signed.

With digital signature, you can ensure authenticity and integrity and avoid impersonation and tampering of the PDF documents you share with your stakeholders, customers, auditors, and chartered accountants. 

Refer to the Digital Signature in TallyPrime topic to know more.

What’s more! 

You can also print, export, or e-mail multi-voucher reports for a specific party and period.

Refer to Multi-Voucher/Invoice for a selected party to know more.

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Related Topics

• Release Notes for TallyPrime and TallyPrime Edit Log…
• Release Notes for TallyPrime Developer Release 2.0 |…
• TallyPrime Release 2.1 and TallyPrime Edit Log…
• TallyPrime Release 2.1 TallyPrime Edit Log…
• TallyPrime Release 2.1 TallyPrime Edit Log…

आशेची पालवी, सुखाचा मोहर,
समृद्धीची गुढी, समाधानाच्या गाठी,
नववर्षाच्या शुभेच्छा, तुमच्यासाठी…
गुडीपाडव्याच्या हार्दिक शुभेच्छा!

FORMAT FOR REQUIREMENT GATHERING AND PROCESS COMPREHENSION

Note: to be filled by the hospital authorities

Define the following in as much detail as possible (this is to understand the patient workflow and information flow within the hospital, so that the same can be mapped in the software)

Patient Registration

 New Patient – Walk-in & Online

 Process to check whether patient is already registered

 Mandatory patient and relative details that are captured

 Patient category and insurance type

 Various patient and attendant related IDs that may be generated

OPD Billing

 Process of Deposits and Refunds

 Bill format

 Modes of payment

 Acceptance of partial payment

 Report-on-Hold flag

 Credit and Refund Memos, Free Service Memos

 Discount process and categories

 Discount request with Authorization

 Amendments allowed in bill and authorization process

 Bill Settlement

 Cash transfer between shifts

 Cancellation of unfulfilled services

 Cancellation of bills

 Multiple rate lists management

ADT

 Bed allotment process

 Emergency / Triage admission process

 Re-admission

 Patient Transfers within the same facility – Upgrade / Downgrade (Bed Type / Class of Service)

 Patient discharge process

 Admission sheet format

 Electronic medical records format

 Authorization and consent forms

 Nursing charts

 Medico-legal documentation

 Discharge Summary Format and preparation

IPD Billing

 Process of Deposits and Refunds

 Charges for mid-day transfers + Manual

 Billing process of services from bill desk

 Billing process of services from within the ward / bedside

 Charging of consumables

 Pending bill amount write-off

 Amendments allowed in bill and authorization process

 Corporate billing process

 Insurance approval process and payer limit

 Interim bill generation and formats

 Bill format

 Modes of payment

 Acceptance of partial payment

 Credit and Refund Memos, Free Service Memos

 Discount process and categories

 Discount request with Authorization

 Bill Settlement

 No dues process from labs, pharmacy, and other departments

 Cash transfer between shifts

 Cancellation of unfulfilled services

 Cancellation of bills

 Multiple rate lists management

 Medicine ordering from ward

 Package billing of services

 Package billing of procedures

Labs

 Sample Collection functionality – barcoding, etc.

 Sample reprocessing requests for Redo/Repeats

 Result entry

 Result authorization and proceed for printing

 Abnormal Value Alteration

 Report formats

 Report sharing with treating doctor

 Interfacing of equipment with software

Radiology

 Report formats

 Result authorization and proceed for printing

 Report sharing with treating doctor

 Interfacing of equipment with software

Physicians

 Doctors performance and compensation

 Follow-up policies

 Prescription – Manual and e-prescription formats

 Viewing of patient medical records

 Scheduling availability and appointment calendar maintenance

 Transfer of patients from one doctor to another

Operation Theatre

 Capturing Pre- and Post-operative Notes

 OT Scheduling

 Interfacing with equipment

Inventory and Material Management

 Number and structure of stores

 Indenting process

 Dispensing / distribution process

 Consumption record keeping

 Purchasing process, vendor management and ordering

 GRN Process

 Update GRN process and authority

 Expiry management

Pharmacy

 Number and structure of stores

 Indenting process

 Drug issue process

 In-patient medication issue and billing processes

 Distribution to wards and nursing departments

 Purchasing process, vendor management and ordering

 Expiry management

 Receiving orders from OPD and Ward

 Generic / brand dispensing

 Substitute drug issue

 Billing format

 Discounting – item-wise or bill-wise or either

 Discount authorization

 Bill cancellation

 Refund / credit memo

 Modes of payment

 Cash transfer between shifts

 Purchase return policy

 Sale return policy

 GRN Process

 Update GRN process and authority

 OT package billing

 Stock write-off and adjustment process

Reports and MIS

 Report formats in excel so as to replicate them in software

Hospital Software Visit www.atsindore.com

Hope this festival of Navratri shower happiness in your life.

May you and your family be enlightened with health, wealth & prosperity.

Wishing you a very Happy Navratri!

Connected experience for e-Way Bill

With the connected experience for e-Way Bill, TallyPrime enables you to –

• Generate e-Way Bill online at the time of voucher creation.
• Generate multiple e-Way Bills online at one shot.
• Cancel e-Way Bill, update Part B & Transporter ID, and extend validity for transactions in bulk. 
• Print e-Way Bill for invoices with e-Way Bill number and QR Code as per the government’s requirements.
• Track the status of e-Way Bills using the e-Way Bill report and e-Way Bill Register.
• Get the latest e-Way Bill information and status from the e-Way Bill system to a transaction using e-Way Bill report and e-Way Bill Register.

As a result, you need not juggle between TallyPrime and the e-Way Bill system for various e-Way Bill activities, as everything can be done from within the product.

Refer to the e-Way Bill topic to know more. 

Save View for reports

The Save View feature will delight you with a personalized experience for viewing reports in TallyPrime.

You can now:

• Save a preferred view for a report with your desired configurations.
• Save a view for a report for a specific period.
• Save a view for a report opened for a particular master such as Party ledger, Stock Item, and others.
• Save views, as per your requirement, for:
  • All companies on a particular computer
  • A specific company
• Set a saved view as the default view.
  Henceforth, the report will always open as per the configurations applied in the saved view.
• Change the default view, whenever needed.
• Delete a saved view or all the views from all companies or a specific company, as needed.
• Restrict users from saving views for reports or deleting views saved in a specific company.

Saving your preferred views saves a great deal of time as you need not apply the configurations time and again. 

Refer to the Save View topic to know more. 

Online GSTIN/UIN and HSN/SAC validation

TallyPrime is here with a quick and simple process to validate:

• GSTIN/UIN information for single and multiple Parties.
• HSN/SAC information for single and multiple Stock Items.

As a result, you get to know if the information entered in your books is authentic and update it, if needed.

Refer to the Validate GSTIN and HSN Online topic to know more. 

TallyPrime Reports in browsers

Mobile-responsive design

The all-new mobile-responsive design provides you with an intuitive experience right from company selection to downloading a voucher.

Additionally, you can now enjoy the benefits of the following features:

Quick access to change date in Day Book

You can now view Day Book for the previous and next dates by tapping on the left and right arrow keys, respectively.

Scale Factor in selected reports

You can now apply Scale Factor in a report to view the values in hundreds, lakhs, and so on.

Introduction of Show Details

You can now view additional information in selected reports by tapping on Show Details.

Simpler way to change period

You now have a better experience in changing the period of reports in browsers.

File Name of Report downloaded from browser

The file name of the report downloaded from the browser will now have an underscore, which will separate the date and timestamp for easy identification of the date and time of the download.Furthermore, if the hour, minute, or second is in single digit, it will be preceded by 0.

Refer to the TallyPrime Reports in Browser topic to know more. 

e-Payments in TallyPrime

TallyPrime’s easy-to-use e-payment feature is now extended to RazorpayX Bank and Axis Bank.

Product Improvements – TallyPrime Release 2.0

File your GSTR-1 returns with HSN Summary as per the latest change

As per the latest amendments, in Table 12 of GSTR-1 (HSN Summary) the column Total Value is replaced with the column Rate of Tax. This release of TallyPrime enables you to file your returns with this change.

Party details in exported Ledger Group Outstandings

When you exported the Ledger Group Outstandings report to an MS Excel file, the details of some Parties were missing.
This issue is resolved.

Voucher Register with Verification Status

In the Voucher Register under Verification of Vouchers, the transactions did not appear for the selected Verification Status.
This issue is resolved.

e-Mailing Ledger and Group Outstandings

When you sent Ledger and Group Outstandings to parties via e-mail, the parties that did not have any outstanding amount received a blank report.
This issue is resolved.

GST calculation in sales transactions

When you recorded a sales transaction using Voucher Class, TallyPrime rounded off the tax value with three decimals to two decimals. Consequently, the calculated tax amount was lesser by 1 paisa.
This issue is resolved.  

Terms of Delivery in Sales Invoice

Only the first line was visible in Terms of Delivery when you altered a Sales Invoice and provided the Order No.
This issue is resolved.

Performance enhancements in navigation

The performance enhancements in navigation will make your experience with TallyPrime all the more delightful. It will take fewer seconds to:

• Navigate to Credit Note voucher from Gateway of Tally
• Switch between Voucher Types
• Display the List of Ledgers
• Change Buyer Name
• Accept the Supplier Details screen

TCS transactions and reports

The TDL storage error appeared in the TCS transactions and reports, when Use TCS Allocations was enabled in the sales transaction.
This issue is resolved.

Error while uploading Delivery Note on the e-Way Bill system

An error appeared while uploading a Delivery Note on the e-Way Bill system. This happened when you had selected Others as Sub Type while recording the Delivery Note.
This issue is resolved.

Change of ledger in a columnar report

The report details were not getting refreshed when you changed the ledger in a columnar report.
This issue is resolved.

e-Way Bill Number in Multi-Voucher Printing

In multi-voucher printing, the last e-Way Bill number was printed in all the invoices.
This issue is fixed.

TCS Debit Note not linked to TCS Receipt voucher

TCS Debit Notes were not getting linked to TCS Receipt vouchers.
This issue is resolved.

TRN in Sales invoice printed in Arabic

The TRN did not appear when you printed a sales invoice in Arabic.
This issue is resolved.

e-Way Bill number in altered invoice

The e-Way Bill number did not appear in the print when the invoice was altered.
This issue is resolved.

TCS Budget Changes 2020

Calculate TCS on either realisation or accrual

Depending on your business practice, you can now make a choice to:

• Calculate TCS on realisation/receipt of the Invoice value.
• Calculate TCS directly in the Invoice through the accrual method.
• Override method of TCS calculation from realisation to accrual in transactions or in party ledgers.

TCS exemption for buyers deducting TDS

If your business has buyers who deduct TDS while making payments, then you do not have to collect TCS from them.

In TallyPrime, you can now:

• Set exemptions for such buyers while recording transactions.
• Update Challan number and date of the buyers using the TDS Challan Details of Buyer report.

TCS exemption for government-listed buyers

If you have any government-listed buyers, who are exempt from TCS payment, then TallyPrime will help you:

• Configure the exemption in the ledgers of government-listed parties.
• Calculate the tax component appropriately in the transactions.

Form 27EQ for TCS

You can now generate the Form 27EQ text file in alignment with the TCS budget changes.

Ledgers Without PAN

Ledgers Without PAN report is now available for TCS, using which you can:

• Easily cross-check the list of buyers without PAN details.
• Update the required details in the party ledger.

Flexibility to configure TCS in sales ledger or stock item 

You can choose to configure TCS in either stock item or sales ledger, which will help you calculate TCS with great ease and accuracy.

This flexibility will especially come in handy if you have plenty of stock items. Configuring TCS in the sales ledger will save a great deal of time as you will not have to configure TCS for each stock item.

Introduction of e-Invoice Sandbox experience

TallyPrime provides you with a delightful e-Invoicing experience through e-Invoice Sandbox, which will enable you to:

• Get familiar with how e-Invoicing works on the live IRP.
• Generate e-Invoice at the time of Voucher creation.
• Generate, Cancel, or Get e-Invoices in bulk.
• Experience e-Invoicing without any impact on your GST Returns.

What’s more!

You can also experience the e-Invoice Sandbox feature even without an active TSS or in the Educational mode.

Product Improvements – Release 1.1.4

TCS Calculation in Sales Invoice recorded against an Advance Receipt

Previously, TCS was not getting calculated when you recorded a Sales Invoice against an Advance Receipt, despite the amount exceeding threshold limit.
This issue is resolved.

Print, Export, and E-mail

Right button bar for quick configuration

With the newly introduced right button bar for Print, Export, and E-mail, you can easily find the frequently used configurations, thereby saving a great deal of time.

Preview before Printing

You can now set Preview as default instead of printing directly, so that you will:

• Always see a Preview of the voucher.
• Prevent accidental printing.
• Identify errors and make corrections, if any.
• Save overall time, paper, and cost of printing erroneous vouchers.

Print company logo on Payments and Receipts

Previously, the company logo did not appear when you printed Payments and Receipts through the multi-voucher printing option.
This issue is resolved.

TallyPrime Soft Display mode and impact on Print, E-mail, and Export

The reports appeared to be darker when you printed, e-mailed, or exported them.
This was happening when you had set Display mode as Soft under Display settings in TallyPrime.
This issue is resolved.

Quick access to Tax Analysis and Stock Query

You can now navigate to Tax Analysis and Stock Query reports from transactions using the Related Reports button. This will lead to easy discoverability and quick access.

Day-Wise breakup for Voucher Register

In Voucher Register reports, you now have a day-wise breakup for ledgers, which will help you to:

• Track changes in daily balance.
• Perform day-wise analysis.

Negative Cash in Cash Book report

When you open the Cash Book report for a particular period, you will now have a Show Negative balance only option under Basis of Value, using which you can:

• Identify exceptions regarding negative cash.
• Take necessary actions to correct them.