view reports from voucher screen 1.0 we know that if we are doing any voucher entry and we want to...

9
View Reports from Voucher Screen 1.0 WE KNOW THAT IF WE ARE DOING ANY VOUCHER ENTRY AND WE WANT TO SEE ANY REPORT AT THE SAME TIME, WE CAN NOT DO THIS WITHOUT EXISTING VOUCHER ENTRY SCREEN. THIS ADD-ON HELPS TO SEE YOUR IMPORTANT REPORTS WHILE DOING VOUCHER ENTRIES. DIRECTLY VIEW FAVORITE REPORTS FROM VOUCHER ENTRY SCREEN WITHOUT GOING BACK TO” GATEWAY OF TALLY”. THIS HELPS TO SAVE A LOT OF TIME AND INCREASES EFFICIENCY OF VOUCHER CREATION. TO USE THIS ADD ON, POST ADDING THIS ADD ON TO TALLY, WE ONLY HAVE SET OUR FAVORITE REPORTS THAT WE WANT TO USE REGULARLY.

Upload: catherine-bryan

Post on 05-Jan-2016

212 views

Category:

Documents


0 download

TRANSCRIPT

Page 1: View Reports from Voucher Screen 1.0 WE KNOW THAT IF WE ARE DOING ANY VOUCHER ENTRY AND WE WANT TO SEE ANY REPORT AT THE SAME TIME, WE CAN NOT DO THIS

View Reports from Voucher Screen 1.0

WE KNOW THAT IF WE ARE DOING ANY VOUCHER ENTRY AND WE WANT TO SEE ANY REPORT AT THE SAME TIME, WE CAN NOT DO THIS WITHOUT EXISTING VOUCHER ENTRY SCREEN.

THIS ADD-ON HELPS TO SEE YOUR IMPORTANT REPORTS WHILE DOING VOUCHER ENTRIES. DIRECTLY VIEW FAVORITE REPORTS FROM VOUCHER ENTRY SCREEN WITHOUT GOING BACK TO” GATEWAY OF TALLY”. THIS HELPS TO SAVE A LOT OF TIME AND INCREASES EFFICIENCY OF VOUCHER CREATION.

 TO USE THIS ADD ON, POST ADDING THIS ADD ON TO TALLY, WE ONLY HAVE SET OUR FAVORITE REPORTS THAT WE WANT TO USE REGULARLY.

Page 2: View Reports from Voucher Screen 1.0 WE KNOW THAT IF WE ARE DOING ANY VOUCHER ENTRY AND WE WANT TO SEE ANY REPORT AT THE SAME TIME, WE CAN NOT DO THIS

It saves time. It Increases efficiency by avoiding exiting entry screen to see report and redo same work again. Configurable to see any report that we need while doing voucher entry. Brings all your favorite reports at one place.

Note: This Add-on can only be used if you have Administrator Rights.

Features

Page 3: View Reports from Voucher Screen 1.0 WE KNOW THAT IF WE ARE DOING ANY VOUCHER ENTRY AND WE WANT TO SEE ANY REPORT AT THE SAME TIME, WE CAN NOT DO THIS

Go to Gateway of Tally > F11: Features > Add On Features

Set “Yes” to the option “Enable Display Reports in Vouchers?”

How to Configure “View Reports from Voucher Screen 1.0”

Page 4: View Reports from Voucher Screen 1.0 WE KNOW THAT IF WE ARE DOING ANY VOUCHER ENTRY AND WE WANT TO SEE ANY REPORT AT THE SAME TIME, WE CAN NOT DO THIS

After enabling the option to “Yes” the sub form will get open and here you can select all our favorite reports that

are used by us daily as shown in the screen shot below. Add the reports that you want to see.

How to Configure “View Reports from Voucher Screen 1.0”

Page 5: View Reports from Voucher Screen 1.0 WE KNOW THAT IF WE ARE DOING ANY VOUCHER ENTRY AND WE WANT TO SEE ANY REPORT AT THE SAME TIME, WE CAN NOT DO THIS

Now in any voucher entry you will able to see the button “Ctrl + B” i.e., “Favorite Reports” as shown in the screen shot

below:

How to Configure “View Reports from Voucher Screen 1.0”

Page 6: View Reports from Voucher Screen 1.0 WE KNOW THAT IF WE ARE DOING ANY VOUCHER ENTRY AND WE WANT TO SEE ANY REPORT AT THE SAME TIME, WE CAN NOT DO THIS

After pressing that button “Ctrl + B” i.e., “Favorite Reports” the sub form will get open and our entire selected Favorite Reports will be shown as you have chosen and now you can open any reports from here. For example, I want to open balance sheet, so just press enter on balance sheet and it will get open.

How to Configure “View Reports from Voucher Screen 1.0”

Page 7: View Reports from Voucher Screen 1.0 WE KNOW THAT IF WE ARE DOING ANY VOUCHER ENTRY AND WE WANT TO SEE ANY REPORT AT THE SAME TIME, WE CAN NOT DO THIS

In the previous screen, we have chosen to open “Balance Sheet” report. After pressing enter, the report will get open as shown in the screen shot given below.

Final Output

Page 8: View Reports from Voucher Screen 1.0 WE KNOW THAT IF WE ARE DOING ANY VOUCHER ENTRY AND WE WANT TO SEE ANY REPORT AT THE SAME TIME, WE CAN NOT DO THIS

Post viewing Balance Sheet Report, when we come, previous screen of voucher, where we were doing entry will remain same and we can continue doing our entries again. This applies to any report we open from our reporting dashboard in previous screen.

Final Output

Page 9: View Reports from Voucher Screen 1.0 WE KNOW THAT IF WE ARE DOING ANY VOUCHER ENTRY AND WE WANT TO SEE ANY REPORT AT THE SAME TIME, WE CAN NOT DO THIS

HIG-1, Sector-1, Shankar Nagar, Near Vardan Hospital, RAIPUR – 492001 CHHATTISGARH Mob - +91-99939-18000,+91-86028-18000 Phone - 0771-4071800 Email: [email protected] Website: www.tallyboys.com

Thank You.