Here is Best Free Method to Importing Data from Tally to Excel Using Power Query and ODBC. In the financial management, Tally is a renowned software that provides best solutions for businesses. Excel, on the other hand, is a versatile tool for data analysis and reporting. By using the power of both, we can create a seamless data workflow.
In this blog post, we’ll explore how we can import various types of data from Tally to Excel using Power Query and the ODBC port of Tally.
Data from Tally to Excel Using Power Query and ODBC:
Power Query is an Excel add-in that allows users to transform and clean data before it’s loaded into a worksheet. It provides a user-friendly interface to handle complex data extraction tasks.
ODBC (Open Database Connectivity) is a standard protocol that allows applications to communicate with various databases, including Tally.
Steps to Import Data from Tally to Excel Using Power Query and ODBC:
By connecting Power Query and ODBC to Tally, businesses can unlock a powerful data management solution. This streamlined process not only saves time but also ensures accurate and up-to-date information for informed decision-making. Embrace this integration to enhance your financial management capabilities and streamline your data workflow.
Free Amazing Unlimited Emails with Attachments from Excel. Sending emails with attachments can be a time-consuming and repetitive task, especially when you want to send multiple emails. However, with the power of Excel VBA, you can automate this process and make it much more efficient.
By creating a macro that allows you to send emails directly from your Excel spreadsheet, you can easily attach files to your emails with just a few clicks. This feature can help you save time, increase productivity, and reduce the risk of errors or omissions that can occur when manually attaching files.
Overall, this tool can help you become more efficient and productive, allowing you to focus on other important tasks. It’s a great addition to your productivity toolkit, and it can help you stay organized and on top of your email communications.
Unlimited Emails with Attachments from Excel:
Excel’s integration with VBA (Visual Basic for Applications) enables users to automate tasks and extend its functionality. One such powerful application is sending emails with attachments in bulk, directly from an Excel spreadsheet.
How to Use Unlimited Emails with Attachments from Excel Video:
Watch below video to see how to create macro enabled workbooks to send emails in bulk with attachements:
With the power of VBA in Excel, businesses can streamline their communication processes, saving valuable time and ensuring important information reaches its recipients efficiently. This method provides an efficient solution for tasks such as sending invoices, reports, or any other document directly from your Excel spreadsheet.
This is Aadhar TDL for Tally – Aadhar in Ledger and Print. In India Aadhar used everywhere. Sometime we also need to add Aadhar in Tally as customer details or KYC.
In today’s time Tally is a widely used accounting software that provides various financial management solutions for businesses. There is lots of reports hold in Tally, but sometime we required more detailed reports.
So in this blog post we will add Aadhar number in Party ledger and also print it into invoice. By using same method we can add other important details also.
Aadhar TDL for Tally:
With this TDL file we can Aadhar Number or any other important details in customer ledger:
[#Part :LedOtherDetails]
Add : Line :LWLedAdhar
[Line : LWLedAdhar]
Fields : Short Prompt,LWLedAdharNo
Local : Field : Short Prompt : Setas : "Aadhar No:"
[Field :LWLedAdharNo]
Use : name Field
Setas : $LWLedAdharNoStore
Storage :LWLedAdharNoStore
[system : udf]
LWLedAdharNoStore: string : 500
[#Part:Expinv Buyer]
Print BG:yellow
Add:Line:After:EXPINV Buyer:LearnwellAdhar
[Line:LearnwellAdhar]
Fields : Medium Prompt, adharno
Local : Field : Medium Prompt : Setas : "Aadhar No:"
[Field:Adharno]
Use : name Field
Setas :$LWLedAdharNoStore:Ledger:$PartyLedgerName
Aadhar TDL for Tally Prime and Tally ERP9:
HOW TO USE TDL CODE:
Copy above TDL code and create a text file.
Save text file and load in Tally (Method provided below the code)
Goto Ledger and Add Aadhar Number of Customer .
Also will see Aadhar in Invoice Print.
We can remove extra fields from code (Like print in invoice) if not required.
This is best free TDL to have in your Tally. Must have TDL file for Tally ERP9 and Tally Prime that can use it for lifetime. This free TDL Code will perfectly work with Tally Prime.
Aadhar TDL for Tally Video:
See the below video to learn how to add change fields for Aadhar in TDL code:
Watch above videos to learn :
How to Create TDL files for Tally.
How to Load TDL files in Tally.
How to add change Extra Details in Ledger and Invoice Print.
The Amount wise Outstanding TDL provides a comprehensive view of the current outstanding amounts, with amount wise.
Tally is a widely used accounting software that provides various financial management solutions for businesses. There is lots of reports hold in Tally, but sometime we required more detailed reports.
So today I have amount wise outstanding TDL for your Tally Prime and Tally ERP9. This feature allows businesses to keep a record of their credit sales and outstanding payments, which helps in managing cash flow and reducing the risk of overdue payments.
Amount Wise Outstanding TDL :
This Amount Wise Outstanding TDL categorizes outstanding amounts into predefined brackets (e.g., 0-1000, 1001-5000, 5001-10000, etc.). This segmentation provides a clear view of the distribution of outstanding dues. This TDL can be use for Sundry Debtors and also for Sundry Creditors.
Amount Wise Outstanding TDL Code:
With this TDL, businesses can make more informed decisions about collections strategies and prioritize follow-up efforts based on the amount owed.
[#Menu: Account Statements]
Add : Item : Before : Quit : Learnwell Outstanding :Menu :LearnwellOutstandings
[Menu:LearnwellOutstandings]
Add : Item : Sundry Creditors Outstanding : Display :LearnwellOutstandingsCR
Add : Item : Sundry Debtors Outstanding : Display :LearnwellOutstandingsDR
[Report:LearnwellOutstandingsCR]
Form :LearnwellOutstanding
Variable : SvFromDate, SvToDate
Set : SvFromDate : @@DSPFromDate
Set : SvToDate : @@DSPToDate
[Form:LearnwellOutstanding]
Background :@@SV_BALANCESHEET
Part :LWoutT1,LWoutT2,LWoutD
Width : 100% Screen
Height : 100% Screen
Button : ExplodeFlag, F2ChangePeriod
Keys : ChangePeriod
[Part : LWoutT1]
Line :LearnWellInfoL
Space Bottom : 0.50
[Line : LearnWellInfoL]
Field : Name Field
Local : Field : Name Field : Set as: "Learnwells.com - Outstanding Report"
Local : Field : Name Field : Align : Left
[Part :LWoutT2]
Line :LWoutTL
[Part :LWoutD]
Line :LearnwellOutstanding
Repeat :LearnwellOutstanding :LearnwellCreditors
Scroll : Vertical
Common Border : Yes
Space : Yes
Space Bottom : 0.50
Bottom Line : NBPMTotals
Total :LW20KT, LW50KT, LW100KT, LW500KT,LW1000KT, LW1000KMT, GrandTotalT
[Line :LWoutTL]
Use :LearnwellOutstanding
Local : Field : Default : Type : String
Local : Field : Default : Align : Center
Local : Field : Default : Style : TinyBold
Local : Field : Default : Border : Thin Left
Local : Field : Parent Name : Set As : "Pariculars"
Local : Field : Parent Group : Set As : "Group"
Local : Field : Mobile : Set as : "Mobile No"
Local : Field : LW20K : Set as : "=<20K "
Local : Field : LW50K : Set as : "=<50K "
Local : Field : LW100K: Set as : "=<1L "
Local : Field : LW500K : Set as : "=<5L "
Local : Field : LW1000K : Set as : "=<10L "
Local : Field : LW1000KM : Set as : "=>10L "
Local : Field : GrandTotal : Set as : "Grand Total "
Border : Column Titles
Height : 1.20
[Line :LearnwellOutstanding]
Field : Parent Name, Parent Group,Mobile
Right Field :LW20K, LW50K, LW100K, LW500K, LW1000K,LW1000KM, GrandTotal
Border : Column Titles
Height : 1.25
Option : Alter on Enter
[Field : Parent Name]
Use : Name Field
Set as : $Name
Style : Tiny Bold
Border : Thin Left
Width : 60
[Field : Parent Group]
Use : Name Field
Set as : $Parent
Style : Tiny Bold
Border : Thin Left
Width : 20
[Field : Mobile]
Use : Name Field
Set as :$LedgerMobile
Style : Tiny Bold
Border : Thin Left
Width : 20
[Field : LW20K]
Use : Amount Field
SetbyCondition : (($ClosingBalance > 0 AND NOT $ClosingBalance <= 20000) OR ($ClosingBalance < 0 AND NOT $ClosingBalance >= 20000))
Set as : $ClosingBalance
Type : Amount
Align : Center
Width : 15
Style:Tiny
[Field : LW50K]
Use : Amount Field
SetbyCondition : (($ClosingBalance > 20000 AND NOT $ClosingBalance <= 50000) OR ($ClosingBalance < 20000 AND NOT $ClosingBalance >= 50000))
Set as : if $$IsDr:$ClosingBalance then 0 else $ClosingBalance
Type : Amount
Border : Thin Left
Align : Center
Width : 15
Style:Tiny
[Field : LW100K]
Use : Amount Field
SetbyCondition : (($ClosingBalance > 50000 AND NOT $ClosingBalance <= 100000) OR ($ClosingBalance < 50000 AND NOT $ClosingBalance >= 100000))
Set as : if $$IsDr:$ClosingBalance then 0 else $ClosingBalance
Type : Amount
Border : Thin Left
Align : Center
Width : 15
Style:Tiny
[Field : LW500K]
Use : Amount Field
SetbyCondition : (($ClosingBalance > 100000 AND NOT $ClosingBalance <= 500000) OR ($ClosingBalance < 100000 AND NOT $ClosingBalance >= 500000))
Set as : if $$IsDr:$ClosingBalance then 0 else $ClosingBalance
Type : Amount
Border : Thin Left
Align : Center
Width : 15
Style:Tiny
[Field : LW1000K]
Use : Amount Field
SetbyCondition : (($ClosingBalance > 500000 AND NOT $ClosingBalance <= 1000000) OR ($ClosingBalance < 500000 AND NOT $ClosingBalance >= 500000))
Set as : if $$IsDr:$ClosingBalance then 0 else $ClosingBalance
Type : Amount
Border : Thin Left
Align : Center
Width : 15
Style:Tiny
[Field : LW1000KM]
Use : Amount Field
SetbyCondition : (($ClosingBalance < 999999999 AND NOT $ClosingBalance >= 1000000) OR ($ClosingBalance > 999999999 AND NOT $ClosingBalance <= 500000))
Set as : if $$IsDr:$ClosingBalance then 0 else $ClosingBalance
Type : Amount
Border : Thin Left
Align : Center
Width : 15
Style:Tiny
[Field : GrandTotal]
Use : Amount Field
Set as : if $$IsDr:$ClosingBalance then 0 else $ClosingBalance
Type : Amount
Border : Thin Left
Align : Right
Width : 15
[Line: NBPMTotals]
Field : Parent Name
Right Field :LW20K, LW50K, LW100K, LW500K,LW1000K, LW1000KM, GrandTotal
Border : Totals
Local : Field : Default : Align : Center
Local : Field : Default : Style : Normal Bold
Local : Field : Default : Border : Thin Left
Local : Field : Parent Name : Set as : "Grand Total"
Local : Field : Parent Name : Align : Center
Local : Field : LW20K: Type : Amount
Local : Field : LW50K: Type : Amount
Local : Field : LW100K : Type : Amount
Local : Field : LW500K : Type : Amount
Local : Field : LW1000K : Type : Amount
Local : Field : LW1000KM : Type : Amount
Local : Field : GrandTotal : Type : Amount
Local : Field : LW20K: Set as : $LW20KT
Local : Field : LW50K: Set as : $LW50KT
Local : Field : LW100K : Set as : $LW100KT
Local : Field : LW500K : Set as : $LW500KT
Local : Field : LW1000K : Set as : $LW1000KT
Local : Field : LW1000KM : Set as : $LW1000KMT
Local : Field : GrandTotal : Set as : $TotalCB
Local : Field : GrandTotal : Border : Thin Left Right
Local : Field : GrandTotal : Align : Right
[Collection :LearnwellCreditors]
Type : Ledger
By : Amount
Child of : $$GroupSundryCreditors
Belongs To: Yes
Fetch : ClosingBalance
Filter : ZeroClosing
Filter : CreditOnly
AggrCompute : TotalCB : Sum : $ClosingBalance
[System:formula]
Zeroclosing:$ClosingBalance>0
CreditOnly :Not $$IsDr:$ClosingBalance
TotalCB : $$CollAmtTotal:LearnwellCreditors:$ClosingBalance
Co20K:($ClosingBalance:Ledger:$Name > 0 AND $ClosingBalance:Ledger:$Name <= 20000)
LW20KT :$$FilterAmtTotal:LearnwellCreditors:Co20K:$ClosingBalance
Co50K:($ClosingBalance:Ledger:$Name > 20000 AND $ClosingBalance:Ledger:$Name <= 50000)
LW50KT :$$FilterAmtTotal:LearnwellCreditors:Co50K:$ClosingBalance
Co100K:($ClosingBalance:Ledger:$Name > 50000 AND $ClosingBalance:Ledger:$Name <= 100000)
LW100KT :$$FilterAmtTotal:LearnwellCreditors:Co100K:$ClosingBalance
Co500K:($ClosingBalance:Ledger:$Name > 100000 AND $ClosingBalance:Ledger:$Name <= 500000)
LW500KT :$$FilterAmtTotal:LearnwellCreditors:Co500K:$ClosingBalance
Co1000K:($ClosingBalance:Ledger:$Name > 500000 AND $ClosingBalance:Ledger:$Name <= 1000000)
LW1000KT :$$FilterAmtTotal:LearnwellCreditors:Co1000K:$ClosingBalance
Co1000KM:($ClosingBalance:Ledger:$Name > 1000000)
LW1000KMT :$$FilterAmtTotal:LearnwellCreditors:Co1000KM:$ClosingBalance
;;........................Learnwells.com................................
;;...........................e2t.in.....................................
[Report:LearnwellOutstandingsDR]
Form :LearnwellOutstandingD
Variable : SvFromDate, SvToDate
Set : SvFromDate : @@DSPFromDate
Set : SvToDate : @@DSPToDate
[Form:LearnwellOutstandingD]
Background :@@SV_BALANCESHEET
Part :LWoutT1D,LWoutT2D,LWoutDD
Width : 100% Screen
Height : 100% Screen
Button : ExplodeFlag, F2ChangePeriod
Keys : ChangePeriod
[Part : LWoutT1D]
Line :LearnWellInfoLD
Space Bottom : 0.50
[Line : LearnWellInfoLD]
Field : Name Field
Local : Field : Name Field : Set as: "Learnwells.com - Outstanding Report"
Local : Field : Name Field : Align : Left
[Part :LWoutT2D]
Line :LWoutTLD
[Part :LWoutDD]
Line :LearnwellOutstandingD
Repeat :LearnwellOutstandingD :LearnwellCreditorsD
Scroll : Vertical
Common Border : Yes
Space : Yes
Space Bottom : 0.50
Bottom Line : NBPMTotalsD
Total :LW20KTD, LW50KTD, LW100KTD, LW500KTD,LW1000KTD, LW1000KMTD, GrandTotalTD
[Line :LWoutTLD]
Use :LearnwellOutstandingD
Local : Field : Default : Type : String
Local : Field : Default : Align : Center
Local : Field : Default : Style : TinyBold
Local : Field : Default : Border : Thin Left
Local : Field : Parent NameD : Set As : "Pariculars"
Local : Field : Parent GroupD : Set As : "Group"
Local : Field : MobileD : Set as : "Mobile No"
Local : Field : LW20KD : Set as : "=<20K "
Local : Field : LW50KD : Set as : "=<50K "
Local : Field : LW100KD: Set as : "=<1L "
Local : Field : LW500KD : Set as : "=<5L "
Local : Field : LW1000KD : Set as : "=<10L "
Local : Field : LW1000KMD : Set as : "=>10L "
Local : Field : GrandTotalD : Set as : "Grand Total "
Border : Column Titles
Height : 1.20
[Line :LearnwellOutstandingD]
Field : Parent NameD, Parent GroupD,MobileD
Right Field :LW20KD, LW50KD, LW100KD, LW500KD, LW1000KD,LW1000KMD, GrandTotalD
Border : Column Titles
Height : 1.25
[Field : Parent NameD]
Use : Name Field
Set as : $Name
Style : Tiny Bold
Border : Thin Left
Width : 60
[Field : Parent GroupD]
Use : Name Field
Set as : $Parent
Style : Tiny Bold
Border : Thin Left
Width : 20
[Field : MobileD]
Use : Name Field
Set as :$LedgerMobile
Style : Tiny Bold
Border : Thin Left
Width : 20
[Field : LW20KD]
Use : Amount Field
SetbyCondition : (($ClosingBalance > 0 AND NOT $ClosingBalance <= 20000) OR ($ClosingBalance < 0 AND NOT $ClosingBalance >= 20000))
Set as : $ClosingBalance
Type : Amount
Align : Center
Width : 15
Style:Tiny
[Field : LW50KD]
Use : Amount Field
SetbyCondition : (($ClosingBalance > 20000 AND NOT $ClosingBalance <= 50000) OR ($ClosingBalance < 20000 AND NOT $ClosingBalance >= 50000))
Set as : if not $$IsDr:$ClosingBalance then 0 else $ClosingBalance
Type : Amount
Border : Thin Left
Align : Center
Width : 15
Style:Tiny
[Field : LW100KD]
Use : Amount Field
SetbyCondition : (($ClosingBalance > 50000 AND NOT $ClosingBalance <= 100000) OR ($ClosingBalance < 50000 AND NOT $ClosingBalance >= 100000))
Set as : if not $$IsDr:$ClosingBalance then 0 else $ClosingBalance
Type : Amount
Border : Thin Left
Align : Center
Width : 15
Style:Tiny
[Field : LW500KD]
Use : Amount Field
SetbyCondition : (($ClosingBalance > 100000 AND NOT $ClosingBalance <= 500000) OR ($ClosingBalance < 100000 AND NOT $ClosingBalance >= 500000))
Set as : if not $$IsDr:$ClosingBalance then 0 else $ClosingBalance
Type : Amount
Border : Thin Left
Align : Center
Width : 15
Style:Tiny
[Field : LW1000KD]
Use : Amount Field
SetbyCondition : (($ClosingBalance > 500000 AND NOT $ClosingBalance <= 1000000) OR ($ClosingBalance < 500000 AND NOT $ClosingBalance >= 500000))
Set as : if not $$IsDr:$ClosingBalance then 0 else $ClosingBalance
Type : Amount
Border : Thin Left
Align : Center
Width : 15
Style:Tiny
[Field : LW1000KMD]
Use : Amount Field
SetbyCondition : (($ClosingBalance < 999999999 AND NOT $ClosingBalance >= 1000000) OR ($ClosingBalance > 999999999 AND NOT $ClosingBalance <= 500000))
Set as : if not $$IsDr:$ClosingBalance then 0 else $ClosingBalance
Type : Amount
Border : Thin Left
Align : Center
Width : 15
Style:Tiny
[Field : GrandTotalD]
Use : Amount Field
Set as : if not $$IsDr:$ClosingBalance then 0 else $ClosingBalance
Type : Amount
Border : Thin Left
Align : Right
Width : 15
[Line: NBPMTotalsD]
Field : Parent NameD
Right Field :LW20KD, LW50KD, LW100KD, LW500KD,LW1000KD, LW1000KMD, GrandTotalD
Border : Totals
Local : Field : Default : Align : Center
Local : Field : Default : Style : Normal Bold
Local : Field : Default : Border : Thin Left
Local : Field : Parent NameD : Set as : "Grand Total"
Local : Field : Parent NameD : Align : Center
Local : Field : LW20KD: Type : Amount
Local : Field : LW50KD: Type : Amount
Local : Field : LW100KD : Type : Amount
Local : Field : LW500KD : Type : Amount
Local : Field : LW1000KD : Type : Amount
Local : Field : LW1000KMD : Type : Amount
Local : Field : GrandTotalD : Type : Amount
Local : Field : LW20KD: Set as : $LW20KTD
Local : Field : LW50KD: Set as : $LW50KTD
Local : Field : LW100KD : Set as : $LW100KTD
Local : Field : LW500KD : Set as : $LW500KTD
Local : Field : LW1000KD : Set as : $LW1000KTD
Local : Field : LW1000KMD : Set as : $LW1000KMTD
Local : Field : GrandTotalD : Set as : $TotalCBD
Local : Field : GrandTotalD : Border : Thin Left Right
Local : Field : GrandTotalD : Align : Right
[Collection :LearnwellCreditorsD]
Type : Ledger
By : Amount
Child of : $$GroupSundryDebtors
Belongs To: Yes
Fetch : ClosingBalance
Filter : ZeroClosing
Filter : DebitOnly
AggrCompute : TotalCBD : Sum : $ClosingBalance
[System:formula]
Zeroclosing:$ClosingBalance>0
DebitOnly :$$IsDr:$ClosingBalance
TotalCBD : $$CollAmtTotal:LearnwellCreditorsD:$ClosingBalance
Co20KD:($ClosingBalance:Ledger:$Name > 0 AND $ClosingBalance:Ledger:$Name <= 20000)
LW20KTD :$$FilterAmtTotal:LearnwellCreditorsD:Co20KD:$ClosingBalance
Co50KD:($ClosingBalance:Ledger:$Name > 20000 AND $ClosingBalance:Ledger:$Name <= 50000)
LW50KTD :$$FilterAmtTotal:LearnwellCreditorsD:Co50KD:$ClosingBalance
Co100KD:($ClosingBalance:Ledger:$Name > 50000 AND $ClosingBalance:Ledger:$Name <= 100000)
LW100KTD :$$FilterAmtTotal:LearnwellCreditorsD:Co100KD:$ClosingBalance
Co500KD:($ClosingBalance:Ledger:$Name > 100000 AND $ClosingBalance:Ledger:$Name <= 500000)
LW500KTD :$$FilterAmtTotal:LearnwellCreditorsD:Co500KD:$ClosingBalance
Co1000KD:($ClosingBalance:Ledger:$Name > 500000 AND $ClosingBalance:Ledger:$Name <= 1000000)
LW1000KTD :$$FilterAmtTotal:LearnwellCreditorsD:Co1000KD:$ClosingBalance
Co1000KMD:($ClosingBalance:Ledger:$Name > 1000000)
LW1000KMTD :$$FilterAmtTotal:LearnwellCreditorsD:Co1000KMD:$ClosingBalance
Amount Wise Outstanding TDL for Tally Prime and Tally ERP9:
HOW TO USE TDL CODE:
Copy above TDL code and create a text file.
Save text file and load in Tally (Method provided below the code)
Go to Gateway of Tally – Display More Reports – Statement of Accounts – Learnwell Outstanding .
You will find Sundry Debtors Outstanding and Sundry Creditors Outstanding
Also can print and Export Outstanding details.
This is best free TDL to have in your Tally. Must have TDL file for Tally ERP9 and Tally Prime that can use it for lifetime. This free TDL Code will perfectly work with Tally Prime.
Amount Wise Outstanding TDL Video:
See the below video to learn how to add change amount details in TDL code:
Watch above videos to learn :
How to Create TDL files for Tally in Tally Prime Developer.
How to Load TDL files in Tally.
How to add change between and less than greater than amount for outstanding.
FOLLOW THE BELLOW INSTRUCTIONS TO LOAD TDL FILE IN TALLY:
Make a Text file of above code
Save it in to your computer
Copy the text file path including Name and extension (as – C:\Users\HP\Desktop\rec\Outstanding.txt)
Open Tally Prime Software
Click on Help and click on TDL & Addon (for Tally Prime)
Press F4 (to open a Box)
Set Load TDL file on Startup – Yes
Paste The path in blank space
Press enter and save
Now your Outstanding TDL for Tally Prime and ERP9 is ready to use.
The “Amount Wise Outstanding” TDL can be a powerful tool for businesses looking to gain a more detailed understanding of their receivables and payables. By segmenting outstanding amounts, you can make more informed decisions and implement targeted strategies for collections and payments. Always ensure that you obtain TDLs from reputable and trusted sources.
This is Quick Sale Summary from Tally to Excel Import, to import your sales data into excel direct from Tally without any hustle.
However, extracting and analyzing data from Tally can sometimes be a complex task. In this blog post, we’ll introduce you to a powerful tool that simplifies this process – the Quick Sale Summary from Tally to Excel Import Tool.
Understanding the Quick Sale Summary from Tally to Excel Import Tool:
The Quick Sale Summary from Tally to Excel Import Tool is a user-friendly macro enabled excel workbook application designed to seamlessly transfer sales data from Tally to Microsoft Excel. This tool bridges the gap between your accounting software Tally and spreadsheet analysis, providing you with a simplified and efficient way to process sales information.
Key Benefits of the Tally to Excel Import:
The Tally to Excel Import tool revolutionizes the way businesses manage their financial data. Its primary advantage lies in its ability to automate the transfer of sales information from Tally to Excel, saving significant time and eliminating manual data entry.
How to Use Tally to Excel Tool:
Enable Macro in Excel Tool (Process given below)
Set ODBC in Tally (Method provided below)
Open Excel Macro Enabled Excel tool and Write Date
Click on Get Button (If have previous data in sheet then click on clear button first.)
Now all Tally Data will collect in Excel Sheet
How to Enable Macro of Tally to Excel Tool:
To enable macro in Macro workbooks, open Excel – goto File – Option – Trust Centre – Trust Centre Setting – Macro Setting – Tick on Enable Macro and Press OK.
The Quick Sale Summary from Tally to Excel Import Tool empowers businesses to harness the full potential of their sales data. By automating the process and providing a user-friendly interface, this tool enhances your ability to make informed decisions and drive growth.
With this we can create our Pivot Table for MIS report, that will help a lot for business growth.
Here is Invoice Modification TDL for Tally Prime and ERP9 to Add MRP in Voucher and Invoice Print. Tally Prime and ERP9 are widely used accounting software that offer robust capabilities with the help of TDL.
In this blog post, we will modify voucher and invoice printing, and add our own fields like MRP, and other columns with the help of Tally TDL code.
Invoice Modification TDL for Tally Prime and ERP9:
With This TDL code we can add our own field in tally voucher and in tally invoice. This will help you to add MRP, Description, Own discount, Extra Discount, Standard Cost etc. in Invoice.
[#Line: DSP AccLine]
Option:LearnwellSMr
[!Line:LearnwellSMr]
add:field:LearnwellSMRP
invisible:##DSPShowInwards
[Field:LearnwellSMRP]
Use : Name Field
Set as :$MRPDetails[Last].MRPRateDetails[Last].MRPRate
width:15
color:red
Align:Right
[#Line : EI ColumnOne]
Option : LearnwellVCHmrp
[!Line: LearnwellVCHmrp]
Add : Right Fields : At Beginning : LWMrpT
[Field : LWMrpT]
Info : "MRP"
Align : Centre
Width : 10
Style : Small bold
[#Line : EI ColumnTwo]
Option : LearnwellVCHmrp2
[!Line: LearnwellVCHmrp2 ]
Add : Right Fields : At Beginning : LWMrpT
Local : Field : LWMrpT : Info : " "
[#Line : EI InvInfo]
Option : LearnwellVCHmrpIN
[#Line : CI InvInfo]
Option : LearnwellVCHmrpIN
[!Line: LearnwellVCHmrpIN]
Add : Right Fields : At Beginning : LWMrpV
[Field : LWMrpV]
Use : Name Field
Set As: $StockItemMRPRate
Align : Centre
Border : Thin Left Right
Width : 10
Skip : YES
[#Line: ExpInv Column1]
Add : left Field : After :EXPINV DescTitle : LWMrpV
Local : Field : LWMrpV : Info : "MRP"
Local : Field : LWMrpV : Delete : Storage
Local : Field : LWMrpV : Type : String
Local : Field : LWMrpV : align : Center
Local : Field : LWMrpV : Width : 10
Local : Field : LWMrpV : Style : small normal
Local : Field : LWMrpV : border : thin left
[#Line :ExpInv InvDetails]
add : left Fields : after : EXPINV Desc :OWNFIELDMRP
[ Field : OWNFIELDMRP]
use : Name Field
Set as :$StockItemMRPRate
Set Always : Yes
Width : 10
Align : Center
Border : Thin Left
MRP in Voucher and Invoice Print:
HOW TO USE TDL CODE:
Copy above TDL code and create a text file.
Save text file and load in Tally (Method provided below the code)
Go to create a Voucher.
You will find item MRP etc. will appear after selecting item in voucher.
Also can print all extra details in Invoice.
This is best free TDL to have in your Tally. Must have TDL file for Tally ERP9 and Tally Prime that can use it for lifetime. This free TDL Code will perfectly work with Tally Prime.
MRP in Voucher and Invoice Print Video:
See the below video to learn how to add own fields in voucher and print in invoice:
Watch above videos to learn :
How to Create TDL files for Tally.
How to Load TDL files in Tally.
How to add MRP, and own columns in voucher and invoice print.
FOLLOW THE BELLOW INSTRUCTIONS TO LOAD TDL FILE IN TALLY:
Make a Text file of above code
Save it in to your computer
Copy the text file path including Name and extension (as – C:\Users\HP\Desktop\rec\MRP.txt)
Open Tally Prime Software
Click on Help and click on TDL & Addon (for Tally Prime)
Press F4 (to open a Box)
Set Load TDL file on Startup – Yes
Paste The path in blank space
Press enter and save
Now your Voucher and Invoice modification TDL for Tally Prime and ERP9 is ready to use.
By Adding MRP, in voucher column and print column will help to prevent wrong entries and creating a professional invoice. This Free TDL is a valuable TDL for Tally that can help streamline the data entry process and increase efficiency.
Welcome to our GST Return Status Checking Tool! Have you ever wondered about the status of your Goods and Services Tax (GST) return? Our user-friendly tool is here to help you track the return filling records and GST additional details of your GST or any other GST number quickly and easily.
Efficient stock management is crucial for any business to thrive in today’s competitive market. But with this Stock Summary Additional Details Tally TDL for Tally Prime 3.0 we can maintain it easily. While TallyPrime 3.0 offers robust stock management features, sometimes you might find the need to include additional details such as Part Number, HSN Code, GST Rate, MRP Rate, Standard Cost, and Standard Selling Cost in your stock summary. In this blog post, we will explore how to achieve this enhancement using a Tally TDL (Tally Definition Language) customization.
Tally Definition Language (TDL) is a powerful scripting language that allows you to customize and extend the functionality of Tally. It provides the flexibility to add new features, fields, and behaviors to meet your specific business requirements. With TDL, you can transform Tally into a tailored solution that suits your unique needs.
The Need for Stock Summary Additional Details Tally TDL:
While Tally’s stock summary provides valuable information, sometimes you require additional data to make more informed decisions. The inclusion of Part Number, HSN Code, GST Rate, MRP Rate, Standard Cost, and Standard Selling Cost can enhance your stock management capabilities significantly.
Stock Summary Additional Details Tally TDL Code:
[#Field:DSPQ QTYTitle]
add:fields:after:DSP DispTitle:PartNT,LearnwellSHsnT,LearnwellSRT,LearnwellMRPT,LWSTDCostT,LWSTDSellT
invisible:##DSPShowInwards
[Field:LearnwellSHsnT]
Set as :"HSN"
color:blue
style:bold
[Field:LearnwellSRT]
Set as :"GSTRate"
color:blue
style:bold
[Field:PartNT]
Set as :"PartNumber"
color:blue
style:bold
[Field:LearnwellMRPT]
Set as :"MRP"
color:blue
style:bold
[Field:LWSTDCostT]
Set as :"Standard Cost"
color:blue
style:bold
[Field:LWSTDSellT]
Set as :"Standard Sell"
color:blue
style:bold
[#Field:DSP StkCl]
add:fields:after:DSP DispName:PartN,LearnwellSHsn,LearnwellSR,LearnwellMRP,LWSTDCost,LWSTDSell
invisible:##DSPShowInwards
[Field:PartN]
Set as :$PartNo
width:25
color:red
[Field:LearnwellSHsn]
Set as :$HSNDetails[Last].HSNCode
width:20
color:red
[Field:LearnwellMRP]
Set as :$MRPDetails[Last].MRPRateDetails[Last].MRPRate
width:15
color:red
[Field:LearnwellSR]
Set as :$GstDetails[Last].STATEWISEDETAILS[1].RateDetails[1, @@IsIGST].GSTRate
width:8
color:red
[Field:LWSTDCost]
Set as :$StandardCost
width:20
color:red
[Field:LWSTDSell]
Set as :$StandardPrice
width:20
color:red
How to Use Stock Summary Additional Details Tally TDL:
Copy above TDL code and create a text file.
Save text file and load in Tally (Method provided below the code)
Go to Stock Summary Tab in Tally Prime 3.0
Here you will find Stock Summary with additional details of Stock Items like : Part Number, HSN Code, GST Rate, MRP Rate, Standard Cost, and Standard Selling Cost
This is best free TDL to have in your Tally. It will support Tally Prime 3.0, Tally Prime, Tally ERP9, that can be use for lifetime. This free TDL Code will perfectly work with old Tally Prime also.
Stock Summary Additional Details Tally TDL Video:
See the below video to learn how to load tdl in tally and add or change details in stock summary :
FOLLOW BELLOW INSTRUCTIONS TO LOAD TDL FILE IN TALLY:
Make a Text file of above code
Save it in to your computer
Copy the text file path including Name and extension (as – C:\Users\HP\Desktop\rec\Stocksummary.txt)
Open Tally Prime Software
Click on Help and click on TDL & Addon (for Tally Prime)
Press F4 (to open a Box)
Set Load TDL file on Startup – Yes
Paste The path in blank space
Press enter and save
Now your Stock Summary Additional Details Tally TDL is ready to use.
Conclusion:
Customizing your Tally Prime 3.0 stock summary through TDL opens up a world of possibilities for tailored stock management. By incorporating Part Numbers, HSN Codes, GST Rates, MRP Rates, Standard Costs, and Standard Selling Costs, you empower your business with more accurate data for decision-making. Remember that TDL customization requires careful planning, testing, and refinement. So, take the time to craft a solution that aligns perfectly with your business needs and watch your stock management efficiency soar.
Upgrade your data entry work with Excel to TallyPrime 3.0 Import Automation – your ultimate solution for effortlessly importing all your critical data into Tally including Masters, Vouchers with item, Vouchers without Item, Vouchers with CostCentre, Bank entries, GST2A-2B entries, Stock Journal, In-Out Vouchers, Multi Currency Vouchers etc.. Simplify and accelerate the process of importing Excel data into Tally, all while ensuring precision and efficiency. With an array of powerful features, this software is your key to streamlining your financial and inventory workflows.
Excellent Features of Excel to TallyPrime 3.0 Import Automation:
Introducing Excel to TallyPrime 3.0 Import Automation – the ultimate solution to revolutionize your data integration experience:
Effortless Data Integration with Real-Time Connectivity:
With Excel to TallyPrime 3.0 Import Automation, you can bid farewell to the days of manual data transfer. This powerful tool offers real-time connectivity, allowing you to seamlessly synchronize your critical data between Excel and TallyPrime. Experience unparalleled accuracy and efficiency as your data is effortlessly imported into Tally, ensuring that you’re always working with the most up-to-date information.
Supporting Tally Prime 3.0 Multi GST Option:
Staying compliant with the latest changes in Tally Prime 3.0 is crucial. Excel to TallyPrime 3.0 Import Automation ensures that your entries are seamlessly imported as per the latest Tally Prime 3.0 changes, guaranteeing that your financial records are accurate and up-to-date.
Master Checking and Highlight Before Import:
The innovative Master Checking Facility built into Excel to TallyPrime 3.0 Import Automation takes the guesswork out of data entry. This feature examines ledger and stock item masters in Tally and highlights any missing elements on the voucher sheet. This proactive approach ensures that your data is complete and accurate before it’s even imported into Tally.
Instant Buyer and Consignee Filling from Tally:
Say goodbye to manual input errors and wasted time. Excel to TallyPrime 3.0 Import Automation allows you to directly import buyer and consignee details from Tally into the voucher sheet. This automation accelerates your workflow and reduces the risk of errors, ensuring that your financial records are both precise and efficient.
Automatic Master Import with Voucher Sheet:
Managing masters in Tally can be a time-consuming task. With Excel to TallyPrime 3.0 Import Automation, this process becomes a breeze. The software automatically checks for ledger and stock item masters in Tally, creating any missing masters during the import process. This hands-free approach saves you time and eliminates potential errors.
Flexible Entry Modes and Automated Calculation Enchantment:
Your data import preferences matter, which is why Excel to TallyPrime 3.0 Import Automation offers dual entry modes. Choose between the ODBC one-click direct entry system or XML generation, based on your preferred method. The software’s automated calculation enchantment feature takes care of complex calculations, from cell addresses to round-offs and taxable values. The Validate feature puts these calculations at your fingertips, ensuring your data is accurate and error-free.
Effortless Unlimited Entries with User-Friendly Formats:
Break free from limitations with Excel to TallyPrime 3.0 Import Automation. Whether you’re dealing with a handful of entries or managing thousands, this tool’s streamlined one-click process supports up to 25,000 entries at a time. The user-friendly formats cater to various types of work, making the data entry process smooth and intuitive.
Learnwell Tab on Excel Ribbon:
Excel to TallyPrime 3.0 Import Automation integrates seamlessly into your Excel environment. With buttons conveniently placed on the Excel Ribbon, you can simplify actions and boost efficiency. Instantly access key features and functionalities that streamline your data integration workflow.
Supporting All Versions of Microsoft Excel:
Worried about compatibility? Excel to TallyPrime 3.0 Import Automation has you covered. From Excel 2007 to the latest Excel 365 version, this software’s compact footprint ensures uninterrupted operations, regardless of your Excel version.
Lifetime Access and Round-the-Clock Support:
Investing in Excel to TallyPrime 3.0 Import Automation means gaining lifelong access with no renewal required. And should you need assistance, round-the-clock support is just a call, WhatsApp message, or remote desktop session away.
Masterful Sheets for Comprehensive Data Entry:
Excel to TallyPrime 3.0 Import Automation comes equipped with a range of specialized sheets that cover various aspects of data entry into TallyPrime:
Tally Details Sheet:
Collects Tally company, ledger, and item details.
Facilitates master checking and filling for voucher sheets.
Data Sheet:
Directly imports Excel files for data transfer.
Populates voucher sheets with matching headers.
Eliminates manual copy-pasting efforts.
Excel to TallyPrime 3.0 Import Automation – Stock Master Sheet:
Imports stock item every details into TallyPrime 3.0.
Allows modification of Tally stock master. It can alter every detail of Tally item.
“Data from Tally” button helps in collect item all details from Tally to Excel for easy modifications and update in Tally.
Supports item group and unit master imports also.
Excel to TallyPrime 3.0 Import Automation – Ledger Master Sheet:
Imports Ledger every details into TallyPrime 3.0.
Allows modification of Tally Ledgers. It can alter every detail of Tally Ledger.
“Data from Tally” button helps in Retrieves ledger details from Tally to Excel for easy modifications and update in Tally
Supports ledger group master import alongside ledger masters.
Excel to TallyPrime 3.0 Import Automation – CostCentre Master Sheet:
Imports CostCentre Mster into TallyPrime 3.0.
Add won Groups for CostCentre.
Add Cost Category
Excel to TallyPrime 3.0 Import Automation – Item Invoice Sheet:
Import invoices with stock items in TallyPrime 3.0.
Import Sales, Purchase, Debit Note, Credit Note, Journal with stock items and every details of Invoices.
Entries can do with Part Number and Alias also along with item name.
Entries can do with Multiple Godown and Batch wise.
Entries can do with Billwise details.
Supports Multiple Stock Items in Single Voucher.
Supports Multiple Taxable and GST Ledger in Single Voucher.
Add your own voucher type and ledger details as per your Tally.
Automatic Checking ledger and item details from Tally and highlighted non created masters.
Automatic filling Buyer and Consignee details along with Taxable and GST Ledgers from Tally.
Add Tax Classification details also.
Collect data from DataSheet to avoid copy pasting.
Validate Button to check GST calculation, Multi Item calculation, Round off Calculation etc.
Post Master Button to create Ledger Master and Stock Master at voucher entry time.
Post Voucher button to create Vouchers into Tally with all important details.
Here is Best Invoice Customization TDL for Tally Prime. In the realm of business, your company’s image is more than just a logo – it’s a reflection of your professionalism and credibility. When it comes to invoices, they are not mere transactional documents; they are opportunities to reinforce your brand identity and make a lasting impression on your clients. This is where the power of Tally Prime’s customization capabilities comes into play.
In this blog post, we unveil an innovative Tally Definition Language (TDL) solution that transforms your invoices into stylish and professional representations of your business. With the “Elegant Invoice with QR Code and Logo” for Tally Prime, you can create invoices that feature a sleek QR code for seamless payments, an eye-catching logo with a bold company name and address, and a captivating header for item details. Discover how this Invoice Format TDL for Tally can elevate your company’s status in the market and help you make a memorable impact on your clients.
The Importance of Invoice Customization TDL for Tally Prime:
Invoices are more than just records of financial transactions; they serve as tangible representations of your brand. An invoice is often the last piece of communication a client receives from you, making it a critical touchpoint for leaving a positive and memorable impression.
Unleashing the Power of Tally Prime Customization with Invoice Format TDL for Tally:
Tally Prime, renowned for its robust accounting capabilities, offers users the ability to customize their software experience through TDLs. These TDLs enable users to tailor Tally to their specific business needs, ensuring efficiency, accuracy, and enhanced brand representation.
Introducing the Invoice Customization TDL for Tally Prime:
The Invoice Format TDL for Tally is a game-changing customization for Tally Prime users. Designed to create visually striking invoices, this TDL amalgamates essential elements like a bold company logo, a QR code for seamless payments, and an enhanced item header design for clarity.
Customized Invoice Format TDL for Tally TDL Code :
[#Part: EXPINV SaleTopLeft]
Height : If ($$InExportMode OR $$InMailAction OR $$InUploadAction) AND ($$IsSysNameEqual:Excel:##SVExportFormat OR $$IsSysNameEqual:HTML:##SVExportFormat) THEN +
(10 + 10 + @WithOrderVch + @WithOrderTerms + @WithBuyer + @WithCountry) ELSE +
(10 + 10 + @WithOrderVch + @WithOrderTerms + @WithBuyer + @WithCountry) % page
Delete: Parts: EXPINV Company
[#Form: Printed Invoice]
Add:Parts:LWCMPDetails
[part:LWCMPDetails]
Add:Parts:LWQR,CMPdtl,CMPLOGO
[Part:LWQR]
Part :LearnWellQRIn,qrtxt
Vertical : Yes
[Part :LearnWellQRIn]
Horizontal Alignment :Left
Vertical : No
Lines :LWQrLn
QR code: ("upi://pay?pa=9131810293@ybl&pn=AshishKumarSingh&tn=Bill No."+$$String:$voucherNumber) : True
Height : 10% page
Width : 12% Page
[Line :LWQrLn]
Field :LWQrFn
[Field :LWQrFn]
Set As : ""
[Part:qrtxt]
Line:as
[Line:as]
Field:as
[Field:as]
Use:name field
Set as:"Scan to Pay"
[Part:CMPLOGO]
Part :LearnWellLOGO
Vertical : Yes
[Part :LearnWellLOGO]
Horizontal Alignment :Right
Vertical : No
Lines :LWLG
Graph Type: "C:\Users\ssonu\Files\Channels\Learnwell\logo.jpg"
Height : 10% page
Width : 15% Page
[Line :LWLG]
Field :LWLGF
[Field :LWLGF]
Set As : ""
[Part:CMPdtl]
Lines:LWCMPName,LWCMPAdd
Repeat:LWCMPAdd:CompanyAddress
[Line:LWCMPName]
Field:LWCMPName
[Field:LWCMPName]
Use:name field
Set as:@@CMPMailNAme
Full Width:Yes
Align:Centre
Style:Cmpstyle
[Line:LWCMPAdd]
Field:LWCMPAdd
[Field:LWCMPAdd]
Set as:$address
Align:Center
Full Width:Yes
Style:ADDStyle
[Style:Cmpstyle]
Use: Normal Bold
Height:20
[Style:ADDStyle]
Height:10
Use:Normal
[#Part: EXPINV Signature]
Delete:Border
[#Part: EXPINV Column]
Border:Thick Box
Delete:Line:EXPINV Column2
Local : Field : Default : Style :Normal Bold
Local : Field : Default : Print FG :White
Print BG:Black
How to Use Invoice Customization TDL for Tally Prime in Tally:
Copy above TDL code and create a text file.
Save text file and load in Tally (Method provided below the code)
Change QR Code Details in TDL file
Create a Logo and replace logo path in TDL file
Go to Tally sales voucher and Print an Invoice.
You will find new invoice format with QR code and Logo and Company Details on Middle, and changed Item description header.
This is best free TDL to have in your Tally. It will support Tally Prime 3.0, Tally Prime, Tally ERP9, that can be use for lifetime. This free TDL Code will perfectly work with old Tally Prime also.
Invoice Customization TDL for Tally Prime Video:
See the below video to learn how to load tdl in tally and change QR details and Logo details:
FOLLOW BELLOW INSTRUCTIONS TO LOAD TDL FILE IN TALLY:
Make a Text file of above code
Save it in to your computer
Copy the text file path including Name and extension (as – C:\Users\HP\Desktop\rec\Invoice.txt)
Open Tally Prime Software
Click on Help and click on TDL & Addon (for Tally Prime)
Press F4 (to open a Box)
Set Load TDL file on Startup – Yes
Paste The path in blank space
Press enter and save
Now your Auto Receipt with Sales Entry TDL is ready to use.
Conclusion:
In the world of business, perception matters. With the Elegant Invoice with QR Code and Logo TDL, Tally Prime users can transform ordinary invoices into extraordinary brand statements. Elevate your company’s image, streamline payment processes, and ensure your brand leaves a lasting mark with invoices that reflect the very essence of your business. Empower your invoicing experience with this TDL and unlock the potential to make every invoice a testament to your brand’s credibility and professionalism.
