I am so much into Tally that I started this blog, created a Free Tally Course Onlineproduced till date more than 100 video tutorials and on a Tuesday afternoon I’m still thinking about using Tally in a different way. 🙂

A different way in which both the client (if you are having accountancy clients) and the person providing services can be benefited.

After sometime of brainstorming an idea struck my mind and I think it can save a ton of time and literally lots of money of both the client and person providing such services.

By implementing this simple technique, your client can save the money as well as time and the person providing services (in our case Accountants) can too make the most of it.

So what is this simple technique about using Tally?

Before, I reveal the technique let’s see what currently is going on.

What I mean to say is how currently an accountant does his work and how a client gets his accounts written with his accountant.

The current scenario: Accountant & Client

Well, someone has said this right.

Biggest truths in life are the simple ones.

I am going to break this in two steps. Assume that you are an accountant for the purpose of this article.

  1. From the accountant’s side
  2. From the client’s side

If we think from an accountant’s point of view, here are the following steps he has to follow in order to write accounts for the clients.

  • Get the client. 🙂 This is one basic requirement!
  • Get the bills and other supporting documents from the client in order to write the accounts.
  • After writing the accounts from the bills and documents already received, if any document or detail is missing then again get those details from the client.
  • Once the accounts are written, get it approved by the client.

These are the steps generally included from the view an accountant.

The whole process generally takes 15 to 30 days on an average for a standard business having good amount of transactions.

Now let’s see from the client’s point of view.

  • Find a good accountant to do the job. (considerably hard to find.)
  • Give him all the required documents for writing accounts.
  • If anything is left over then give the same to the accountant.
  • At the end when the accounts are written, see everything is correct and approve it.

The process is almost same from the viewpoint of an accountant as well as a client.

The work requires almost a month on an average to complete and in between that, a number of phone calls and messages are going on.

The current scenario is okay, but it involves outflow of two of the best available resources i.e. time and money.

We can easily save that by just tweaking the current process in a more simple way.

So, here is the technique revealing the use of Tally in an awesome and to its fullest way.

How to use Tally in a different way

First let me clear out that this technique works only when the client has a business.

That means clients who earn their income via salaries are not covered by this technique.

Almost every client has a business and so this technique will work for 90% of your clients.

So let’s straight away jump on to this process.

If your client has a business, he must have a billing system installed at his business place.

And for recording and printing bills, a software has been purchased.

What he does is when a customer buys something, he records the transaction in the form of bill and prints the same for the customer.

Those bills comes to the accountant at the end for the purpose of writing accounts.

Accountant writes the accounts for the same bills and returns those to the client.

Here comes the technique!

The Real Technique

If the client records bills in Tally.ERP 9 with the help of a Sales voucher (as an invoice).

Before Tally, he was recording the transactions in a different software but now he will record the same in Tally with the help of Sales Vouchers.

For the ease of client, there is an option in Tally to print the voucher as soon as the transaction is recorded.

For enabling the option, you just have to follow the simple steps.

  • From Gateway of Tally, go to Accounts Info.
  • From there go to Voucher Types
  • Select Alter
  • From there go to Sales

You will see the following screen when you are at Sales Alteration Screen.

Tally-Sales-Alteration-Screen

Set Print after saving Voucher to Yes under Printing option as show in the picture above.

After doing this, when you save the sales voucher, it will automatically print it.

In simple words, a bill is printed after recording the same bill.

Remember that this whole process needs to be done at the client’s place.

But once this is done it will save yours as well as client’s money and time.

One last step is remaining and that will add more functionality to the process.

As an accountant in your office you may have Tally.ERP 9 for writing accounts of various clients, and that is where the real magic happens.

You have to connect your Tally with your client’s Tally with the help of Tally.NET.

But that costs money equal to 20% of Tally.ERP 9 current market price.

A free solution is to use TeamViewer. 

With the help of TeamViewer you can easily control the Tally of the client and set all the settings described above from your own office.

The whole process is now complete and it has saved time and money of the client as well as an accountant.

Here is the whole process described above in short for a quick reference

Quick Summary of the whole process

  • Instead of a separate billing system at your client’s business place, install Tally.ERP 9.
  • Educate the client that it will save his money and time.
  • Connect your Tally with client’s Tally for any changes.
  • Connection can be done via Tally.NET or TeamViewer.
  • And you’re done.

So what are the benefits of doing the whole process like described above? Here are they.

Benefits of using Tally like this

As I mentioned earlier, the two main benefits of using Tally like this are the huge savings of time and money for both the client and the accountant.

I have described the benefits in certain points below.

  • As the client will record the sales voucher, sales entry is automatically done in Tally for the purpose of accounting.
    • This will save your time which would have consumed for passing sales entries from the bills provided by the client.
  • Client will save money because he has to pay less to the accountant as sales entries are already passed.
  • As the accountant’s time is saved, he can focus on more productive work.
  • The same way, client can also enter purchase bills and a now both the purchase and sales entries are passed by him.

At the end

At the end all I want to say is I have accidentally discovered this technique and I find it very much useful.

But what I have seen is that nobody is implementing the use of Tally like this.

I find this technique awesome and can be very productive if used in a right way.

So, what do you think about this technique? Let me know in the comments below.