Let’s take a quick look at the TallyPrime features & patterns like Basis of Values and Go To that will help you to work efficiently with minimal learning. Understand these features & patterns so that you can try any feature in the product.

Once you install TallyPrime, activate the license, create a Company, and then you can start using TallyPrime features and record your business transactions. To make use of the flexibility of TallyPrime and enhance your productivity, take a quick look at the interaction experiences and understand the patterns. 

What’s more, TallyPrime also has a Dashboard that gives you a detailed view of your business health and take data-driven decisions with the gamut of tiles that cater to your diverse business requirements. 

To know how use Dashboard to your utmost business benefit, refer to the Use Dashboard in TallyPrime to Analyse Business Information and Data Trends topic.

Home screen that you see when you open TallyPrime includes the top menu, Go To/Switch To buttons, Gateway of Tally, and buttons on the right hand side. These options aid in finding and opening different ledgers, vouchers, and reports that help you accomplish your business tasks. There are multiple ways in which you can reach the desired destination. You can choose the ways you prefer.

Navigation across TallyPrime widely uses Enter key and Escape key. While there are different ways in which you can reach a destination, pressing Enter will take you to the next level of information, and Escape will take you back to the previous level, until you reach Gateway of Tally. In addition to that, the same Escape key will let you close TallyPrime, with a confirmation. Similarly, you can use different key combinations to achieve what you want. In fact, you can navigate and use TallyPrime features completely using a keyboard.

Data entry for recording different types of transactions are made similar to enhance learning, and retention of knowledge. Master creation is made simple by using similar actions wherever possible, and multiple ways to reach the create options.

Reports are presented in a hierarchical manner for easy analysis. While TallyPrime provides a large number of reports, reading and understanding the reports are simplified with similar interactions. When you open a report, you will get the summary data for the most relevant report period. From there you can change the report period, presentation format, and so on, up to the value that forms the basis of the report. Consistent interactions make it easier for you to navigate, and memorise the steps.

Sharing data in printed formats, or in electronic file formats through e-mail, WhatsApp or export is one of the useful TallyPrime features available by default. You can share individual vouchers, or reports, as well as in bulk, with just a few key presses. Sending pay slips to your employees, or reminder letters to your parties either through e-mail or WhatsApp are equally simple in TallyPrime.

Easy setup enables you to start using TallyPrime for recording your business transactions in a couple of minutes. While there are many features available out-of-the-box, you can decide to start with the minimal set, right away. You can start using the other TallyPrime features as and when you come across a business need. You can explore and use many features as your business grows and diversifies. This facility helps you to start simple, and gradually add more features as needed. You can switch many features on and off as you want or require. Alternatively, you can start using all the TallyPrime features in the beginning, if needed.

Set up for personal preferences is another flexibility that you get to in order to use the application comfortably. Such configurations can be done independently for every installation of TallyPrime using F12 Configurations. Different types of ledgers and vouchers can have different configurations. Similarly, you can set your preferences for reports, printing, and other data communication options.

Top Menu has options to manage your Companies, TallyPrime application, users in your Companies, and your data storage & sharing. This menu and child items in the menu are also accessible from any screen in TallyPrime. Help menu has options to launch TallyHelp and to upgrade your application to a newer release of the product. Availability of a newer release is indicated with a red dot notification on the menu name Help. Additionally, other options under the Help menu include What’s New,  TallyShop for buying add-ons, Troubleshooting to repair your application and data in case there are issues, Settings to configure your application, TDL & Add-On to manage your extensions/customisations, and an About report that shows the details of your TallyPrime installation and its environment.

Shortcuts form an easy way to use TallyPrime features. Shortcut/hotkey to access each option in the top menu is shown in bold capital letter that is underlined, or F1. When the shortcut has a single underline, you can just press Alt and the letter key to access the corresponding option. Shortcuts without underline work with the single key press. When you access any of the menu items, a list of options grouped under the menu item opens, and you can access each using the corresponding shortcut or mouse. For example, Alt+K > C will open Company Creation screen.