Tally Shopper 9
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Product Map

Product Roadmap

Tally.ERP 9 will be delivered in broad 'groups' that we call Series A, B & C. Each series will comprise of releases, as in Release 1, 2 and 3... 

Starting with our first release, Series A, Release 1.0, each release will deliver new functionalities and capabilities that are complete in themselves. Our product design will allow you to migrate to the latest release without the need to undertake a 'migration project' - thus, allowing you to incrementally implement and comprehensively IT enable your enterprise over the timeframe of the releases. The schedule of the releases is as per the following table:


 Tally.ERP Edition
Series A - (Launched)
Series B
Series C
Revised to Apr '10
Aug '10 to Apr '11
Aug '11 to Apr '12
 (Single User) 
 (Up to 10 Users) 
 (100's of Users)
 (1000's of Users)


With each series, greater strides in technological capabilities will support the ever-increasing number of simultaneous users as well as massive data volumes - all this while retaining the simplicity of installation, deployment and maintenance that are the hallmarks of Tally.

Improved Security

Improved Security

Keeping the data file safely invisible and providing controlled access

The data files are now managed through Tally.Server 9. The physical location or path for the data on the server is not required to be made known or accessible to any user. The clients just require the name of the data server, which will be enough to access and operate Tally.ERP 9. Furthermore, operations for company data management like backup, restore etc. are also controlled with server level permissions. This will ensure that data managed by Tally.Server 9 is only available with necessary authorization.

Some Examples

Basic Customisations

• In Item Master, Description has to be entered more than once.
• In Configuration Screen, an option must be added "Require Multiple Lines 
  for Description" & based on the value set, behavior must change.
• Alter the Description and activate/deactivate Batches Info for all Items falling 
  under a particular Stock Group.
• Default allows Stock Group wise price List Updation. To enable Updation of the 
  same Stock Item Wise.
• Exporting a report in the required XML Format 
• Barcode printing in Tally 

Voucher/Invoice Customisation & Reports

• While entering Sales Voucher, all the Description set in the Item Master should be 
  set in the User Description Field on selecting the Item.
• Altering Payment/Receipt/Contra Vouchers to have additional UDFs for Bank Name, 
  Cheque No. and Date if the Bank Ledger is transacted with.
• Providing Amount wise discount column in Pricelist as well as Sales Invoice 
• Alter the concerned Voucher Printing Formats to print the above details
• Preprinted Invoice Format
• Convert the above Format to Plain Invoice Format
• Convert the above Format to both preprinted as well as plain format based on 
  user choice
• Tracking the Voucher right from creation to details of last alteration like User Name, 
  Reason for Altering, altered date, etc
• Number of Times PO is Altered and Reason for the same to be recorded
• Printing Sales Invoice (above format) and Packing List i.e., Multiple Forms
• Purchase Order Print Format similar to the above Sales format.
• Alteration of Default Sales Invoice Format to include Stock Groups and grouping the 
  relevant Stock Items under them.
• Cash Receipt and Payment report 
• Label Printing
• Item Wise Party Wise Sales 
• Cost Centrewise (Salesman) Bills Outstanding Report

Work Flow Customisation

• Create Provisional Entries (Post Dated) like Rent for the next 12 months.
• From a Purchase Entry, alter the Purchase Orders Quantity
• Add a Logical UDF next to PO No accepting input to Close PO
• All the POs against which YES is mentioned should be altered to the Qty received till date 
  so that the PO will be knocked off from the Pending list for the respective Items.
• Convert Multiple Delivery Notes (of a Party) to single Sales Invoice automatically 
  (based on user selection in report displaying list of delivery notes pending)
• A subset of Material Requirement Planning (Based on Sales Order entered and BOM)
• Control bills of a customer based on overdue period
• Automatic Bank Reconciliation from external sources
• Also to accept the location of files from the user
• From the above path, Bank Dates need to be automatically updated

Sync Customisation & Security Control

• Voucher Type wise Sync Filter
• One Way Sync 
• Masters Only Sync 
• Vouchers Only Sync 
• Applying Transformations during Sync using XSLT ( PO to SO etc)
• Security Control for Master wise security 
• Voucher Type wise Security Control
• Providing additional security control over default security control. For e.g., Disabling 
  of creation/alteration/deletion privilege though the user has got admin rights

Integration Capabilities

Integration Capabilities

Tally.ERP 9 has been developed keeping in mind that some users will require features and capabilities that are not delivered out of the box. This calls for the ability to reach out to other software applications.

The many strengths of Tally.ERP 9 also make it an ideal product for integration with other products - which calls for the ability to provide the necessary APIs for read and write.

Tally.ERP 9 as a complete business solution provides different ways to integrate data. The various API’s available in Tally are


These allows seamless integration between application/database in two modes

Online Mode

• Tally to Tally using Synchronisation
• Tally to External Application and vice versa using the Interfaces Available
• Tally to Web Service using HTTP Interface

Offline Mode

• Tally to External Applications using Export
• Data from External Application in XML using Import

The various terminologies stated above are described as below

Tally.ERP 9 to Tally.ERP 9 integration is done through synchronisation. All the branches can periodically synchronise their data with the head office. Data Synchronisation refers to a process where data is replicated between two or more locations. It enables the branch offices to send data to the head office and vice versa, over a network with a dynamic IP address or static IP address. Data Synchronisation flows both ways, i.e., data flows from the Client to the Server and vice-versa.

If the masters and transactions is available in Tally.ERP 9 compatibly XML format, they can be directly imported in Tally.ERP 9.

Tally.ERP 9 allows the export of reports in four standard formats, viz. ASCII (Comma Delimited), Excel, HTML, and XML.

Tally API's
Tally.ERP 9 communicates with External Application using these interfaces:

   • XML Interface(Get/Post)
     Using this interface Tally.ERP 9 can behave as a Server handing XML Request from 
     external Applications. Tally as a Client can also send an XML Request to a Web Service

   • ODBC Interface(Read Only)
     External Applications can retrieve data from the Tally.ERP 9 database by making an 
     ODBC/SQL call. In the same way Tally.ERP 9 can retrieve data from External Data Source 
     using an ODBC/SQL call.

   • DLL
     The DLLs developed using other application can be used to perform operations that are 
     not available in the product. These external DLLs can be called from Tally.ERP 9 using the 
     TDL language.

With these capabilities you get to use Tally.ERP 9 as a single window application across all software products in your enterprise.

Solutioning Capabilities

Solutioning Capabilities

The TDL language capabilities allow the TDL programmer to build complete solutions and deploy them with ease. Listed below are a few capabilities

• Rapid Report Design and development using various formats.
• Advanced Data Processing Capabilities using Collections. 
• Complex Report generation using Tally Database. 
• User defined additional storage fields within the Tally database.
• Customising Voucher Entry and printing in multiple formats
• Multiple Output Capability like email, print, display etc 
• Modifying existing default Reports to incorporate/ alter required fields 
• Modify the existing user entry screens as required
• Non-procedural language with procedural capability with User Defined Functions
• Remote Access Capability using Collections.
• Advanced Integration Capabilities of the Language

Using the capabilities listed above, we can achieve the following
• Invoice Printing, Payment Advice Printing, Voucher Printing, etc. in user desired 
  pre-preprinted or plain formats
• Various Columnar reports like Batch wise Item wise Reports, Item wise Party wise 
  Outward and Inward Movement Analysis 
• Various security related controls like Voucher Type wise Entry Control, control the 
  table of selection based on users like Sales persons can view only Debtors Ledgers, etc.
• Customisation of Synchronization i.e., One way sync, Masters Only, Voucher Type wise 
  Sync between various branches and HO
• Creation of multiple Approval Levels
• Labels and Bar Code Printing
• Auto creation of Masters/ Transactions as required

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