New Update : E-invoicing will become mandatory for businesses over ₹5 crore turnover from 1st August 2023. Contact us for Tally Prime and E-invoicing Setup.

TallyPrime Release 4.0 Product Roadmap

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TallyPrime Release 4.0 Product Roadmap

Streamlining Business Transactions - MSMEs and Timely Payments


Streamline your business transactions with our innovative feature designed to benefit both Registered MSMEs and businesses trading with them. Easily generate invoices with Udyam Registration Numbers, identify and address delayed receivables, and foster strong relationships. Businesses can efficiently manage payments to MSMEs, simplify auditing, and report overdue bills with ease, ensuring timely payments and improved financial processes.

For Registered MSMEs:

  • Print invoices effortlessly with your Udyam Registration Number, indicating your MSME status to buyers.
  • It provides a quick filter to identify due or delayed receivables, empowering MSMEs to take prompt action.
  • Leverage our mailing feature to send timely reminder letters, encouraging prompt payments and fostering stronger business relationships for MSMEs.

For Businesses trading with MSMEs:

  • Effortlessly setup the MSME status of your suppliers, promoting efficient payment processing and fostering improved business relationships.
  • With quick filters for outstanding payables to Micro & Small parties, businesses can stay on top of their financial obligations, avoiding any additional costs such as interest payable due to late payments.
  • Simplifies the CA auditing process, providing readily available information on MSME transactions.
  • Effortlessly access overdue bills and conveniently report them in MSME Form 1, saving valuable time and effort for businesses.

 

Excel Import


TallyPrime's import feature has been enhanced and extended to ensure that data from Excel worksheets is smoothly imported in a few simple steps. This will greatly avoid the hassle of manually entering the data in TallyPrime by referring to entries in your Excel. This will also eliminate the need to bring your Excel data to a compatible XML format to import them into TallyPrime. Importing Excel data into TallyPrime is now hassle-free.

Key features of Importing Excel Data | Simplicity, Accuracy & Reliability

  • Predefined Excel template: To easily maintain records of daily transactions and import them all at the click of a button. This helps in organising all the masters and transaction records in a specific way and moving them all through the Import feature in TallyPrime in one shot.
  • Mapping options: To match the way you maintain records in Excel and make it compatible for a seamless import. You record transactions in your own way depending on the need, which could be much different from the regular fields in masters and vouchers in TallyPrime. Map your way in Excel to fields available in TallyPrime and you are all set. Import takes care of moving the data entries from your Excel fields to the master and voucher fields, exactly as per the mapping.

 

WhatsApp Integration


Introducing TallyPrime – WhatsApp Integration, the perfect solution for businesses looking to simplify their accounting processes and enhance communication with customers. With this integration, you can seamlessly send invoices, receipts, and payment reminders to customers through WhatsApp, all while keeping track of your financials in TallyPrime.

With the integration, you can easily send invoices to customers directly from TallyPrime using WhatsApp, eliminating the need for manual data entry and reducing the risk of errors. The integration also allows you to send payment reminders and receive payment confirmations from customers, improving cash flow management.

Moreover, the integration makes it easier for customers to view and pay invoices by providing a convenient and secure payment link as part of the invoice and sending it as a WhatsApp message. This can help improve customer satisfaction and increase the likelihood of prompt payments.

 

Dashboards


There are unique ways in which user wants to see information about how they run their business and what needs attention. With ‘Dashboards’ in Tally we help business owners to get a better overview of their business the way they want to, that allows.

  • Quick access to critical business data that makes decision-making faster and more efficient.
  • Instantly view business insights, saving a lot of time spent manually extracted from the data available in the wide range of reports.
  • Completely customizable dashboards with the ability to drill down, modify (Add or remove information) and save views.

 

TP on AWS – Digital Signature


In TPonAWS, we have allowed our customers to access all the features of TallyPrime by securely anytime, anywhere. Now, by enabling the digital signature integration feature in Tally Prime on AWS, we offer businesses like yours to sign the vouchers and reports document while you Export/ E-mailing documents as PDF and Saving documents as PDF while printing.

 

- I.T. Solutions