Mass Mailing Reminder Letters

Tally.ERP 9 now provides the facility of Mass Mailing Reminder Letters. It helps the user in sending multiple Emails to the respective recipients on just a click of a button.

The following steps are to be followed for mass mailing Reminder Letters to Parties :

Step 1
Go to Multi Account Printing -> Outstanding Statements -> Ledger -> Group of Accounts -> Select a Group.
The user should have an Email Account in Gmail, Yahoo mail and Hotmail.¨
Click M : Email or Press Alt + M.

Step 2
Enter the following in these fields :

• E-Mail Server : Here enter the name of your SMTP server followed by the port number (For Example, smtp.gmail.com:465 or smtp.yahoo.com:455).

• Use SSL : Set this Option to “Yes”.

• Use SSL on Standard Port : Set this option to “No”. (Choose “Yes”, if using SSL on Default / Standard SMTP Port).

• From : This field displays the name of the company that was entered during Company Creation and stored in the company masters.

• From E-mail Address : This field displays the e-mail address entered while creating the company. (You can Enter other E mail ID Address too).

• Authentication User Name : Enter same Email Address here again.
  

• Password : Enter the Password of the E-Mail ID given above.
  

• Format : Set it as HTML (Web Publishing).

• Resolution : Set it to 1024 x 768.

• To Email Address : Set the option “All Ledgers”.

• CC if Any : If you want to send same copy to any other Mail Address then feed in this option.

• Subject : As per your want.

• Additional Text : Write anything that you want to communicate through mail.

• Information sent : Choose one option. (as per your need)

• Email Reminder Letter : set this option to "Yes”.

Set the rest of the options as per your requirement in reports.



NOTE

1. The Email of Reminder Letters will be sent to the Email IDs specified in the respective Ledger Masters of the parties.
2. To specify or view the email id specified in the ledger masters, you have to go to exceptional Report -> Email Id -> Press F5 : All Items

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Current Search Capability

Tally.ERP 9 has brought in a new enhanced feature which allows the user to highlight a particular set of Names based on the search text entered in the field.

In case of large numbers of names in the list or table, it is impossible for the user to remember the starting characters of the names. The user may remember only a part of the name which he wants to search.

After the user types the some part of the word, the software displays only the relevant names based on the search text and not all the names in the table/list.

How to activate Current Search Capability :

From Gateway of Tally -> Press F12 (Configuration) -> General -> Table Configuration -> Set Option Use “Reducing List” for tables to Yes and Apply for all columns to Yes.

The search will display the information as shown below :

For E.g. If we enter “Computer”, it shows all ledgers in which the word computer appears irrespective of the fact whether it is starting word or not.



In case of Item Based search, it will display the information as shown below :

Showing Stock Item search in Sales Voucher. Based on the item names and their Quantity.

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Attendance/Production Type Creation in Payroll

To Create Attendance/Production Type go to Gateway of Tally -> Payroll Info -> Attendance/Production Types -> Create. Then the Attendance/Production Types screen will appear where you have to enter the following details :


Name : Here in this field enter the name of the Attendance/Production Types. For example Casual Leave or Overtime Allowance.

Alias : Here you can enter any other name of the Attendance/Production Types.

Under : Here select the appropriate option from the List of Attendance/Production Types that appears. In case of other master records, Attendance/Production Types may also be defined in hierarchical groups. For example an Attendance Type named Paid Leave may be selected under primary. Then the other Attendance Types like Casual Leave, Sick Leave may be created under 'Paid Leave'.

Attendance Type : Here select the appropriate Attendance Type from the list that appears.

Period Type/Unit : This field will appear automatically in case the Attendance Type is 'Attendance /Leave with Pay' or 'Leave without Pay' but if the attendance type is Production you have to select the appropriate Unit from the list of Units.

Then Accept to Save.

Free Download Tally.ERP 9 Series A Release 2.0

Some of the Key Features of this version

• Access Information on the fly Via SMS
• Work Universally
• Safeguard Data - Automated Backup and Recovery
• Assess Knowledge Levels of Employees and many others.
  

Download Link

Tally.ERP 9 Series A Release 2.0 Full Installer (Build 307) , with Reference Manual

Unit (Work) Creation in Payroll

A Unit (work) in Payroll matters is a unit of measure which helps in calculation of a Pay Head value based on Production. For example, hour, minutes to measure the duration of work. In case of Inventory, Units can be of two types

1. Simple
2. Compound

Unit(work) - Simple In Tally a Simple unit is a single independent unit and has no relationship with other units. In order to create 'Simple' Payroll Units go to Gateway of Tally -> Payroll Info -> Unit(Work) -> Create. The Unit creation screen will appear, where you have to enter the following informations :

• Type : 'Simple' will automatically appear in this field.

• Symbol : In this field type the symbol to be used for the unit. For example it can be 'min' for minute, 'hr' for Hour and so on.

• Formal Name : Here the Name of the unit is to be entered like Hour, Minute, etc.

• Number of Decimal Places : Specify upto how many decimal places the fraction can be displayed if the unit van be denoted in fration.

Unit (Work) - Compound When two units created under the type simple is co-related using an arithmetical relationship, it is termed as a Compound Unit. To create a Compound Unit open the Unit (Work) creation screen as mentioned above. In the creation screen enter the following details :

• Type : In this field first press backspace key and then select 'Compound' from the Type of units list.

• First Unit : Here select the unit which is being defined. For example 1 hr = 60 mins, then first unit is 'hr'.

• Conversion : Here you have to enter the figure which when multiplied with the First unit will result in the Second Unit.

• Second Unit : Here select the relevant unit from the list of created units.

Salary Details Configuration in Payroll

In Order to suit the other requirements you can configure the salary details. In order to set the configuration Press F12 or click on the F12: Configure button at the Salary Details Creation or Alteration Screen. The Salary Details Configuration screen will appear where you will see the following options available :


Allow to Override Slab Percentage : If you don't want to make any change in the slab percentage then set this field as "No". You can override or change the percentages already given by setting this field to "Yes".

Show Pay Head Type : If you want to display the Pay Head Type in the Salary Details Screen select this field as "Yes". If you don't want that set "No".

Show Calculation Type : If you want the Calculation Type of the selected Pay Head to be shown on the Salary Details Screen then set this field to "Yes" or else set it "No".

Show Computed On : Set "Yes" if computation details, if any for a Pay Head is to be displayed at the Salary Details Screen. If not select "No".