Tally - Auto Entry

Tally - Auto Entry provides you with a convenient way to export year end data written in Excel to Tally without having to deal with complicated configuration settings.

Working with Excel might seem much more easy than creating entries in Tally, since the Office application features formulas that can help you fill tables much faster. It comes with reachable options and comprehensive menus, integrated within the user-friendly ribbon interface specific to the Office package.

Tally - Auto Entry is actually a macro-based worksheet that activates a new tab in Excel, enabling you to easily export data. Its compatibility range includes all the Tally versions, namely Tally 7.2, Tally 9 and Tally ERP.

Once you open Tally - Auto Entry, the first thing you will notice is the three available color-coded spreadsheets. There are predefined columns with specific field types that you can fill or use to insert your own data. As such, you must enter the date, the source and the destination, the transaction amount, a short description for each transfer, the voucher type and the day of the week.

If you want to enter transactions with VAT tax, there is a spreadsheet dedicated to this purpose. In this case, there are additional fields available, such as the ledger type (sales or purchase), the VAT ledger, the transaction amount and the VAT class.

In order to export the data, you must create a new voucher series, filter the masters to be created and then generate vouchers and masters XML files. Once you import the Masters.xml and the Vouchers.xml files in Tally (in this order), your data will be available.

With the help of Tally - Auto Entry, you avoid working in Tally directly. Instead, you can enter all the data in Excel and export it with ease. However, it only supports year end data and does not allow you to work with inventory data.