How to Alter Voucher Type in Tally ERP 9
In the dynamic world of business management, it is not uncommon to find a need to alter voucher types in Tally ERP 9. Whether it’s due to a change in business processes, accounting requirements, or simply to streamline operations, modifying voucher types can be a crucial task. This article will guide you through the steps to effectively alter voucher types in Tally ERP 9, ensuring that your accounting processes remain efficient and accurate.
Understanding Voucher Types in Tally ERP 9
Before diving into the process of altering voucher types, it’s important to have a clear understanding of what voucher types are in Tally ERP 9. Voucher types are essentially categories that help organize and classify different types of transactions within your business. These can include sales, purchases, expenses, payments, and more. Each voucher type has its own specific features and settings, which can be customized according to your business needs.
Steps to Alter Voucher Type in Tally ERP 9
1. Open Tally ERP 9: Launch Tally ERP 9 on your computer and log in with the appropriate credentials.
2. Navigate to Company Alteration: From the main menu, go to ‘F11: Features’ and then select ‘Alter Company’.
3. Select Voucher Types: In the ‘Features’ menu, choose ‘Voucher Types’. This will display a list of all the existing voucher types in your company.
4. Modify Voucher Type: To alter a specific voucher type, click on the ‘Edit’ button next to it. This will open a new window where you can modify the voucher type settings.
5. Customize Settings: In the ‘Voucher Type Details’ window, you can customize various settings such as the voucher number series, default accounts, and other relevant details. Make the necessary changes and click ‘Save’.
6. Verify Changes: After saving the changes, go back to the ‘Voucher Types’ list and verify that the alterations have been applied correctly.
7. Update Existing Vouchers: If you have already created vouchers using the altered voucher type, you may need to update them to reflect the new settings. This can be done by editing each individual voucher or by using batch processing tools within Tally ERP 9.
Conclusion
Altering voucher types in Tally ERP 9 is a straightforward process that can be completed in a few simple steps. By understanding the importance of voucher types and following the outlined instructions, you can ensure that your business’s accounting processes remain efficient and accurate. Remember to always backup your data before making any significant changes to your Tally ERP 9 setup.
