Tally Prime Shortcuts

Records internal fund transfers: Cash deposited into Bank, Cash withdrawn from Bank, or Bank-to-Bank fund transfers.

Records payments made via Cash or Bank to suppliers, office expenses (Rent, Electricity), or asset purchases.

Records all inward cash and bank receipts received from customers, capital investments, or indirect incomes.

Adjustment entries with no cash/bank involved: Depreciation, bad debts, provisions, and credit purchase of fixed assets.

Generates official GST Tax Invoices for goods or services sold on cash or credit to debtors.

Records purchase invoices of goods or raw materials received from suppliers with GST input tax credit.

Opens master list of all available active and inactive accounting, inventory, and payroll voucher types.

Records formal purchase orders placed with vendors specifying stock items, quantities, rates, and delivery dates.

Records sales orders received from buyers promising future delivery of goods.

Records physical rejection and return of damaged goods back to supplier before purchase invoice is booked.

Inter-godown transfer of inventory items, or recording manufacturing production (Consumption vs Output).

Records dispatch of goods accompanied by a delivery challan before generating the final sales invoice.

Records receipt of goods from vendor with goods inward tracking number before vendor invoice arrives.

Records physical verification count of warehouse stock to adjust inventory discrepancy shortages or surplus.

Records employee monthly salaries, deductions (PF, ESI, TDS), and allowances.

Records goods returned by customer due to defect before issuing a formal credit note.

Issued to customers for goods returned after billing, price discounts, or sales invoice errors under GST.

Logs daily worker attendance, present days, overtime hours, and production units for payroll.

Switches order tracking modes for linked sales vouchers.

Issued to suppliers for goods returned after purchase, or for claiming price differences and debit adjustments.

Non-accounting reminder entry that does not affect final balance sheet or accounts until converted.

Every accountant's #1 shortcut! Creates new Ledger, Stock Item, Unit, or Godown on the fly without leaving voucher entry.

Instantly opens the editing/modification screen for highlighted ledger or stock item from any voucher or report.

Instantly accepts and saves active voucher, ledger creation, configuration, or report without pressing Enter 10 times.

Permanently deletes selected voucher entry, unused ledger, stock item, or line item from transaction table.

Clones highlighted voucher in Day Book or Ledger into a new editable voucher with all party details pre-filled.

Adds a brand new voucher directly into currently viewed ledger account or sales/purchase register.

Inserts a new voucher chronologically between two existing entries in Day Book or account book.

Cancels active voucher while preserving invoice serial numbering for GST audit compliance.

Copies narration text from the previous voucher of the same type automatically.

Recalls narration used in previous transaction of current ledger.

Selects highlighted voucher line in register (useful for selecting multiple entries to print or delete).

Toggles row selection on highlighted item in registers and reports.

Selects every line item in current register or report simultaneously.

Copies highlighted text or number onto clipboard.

Pastes copied clipboard contents into active input field.

Displays full ledger split, item details, and narration of highlighted transaction without entering voucher.

Marks voucher as Post-Dated (PDC cheque entry) so it only enters books upon realization date.

Marks entry as optional / pro-forma so it does not affect accounting balance sheets or trial balances.

Flagship Tally Prime navigation bar! Search and jump to any report, ledger, balance sheet, or setting instantly.

Switches to another report or task while keeping your current open work screen intact in background.

Opens Company menu: Create Company, Alter Company, Select Company, Shut Company, and Security.

Manages company data: Backup, Restore, Split Company Data, and Data Paths.

Opens Data Synchronization menu for syncing transactions between head office and branches.

Imports Masters, Bank Statement XML/Excel files, or Transactions from external software.

Exports reports and invoices to Excel (.xlsx), PDF, XML, HTML, CSV, or JPEG format.

Directly emails GST Tax Invoices, Receipts, or Ledger Statements to clients and vendors from Tally.

Opens Print configuration dialog to print invoices, reports, or cheques.

Immediately triggers print options for the active voucher or open report on screen.

Switches voucher view modes: Item Invoice (goods), Accounting Invoice (services), or As Voucher (Dr/Cr).

Opens additional details drawer in voucher: Dispatch details, Order details, Buyer information, E-Way Bill.

Reveals accounting anomalies: Negative Stock items, Negative Ledgers, Overdue Receivables, Uncredited cheques.

Changes report valuation method (e.g. show forex, stock valuation method FIFO/LIFO, including opening balance).

Changes active transaction voucher date.

Changes accounting date range (e.g. 01-04-2025 to 31-03-2026).

Switches focus between currently open companies loaded in Tally Prime.

Opens company selection list to load additional company data from disk.

Closes active company to safely unload data from memory.

Configures master company features: Enable GST, TDS, TCS, Inventory, Cost Centres, Multi-Currency, Payroll.

Contextual configuration settings for current voucher, report columns, format styles, or printing rules.

Toggles calculator panel at bottom of Tally Prime screen to calculate figures and arithmetic expressions.

Expands all sub-ledgers and groups in Balance Sheet, P&L, Trial Balance, or Day Book (press again to condense).

Alternate shortcut to expand all tree levels in Tally Prime hierarchical reports.

Drills down from high-level balance sheet into schedule, group summary, monthly summary, and individual voucher.

Steps backward one level up in menu hierarchy, or exits back to Gateway of Tally.

Adds an adjacent column in Balance Sheet or P&L to compare two financial periods, branches, or companies.

Modifies date range or valuation method of highlighted comparative report column.

Removes active comparison column from multi-column report.

Generates automatic multi-column comparative report (Monthly, Quarterly, Weekly, Half-Yearly) in one click.

Applies criteria filters to transactions (e.g. show only vouchers having ledger Amount > 50,000 or narration containing CASH).

Filters report rows based on specific accounting values or parameters.

Saves your customized report configuration as a personalized permanent view for fast future access.

Opens creation menu for Groups, Ledgers, Stock Items, Stock Groups, Units, Godowns, and Tax Rates.

Modifies existing Ledgers, Company Details, GST rates, or Stock Item details.

Displays complete tree view of all accounting groups and sub-ledgers created in company.

Immediately opens Accounting & Inventory Voucher entry screen.

Opens daily register of all transactions, billings, and payment entries for selected date.

Displays primary financial statement showing Liabilities, Capital Accounts, Assets, and Working Capital.

Displays Trading and Profit & Loss statement showing Gross Profit, Net Profit, Incomes, and Overhead Expenses.

Displays real-time inventory balances, closing quantities, valuation rates, and stock values.

Shows financial KPIs: Current Ratio, Quick Ratio, Debt-Equity, Gross Profit %, and Return on Investment.

Famous 3-key sequence: Display > Accounts Books > Ledger. Immediately opens statement of any party account!

Display > Accounts Books > Sales Register. Shows month-by-month sales turnover breakdown.

Display > Accounts Books > Purchase Register. Shows month-by-month purchase breakdown.

Display > Accounts Books > Cash/Bank Summary. Shows cash-in-hand and bank balances.

Display > Trial Balance. Generates balance listing of all debit and credit accounts.

Display > Statutory Reports > GST Reports (GSTR-1 for sales, GSTR-3B monthly return, GSTR-2B reconciliation).

Display > Statement of Accounts > Outstandings. Shows party-wise pending bills and ageing analysis.

Exits Tally Prime software application.

Shows item-wise breakup of CGST, SGST, IGST, and Cess tax calculations in invoice.

Reveals exact HSN/SAC code, taxable assessable value, and tax rate % applied to each line item.

Opens transporter details, distance in km, vehicle number, and dispatch address for E-Way bill generation.

Inserts GST statutory adjustment entry for claiming Input Tax Credit (ITC), reverse charge (RCM), or tax payments.

Opens delivery note number, dispatch document number, bill of lading, and destination details in sales voucher.

Exports GSTR-1 or GSTR-3B directly into government-compliant JSON format for direct upload to GST portal.