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Configure Tally

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You need to do certain changes in Tally in order to receive correct data from FusionERP.

 

Tally.ini

Open Tally.ini file from the Tally folder and add the following the following lines.

ClientServer = Client
ServerPort = 9000

Note: You can use any port between 1 to 64000 whichever is open. Note that the first 1000 to 1500 ports are standard ports, which must be avoided. By default, the synchronization port in Tally is 9000.

 

Now when you run Tally with above settings you can see the following

Company Name
Specify the same “Company Name” what you have specified at Location Master in FusionERP.
Specify “Maintain” option to “Account Only”.(This setting is optional, as inventory will be maintained in FusionERP and only accounting vouchers will be transferred to Tally)
Specify “Financial Year from” what you have specified in FusionERP.
Specify “Books beginning from” what you have specified in FusionERP.

Note : If you are already have a company created in Tally then you do not require to create a new one. FusionERP can transfer date to your existing Tally Company.

 

Please note that for on-line transfer of data from FusionERP to Tally.

The company name in Tally must be the same as FusionERP.
Tally must be running with the company open and in active mode.
F11 Features
F11 Features – Accounting Features – Set “Integrate Accounts and Inventory” to “No”
Note : This is optional. This is used to show the stock value directly from inventory.
F11 Features – Accounting Features – Set “Maintain Cost Centers to “Yes”
Note : This is optional. This is used to maintain Cost Centers.

F11 Features – Statutory & Taxation – Set “Enable Value Added Tax (VAT)” to “Yes”
Note : This is also optional : Use this if you want VAT reports.

F12 Configure
F12 Configure – Voucher Entry – Set “Use Single Entry Mode for Pymt/Rcpt/Contra” to “No”
F12 Configure – Voucher Entry – Set “Allow Cash Accounts in Journals” to “Yes”

Voucher Type
Sale Return in FusionERP 8 = Credit Note Voucher Type in Tally.
Purchase Return in FusionERP 8 = Debit Note Voucher Type in Tally.
Method of Numbering = Should be set to manual by default in tally.
More info on Tally IP:Port

Tally IP :Port - Enter the uniform resource locator (URL) of the computer running Tally. This is the IP address/Name of the computer running Tally. Enter the TCP/IP port number of the server preceded by a colon (:) after the URL.

Example: http://192.168.0.1:9000 or http://tallycomputer:9000 where

1.192.168.0.1 = IP address of the computer running Tally
2.tallycomputer = Name of the computer running Tally
3.9000 = TCP/IP Port of the computer running Tally

Note: If FusionERP and Tally both running on the same computer then you can specify Localhost in place of IP address. Example: http://localhost:9000 .

 

In a network environment, FusionERP connects to a Tally instance available on IP address/name on a predefined port and sends the data in XML format.

To test your Tally IP:Port setting, just copy your settings for Tally IP:Port field, and run it on your browser (e.g. Internet Explorer).

If your setting is ok, it will show the message ‘Tally Server is running’.

If it shows the message ‘The page cannot be displayed’, then either your Tally Server’s setting is not correct or Tally is not running.