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Showing posts from 2014

Multiple Price Levels in Tally ERP

UDIMagic v6.0 Release 2.1 supports creation of "n" number of Price Levels . This can be done using the template named " Master-V6-StockItem-Multiple-price-levels.xls" There is no limitation on the number of price levels that can be created. You can use all the Columns in the Excel sheet (if required). Works with Tally ERP 9 Release 1.0 and higher versions. Remarks a) UDIMagic v6.0 Release 2.1 automatically creates the Price levels and sets / updates the prices in Stock Item Master. T here is no need to manually create Price Levels in Tally using "F11 >> Inventory Features >> Use Multiple Price Levels".  b) In the older versions of UDIMagic, the Price levels had to be created manually in Tally Software using "F11 >> Inventory Features >> Use Multiple Price Levels" c) The Excel template "Master-V6-StockItem-Multiple-price-levels.xls" gets created in the "c:\udi-magic"  when you install the UD...

Undo entries, Mark as Optional, Cancelled

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UDIMagic v6.0 Release 1.7 comes with the facility to UNDO entries . ( i.e. to delete the entries that you had imported earlier ). And this can be done anytime, even after few days or months. UNDO Entries 1) Start UDIMagic Sofware and select the Excel sheet which you had imported earlier and now wish to Undo. 2) Next, click on the "View/set additional options" button which is next to the Start button as shown underneath :- 3) Select / check the "Undo entries" option as shown underneath : 4) Click on the "Start" / "Reimport" button a shown underneath : The above will undo / delete the entries. Remarks: i) To undo entries, you must select the same Excel sheet from which you had imported data earlier. ii) The steps to "Undo Entries" are same as we do for importing data. The only difference is you select  the "Undo entries" option before clicking on the "Start" button. Mark as OPTIONAL (for V...

UDIMagic on Remote Desktop

Can I use UDIMagic Software on Remote Desktop ? No . UDIMagic uses Excel OLE Automation and hence must not be used on a Remote Desktop wherein :- a) Multiple users work simultaneously on UDIMagic b) Multiple users work simultaneously on Excel

Import data into a specific Company in Tally

How do I specify/hard-code/fix the CompanyName in which data is to be uploaded from Excel to Tally ? There are three alternatives to specify the Company in which data is to be uploaded in Tally ERP Accounting Software. 1) COMPANYNAME tag in XML You can use the COMPANYNAME tag in the XML tags to specify the CompanyName. Ex: <MASTER TYPE="LEDGER"> <COMPANYNAME>ABC Company</COMPANYNAME> .... other tags </MASTER> 2) COMPANYNAME attribute in XML You can use the COMPANYNAME attribute in the XML tags. Ex: <MASTER TYPE="LEDGER" COMPANYNAME="ABC Company"> .... other tags </MASTER> 3) COMPANYNAME in UDIMagic.ini (configuration) file You can specify the Company Name in "c:\udi-magic\udimagic.ini" file as shown below:- [ExcelToTally] CompanyName=ABC Company Remarks:- a) The aforesaid alternatives are given in accordance to their precedence. i.e. >> 1st precedence is COMPANYNAME tag in XML ...

Understanding new features in v6.0

Show the Upload status (individually for each record) in Excel When you enable this feature, the Upload status ( Yes or No ) is set for each row in the Original Excel sheet. What does the Upload Status mean ? Yes   - Record is successfully uploaded into Tally No -  Record is NOT uploaded into Tally What is the benefit / use of this feature ? a) You can easily identify the records with errors (if any), and correct those records. b) When you re-import the data, the records with Upload Status as " No " (i.e. which were not imported earlier ) are processed and uploaded into Tally. Remarks:- This feature is disabled by default. You can enable it using the "Settings" button in UDIMagic.

Get Tally Ledger list in MS-Excel

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Global Help List | Get Tally Ledgers in Excel This feature allows you to get the Tally Ledger list in MS-Excel by pressing ~ (tilde key) You can activate or deactivate the Global Help List  feature using the "Settings" button in udiMagic. By default, it is disabled. The "Global Help List" feature provides a Help-list directly in MS-Excel or Word by simply pressing ~ (tilde key). It is useful in entering Ledgers; Stockitem-names in Excel or Word. Using the Global Help List Step 1 : Start udiMagic Step 2 : Start MS-Excel or Word Step 3 : Press ~    (i.e. tilde key without shift) This will bring forth the UDIMagic screen with Ledger Masters for the currently selected Company in Tally as shown below :- Step 4 : Type-in the Ledger Name and press enter-key to return to MS-Excel. Notes: You can click the Plus (+) button   next to the text-box to select any other Master or type in any SQL SELECT Statement. Example of SQL SELECT statements ...

INTRODUCING UDIMAGIC V6.0

We are pleased to announce the launch of UDIMagic v6.0. The details are as under :- UDIMagic v6.0 is now more Faster In-memory computing , a new technique is now used that makes processing and uploading of records into Tally much faster. For your reference, here are the results of uploading a sample Excel  Sheet with 5200 Voucher records using different versions of UDIMagic :   Version Time to upload (5200 Voucher records) Remarks UDIMagic v3.0 50 min 40 secs   UDIMagic v4.0 4 min 33 secs Bulk record processing feature introduced UDIMagic v5.0 3 min 10 secs Minor modifications UDIMagic v6.0 1 min 11 secs In-Memory Computing feature introduced Remarks: a) We uploaded the same Excel file  (5200 vouchers) into Tally using different versions of UDIMagic. b) System: Dell i3; 4 GB Ram, 1.80 GHz; Windows 8.1 64 bit c) UDIMagic v6.0 took 97.66 % le...

Excel #N/A error

While working in Excel, have you ever encountered  #N/A or #REF! or #VALUE! or any other error starting with # ? Here's a good article that provide details on why such errors appear in Excel. PS: You must remove all such errors from your Excel data before trying to import data into Tally.  

MySQL - Couldn't open database

Couldn't open database - Error appears while connecting to MySQL While using UDIMagic to transfer MySQL data into Tally , if you get the aforesaid error, you must follow the underneath steps : 1. You must create a new user in MySQL using the following command : create user 'udimagic'@'localhost' ; 2. Set the password for the User created above : set password for 'udimagic'@'localhost' = old_password('udimagic2'); 3. Grant access to the user for your database ( assuming the database name is tally ) : grant all on tally.* to 'udimagic'@'localhost' Next, in the UDIMagic Software select : >> Advanced Usage >> Database type = "MySQL" >> Next, click on the "Settings" button and specify the user-name and pwd as follows : user-name = udimagic pwd = udimagic2 >> Next, click the "Test Server connection" button to connect to MySQL database.

No cash or bank ledger specified - Error in Tally

Applies to : Tally ERP 9 Steps to Reproduce the error (1) Create a group named " My Bank Accounts " under Primary ; Nature Of Group: Liabilities (2) Next, create a ledger named " Axis " under the group " My Bank Accounts " (3) Next, create a payment voucher as show below : Rs 500-Dr-------Petrol Expenses Rs 500-Cr-------Axis PS: Tally does not allow you to save the payment voucher and a message "No cash or bank ledger credited" is displayed. (4) Next, change / modify the ledger named " Axis " and set its parent / group as " Bank Accounts " (5) Again, try creating a payment voucher as mentioned in point 3. Still, you are not allowed to save the payment voucher and the same error message is displayed. This happens inspite of fact that we had modified the ledger " Axis " with correct group . Solution suggested by Tally Solutions, Bangalore In Gateway of Tally, press Ctrl+Alt+R. Select your Company ...

Update StockItem Master details

STOCKITEM MASTER Here's a sample Excel template which allows you to : A. Change/update the StockItem Name in Tally B. Change/update the Opening Balance; Rate; Amount Download template to Update StockItem Master Remarks:- The above template is to be used only for updating StockItem Master in Tally. If the StockItem does not exist in Tally, an error is thrown.

Tally ERP 9 Release 4.8

Readers are requested to take note of the following statement which is published by Tally Solutions, Bangalore in the Tally ERP 9 Release 4.8 Release Notes . Section 1.1 (General enhancements) "Additionally, voucher data from a lower release (XML format) cannot be imported into Release 4.8 or vice versa" .