New templates (added)

NEW TEMPLATEs  (Added) :
Vouchers-V7-Journal-with-multiple-references.xls

Useful for uploading E-Commerce Settlement entries viz Journal, Receipt vouchers with multiple references.

Download link (all templates) :
https://github.com/ShwetaSoftwares/standard-templates/archive/master.zip

Horizontal Sales format - New VAT Slabs

This video tutorial shows how to add new VAT Slabs in the Horizontal Sales format.

Working with Standard templates

One of the most commonly used Standard template for uploading Sales Vouchers from Excel to Tally is "Vouchers-V7-Sales-Purchase-Advanced.xls".

There are some default Ledgers and VAT classes in this template. Here's a tutorial that shows how to change these ledgers name or to add new VAT Slabs.

Watch the video tutorial on Youtube.

If you face any problem using the above, use this link.

Demo Videos

The Getting Started series of Videos for udi-Magic v7.0 are available at :
http://www.rtslink.com/tutorials/

Getting Started Series covers :
- A quick overview of udi-Magic
- Uploading Sales data
- Mapping your Sales format to the Standard template
- Mapping your Bank format to the Standard template
- Understanding what happens behind the scenes - Debug mode
- Undo entries

You can also view the videos at Youtube

Tally ERP 9 - Speed Issues

We recently uploaded bulk records from Excel into different versions of Tally ERP 9.

For your reference, here are the results of uploading a sample Excel  Sheet with 5200 Voucher records using udi-Magic v7.0:

Tally Version	Tally Release	Time to upload (5200 Voucher records)
Tally ERP 9	Release 5.1	2 min 52 secs
Tally ERP 9	Release 5.2	2 min 46 secs
Tally ERP 9	Release 5.3	2 min 48 secs
Tally ERP 9	Release 5.3.1	2 min 49 secs
Tally ERP 9	Release 5.3.2	2 min 26 secs
Tally ERP 9	Release 5.3.3	11 min 08 secs
Tally ERP 9	Release 5.4	11 min 28 secs

Remarks:
a) We uploaded the same Excel file (5200 vouchers) into different releases of Tally ERP 9
b) It was seen that from Tally ERP 9 Release 5.3.3 onwards, the performance degraded considerably.

udi-Magic v5.0 support to be discontinued from 1st January 2017

udi-Magic v5.0 (or lower versions) customers / users are requested to note that the support for udi-Magic v5.0 shall be discontinued from 1st January 2017 and there shall be no product enhancements in udi-Magic v5.0 thereafter.

Also, to avail technical support and product enhancements, users will have to upgrade to the latest version.

If XML tags are required for any new formats, then XML tags compatible with the latest version shall only be provided.

udiMagic v7.0 Release 2.1

Release 2.1 now supports a new Settings Option :

Use title-case for Masters
When ticked / enabled, the Master NAMEs will be converted to title/proper case and then imported into Tally.

Steps:
1) Start udiMagic Software
2) Click the Settings button (in the 2nd screen)
3) Tick / enable the option "Use title-case for Master"

The above option is enabled by default. There is no need to change this setting, and has been kept for backward compatibility purpose only.

Amount changes on Voucher modification

Recently, we found a weird thing in Tally ERP 9. After importing data from Excel into Tally using udi-Magic, when we modified the Voucher, the Item-Amount changed. On scrutiny we found something that surprised us. Here's are the steps to reproduce the same.

Scenario 1 (Amount changes when Voucher is modified)
We uploaded a Sales Voucher from Excel into Tally using udi-Magic. You can use any Sales template provided with udi-Magic Software having the following values :

Item-Name : Bush free
Qty : 200
Amount : 34367.29

PS:
1) Do not enter the Item-Rate in XLS. Let Tally compute it automatically.
2) You can enter Party-Name and other details in XLS as required.
3) Import the XLS Sales data using udi-Magic and then try modifying it manually in Tally. The Item-amount changes to 34368.

Scenario 2 (Amount does NOT change when Voucher is modified - Correct scenario)
Next, we created another Company in Tally and  uploaded one Sales Voucher from Excel into Tally using udi-Magic. You can use the same XLS template having the following values :

Item-Name : Bush Free
Qty : 200
Amount : 34367.29
PS:
1) Do not enter the Item-Rate in XLS. Let Tally compute it automatically.
2) You can enter Party-Name and other details in XLS as required.
3) Import the XLS Sales data using udi-Magic and then try modifying it manually in Tally. The Item-amount does NOT change now.

Observation
In the Voucher modification mode, Tally re-calculates the Item-Amount if :
1) Item-Name is changed; or
2) Item-Qty is changed; or
3) Item-Rate is changed.

In Scenario 1 / Company 1, the Item-Name gets changed from "Bush free" to "Bush Free" automatically when we modify the Voucher. The forces re-calculation of Item-Amount.

The above does NOT happen in Scenario 2 (Company 2) as the Item-Name is already in Proper-case. i.e. Bush Free.

Proper-case / Title Case
If you are still not clear, then read on.

Create a new Company in Tally. Next, create (manually) a new Stock Item in Tally with name as "piston free". Notice that Tally changes it to proper-case/title-case as  "Piston Free". Though this conversion happens when we type the Item-Name manually in Tally, it does not happen when the data is imported using an external program. This creates problem and changes the Item-amount when we modify the Voucher.

To handle this situation, we will be coming out with a new release of udi-Magic and the details shall be put on this site shortly.

Template modification

Vouchers-V6-Financial-Transactions-with-multiple-references-and-cost-centres.xls

The aforesaid template now includes "Bank details" viz Instrument Number, Instrument Date etc.

Download link (all templates) :
https://github.com/ShwetaSoftwares/standard-templates/archive/master.zip

You can now view what changes have been done, when these changes were done by visiting
https://github.com/ShwetaSoftwares/standard-templates/commits/

udiMagic v7.0 Release 2.0

Release 2.0 now supports a new Settings Option :

Disable TaxClassifications
When ticked / enabled, the TaxClassifications (given in CSV file for Sales/Purchase templates) are ignored and are not imported into Tally.

Steps:
1) Start udiMagic Software
2) Click the Settings button (in the 2nd screen)
3) Tick / enable the option "Disable TaxClassifications"

The above option is useful when you are using an older version of Tally and can't import Sales/Purchase data as you get error "Tax Classification not found".

udiMagic v7.0 Release 1.9

Release 1.9 supports the following new features :

Error description
You can now get more information about the errors by double-clicking the "error message" from within the udiMagic Software.

PS:
Alternatively, you can visit http://www.rtslink.com/products/udimagic/errors/  for list of commonly occurring errors and their descriptions.

Templates removed

Recently, we have removed few templates to reduce redundancy and for the ease of use. The details are as follows :

TEMPLATEs removed
Vouchers-V5-Cash-n-Bank-Payment-transactions.xls
Vouchers-V6-Financial-Transactions-with-multiple-references.xls
Vouchers-V6-Financial-Transactions-with-Ref-Cost-centre.xls

PS:
You can use the templates given underneath which provide the same features :
Vouchers-V6-Receipts-and-Payments-with-multiple-references.xls
Vouchers-V6-Financial-Transactions-with-multiple-references-and-cost-centres.xls

Support Desk

Support Desk / Ticket system
To get  help / assistance or support, you must use the Support Desk (Ticket system) as given underneath :

1) During the 90 days FREE Support period (or AMC period)

http://www.rtslink.com/supportdesk/
Click the above link or copy/paste in Internet Explorer

2) After the 90 days FREE Support period (if AMC is not renewed)

http://www.rtslink.com/customer/
Click the above link or copy/paste in Internet Explorer

Important:
1) Only ZIP files can be attached in the Support Desk / ticket system.
2) Support Issues must NOT be sent to our email ids (as done earlier) as the emails shall not be monitored for support-related issues from now onwards.
3) Support Issues shall NOT be entertained on telephone.
4) It is mandatory to mention your udiMagic Serial No in the Support ticket.
5) In case, if the 90 days Free Support period has expired, you must make payment for the Support Charges as applicable. The Support Charges do NOT include any Customization i.e. support for any XML tags modification / Mapping of Custom formats.
6) The normal response time is 24 hrs to 48 hrs.

udiMagic Standard version Value Pack

The software / product named udiMagic Standard version Value pack has been now been discontinued.

PS:
1) Customers must go for udiMagic Standard version Normal Pack and if any Customized formats are required, they must pay for the Customization / XML charges separately.
2) Also, AMC (Annual Maintenance Charges), shall now include Operating Support only. If any changes / modifications are required, it has to be paid for separately.

Vouchers with multiple Refs, Cost Centres

Vouchers with multiple Refs, Cost Centres modifications

This format now supports multiple Cost Categories also. i.e. for each ledger, you can specify :
a) Multiple Cost Categories
b) Multiple Cost Centres (for each Cost Category)
c) Multiple Bill References

Download link (all templates) :
https://github.com/ShwetaSoftwares/standard-templates/archive/master.zip

You can now view what changes have been done, when these changes were done by visiting
https://github.com/ShwetaSoftwares/standard-templates/commits/

Bank Statement

Bank Statement modifications
A new Column has now been kept in the Bank Statement for specifying the VoucherType. This is optional.

Download link (all templates) :
https://github.com/ShwetaSoftwares/standard-templates/archive/master.zip

You can now view what changes have been done, when these changes were done by visiting
https://github.com/ShwetaSoftwares/standard-templates/commits/

Remarks:
By default, the VoucherType is assigned as Payment (if Withdrawal) or Receipt (if Deposit).

New templates (added/removed)

Recently in March 2016, we had merged few templates to reduce redundancy and for the ease of use. The details are as follows :

NEW TEMPLATEs  (Added) :
Vouchers-V7-Sales-Purchase-Advanced.xls

OLD TEMPLATEs (Removed)

Vouchers-V7-Sales-E-Commerce

Vouchers-V7-Purchase-E-Commerce
Vouchers-V7-Sales-with-VAT-without-stockitems.xls
Vouchers-V7-Purchase-with-VAT-without-stockitems.xls
Vouchers-V7-Sales-Horizontal-Format-with-VAT-with-stockitems.xls
Vouchers-V7-Purchase-Horizontal-format-with-VAT-with-stockitems.xls

Vouchers-V7-Sales-with-VAT-with-stockitems.xls

Vouchers-Sales-Purchase-with-stockitems.xls

Vouchers-Dely-Note.xls

Vouchers-Rcpt-Note.xls

Remarks:Now, using a single template you can upload Sales Order, Delivery Note, Sales Invoice, Credit Note, Purchase Order, Receipt Note, Purchase Invoice, Debit Note. In addition, you can use this template for "with stockitems" as well as "without stockitems".

NEW TEMPLATEs (Added) :
Vouchers-V7-Sales-Purchase-Basic.xls

OLD TEMPLATEs (Removed)
Vouchers-Purchase-with-stockitems.xls
Vouchers-Sales-with-stockitems.xls

IMPORTANT
You can now view what changes have been done, when these changes were done by visiting
https://github.com/ShwetaSoftwares/standard-templates/commits/

As around 10 to 12 templates have been merged into 2 formats as mentioned above, the number of Standard templates as on date is 26 nos. As the Standard templates may be added / merged from time to time, the total number of templates may change.

udi-Magic Price revision

udi-Magic prices are likely to be revised in this month i.e. June 2016.

Ledger Master - Bug Fixed

Ledger Master

While importing Ledger Masters, the "address" for existing ledger is replaced with the address as given in the Excel sheet. However, if no address is given in the Excel sheet, then the existing address in Tally is overwritten with blank values.

This bug has been fixed and updated XML file can be downloaded from github link given below:
https://github.com/ShwetaSoftwares/standard-templates/archive/master.zip

Standard templates for all versions

You can now download the Standard templates for the latest udi-Magic version and all earlier versions too from here.

The download link is :
https://github.com/ShwetaSoftwares/standard-templates/archive/master.zip

How to specify XML tags file name in the XLS file ?

While importing data from Excel to Tally using udiMagic Software, you can :

a) Select the XML tags file using the udiMagic interface; or
b) Specify the XML tags within the Excel file.

Here are the steps to specify the Mapping (XML tags) file name in the Excel sheet.

1) Open the Excel sheet.
2) Right click the cell A1 and select option "Insert/Edit Comments"
3) Type out the following :

<XMLTAGSFILENAME> theXmlFileName </XMLTAGSFILENAME>

4) Save the Excel sheet.

Now, while importing using udiMagic, you can simply select the XLS file and no need to select the Mapping (Xml) file.

Some Common errors

Error : File "UDILC.DAT" not found.
Resolution : Install udiMagic Software using the Setup file. Please search for the email sent to you at the time of Purchase of udiMagic Software. It contains link to download the setup file.

Error : File "UDILC2.DAT" not found.
Resolution : In older versions (i.e. v5.0 or lower), the UDILC2.DAT file is provided at the time of Purchase of Software. Please search for the email sent to you at the time of Purchase of udiMagic Software. It contains an attachment named "UDILC2.DAT" file. In udiMagic v6.0 or higher, it is generated automatically.

Purchase and Sales Horizontal formats

In udiMagic v7.0 Release 1.4 onwards, the Horizontal formats for Sales and Purchase have been removed and a common new format for Sales and Purchase is introduced.

For those using the udiMagic v7.0 Release 1.0 to Release 1.3, the Sales and Purchase Horizontal formats need to be updated as shown below :

1) Vouchers-V7-Sales-Horizontal-format-with-VAT-with-stockitems.xls
Changes in cell Z1  (Specify column V in the Round function)
Changes in cell AA1 (Specify column W in the Round function)
Changes in cell AB1 (Specify column X in the Round function)

2) Vouchers-V7-Purchase-Horizontal-format-with-VAT-with-stockitems.xls
Changes in cell AF5  (Specify column AB in the Round function)
Changes in cell AG5 (Specify column AC in the Round function)
Changes in cell AH5 (Specify column AD in the Round function)

3) Vouchers-V7-Purchase-Horizontal-format-with-VAT-without-stockitems.xls
Changes in cell N1  (Specify column M in the Round function)
Changes in cell P1 (Specify column O in the Round function)

Standard templates at Github

The Standard Excel templates shipped along with udi-Magic Software are now available at Github also.

The download link is :
https://github.com/ShwetaSoftwares/standard-templates/archive/master.zip

To view details on modifications
https://github.com/ShwetaSoftwares/standard-templates

PS:
From time to time, changes are done in templates by always of adding new fields/columns or features. These changes are made available only in the next release of udi-Magic Software. However, now you can access all the templates with updates at Github (even before they are made available with udi-Magic)