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.