Help centre
Help for TallyGraphs 3.0.
Set-up guides and a guide to every dashboard. Can’t find what you need? Write to support@tallygraphs.com.
Getting started
Install TallyGraphs 3.0Set it up on a Windows, Linux or Mac computer in your office.
Activate your licenceUse your encrypted licence key to activate TallyGraphs on your premises.
Connect TallyPrimeBring in your TallyPrime companies and years.
Connect Tally ERP 9Bring in your Tally ERP 9 companies and years.
Access your data while you travelSync to your own Google Drive and open TallyGraphs on your laptop or tablet.
Add users and set accessAdd your team and choose what each person can see.
General settingsSet up TallyGraphs the way your business works.
Start a new financial yearCarry on smoothly when Tally moves to a new year.
Set up alertsChoose which alerts you get, for dues, cash and stock.
Request a custom reportTell us the report your business needs.Email us your report request
Dashboard guides
What each dashboard shows. To see them all, open the live demo or the reports library.
For owners
- CEO dashboardYour business on one screen.
- CFO dashboardCash in, cash out and balances.
- Finance dashboardProfitability and monthly profit and loss.
- Accounting dashboardKey accounting balances.
- Budget reportActuals against budget.
Sales and customers
- Sales dashboardSales by period, compared with last year.
- Sales analysisSlice sales by any field.
- Region-wise salesSales by state or region.
- Salesperson dashboardEach salesperson’s numbers.
- Salesperson performanceCompare your sales team.
- Customer performanceHow each customer buys and pays.
- Customer and productWho buys what.
- Product performanceProducts ranked by revenue.
- Product analysisA product’s stock against its sales.
Purchases
- Purchase dashboardWhat you buy, month by month.
- Purchase analysisSlice purchases by any field.
- Purchase performancePurchases by supplier and item.
Money in and out
- Bills receivableEvery unpaid customer bill.
- Bills payableEvery unpaid supplier bill.
- Debtors analysisReceivables across companies.
- Creditors analysisPayables across companies.
- Invoice performancePaid on time, late, overdue and not due.
- Statement of accountsEvery transaction with a party.
Costs, profit and stock
- Expenses dashboardWhere the money goes.
- Profit and loss dashboardMonthly profit and loss.
- Profit and loss analysisDrill into income and expenses.
- Cost centre dashboardSpending by cost centre.
- Inventory dashboardInward and outward stock.
- Stock summaryStock, value and gross profit by item.
- Day book analysisEvery voucher, by day.
Still stuck?
Support: support@tallygraphs.com