TallyGraphs Releases

Version 8.4.2 (Top Sales Ledgers)
Released on Friday, January 6th, 2023

Added a new graph for Sales Ledger in Sales Dashboard which indicates the top 10 sales ledgers based on the sales registere account.

Filter Receipts by Ledger Group in Accounting Dashboard

Through the ledger group filter, you can customize your receipt entries by ledger group for both receipts and payments.

Month wise Summary in Statement of accounts

Display Sales, Purchase, Receipt a,nd Payment Performance month wise which describes a detailed breakdown and comparison by month wise.

  • Click the Filter option to get more filters.
  • Cost category filter is used to keep track of data by cost category, which is used in the determination of cost limitations and rates.

Debit and Credit values distinct by Opening and Closing Balance

Debit and Credit amounts are determined based on their opening and closing balance in Trial Balance.

Group wise Total in Cash and Bank Summary

The total credit, and debit amount are determined by group-wise in cash and bank summary.

Other Updates

Update: Total quantity of stocks and inventories (table footer) added in Export options for all stock and inventory dashboards.

Fix: Growth trend graph invisibility, while applying the filter in Cost centre dashboard.

Version 8.4.1 (Finance Dashboard)
Released on Friday, December 9th, 2022

The financial dashboard to keep track of all the data points they need for finances at any given point in time. The financial dashboard helps to highlight the profitability of each active project, also it helps to understand the Income statement from revenue to net profit enhanced by relevant performance ratios.

Monthly Profit and loss demonstrates a financial statement that summarize the revenues, costs and expenses incurred over a calendar month.

Monthly Expenses utilised to analyse the top expenses and spending for month wise. Using expenses analysis, monitor your expenses by parent group wise.

Pictorial representation of Top expenses by Group wise

Top expenses listed by group wise using expense breakdown in Expenses Dashboard.

You can track the Total (Group wise total expenses) and share of total (Group wise total expenses compared with overall expenses) through the expenses analysis.

Cash/Bank Summary

The Income and Expenditure account details described by group wise in cash and bank summary. Show zero balance filter used to hide the zero balance accounts from the view temporarily.

Version 8.4.0 (Inventory Dashboard)
Released on Wednesday, November 9th, 2022

Display the quantity details of Inventory dashboards

Quantity details provided by stock summary on inventory dashboard, inventory report, stock summary, stock summary with profit, and stock category summary, which shows how many products are held (each product separately) in godown for both opening and closing as well as inward and outward.

Inventory Dashboard

Inventory Report

Stock Summary

Stock Summary with profit

Stock Category Summary

TallyGraphs shows all local languages supported by Tally

TallyGraphs allows any languages to entering the customer details through the Tally configuration.

Version 8.3.9 (Purchase Dashboard)
Released on Saturday, October 15th, 2022

1. Invoice number-wise Purchase details

Using this Purchase Dashboard, you can track the invoice numbers for each vendor along with the due status. Click the option used to display a list of products purchased by the vendor.

2. Display Opening Balance, Inwards and Outwards

Inventory Report provides information on stock items such as quantity, rate, and value of Opening, Inwards, Outwards, and Closing balance.

3. Invoice-wise receipt and payment details

The Accounting dashboard provides receipts and payment status based on invoices, such as whether it was made on time or late.

4. Group wise Expense Details

Using Expenses Dashboard, monitor your expenses by Parent group wise, also click the option to view the customer details under the parent group.

Version 8.3.8 (Sales Dashboard)
Released on Friday, September 30th, 2022

1. Invoice number wise sales details

Using this sales dashboard,you can track invoice number for each customer along with the due status. Click the option to view list of product details.

2. Top products

Sales dashboard can be used to view Top products with the category of group wise top products.

3. Product Analyze

With this analyze,you can track sales and purchase of each products for multiple companies as a consolidated report.

Version 8.3.7 (Invoice Performance)
Released on Friday, August 26th, 2022

1. Sales Invoice

Automatically track your sales Invoices from Tally and get paid faster for your Goods/services sold

2. Purchase Invoices

Automatically extract payment commitments from Tally on a real-time basis. Prioritize your worklist based on open payment commitments.

3. Ledger Summary

Improved design on Ledger wise summary listing and details page

4. Ledger Details

Version 8.3.6 (Tally Ledger Group)
Released on Thursday, July 28th, 2022

1. Support custom fields (TDL) from Tally Ledgers.

Option to sync additional custom fields created from TDL files to TallyGraphs. We can map these custom fields ad create custom reports in the Sales analysis. Capture custom field details for stock items

2. Assign Ledger groups

Ledger Groups are mapped with the sales team and the admin can enable access and review the sales team’s performance.

Leder Groups filter added in Sales dashboards and Outstanding dashboard to drill down the reports more specific to the Ledger groups

3. Other Updates

Update: Show Quick tour popup only once to the user with skip options
Update: Uganda Currency Symbol enabled
Fix issue in saving custom reports
Fix duplicate color display issue in expense graphs

Version 8.3.5 (Debtor & Creditor Analyze)
Released on Wednesday, June 29th, 2022

1. Debtor analyze

Create customized Debtor reports on Party ledgers, Product, Cost Centre, Company, etc. You can compare the data of two or more companies. more details

2. Creditor analyze

Create customized Creditor reports on Vendor, Product, Cost Centre, Company, etc. More details

3. Option to choose Currency Symbol

Select the symbol of currency (suffixed to amounts) which will we display as $, £,¥, etc., (US dollar/Pounds, Yen, etc.,)

4. Thousands separators

Thousands separators make it easier to read long numbers. Generally, we keep this to two numbers based on the India format. You can choose these to three numbers for other countries.

5. Month-wise Stock Summary

Shows month-wise inward and outward details along with the closing balance of the selected stock item. more details

Version 8.3.4 (Accounts Payables Dashboard)
Released on Thursday, June 2nd, 2022

Payables Dashboard

View overall Payable amount vendor-wise or overdue days-wise.

Key Highlights

  • Top Debtors
  • Debtors Breakdown
  • Payable Report
  • Overdue Vendors
  • More Due Vendor

Bills Payables

Additional Growth cards are added at the top of the page and highlight age-wise payable details.
A period filter was added to drill down the report in the detailed view.
Impacts of the bills are highlighted on 3 levels based on the bill’s overdue date.

Low – overdue between 0 to 10 days;
Medium – overdue between 11 to 30 days;
High – overdue above 30 days

CFO Dashboard

Cash-in and Cash-out are consolidated by month wise in CFO Dashboard

Accounts Dashboard

Period filters are added to drill down the report by date.
Receipts & Payment vouchers are listed in the table.
Party wise filter enabled in both vouchers

Stock summary

  • Items in multiple Godowns are listed with quantity, rate, and value
  • Batch wise details added for all items
  • Option to show/hide Zero value items

Statement of Accounts

Growth cards are added and compared with the previous month.

Version 8.3.3 (Bills Receivables)
Released on Thursday, May 5th, 2022

Bills Receivables

Additional Growth cards are added at the top of the page and highlight age-wise receivable details.

A period filter was added to drill down the report in the detailed view.

Impacts of the bills are highlighted in 3 levels based on the bill overdue date.

  • Low – overdue between 0 to 10 days;
  • Medium – overdue between 11 to 30 days;
  • High – overdue above 30 days

Profit & Loss Analysis

Two more fields (Monthly Share(%) & Variation between the previous month) were added to the Profit & Loss report. Now we can identify the list of items that can make more impact compared to the previous month.

Switch option enabled to view the reports by Group-wise or Detailed.

Other updates

Add: Bills Payables Dashboard

Update: Option to export summary of Ledger details in Statement of Accounts

Version 8.3.2 (Bills Receivable)
Released on Friday, April 1st, 2022

1. Four insights in Bills Receivable

Additional four insights (Total Pending Amount, Total Overdue, Due soon, Total Loss of Revenue) are added to Bills Receivable reports.

2. Export option in Statement of Accounts

Export Ledger wise transactions in excel and PDF format

3. Display total Invoice count in sales dashboard

4. Product Groups field added in Product analyze

Getting product-based reports are complex for a large number of product companies. Grouping the products will help to track the performance of each products.

5. Mobile App support in Android 7.1.1 OS

TallyGraphs Android Mobile App now supports an additional 4500+ mobiles running on Android 7.1.1 OS.

Other Updates

Update: Add “All” filter option in CEO, Sales Dashboard date filter
Fix: Issues in month filter if no data available in P&L Dashboard

Version 8.3.1 (Purchase Graphs)
Released on Thursday, March 24th, 2022

New: Purchase voucher graphs added in Digital CEO
New: Export PDF option in all Dashboards
Update: Live chat option enabled in Desktop Application
Update: Add date filter option in P&L Dashboard
Update: Added “All” option in CEO, Sales Dashboard date filter
Fix: Fix x-axis value overflow in barchat
Fix: P&L Dashboard filter issues

Version 8.3.0 (Data Sync Alert)
Released on Friday, March 4th, 2022

New: Send data sync email notification to admin users

New: Export PDF option in CEO Dashboard

Update: Add Cost center, Voucher Type filter in Statement of Accounts

Update: Split Purchase register by month-wise

Update: Add month wise % variation in Profit & Loss

Version 8.2.9 (Ledger Group)
Released on Friday, February 11th, 2022

New: Ledger Group added in Sales Analysis
New: Ledger Group added in Product Analysis
New: Ledger Group added in Ledger Analysis
Update: Add average Cash in & Cash outlines in CFO Dashboard
Update: Sync log enabled and track in auto
Fix: Fixed multi currency conversion issues in sales
Fix: Data sync from Tally, as well as any errors with data formatting were discovered.

Version 8.2.8 (Profit & Loss)
Released on Wednesday, January 26th, 2022

New:
Period filter added in P&L Dashboard
Period filter added in CFO Dashboard

Fix:
Multi-currency($) amount capture issue fixed
Show Cash & Bank summary for all months
Date format issue fixed in Daybook
Remove special char from Sales report amount tag
Mobile app loading (performance) fixes

Version 8.2.7 (Ratio Analysis)
Released on Thursday, January 13th, 2022

New: Display Ratio Analysis in CEO Dashboard
New: Daybook Analyze
Update: Opening Balance/Closing balance in Statement of Accounts
Update: Cost center filter in Customer Dashboard
Update: Cost center filter in Sales Analyze
Update: Add ledger details in Sales Analyze
Fix: Overlapping issue in auto-sync & manual sync fixed

Version 8.2.6 (TallyPrime 2.0.1)
Released on Wednesday, December 22nd, 2021

Update: Add Nigeria Currency and display it in all graphs
Update: Desktop Application support for TallyPrime 2.0.1
Fix: Data loading issue for Expenses and CFO dashboard
Fix: Disable Auto-sync option during Manual data loading

Version 8.2.5 (Cost Centre)
Released on Saturday, November 27th, 2021

Add: Cost Centre Dashboard
Add: Enable Salesperson access by Cost centre wise
Update: Expense analysis for multiple years
Mobile App: Show offline mode, if no/slow internet access
Mobile App: Logout issue fixed
Mobile App: Fix blank white screen if slow network

Version 8.2.4 (Aging Summary)
Released on Wednesday, November 3rd, 2021

Bills Payable with Aging Details

Aging Summary & details added with more Filters & Export options in Bills Payable report

Know latest update

More Updates

Update: Party wise filter added in Accounts Dashboard
Update: Overdue days filter added in Bills Receivables
Update: Enable export options in Purchase Dashboard
Update: All new graphs updated in Desktop edition
Update: Get Part numbers of the stock items & display in Stock Summary
Fix: Every 1-hour auto-sync fixed in Desktop Application

Version 8.2.3 (Search Graphs)
Released on Tuesday, October 19th, 2021

Add: Advanced Search for all Graphs & Reports
Add: Sales Statistics on CEO Dashboard
Update: Added Stock items Part number in stock summary reports
Update: Show all dashboards with upgrade options in Access Plan
Fix: Net & Gross value filters for the current month

Version 8.2.2 (Consolidated Outstanding)
Released on Saturday, September 25th, 2021

Add: Consolidated Outstanding
Add: Consolidated Bills receivable
Add: Inventory Dashboard
Add: Product Group & Godown Filter added in the Stock Summary report
Add: Product Group Filter added Customer Performance
Update: Enable Salesperson lists in Salesperson Outstanding App from customer TDL
Fix: Sales Dashboard loading issue fixed

Version 8.2.1 (Consolidated Sales)
Released on Tuesday, September 7th, 2021

Add: Added Consolidated Sales Analyze in Custom App
Add: Product metrics added in Sales Analyze App
Update: Product category filter added in Sales dashboard
Update: Sales Account and Cost of sales details added in P&L Dashboard
Fix: Month filter issue fixed in CEO Dashboard
Fix: Welcome message removed once data loaded
Fix: Mobile App support in Android 10 OS

Version 8.2.0 (Salesperson Performance)
Released on Friday, July 30th, 2021

Add: Salesperson Performance custom app
Add: Add Sales order vouchers in Optional Vouchers Report
Add: Export Product Groups & Categories from Tally
Add: Welcome page with a guided tour
Fix: Fix date wise sort in reports

Salesperson Performance

Provide a visual dashboard to the sales managers that allow them to track their sales team performance. Includes most important key metrics like sales, outstanding, month-to-month growth rate, and customer-wise performance.

Version 8.1.3 (Profit & Loss)
Released on Thursday, May 27th, 2021

Add: Profit & Loss Dashboard with month wise break down
Add: Add top 10 Debtors Graphs in Outstanding Dashboard
Add: Add Debtors Break down by sub-ledgers
Add: Add Gross/Net filter option at the Regional Sales
Update: Add Export option
Update: UI/UX in Desktop Application local setup
Fix: Fix top box total amount (Debit – credit value) in Outstanding Dashboard

Version 8.1.2 (Gross/Net Filter)
Released on Friday, April 2nd, 2021

Add: Gross/Net Amount filter added in CEO Dashboard
Add: Gross/Net Amount filter added in Sales Dashboard
Update: Filter Bills Receivables data from sundry debtors
Update: Display total outstanding amount for all ledgers
Fix: Number format issue, if more than 7 digits
Fix: CEO Dashboard loading issue fixed if data file not found
Fix: Sales Dashboard- “Day of month” graphs loading issue

Version 8.1.1 (Outstanding)
Released on Friday, March 12th, 2021

Add : Loss of Revenue added in Debtors Outstanding based on overdue days (1% per month after 60 days)
Update : Display Receivable vs Payable variation
Fix : Quick sync loading issue fixed

Version 8.1 (CEO Dashboard)
Released on Saturday, February 27th, 2021

Add: Date filter with week, month, and yearly selection
Add: Sales, Purchase, Receipt, and Payment monthly graphs
Update: Show total receivable amount form balance sheet

CEO Dashboard

Version 8.0 (Apps)
Released on Saturday, January 30th, 2021

New: Date filter (Week/Month/Year) in Sales Dashboard.
New: Apps beta version release with Sales Performance.
Update: Alignment update in growth metric layout.

Sales Performance

Version 7.12.1 (Outstanding Dashboard)
Released on Saturday, December 12th, 2020

Add: Outstanding Dashboard with Filters, Search & Print
Add: Aging Summary by days
Add: Aging Details by Debtors
Fix: Reports table alignments

Version 7.12 (Desktop Access with ACL)
Released on Friday, December 4th, 2020

  • Add: Multiple users access control in Desktop
  • Add: Desktop edition & Connector aligned with single exe file
  • Tweak: Removed IIS dependency to access reports in desktop browser
  • Tweak: Auto sync options (quick sync/Complete sync) enabled
  • Tweak: Periodic auto sync option added (every 1 hours OR 3 hours OR custom time)
  • Fix: Auto sync issue for multiple companies

Smart Sync and admin privileges

  1. To Add or Edit company in TallyGraphs just click Add/Edit .
  2. Automate data sync in particular time, enable the Auto Sync On and set sync time.
  3. Go to Advance Settings and select which are the vouchers are you want to sync.
  4. Select date period/range of to load data from your Tally
  5. Run Complete Sync when you update Tally entries older than current month.
  6. Access TallyGraphs in your desktop browser

Version 7.11 (TallyPrime Support)
Released on Saturday, November 21st, 2020

  • Add: Support TallyPrime (Desktop Application, Reports & Dashboards)
  • Update: Set fixable auto sync (every 1 hour, 3 hour or custom time)
  • Update: Improved sync preference
  • Fix: Sales register mobile view fixes
  • Fix: Receivable amounts issue difference between dashboard and bills wise receivables
  • Fix: Date Period is not updated after data sync

Version 7.10.2 (Accounting Dashboard)
Released on Friday, October 23rd, 2020

Add: Accounting Dashboard – analysis of Sales, Payments, Expenses, and much more
Add: List Customers by State wise
Add: Add State-wise sales analysis graphs
Tweak: UI update in CEO Dashboard
Tweak: Upgrade On-premise with latest all Dashboards
Fix: Dashboard alignment fixed in mobile view

Version 7.10.1 (Overdue Bills by Month / Party wise)
Released on Friday, October 9th, 2020

Add: Track all the Pending OR Overdue Bills by Month wise & by Party-wise or by Aging period.
Fix: Data loading issue in custom date period.
Fix: Mobile alignment issue fixed in Month wise sales report.

Overdue Bills by Month and by Party:

Track all the Pending OR Overdue Bills by month wise or by party-wise & Aging period.

Version 7.10 (Access Multiple Company)
Released on Thursday, October 1st, 2020

Add: Access Multiple Companies with same login access
Tweak: Support all inventory reports in Tally 6.6.3
Tweak: Show current month as active in the Sales register table
Fix: Tally Company mapping issue in Desktop Connector

Version 7.9.2 (Optimize Data Loading)
Released on Saturday, September 26th, 2020

Tweak: Sales & Purchase entries sort by descending order
Tweak: Receivables by ascending(15 Days,30,45,60, 90)
Tweak: Payables by ascending(15 Days,30,45,60, 90)
Tweak: Add Sync date at the top
Fix: CEO dashboard support for Tally 6.4
Fix: Optimize & fix loading issue in Desktop Connector
Fix: Data loading issue in Cash flow statement in Tally 6.4

Version 7.9.1 (Progressive Web App)
Released on Friday, September 18th, 2020

Add: Progressive Web App for Android Mobile.
Tweak: Sales report support up to 50k vouchers.
Tweak: Optimized data sync.
Update: View Sales Register by month.
Fix: License verification issue while auto-sync

Version 7.9 ( TallyGraphs On-premise)
Released on Friday, September 11th, 2020

Add: TallyGraphs on desktop beta release
Add: Automated hourly data sync
Update: GUI update in header, sidebar navigation
Fix: Gratuity Summary report loading issue fixed

The complete on-premise solution for Tally ERP

TallyGraphs on-premise is an advanced BI solution that can be deployed on your own premises where your Tally ERP running.

  • Fast, Secure and Official Tally integration
  • 30+ Tally ERP reports with graphs
  • CEO Dashboard
  • CFO Dashboard
  • Option to sync on-cloud
  • Used Windows IIS to view via browser
  • Support Tally ERP 6.4 or higher version

Version 7.8 (Multiple Companies)
Released on Monday, August 3rd, 2020

Add: Group Wise Outstanding
Add: Current Assets in detailed report
Add: Connector support to add multiple companies
Fix: While daily sync remove old files and update new files

Group Wise Outstanding – Creditors

This report displays the outstanding receivables during a specified period for an entire group – Sundry Creditors

Version 7.7 (CFO Dashboard)
Released on Wednesday, July 1st, 2020

Release items

  • Add: CFO Dashboard
  • Add: Set custom date period in daily sync
  • Fix: Responsive alignment update in mobile view
  • Fix: Bar chart label aligned properly

CFO Dashboard

This interactive dashboard created for the CFO and pulls the whole organization’s finance data into a single dashboard.

The CFO Dashboard provides insights on critical financial metrics in an easily digestible format, including: Cash flow impact from supplier invoices, for real-time and trend analysis. Current unpaid invoice amount as a 12-month trendline or in relation to total spend per month

Cash flow impact from supplier invoices and sales invoice for real-time trend analysis

Top 5 Customers shows highest performing customers

Top 5 Receivable helps you keep your eyes on highest receivable amounts

Fast Moving Items improves your inventory analysis

Version 7.6 (CEO Dashboard)
Released on Tuesday, June 16th, 2020

Release items

Add: CEO Dashboard in web reports
Add: Set time for Auto sync in connector
Fix: Data not showing for custom sales ledgers
Fix: License key not updating for every login

CEO Dashboard

A CEO dashboard made for CEOs or other executives to easily track the company’s performance in sales and marketing in real time.

Auto Sync time

You can turn on Auto Sync so the Tally ERP data automatically save into TallyGraphs at specific time.

To turn on Auto Sync:

1. Open the TallyGraphs Connector in your desktop
2. Turn on Auto Sync option
3. Set your convenient time

Make sure your Tally ERP is opened and select specific company to enable this feature.

Version 7.3.1 (Single Sign on)
Released on Saturday, February 15th, 2020

  • Dashboard : Debtor Aging Analysis
  • Dashboard : Creditor Aging Analysis
  • Dashboard : Outstanding by Region
  • Connector: Support multiple companies
  • Connector: Data sync for both Reports & Dashboard
  • Connector: Support custom sales voucher in reports

Version 7.3 (Sales Entry Mobile App)
Released on Saturday, January 25th, 2020

Tally ERP Sales entries in Mobile
View list of products with inventory & rate
View Sales entries in Mobile and Web
Ability to add Duty taxes with sales entries
Ability to ass Discount with sales entries

Version 7.2 (Desktop Connector)
Released on Friday, December 6th, 2019

Add: Connector Automatic updates
Add: Last Sync notifications (Startup & Time based)
Add: Display data loading status
Add: Shows Tally Connection status while sync
Fix: Windows installer (Easy to install/uninstall)

Version 7.1.1– Inventory Report
Released on Friday, November 8th, 2019

Add : Inventory Report with Filter & Search
Add : Display the period of data loaded in all Report
Add : Ability to update Connector to new version

Version 7.1 – Basic Connector
Released on Thursday, October 31st, 2019

Add : Show Receivable in Dashboard with opening balance
Add : Show Payable in Dashboard with opening balance
Add : Show Inventory items in Dashboard with opening balance
Add : Extract Tally data by XML file
Add : Ability to select sync Date range in basic Connector
Add : Show data loading status in basic Connector
Fix: Issues in loading sales register data

Version 7.0.2 – Delivery , Receipt Note Analysis (Cubes)
Released on Friday, October 18th, 2019

Features : Delivery Note Analysis Cube live
Features : Receipt Note Analysis Cube live
Fix : Opening Balance loading issue in Customer Ageing Analysis
Fix : Issues while loading Sales orders data through Connector

Version 7.0.1 – Sales Order Analysis Cube
Released on Thursday, October 10th, 2019

Features : Sales Order Analysis Cube live
Features : Purchase Order Analysis Cube live
Features : Add Euro currency support in advanced
Fix : Multi currency data loading issue fix

Version 7.0 – Desktop Application (Tally Connector)
Released on Friday, September 27th, 2019

1. TallyGraphs Connector as Desktop Application for Web Reports
2. Dashboard support multi currency (SGD, AED, MYR)
3. Dashboard support History data starting from 2002
4. Financial period measurement added in Cube

Version 6.1 – Basic Subscription for 21 days
Released on Friday, April 19th, 2019

1. Basic trial setup for 21 days
2. Added subscription management online
3. Added Online payment to pay via CC/DC cards
4. Enabled SSL certificate
5. Web Reports registration, login through website

Version 6.0 – Web Reports
Released on Friday, December 28th, 2018

1. TallyGraphs Basic (Web Reports) release
2. Support 38 Tally ERP reports
3. Upload Tally ERP data as xml format
4. Free trial setup for 30 days
5. Live demo access with sample data
6. Ability to sync data any number of time

Version 5.0 – Cube Integration
Released on Thursday, June 14th, 2018

External Items:
User Friendly Cubes
Internal Items:
Feature : Able to do modify ACL setup for reports
Feature : Normal user able to view KPI tracker and Reports
Bug Fix : Not able to view the report if user changed login password
Bug Fix : Not able to view for newly created users
Bug Fix : All reports looks like disabled, please make it bold text enable reports
Bug Fix : Not able to do ACL setup for reports

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