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

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

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

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

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.

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

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

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

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

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

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

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

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

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.

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

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

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

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

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

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

• 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

• 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

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

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.

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

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

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

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

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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

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

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.

• 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

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

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)

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

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

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

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

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

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

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

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