Integration with WhatsApp: These days, using WhatsApp to send corporate papers like reports and coupons is simple. It facilitates more effective contact with your stakeholders and is rapid.
Importing from Excel: All of your Excel data can now be easily imported into TallyPrime. This reduces mistakes and saves time, especially when handling large amounts of data.
Fresh Dashboard: A new dashboard provides you with an overview of the state of your company. It helps you better comprehend your finances by acting as a kind of synopsis of the state of your company.
Additionally, there are specific improvements in modules like GST and Payment Request, plus some tweaks that allow you to print previous and current balances in invoices. All these upgrades aim to make your experience with TallyPrime more fruitful.
The exciting new features included in TallyPrime Release 4.0 will enhance your overall enjoyment
- Import Data from MS Excel
- Use TallyPrime with WhatsApp for Business;
- Visual Dashboard
Business Details Instantly Shared | TallyPrime with WhatsApp for Business
TallyPrime Release 4.0 offers you the power of quick communication via WhatsApp for Business, taking into account the significance of smooth and effective communication between businesses and their stakeholders. This enables you to benefit from the market-dominating improvements in communication and technological breakthroughs.
With just one click, businesses may transfer documents straight from TallyPrime to one or more partners or stakeholders. Assume that the quarter has just ended and you have closed your books. Financial statements that have been digitally signed can be sent via WhatsApp to important stakeholders and investors. In a similar vein, you may use WhatsApp to send reminder letters and bills to your parties and get their answers. The instantaneous communications will aid in improved cash flow management.
If your company operates in India, your domestic clients have the option to instantly make payments by clicking the payment URLs included in invoices and reminder letters that are delivered over WhatsApp.
TallyPrime and WhatsApp are now perfectly linked. WhatsApp for Business may be accessed through TallyPrime, and Deliver documents to a single party or group of parties simultaneously. You may still transmit documents by email using TallyPrime, but you won’t have to worry about the recipient seeing it and taking action.
Simple Data Import from MS Excel and Easy Migration to TallyPrime from Any Software
For every organisation, manually entering large volumes of data is a nightmare. Manual input takes a lot of time and is prone to mistakes. TallyPrime Release 4.0 offers a smooth import from Microsoft Excel in order to remedy this. This is on top of the current capability to import XML files.
As you may already be aware, a lot of software packages provide data exportation to Excel. This makes it possible for you to import data into TallyPrime from Excel spreadsheets.
What is to come:
- Import transactions and masters from Excel with ease.
- Make use of any of the pre-made Excel files or templates.
- Regardless of format or sequence, take data that has been carefully selected from any Excel worksheet and map it to fields in TallyPrime.
- Examine the import logs to determine whether mistakes happened during the import.
A Graphical Dashboard is a Visual Tool for Creating Financial Insights.
TallyPrime Dashboards allow you to analyze company data in a user-friendly style. You may construct more dashboards in addition to the default Sales and Purchase dashboards. You may interact with individual tiles, incorporate distinct reports as independent tiles, and set each tile to meet various criteria. As a consultant, financial manager, or business owner, Dashboard enables you to make data-driven decisions that promote success and expansion. The graphs and charts in the various tiles may be used to follow trends in revenue, evaluate spending habits, keep an eye on your cash flow, and obtain a thorough understanding of your financial situation and ledger balances for whatever time periods you want.
TallyPrime’s dashboard provides versatility to:
- You may add or remove tiles, customize each one separately, add or remove data points, and more.
- Use user privileges to impose restrictions on dashboard access. A dashboard for a particular user will not include tiles to which that user has limited access.
- Make distinct dashboards for various uses, arrange tiles to suit your tastes, and save the views.
- When you launch a company, the home screen loads a dashboard.
- Print, export, and send to interested parties via WhatsApp or email.