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👉 Introduction and need of Financial Automation (Sch III, PL & BS) from Tally
👉 Tally Trial Balance Challenges :
👉 Not able to SUM the cells as all Dr/Cr are positive Cells
👉 Mixure of Accounts between Parent/Child and hence trial is not becoming zero
👉 Grouping Issue - Not able to identify Child ledgers and Parent Ledgers
👉 Frequent Changes in TB due to new audit entries / New ledgers
👉 Multiple Trial Balances for Each Business / Branch
👉 Preparation and organising TBs to ease out Automation - Overcome Challenges shown in previous point with simple Free Utilities
👉 Cleaning Tally TB with Child/Parent marking and Plus/Minus instead of Dr/Cr
👉 Consolidation of TBs with Free Utility
👉 Creating different Masters- Why Masters are important for any automation
👉 5 Most used formulas one need to master before starting automation
👉 Reporting based on Thousands/Lacs/Crores/Absolute
👉 Updation of Last year figures or comparison of Actuals with Budgets
👉 Reporting with Charts to make it more user friendly/Interactive
👉 Creating Dashboard for Key items for analysis
👉 Update New Data and everything will be updates with in seconds
👉 Free Utilities 1. Dr/Cr Conversion 2. BottomLine Utility to find out Child/Parent account 3. Merge Utility - To merge multiple Trial balances with in seconds 4. GST finder Utility from PAN 5. Many more small Utilites
👉 Q&A